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Navigating Console perspective
Version:
V4.1.10084
Added on:
01/14/16
Difficulty:
Time:
30 min
Category:
Tutorials
Useful Terms
Console perspective
Customer Account
Navigating Console perspective
Are you ready?
In this tutorial you will learn how to navigate
Console Perspective
.
We will proceed as follows:
Log in and switch to the
Console
perspective;
Learn how to locate a customer and review the details of their account;
Learn how to locate and review transactions associated with a particular customer using
last 4 digits of a credit card number
as search criteria;
Learn how to locate and review terminals associated with a specified merchant;
Learn how to locate and review available billing cycles.
Log in to the system using your Username and Password and switch to the Console Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
Select appropriate
Merchant
or
Merchant Account
in the top left section of the screen.
To locate a transaction review
How to locate a transaction
tutorial.
Firstly, let's learn how to locate a customer and review the details of their account.
Click
Customers
button in the top section of the screen.
Choose
List
menu item from the list.
Locate
Search
groupbox
Enter
John
into the
First Name
textbox
Enter
Smith
into the
Last Name
textbox
Click
Find
button
Locate
Customer Account List
groupbox
Click
View Customer
button to view customer details.
screenshot
Locate
Payment Options
groupbox to review all payment options available for this customer.
Locate a credit card number and copy last 4 digits for further search of a transaction associated with this customer.
Next, let's learn how to locate and review transactions associated with a particular customer using last 4 digits of a credit card number as search criteria.
Click
Transactions
button in the top section of the screen.
Choose
List
menu item from the list.
Use extracted last 4 digits of a customer's credit card for your search.
To learn how to locate and review a transaction, review
How to locate a transaction
tutorial.
Now, let's learn how to locate and review terminals associated with a specified merchant.
Click
Equipment
button in the top right section of the screen.
Choose
Terminals
menu item from the list.
Click
Assigned
tab
Locate
Terminal List
groupbox to review the list of all terminals associated with the selected merchant.
Click
Modify Terminal
button to review and modify terminal details if needed.
screenshot
Finally, let's learn how to locate and review available billing cycles.
Click
Setup
button in the top section of the screen.
Choose
Billing Cycles
menu item from the list.
Locate
Billing Cycle Search
groupbox
Select
Monthly
in
Cycle Type
dropdown
Select
Yes
in
Active
dropdown
Click
Find
button
Locate
Billing Cycle List
groupbox
Click
Edit
button next to the billing cycle you want to review.
screenshot
To learn how to create a billing cycle, review
How to create a new billing cycle
tutorial.
Congratulations, you are done!
You have learned how to navigate
Console Perspective
. Now you can do this by yourself.
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Added On
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Time Required
Description
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Make sure that you have learned how to create a customer using
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Console perspective
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This tutorial will teach you how to review merchant's totals.
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In this tutorial we will learn how to create an adjustment reason.
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In this tutorial you will learn how to locate batches and review statuses of batch files.
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In this tutorial you will learn how to generate and download a report.
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Tags
Console perspective
Navigation
Recurring billing
View all available tutorials