Difference between revisions of "Transaction Manager"

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(Processing Transactions)
(Bill Presentment)
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==Other Transactions==
 
==Other Transactions==
 
===Bill Presentment===
 
Email invoices or statements to your customer that includes a link to a secured site so that the customer may enter their own payment information. ''(Bill Presentment is an add on service)''
 
 
To configure your Bill Presentments: see [[Bill Presentment Setup]]
 
 
'''1.''' To send a bill presentment, go to Virtual Terminal > Send Invoice to Customer.
 
 
'''2.''' Click Browse and locate the invoice/statement that you wish to include in the Bill Presentment. Click Upload.
 
 
'''3.''' Fill out the <u>Customer Name</u>, <u>Customer Email</u>, <u>Invoice#</u>, <u>Description</u>, <u>Amount</u>, <u>Merchant Email</u> and any <u>Custom Text</u> you wish to be included in the email. Click Send Bill.
 
 
'''4.''' Your customer will receive an email from you with a link to a secured site to enter his/her payment information. You can view the status of nay sent bill presentment by going to Virtual Terminal > View Bill Presentments.
 
 
 
  
 
==Transaction Manager Menu Options==
 
==Transaction Manager Menu Options==

Revision as of 10:13, 4 April 2014

Welcome to the ComsGate® Transaction Manager Knowledge Base!
Navigate through this page to discover everything you need to know about Transaction Manager.
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Getting Started

1. Go to the online Transaction Manager and enter your username and password. The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.

2. Confirm Your Identity - To better serve and protect our customers, a new user will need to undergo a quick security procedure.

3. Log in with your username and newly created password.

Processing Transactions

Web Terminal - Process a credit, ACH or gift/prepaid transaction.

Batch Transactions - Process multiple credit card transactions at once by uploading a CSV file or comma delimited text file with transaction data.

Recurring Database - Schedule transactions to occur on a recurring basis.

Bill Presentment - Email invoices or statements to your customer that includes a link to a secured site where the customer may enter their own payment information for authorization.

Other Transactions

Transaction Manager Menu Options

View Merchant Info

My Account

Totals

Search Transactions

Virtual Terminal

Configure Devices

Cashiering

User Management

Settlements

Logout