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How to enable skip tracing

Version: V3.1.6843
Added on: 08/21/14
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a merchant with processing settings 06/13/14 30 mins In this tutorial we are going to create a new Merchant using more elaborate process which involves configuring processes settings.

Useful Terms

Skip Tracing    

How to enable skip tracing

  1. Are you ready?

    In this tutorial we will learn how to enable automatic Skip Tracing and set up its period.

    We will enable Skip Tracing for the Merchant created in Creating a Merchant with Processing Settings tutorial.

    We will use the following parameters:
    Merchant Name: My Second Merchant
    Skip Trace Period: 365 days
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Locate     Details  button in the top left section of the screen.
  5. Locate     Billing  menu item and choose Settings menu item from the list.
  6. Locate   Billing  groupbox
  7. Locate   Skip Tracing Policy  groupbox
  8. Locate   Enabled  checkbox and check it off.
  9. Enter 365 into the Periodtextbox
  10. Click   Savebutton
  11. Congratulations, you are done!

    You have learned how to enable automatic skip tracing and set up its period. Now let's learn how to use skip tracing.

Related Tutorials

Name Added On Difficulty Time Required Description
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.

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