Console Perspective

Type:    Perspective
Description: Designed for merchants that use recurring billing functionality in addition to straight transaction processes.
Items:

Merchant
Allows to choose an appropriate merchant account from the list of available accounts.
Opens Form: Search Form
Account
Allows to choose an appropriate merchant account from the list of available accounts.
Opens Form: Search Form
Home
Provides access to the processing, remittance and transactions information.
Opens Form: Home
Support
Provides access to the general information about technical and merchant support.
Opens Form: Support
Customers
Provides access to the customers accounts information and various settings.
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List
Provides access to the list of available customers.
Opens Form: Customers
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New
Provides access to the various customer creation options.
Opens Form: New Customer
Setup
Provides access to various Merchant set-up settings for recurring billing options.
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Items
Provides access to the form of items management.
Opens Form: Items
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Taxes
Provides access to the form of taxes management.
Opens Form: Taxes
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Billings
Provides access to the form of billings management.
Opens Form: Billings
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Billing Cycles
Provides access to the form of billing cycles management.
Opens Form: Billing Cycles
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Billing Profiles
Provides access to the form of billing profiles management.
Opens Form: Billing Profiles
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Codes
Lists all forms related to codes management.
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Adjustment Reasons
Provides access to adjustment reason codes.
Opens Form: Adjustment Reasons
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Account Groups
Provides access to account group codes.
Opens Form: Account Groups
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Actions
Provides access to action codes.
Opens Form: Actions
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Letters
Provides access to letters codes.
Opens Form: Letters
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Emails
Provides access to emails codes.
Opens Form: Emails
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Notes
Provides access to notes codes.
Opens Form: Notes
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Documents
Provides access to documents codes.
Opens Form: Documents
Transactions
Provides access to the list of transactions based on current merchant selection (entities selected in Merchant Perspective dropdown). It's possible to locate an existing transaction as well as to process a new sale, credit or chargeback.
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List
Provides access to the list of transactions.
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New Sale (Card)
Provides access to creation of a new sale using credit card.
Opens Form: New Sale (Card)
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New Sale (Direct Debit)
Provides access to creation of a new sale using Direct Debit account.
Opens Form: New Sale (Direct Debit)
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New Refund (Card)
Provides access to creation of a new refund using credit card.
Opens Form: New Refund (Card)
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New Refund (Direct Debit)
Provides access to creation of a new refund using Direct Debit account.
Opens Form: New Refund (Direct Debit)
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Tokens
Provides access to the tokens available for the selected merchant and information associated with each token.
Opens Form: Tokens
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Subscriptions
Provides access to the subscription transactions available for the selected merchant.
Opens Form: Subscriptions
Chargebacks
Provides access to the handling chargeback cases based on current Merchant Selection (entities selected in Merchant Perspective dropdown). It's possible to view current case activity and dispute chargebacks using this form.
Opens Form: Chargebacks
Remittance
Provides access to the remittance related settings based on the current merchant selection (entities selected in Merchant Perspective dropdown).
Opens Form: Merchant Statement List
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Statements
Provides access to the statements associated with the merchant.
Opens Form: Merchant Statement List
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Charges
Provides access to charges search, creation and management options.
Opens Form: Charges
Reports
Provides access to the various reports.
Submissions
Provides access to the submissions options based on current Merchant Selection (entities selected in Merchant Perspective dropdown).
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Batches
Provides access to the batches list of the merchant.
Opens Form: Batch List
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Files
Provides access to the files list of the merchant.
Opens Form: Files
Equipment
Provides access to terminals and terminal orders information.
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Terminals
Provides access to terminals information.
Opens Form: Terminals
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Orders
Provides access to terminal orders information.
Opens Form: Terminal Order List
Perspective
Allows the user to change current perspective that he/she is working with.
Opens Form: Portal
Log Out
Allows to sign out of the system and terminate current session.