Console Perspective

Type:    Perspective

Description: Designed for merchants that use recurring billing functionality in addition to straight transaction processes.

Items:

Merchant

Allows to choose an appropriate merchant account from the list of available accounts. Opens Form: Search Form

Account

Allows to choose an appropriate merchant account from the list of available accounts. Opens Form: Search Form

Home		Provides access to the processing, remittance and transactions information. Opens Form: Home

Customers

Provides access to the customers accounts information and various settings.

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List

Provides access to the list of available customers. Opens Form: Customers

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New

Provides access to the various customer creation options. Opens Form: New Customer

Setup

Provides access to various Merchant set-up settings for recurring billing options.

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Items

Provides access to the form of items management. Opens Form: Items

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Taxes

Provides access to the form of taxes management. Opens Form: Taxes

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Billings

Provides access to the form of billings management. Opens Form: Billings

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Billing Cycles

Provides access to the form of billing cycles management. Opens Form: Billing Cycles

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Billing Profiles

Provides access to the form of billing profiles management. Opens Form: Billing Profiles

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Codes

Lists all forms related to codes management.

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Adjustment Reasons

Provides access to adjustment reason codes. Opens Form: Adjustment Reasons

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Account Groups

Provides access to account group codes. Opens Form: Account Groups

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Actions

Provides access to action codes. Opens Form: Actions

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Letters

Provides access to letters codes. Opens Form: Letters

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Emails

Provides access to emails codes. Opens Form: Emails

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Notes

Provides access to notes codes. Opens Form: Notes

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Documents

Provides access to documents codes. Opens Form: Documents

Transactions

Provides access to the list of transactions based on current merchant selection (entities selected in Merchant Perspective dropdown). It's possible to locate an existing transaction as well as to process a new sale, credit or chargeback.

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List

Provides access to the list of transactions.

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New Sale (Card)

Provides access to creation of a new sale using credit card. Opens Form: New Sale (Card)

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New Sale (Direct Debit)

Provides access to creation of a new sale using Direct Debit account. Opens Form: New Sale (Direct Debit)

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New Refund (Card)

Provides access to creation of a new refund using credit card. Opens Form: New Refund (Card)

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New Refund (Direct Debit)

Provides access to creation of a new refund using Direct Debit account. Opens Form: New Refund (Direct Debit)

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Tokens

Provides access to the tokens available for the selected merchant and information associated with each token. Opens Form: Tokens

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Subscriptions

Provides access to the subscription transactions available for the selected merchant. Opens Form: Subscriptions

Chargebacks

Provides access to the handling chargeback cases based on current Merchant Selection (entities selected in Merchant Perspective dropdown). It's possible to view current case activity and dispute chargebacks using this form. Opens Form: Chargebacks

Remittance

Provides access to the remittance related settings based on the current merchant selection (entities selected in Merchant Perspective dropdown). Opens Form: Merchant Statement List

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Statements

Provides access to the statements associated with the merchant. Opens Form: Merchant Statement List

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Charges

Provides access to charges search, creation and management options. Opens Form: Charges

Reports

Provides access to the various reports.

Submissions

Provides access to the submissions options based on current Merchant Selection (entities selected in Merchant Perspective dropdown).

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Batches

Provides access to the batches list of the merchant. Opens Form: Batch List

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Files

Provides access to the files list of the merchant. Opens Form: Files

Equipment

Provides access to terminals and terminal orders information.

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Terminals

Provides access to terminals information. Opens Form: Terminals

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Orders

Provides access to terminal orders information. Opens Form: Terminal Order List

Perspective

Allows the user to change current perspective that he/she is working with. Opens Form: Portal

Log Out

Allows to sign out of the system and terminate current session.