merchant perspective Tag
| Name | Added On | Difficulty | Time Required | Description |
|---|---|---|---|---|
| Underwriting of a merchant's business | 07/25/13 |
|
30 mins | This tutorial will teach you how to configure underwriting for a merchant. |
| Managing merchant selection | 07/26/13 |
|
15 mins | Special tutorial explaining how to manage Merchant_Selection. |
| Navigating Merchant perspective | 08/01/13 |
|
15 mins | This tutorial is aimed at showing how to navigate Merchant Perspective based on Merchant_Selection. |
| 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 enable emailing of merchant statements | 05/27/14 |
|
15 mins | This tutorial is aimed to teach you how to enable emailing of Merchant Statements as well as to help you to choose the emailing option which corresponds to your needs. |
| How to enable emailing of chargeback case notifications | 05/28/14 |
|
15 mins | This easy tutorial will teach how to enable emailing of chargeback case notifications. |
| Managing blacklist | 06/04/14 |
|
45 mins | This easy tutorial will teach you how to enable transactions blacklist and remove a card/account number from the blacklist. |
| How to create a sale | 06/04/14 |
|
15 mins | This tutorial will teach you how to create a new payment. |
| Creating a merchant (basic) | 06/10/14 |
|
15 mins | This tutorial will teach you how to create a new Merchant and configure its settings. |
| Creating a merchant with processing settings | 06/13/14 |
|
30 mins | In this tutorial we are going to create a new Merchant using more elaborate process which involves configuring processes settings. |
| Creating a merchant with remittance settings | 06/16/14 |
|
30 mins | In this tutorial we are going to create a new Merchant with extended settings. |
| Setting up merchant fees without buy rate | 06/19/14 |
|
30 mins | In this tutorial we are going to learn how to set up Merchant Fees for new and existing Merchants. |
| Entering chargebacks manually | 06/19/14 |
|
15 mins | In this tutorial we are going to learn how to create chargebacks manually. |
| Setting up reseller commissions | 06/24/14 |
|
30 mins | In this tutorial we are going to learn how to set up commissions for resellers. The commission structure is based on Setting Up Merchant Fees with Buy Rate tutorial. |
| Setting up merchant fees with buy rate | 06/26/14 |
|
30 mins | In this tutorial we are going to learn how to set up Merchant Fee with Buy Rate. |
| How to deactivate a merchant | 07/11/14 |
|
15 mins | This easy tutorial will teach you how to deactive a merchant or a merchant account. |
| Modifying a merchant | 07/21/14 |
|
15 mins | In this easy tutorial you will learn how to locate the merchant modifying form through the Merchant Perspective and make changes to the general and cofiguration settings of your merchant. |
| How to assign a decryption key to an existing merchant | 07/24/14 |
|
15 mins | In this tutorial we will learn how to add a Decryption Key on the Merchant Perspective.
It is recommended that you study the ID TECH Reader Configuration Guide v1.0 guide before you will proceed with this tutorial. |
| How to select all merchants | 08/11/14 |
|
15 mins | This easy tutorial will teach you how to locate and apply Select All Merchants option. |
| How to approve batches on Merchant Perspective | 08/12/14 |
|
15 mins | In this tutorial you will learn how to approve pending batches using Merchant perspective. |
| How to attach a reseller to a merchant | 08/19/14 |
|
15 mins | This easy tutorial will teach you how to attach a reseller to a merchant. |
| How to enable skip tracing | 08/21/14 |
|
15 mins | This easy how-to tutorial will teach you how to enable automatic skip tracing and set up its period. |
| Configuring email services for a merchant | 08/26/14 |
|
15 mins | This tutorial will teach you how to configure an email service for a merchant.
|
| 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 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. |
| 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 assign a decryption key to a new merchant | 10/02/14 |
|
15 mins | This tutorial will teach you how to assign a decryption key to a new merchant.
It is recommended that you study the ID TECH Reader Configuration Guide v1.0 guide before you will proceed with this tutorial. |
| How to change settlement cutoff time | 10/07/14 |
|
15 mins | This tutorial will teach you how to change authorized amount is withdrawn from the card holder’s account and transferred to merchant’s account.
The general practice is to do this at the end of the business day.
There are two possible settlement mechanisms commonly referred to as terminal capture and host capture:
When terminal capture is used, the information about each transaction to include in settlement has to be supplied at the settlement time (generally through a settlement file).
When host capture is used, the underlying processing system (the host) keeps track of all of the transactions and it is usually sufficient to simply send a settlement message without including transaction details.
