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Merchant perspective Tag

Name Added On Difficulty Time Required Description
Underwriting of a merchant's business 07/25/13 30 mins This tutorial will teach you how to configure underwriting for a merchant.
Managing merchant selection 07/26/13 15 mins Special tutorial explaining how to manage Merchant_Selection.
Navigating Merchant perspective 08/01/13 15 mins This tutorial is aimed at showing how to navigate Merchant Perspective based on Merchant_Selection.
Locating chargeback cases 08/23/13 15 mins In this easy tutorial you will learn how to execute search on chargeback cases.
Handling chargeback cases 08/27/13 15 mins In this tutorial you will learn how to handle chargeback cases.
How to generate transaction export report 05/21/14 15 mins This tutorial will help you to make the export of transactions without any difficulties.
How to enable emailing of mechant statements 05/27/14 15 mins This tutorial is aimed to teach you how to enable emailing of Merchant Statements as well as to help you to choose the emailing option which corresponds to your needs.
How to enable emailing of chargeback case notifications 05/28/14 15 mins This easy tutorial will teach how to enable emailing of chargeback case notifications.
Managing blacklist 06/04/14 45 mins This easy tutorial will teach you how to enable transactions blacklist and remove a card/account number from the blacklist.
How to create a sale 06/04/14 15 mins This tutorial will teach you how to create a new payment.
Creating a merchant (basic) 06/10/14 15 mins This tutorial will teach you how to create a new Merchant and configure its settings.
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.
Creating a merchant with remittance settings 06/16/14 30 mins In this tutorial we are going to create a new Merchant with extended settings.
Setting up merchant fees without buy rate 06/19/14 30 mins In this tutorial we are going to learn how to set up Merchant Fees for new and existing Merchants.
Entering chargebacks manually 06/19/14 15 mins In this tutorial we are going to learn how to create chargebacks manually.
Setting up reseller commissions 06/24/14 30 mins In this tutorial we are going to learn how to set up commissions for resellers. The commission structure is based on Setting Up Merchant Fees with Buy Rate tutorial.
Setting up merchant fees with buy rate 06/26/14 30 mins In this tutorial we are going to learn how to set up Merchant Fee with Buy Rate.
How to deactivate a merchant 07/11/14 15 mins This easy tutorial will teach you how to deactive a merchant or a merchant account.
Modifying a merchant 07/21/14 15 mins In this easy tutorial you will learn how to locate the merchant modifying form through the Merchant Perspective and make changes to the general and cofiguration settings of your merchant.
How to assign a decryption key to an existing merchant 07/24/14 15 mins In this tutorial we will learn how to add a Decryption Key on the Merchant Perspective.

It is recommended that you study the ID TECH Reader Configuration Guide v1.0 guide before you will proceed with this tutorial.
How to select all merchants 08/11/14 15 mins This easy tutorial will teach you how to locate and apply Select All Merchants option.
How to approve batches on Merchant Perspective 08/12/14 15 mins In this tutorial you will learn how to approve pending batches using Merchant perspective.
How to attach a reseller to a merchant 08/19/14 15 mins This easy tutorial will teach you how to attach a reseller to a merchant.
How to enable skip tracing 08/21/14 15 mins This easy how-to tutorial will teach you how to enable automatic skip tracing and set up its period.
Configuring email services for a merchant 08/26/14 15 mins This tutorial will teach you how to configure an email service for a merchant.
Reviewing suspected duplicate batches 09/01/14 15 mins This tutorial will teach you how to locate and approve duplicate batches/sub-batches.
How to locate a transaction 09/17/14 15 mins This easy tutorial will give you knowledge about how to locate a transaction using a date range.
How to issue a refund 09/17/14 15 mins This tutorial will give you knowledge how to issue a refund to a customer in cases when either there is no original transaction that you should be refunded or you only want to do a partial refund. For full transaction refunding tutorial, use How to void/refund a transaction tutorial.
How to void/refund a transaction 09/18/14 15 mins This easy tutorial will teach you how to issue void or refund for a transaction. If you want to issue a partial refund or there is no original transaction, use How to issue a refund tutorial.
How to assign a decryption key to a new merchant 10/02/14 15 mins This tutorial will teach you how to assign a decryption key to a new merchant.

