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How to upload a batch/billing file

Version: V3.2.7551
Added on: 10/29/14
Difficulty:
Time: 15 min
Category: Quick Guides

Useful Terms

Batch    

How to upload a batch/billing file

  1. Are you ready?

    In this tutorial we are going to learn how to upload a batch or billing file for processing.

    We will proceed as follows:
    • Log in to the application;
    • Switch to the Console or Merchant perspective;
    • Upload a batch/billing file.
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. You can upload files using Files form, which is available at the following places:

    • Perspective => Console Perspective => Submissions => Files
    • Perspective => Management => Merchant Perspective => Submissions => Files

    You can choose any place you like.
  4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  5. Click   Submissionsbutton in the top right section of the screen.
  6. Choose   Files  menu item  from the list.
  7. Locate   File Search  groupbox
  8. Click   Uploadbutton
  9. Locate on your computer the file that you want to upload and click OK button.
  10. The message indicating that you have uploaded the batch file successfully should now be visible on your screen.
  11. Locate   File List  groupbox and review the status of your file in Status column.
  12. Congratulations, you are done!

    You have learned how to upload a batch or billing file. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
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 review batch totals 04/08/15 15 mins This tutorial will teach you how to review merchant's totals.
How to issue credits for a batch 12/22/15 30 mins In this tutorial you will learn how to issue credits for a batch.

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