console perspective Tag

Name	Added On	Time Required	Description
Locating chargeback cases	08/23/13	15 mins	In this easy tutorial you will learn how to execute search on chargeback cases.
Handling chargeback cases	08/27/13	15 mins	In this tutorial you will learn how to handle chargeback cases.
How to generate transaction export report	05/21/14	15 mins	This tutorial will help you to make the export of transactions without any difficulties.
How to create a sale	06/04/14	15 mins	This tutorial will teach you how to create a new payment.
Entering chargebacks manually	06/19/14	15 mins	In this tutorial we are going to learn how to create chargebacks manually.
Using skip tracing	08/26/14	15 mins	This tutorial will teach you how to tweak general skip tracing settings at the individual customer's account level.
Creating a customer	08/29/14	30 mins	You will learn how to create a customer.
Reviewing suspected duplicate batches	09/01/14	15 mins	This tutorial will teach you how to locate and approve duplicate batches/sub-batches.
How to create a new payment plan	09/02/14	15 mins	This tutorial will teach you how to create a new payment plan. Make sure that you have learned how to create a customer using Creating a customer tutorial.
How to freeze a customer's payment plan	09/02/14	15 mins	In this tutorial you will learn how to freeze a customer's payment plan.
How to create a new billing cycle and deactivate it	09/08/14	15 mins	In this tutorial you will learn how to create a new billing cycle using Console perspective and deactivate it.
How to locate a transaction	09/17/14	15 mins	This easy tutorial will give you knowledge about how to locate a transaction using a date range.
How to issue a refund	09/17/14	15 mins	This tutorial will give you knowledge how to issue a refund to a customer in cases when either there is no original transaction that you should be refunded or you only want to do a partial refund. For full transaction refunding tutorial, use How to void/refund a transaction tutorial.
Creating a new payment for a customer	09/18/14	15 mins	This tutorial will teach you how to create a new payment. Make sure that you have learned how to create a customer using Creating a customer tutorial.
How to void/refund a transaction	09/18/14	15 mins	This easy tutorial will teach you how to issue void or refund for a transaction. If you want to issue a partial refund or there is no original transaction, use How to issue a refund tutorial.
How to upload a batch/billing file	10/29/14	15 mins	This tutorial will give you knowledge how to upload a billing file.
How to access customer’s self-service portal	11/11/14	15 mins	This easy quick guide will teach you how to access customer’s self-service portal.
How to create a new billing profile	04/08/15	15 mins	This easy tutorial will teach you how to add a new billing profile.
How to add new billing	04/08/15	15 mins	This tutorial will teach you how to create a new billing.
How to review batch totals	04/08/15	15 mins	This tutorial will teach you how to review merchant's totals.
How to create an adjustment reason	06/05/15	15 mins	In this tutorial we will learn how to create an adjustment reason.
Ordering a terminal	09/01/15	30 mins	This tutorial will teach you how to order a terminal.
How to review a status of an uploaded file	10/02/15	15 mins	In this tutorial you will learn how to locate batches and review statuses of batch files.
Downloading a pre-generated report	10/13/15	30 mins	In this tutorial you will learn how to generate and download a report.
How to delete a transaction on Transactions form	10/13/15	30 mins	In this tutorial you will learn how to delete a transaction from a batch.
How to locate a sub-batch for review	11/25/15	30 mins	In this tutorial you will learn how to locate a sub-batch for review and further approval.
How to locate a validation file	12/14/15	15 mins	In this tutorial you will learn how to locate a validation file using user interface of the gateway.
Reviewing merchant statement	01/12/16	45 mins	This tutorial will teach you how to review a Merchant statement.
Navigating Console perspective	01/14/16	30 mins	In this easy tutorial you will learn how to navigate Console Perspective.
Entering returns manually	02/04/16	15 mins	In this tutorial we are going to learn how to create returns manually.
How to cancel a batch/sub-batch	02/18/16	15 mins	In this tutorial you will learn how to cancel a batch or sub-batch.
How to create a scheduled payment	04/28/16	15 mins	In this tutorial we are going to learn how to create a scheduled payment for a customer.
How to reverse a customer's invoice	12/17/16	15 mins	In this easy tutorial we will learn how to reverse a customer's invoice.
How to review items associated with a transaction	06/08/17	15 mins	This tutorial will teach you how review items included into a transaction.
How to handle remittance through a wire	05/30/18	15 mins	This tutorial will help you to learn how to handle remittance through a wire.
Issuing batch refunds	11/05/18	30 mins	In this tutorial, we are going to learn how to issue refunds as a real-time batch for transactions included in a particular sub-batch, as well as how to check the results of this batch refund processing.
Creating a customer	05/20/20	30 mins	You will learn how to create a new customer.
Adding a new bank account and payment card to a customer account in the console gateway	05/20/20	30 mins	You will learn how to add a new bank account and payment card to a customer account.
Creating a billing plan	05/20/20	30 mins	You will learn how to create a billing plan.
Creating a subscription	05/20/20	30 mins	You will learn how to create a subscription.
Adding a payment on the invoice	05/20/20	30 mins	You will learn how to add an invoice and process it.
Adding a credit	05/20/20	30 mins	You will learn how to add a credit.
How to freeze a subscription	05/20/20	30 mins	You will learn how to cancel a subscription with effective date, then we are going to uncancel it and finally we are going to freeze it for month.

View all available tutorials

All Logos and Trademarks used or mentioned on this page are copyrighted property of their respective owners and are used for display purposes only.