Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

Note Templates

Type:    Form

Description: Provides access to note templates modification and creation options.

Items:

Note Template Search

Includes various note templates search options.

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Find

Executes search based on predefined criteria.

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Clear

Clears any selected criteria - resets the form to its original state.

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Merchant

Search creteria to locate note templates by the selected merchant. Opens Form: Search Form

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Name

Search creteria to locate note templates with a specific name by entering either full or partial name.

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Template Type

Search creteria to locate note templates with its type.

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Chargeback

Indicates that chargeback note template is selected as a search creteria.

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Customer

Indicates that customer note template is selected as a search creteria.

Note Template List

Includes the list of note templates found based on the search criteria specified.

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Merchant Account

Code of Merchant Account to which instance of this object is attributed to. Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Note Template.Merchant Account Code

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ID

Identifier of the object used for references; auto-incremented integer value. References: Note Template.Id

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Template Type

Enumerates possible values of note templates types within the system. References: Note Template.Note Template CL

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Name

Name of the template in the system. References: Note Template.Name

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Modify Template

Allows to modify the selected template. Opens Form: Note Template

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Add

Allows to add new note template to the list of available templates. Opens Form: Note Template

Note Template

Includes various note templates modification options.

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Save

Saves all changes on the form.

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Close

Closes the form without saving any changes.

Detail

Includes various details of the note template.

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Merchant Account

Allows to select the appropriate merchant account from the list of available accounts.

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Type

Enumerates possible values of note templates types within the system. References: Note Template.Note Template CL

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Chargeback

Indicates that chargeback template type is selected.

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Customer

Indicates that customer template type is selected.

Name		Name of the template in the system. References: Note Template.Name

Variable Helper

Includes variable helper options for modifying the selected template.

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Name

Name of the variable helper.

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Type

Type of the variable helper.

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Amount

Indicates that amount is selected as a variable helper type.

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Integer

Indicates that integer is selected as a variable helper type.

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Text

Indicates that text is selected as a variable helper type.

Example

Example of the variable helper.

Add		Allows to add the combined variable helper template to the note template.

Message

Includes the text message of the template.