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UniPay Tutorials



  1. Name Added On Difficulty Time Required Description
  1. Logging in and navigating the application 06/29/13 15 mins Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.
  2. Locating chargeback cases 08/23/13 15 mins In this easy tutorial you will learn how to execute search on chargeback cases.
  3. Handling chargeback cases 08/27/13 15 mins In this tutorial you will learn how to handle chargeback cases.
  4. Entering chargebacks manually 06/19/14 15 mins In this tutorial we are going to learn how to create chargebacks manually.
  5. 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.
  6. Creating a customer 08/29/14 30 mins You will learn how to create a customer.
  7. 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.
  8. Ordering a terminal 09/01/15 30 mins This tutorial will teach you how to order a terminal.
  9. Downloading a pre-generated report 10/13/15 30 mins In this tutorial you will learn how to generate and download a report.
  10. Navigating Reporting perspective 01/07/16 30 mins In this easy tutorial you will learn how to navigate Reporting Perspective as well as generate and download the reports.
  11. Reviewing merchant statement 01/12/16 45 mins This tutorial will teach you how to review a Merchant statement.
  12. Navigating Console perspective 01/14/16 30 mins In this easy tutorial you will learn how to navigate Console Perspective.
  13. Creating a customer 05/20/20 30 mins You will learn how to create a new customer.
  14. 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.
  15. Creating a billing plan 05/20/20 30 mins You will learn how to create a billing plan.
  16. Creating a subscription 05/20/20 30 mins You will learn how to create a subscription.
  17. Adding a payment on the invoice 05/20/20 30 mins You will learn how to add an invoice and process it.
  18. Adding a credit 05/20/20 30 mins You will learn how to add a credit.
  19. 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.
  1. Name Added On Difficulty Time Required Description
  1. How to create a sale 06/04/14 15 mins This tutorial will teach you how to create a new payment.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. How to change your password 09/17/14 15 mins This easy-to-do tutorial will teach you how to change your password for logging in to the application.
  8. 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.
  9. How to activate your account 10/28/14 15 mins This easy how-to tutorial will describe the steps ypu need to follow for activating your account.
  10. How to upload a batch/billing file 10/29/14 15 mins This tutorial will give you knowledge how to upload a billing file.
  11. 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.
  12. 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.
  13. How to add new billing 04/08/15 15 mins This tutorial will teach you how to create a new billing.
  14. How to create an adjustment reason 06/05/15 15 mins In this tutorial we will learn how to create an adjustment reason.
  15. 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.
  16. 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.
  17. 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.
  18. 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.
  19. How to reset your password 08/19/16 15 mins This easy-to-do tutorial will teach you how to reset your password for both human user and service user.
  20. 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.
  21. How to verify terminal order status 07/25/18 15 mins This tutorial will teach you how to verify a terminal order status.

Tags

Navigation   Chargeback   Console perspective   Merchant perspective   Customer   Recurring billing   Monitoring perspective   Merchant   Batch   Terminals   Reseller perspective   Reporting perspective   Reports   Remittance  
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