" >settlement cutoff time for transaction processing. |
| How to copy processor's profile settings | 10/14/14 |
|
15 mins | This tutorial will teach you how to copy provider profile configuration from one merchant account to another. |
| Creating a new merchant account | 10/16/14 |
|
15 mins | This tutorial will teach ypu how to to create a Merchant Account using two different forms on Merchant perspective - "New Account (Extended)" and "Accounts". |
| 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 add an email template | 11/12/14 |
|
15 mins | In this tutorial, you will learn how to create and assign an email template. |
| How to check remittance deposits | 03/25/15 |
|
15 mins | This tutorial will help you to check whether a merchant's deposit has been sent to the bank. |
| How to find a transaction associated with a statement | 04/02/15 |
|
15 mins | This tutorial will teach you how to locate transactions related to the remitter and generate statements for remitters. |
| Changing merchant fee withdrawal source from merchant balance to convenience fee balance | 07/10/15 |
|
30 mins | In this tutorial we are going to learn how to change merchant fee withdrawal source from merchant balance to convenience fee balance. |
| Ordering a terminal | 09/01/15 |
|
30 mins | This tutorial will teach you how to order a terminal. |
| How to create a terminal | 09/15/15 |
|
30 mins | This tutorial will teach you how to create a new terminal within your gateway. |
| Creating a new processor's profile | 10/01/15 |
|
30 mins | In this tutorial you will learn how to configure a new processor's profile. |
| 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. |
| Setting up convenience fee | 10/06/15 |
|
45 mins | In this tutorial you will learn how to set up Convenience Fees. |
| Creating a fee processor | 10/13/15 |
|
30 mins | In this tutorial you will learn how to create and configure a Fee Processor. |
| How to assign a fee processor to a merchant | 10/13/15 |
|
15 mins | In this tutorial you will learn how to assign a Fee Processor to a new or an existing merchant. |
| 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. |
| Creating a test merchant | 11/25/15 |
|
30 mins | In this tutorial you will learn how to create a test account using New Merchant (Extended) form. |
| Handling manual settlement | 12/12/15 |
|
30 mins | In this tutorial you will learn how to handle manual batch settlement. |
| 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. |
| Creating an adjustment | 01/06/16 |
|
30 mins | This tutorial will help you to create scheduled and manual adjustments for a statement. |
| How to generate a merchant statement | 01/06/16 |
|
15 mins | In this tutorial we are going to learn how to generate manually a merchant statement. |
| How to set reserves | 01/06/16 |
|
15 mins | Special tutorial explaining how to set a reserve rate and minimum amount. |
| Configuring remittance settings | 01/11/16 |
|
30 mins | In this tutorial we will learn how to configure funding for a merchant. |
| Reviewing merchant statement | 01/12/16 |
|
45 mins | This tutorial will teach you how to review a Merchant statement. |
| Configuring deposit information | 01/19/16 |
|
15 mins | This tutorial will teach you how to configure deposit information for a merchant account. |
| 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. |
| Managing hosted payment pages advanced customization | 02/25/16 |
|
30 mins | In this tutorial we are going to learn how to add an HPP template for a merchant. |
| Configuring customer fees | 04/18/16 |
|
30 mins | In this tutorial we are going to learn how to set up сustomer Fees. |
| How to attach a channel to a merchant | 04/29/16 |
|
15 mins | In this tutorial we are going to learn how to attach a channel to a new merchant and to an existing one. |
| Provisioning of a merchant's business (new) | 06/12/16 |
|
45 mins | This tutorial will teach you how to provision a new Merchant. |
| How to create a terminal without subsequent order | 07/20/16 |
|
30 mins | In this tutorial you will learn how to create a terminal without creating an order. |
| How to approve/cancel/reopen a terminal order | 07/20/16 |
|
15 mins | This easy tutorial will teach you how to apply such actions as approve, cancel or reopen a terminal order. |
| How to exchange/return a terminal | 07/21/16 |
|
45 mins | This tutorial will show you how to exchange or return a terminal. |
| How to re-send terminal order notification | 12/07/16 |
|
15 mins | In this easy tutorial we will learn how to re-send terminal order notifications. |
| How to revert back a statement status | 12/09/16 |
|
15 mins | This quick and easy tutorial will help you to learn how to put an approved statement back in review status. |
| Managing PGP keys | 01/11/17 |
|
30 mins | This tutorial will teach you how to configure PGP keys for real-time and batch processing. |
| Managing branding settings | 03/03/17 |
|
30 mins | This tutorial will teach you how to create a branding profile at different levels within the gateway. |
| Managing tokenization-related settings | 03/03/17 |
|
15 mins | This tutorial will teach you how to manage tokenization-related settings within the gateway. |
| How to review a split schema | 04/27/17 |
|
15 mins | In this tutorial you will learn how to locate and review a split schema. |
| Creating an affiliate | 04/27/17 |
|
30 mins | This tutorial will teach you how to create a new affiliate. |
| 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. |
| Creating configuration scripts | 06/16/17 |
|
45 mins | This tutorial will teach you how to create configuration scripts for merchant onboarding |
| Assigning created configuration scripts to a merchant | 06/21/17 |
|
15 mins | In this tutorial, you will learn how to assign created configuration scripts for merchant onboarding. |
| Onboarding a new merchant | 07/05/17 |
|
45 mins | This tutorial will teach you how to onboard a new merchant via the user interface. |
| Configuring annual fees | 10/05/17 |
|
15 mins | This tutorial will teach you how to configure an annual fee. |
| Configuring merchant charges | 03/01/18 |
|
30 mins | This tutorial will teach you how to configure merchant charges. |
| Configuring a remitter | 03/14/18 |
|
30 mins | This tutorial will teach you how to configure a remitter. |
| Creating a test provider profile | 05/24/18 |
|
30 mins | In this tutorial you will learn how to configure a test provider profile. |
| 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. |
| How to set positive merchant balance to zero | 06/20/18 |
|
30 mins | This tutorial will help you to learn how to set a positive merchant balance to zero. |
| 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. |
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