Transaction Manager
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 bills directly to your customers and allow them to pay online.
- Also Relevant - Transaction Responses
Transaction Manager Menu Options
View Merchant Info
View Merchant Info displays the merchant profile, processor info, and devices on the account. Use the tabs at the top of the page to view info related to different tender types services: Credit Card, ACH, Prepaid / Gift Card, Cash and Check.
Gateway Merchant Info: To update your merchant info, go to My Account > Merchant Profile.
- Gateway Merchant ID: Click the link to access your account's unique 64 character string
Processor Info: To update your processor info, go to My Account > Processor Info.
Devices: Stores all devices on your account.
- Gateway Terminal ID: Click the link to access the device overview
- Identification: The gateway's unique identification of each device
- Device ID: The terminal ID assigned by the processor for each device
My Account
Preferences - Change the default behavior of your account. Click Here for more info.
Processor Info - To change the processor information associated with each device:
1. Select Credit or ACH.
2. Select a device.
3. Select the processor, industry type, and enter the merchant account values provided by your processor.
Please Note: You can only have one processor on your account, therefore changing a processor on one device will change the processor on all devices.
Merchant Profile - Verify or enter the details of your merchant profile. Fields marked with an asterisk (*) are required.
Totals
Click on totals to find total transaction amounts for the sales activity on your account. All totals for the selected search criteria will appear in the grid. Use the tabs at the top to select a tender type. (Credit Card, Prepaid / Gift Card, Cash)
Search Criteria - Use the search criteria to extend or narrow your search.
Export - Save the currently displayed totals to your computer as a text file with comma separated values.
Short Report - View your totals in a printable format.
Detail Report - View your totals and the transactions that comprise that total in a printable format.
Search Transactions
Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You may double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types: Credit Card, ACH, Prepaid / Gift Card, Cash or Check. Use the search criteria to expand or narrow the search results.
Export Setup - Select the data you would like exported and the order in which you would like the data exported.
Export Transactions - Save the currently displayed transactions to your computer as a text file with comma separated values.
View Transaction Summary - View your transactions records in a printable format.
Click Here for more information on Search Transactions.
Click Here for a list of transaction responses.
Virtual Terminal
Virtual Terminal allows you to process transactions in Transaction Manager in a variety of ways.
Web Terminal - Process a credit, ACH or gift/prepaid transaction.
Web Terminal Settings - Set processing options on your devices
Customer Database - Store billing and shipping information for your customers. Your customers can be selected in Web Terminal to populate the appropriate fields for transaction processing.
Auth Only Database - Stores your pending auth only transactions for quick capture
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
Payment Forms allow merchants to collect payment from their eCommerce website. Click Here to learn more.
Payment Form Setup - Define the fields that are included and required in your payment forms
Payment Form Options - Customize the look of your payment forms. *You must click Submit on this page at least once to enable your payment form.
Payment Form Preview - View your payment form with the current options and settings.
Payment Form Processing Data - View the secret key for your payment form. This information should remain confidential.
Payment Form Code Generator - Generates generic HTML code that can be used for a payment form
Universal Shopping Cart - Convert your existing shopping cart to process through CHARGE Anywhere. Transaction keys obtained here should remain confidential.
Email invoices, statements or other forms to your customer that includes a link to a secured site so that the customer may enter their own payment information.
Bill Presentment Setup - Customize the look and options of your bill presentments.
Preview Bill Presentment Form
Cashiering
User Management
Settlements
Logout
For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.
