merchant:console:batch

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merchant:console:batch [2009/08/07 07:27]
nell
merchant:console:batch [2009/08/07 07:28] (current)
nell
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 ===== Viewing Transaction Details ===== ===== Viewing Transaction Details =====
  
-|{{https://​www.usaepay.com/​images/​details.gif}}| Each transaction has a small Details button located to its left. Clicking on this button will take you to a page with all of the information relating to the specified transaction. The details screen will display all of the captured fields that the console supports (does not capture custom fields such as size, color, etc.). If some of the fields appear blank, or empty, then they were not passed into the console by the eCommerce toolkit used to process the transaction. For example, the vTerminal sale form does not capture all of the same fields as the QuickSale form which captures all fields.+|{{https://​www.usaepay.com/​images/​details.gif}}| ​ 
 + 
 +Each transaction has a small Details button located to its left. Clicking on this button will take you to a page with all of the information relating to the specified transaction. The details screen will display all of the captured fields that the console supports (does not capture custom fields such as size, color, etc.). If some of the fields appear blank, or empty, then they were not passed into the console by the eCommerce toolkit used to process the transaction. For example, the vTerminal sale form does not capture all of the same fields as the QuickSale form which captures all fields.
  
 From the Transaction Details viewing page, you will be able to confirm transaction details as well as process a quick sale or credit to the customer. From the Transaction Details viewing page, you will be able to confirm transaction details as well as process a quick sale or credit to the customer.
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 ===== IP-Based Country Flags ===== ===== IP-Based Country Flags =====
  
-|{{https://​www.usaepay.com/​images/​flags/​us.gif}}| One of the visual security features provided in the batch manager section of the console, are the IP-based country flags located next to each customers name. The flag appears when the IP-address of the customer is sent to the gateway during the transaction. The flag icon is an easy way for you to quickly assess the validity of a transaction based on the location of a customer'​s IP-address. For example, a transaction may be suspicious if a Korean flag is displayed, but the billing and shipping addresses are in the United States. To get the name of the customer'​s country of origin, click on the flag icon.+|{{https://​www.usaepay.com/​images/​flags/​us.gif}}| ​ 
 + 
 +One of the visual security features provided in the batch manager section of the console, are the IP-based country flags located next to each customers name. The flag appears when the IP-address of the customer is sent to the gateway during the transaction. The flag icon is an easy way for you to quickly assess the validity of a transaction based on the location of a customer'​s IP-address. For example, a transaction may be suspicious if a Korean flag is displayed, but the billing and shipping addresses are in the United States. To get the name of the customer'​s country of origin, click on the flag icon.
  
 ===== Viewing the Full Credit Card Number and Expiration Date ===== ===== Viewing the Full Credit Card Number and Expiration Date =====
  
-|{{https://​www.usaepay.com/​images/​lock.gif}}| The merchant console will never display the full credit card number and expiration date for a customer'​s card. This is a security measure required by the credit card companies and banks. However, each card number and expiration date may be unlocked individually by clicking on the padlock icon located next to the blocked card number.+|{{https://​www.usaepay.com/​images/​lock.gif}}| ​ 
 + 
 +The merchant console will never display the full credit card number and expiration date for a customer'​s card. This is a security measure required by the credit card companies and banks. However, each card number and expiration date may be unlocked individually by clicking on the padlock icon located next to the blocked card number.
  
 A Master merchant account is required to unlock individual credit cards. When you click on the padlock, you will be prompted to enter your master password in order to continue. A Master merchant account is required to unlock individual credit cards. When you click on the padlock, you will be prompted to enter your master password in order to continue.
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 ===== Un-Voiding a Transaction in the Current Batch ===== ===== Un-Voiding a Transaction in the Current Batch =====
  
-|{{https://​www.usaepay.com/​images/​undo.gif}}| If you accidentally void a transaction that should not have been voided, you can undo the void in the batch manager screen by clicking on the round orange arrow next to the transaction in the Void column. You will be asked to confirm that you would like to return this transaction to the open batch for settlement. Once the transaction has been un-voided, it will return to its original status as a sale awaiting settlement. When the open batch is settled, the transaction will be processed as a normal sale and the customer'​s card will be charged. The void will not appear on the customer'​s statement.+|{{https://​www.usaepay.com/​images/​undo.gif}}| ​ 
 + 
 +If you accidentally void a transaction that should not have been voided, you can undo the void in the batch manager screen by clicking on the round orange arrow next to the transaction in the Void column. You will be asked to confirm that you would like to return this transaction to the open batch for settlement. Once the transaction has been un-voided, it will return to its original status as a sale awaiting settlement. When the open batch is settled, the transaction will be processed as a normal sale and the customer'​s card will be charged. The void will not appear on the customer'​s statement.
  
 Only transactions in the open batch can be voided/​un-voided (see QuickVoid, QuickCredit above). The system will not allow you to un-void transactions that have been settled. Only transactions in the open batch can be voided/​un-voided (see QuickVoid, QuickCredit above). The system will not allow you to un-void transactions that have been settled.
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 ===== Queuing Transactions ===== ===== Queuing Transactions =====
  
-|{{https://​www.usaepay.com/​images/​toqueue.gif}}| The Q column is one of the most useful features in the batch manager. Clicking the icon in the Q column will move the corresponding transaction over to the Queued Transactions screen. This is most useful when a transaction is in the open batch, but you are not ready to close it with the rest of the batch. Transactions on the Queued Transactions screen can be moved back into the open batch for settlement at any time.+|{{https://​www.usaepay.com/​images/​toqueue.gif}}| ​ 
 + 
 +The Q column is one of the most useful features in the batch manager. Clicking the icon in the Q column will move the corresponding transaction over to the Queued Transactions screen. This is most useful when a transaction is in the open batch, but you are not ready to close it with the rest of the batch. Transactions on the Queued Transactions screen can be moved back into the open batch for settlement at any time.
  
 ===== Closing / Settling the Batch ===== ===== Closing / Settling the Batch =====
  
-|{{https://​www.usaepay.com/​images/​closeb1.gif}}| The close this batch button at the bottom of your screen will close out, or settle the current (open) batch and send the transfer the funds to your merchant service bank account. To set your batches to auto-close, view the instructions on the Settings support page.+|{{https://​www.usaepay.com/​images/​closeb1.gif}}| ​ 
 + 
 +The close this batch button at the bottom of your screen will close out, or settle the current (open) batch and send the transfer the funds to your merchant service bank account. To set your batches to auto-close, view the instructions on the Settings support page.
merchant/console/batch.txt · Last modified: 2009/08/07 07:28 by nell

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