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

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

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.