It is recommended that you study the ID TECH Reader Configuration Guide v1.0 guide before you will proceed with this tutorial.
How to change settlement cutoff time 10/07/14 15 mins This tutorial will teach you how to change settlement cutoff time for transaction processing.
How to copy processor's profile settings 10/14/14 15 mins This tutorial will teach you how to copy provider profile configuration from one merchant account to another.
Creating a new merchant account 10/16/14 15 mins This tutorial will teach ypu how to to create a Merchant Account using two different forms on Merchant perspective - "New Account (Extended)" and "Accounts".
How to upload a batch/billing file 10/29/14 15 mins This tutorial will give you knowledge how to upload a billing file.
How to add an email template 11/12/14 15 mins In this tutorial, you will learn how to create and assign an email template.
How to check remittance deposits 03/25/15 15 mins This tutorial will help you to check whether a merchant's deposit has been sent to the bank.
How to find a transaction associated with a statement 04/02/15 15 mins This tutorial will teach you how to locate transactions related to the remitter and generate statements for remitters.
Changing merchant fee withdrawal source from merchant balance to convenience fee balance 07/10/15 30 mins In this tutorial we are going to learn how to change merchant fee withdrawal source from merchant balance to convenience fee balance.
Ordering a terminal 09/01/15 30 mins This tutorial will teach you how to order a terminal.
How to create a terminal 09/15/15 30 mins This tutorial will teach you how to create a new terminal within your gateway.
Creating a new processor's profile 10/01/15 30 mins In this tutorial you will learn how to configure a new processor's profile.
How to review a status of an uploaded file 10/02/15 15 mins In this tutorial you will learn how to locate batches and review statuses of batch files.
Setting up convenience fee 10/06/15 45 mins In this tutorial you will learn how to set up Convenience Fees.
Creating a fee processor 10/13/15 30 mins In this tutorial you will learn how to create and configure a Fee Processor.
How to assign a fee processor to a merchant 10/13/15 15 mins In this tutorial you will learn how to assign a Fee Processor to a new or an existing merchant.
Downloading a pre-generated report 10/13/15 30 mins In this tutorial you will learn how to generate and download a report.
How to delete a transaction on Transactions form 10/13/15 30 mins In this tutorial you will learn how to delete a transaction from a batch.
How to locate a sub-batch for review 11/25/15 30 mins In this tutorial you will learn how to locate a sub-batch for review and further approval.
Creating a test merchant 11/25/15 30 mins In this tutorial you will learn how to create a test account using New Merchant (Extended) form.
Handling manual settlement 12/12/15 30 mins In this tutorial you will learn how to handle manual batch settlement.
How to locate a validation file 12/14/15 15 mins In this tutorial you will learn how to locate a validation file using user interface of the gateway.
Creating an adjustment 01/06/16 30 mins This tutorial will help you to create scheduled and manual adjustments for a statement.
How to generate a merchant statement 01/06/16 15 mins In this tutorial we are going to learn how to generate manually a merchant statement.
How to set reserves 01/06/16 15 mins Special tutorial explaining how to set a reserve rate and minimum amount.
Configuring remittance settings 01/11/16 30 mins In this tutorial we will learn how to configure funding for a merchant.
Reviewing merchant statement 01/12/16 45 mins This tutorial will teach you how to review a Merchant statement.
Configuring deposit information 01/19/16 15 mins This tutorial will teach you how to configure deposit information for a merchant account.
Entering returns manually 02/04/16 15 mins In this tutorial we are going to learn how to create returns manually.
How to cancel a batch/sub-batch 02/18/16 15 mins In this tutorial you will learn how to cancel a batch or sub-batch.
Managing hosted payment pages advanced customization 02/25/16 30 mins In this tutorial we are going to learn how to add an HPP template for a merchant.
Configuring customer fees 04/18/16 30 mins In this tutorial we are going to learn how to set up сustomer Fees.
How to attach a channel to a merchant 04/29/16 15 mins In this tutorial we are going to learn how to attach a channel to a new merchant and to an existing one.
Provisioning of a merchant's business (new) 06/12/16 45 mins This tutorial will teach you how to provision a new Merchant.
How to create a terminal without subsequent order 07/20/16 30 mins In this tutorial you will learn how to create a terminal without creating an order.
How to approve/cancel/reopen a terminal order 07/20/16 15 mins This easy tutorial will teach you how to apply such actions as approve, cancel or reopen a terminal order.
How to exchange/return a terminal 07/21/16 45 mins This tutorial will show you how to exchange or return a terminal.
How to re-send terminal order notification 12/07/16 15 mins In this easy tutorial we will learn how to re-send terminal order notifications.
How to revert back a statement status 12/09/16 15 mins This quick and easy tutorial will help you to learn how to put an approved statement back in review status.
Managing PGP keys 01/11/17 30 mins This tutorial will teach you how to configure PGP keys for real-time and batch processing.
Managing branding settings 03/03/17 30 mins This tutorial will teach you how to create a branding profile at different levels within the gateway.
Managing tokenization-related settings 03/03/17 15 mins This tutorial will teach you how to manage tokenization-related settings within the gateway.
How to review a split schema 04/27/17 15 mins In this tutorial you will learn how to locate and review a split schema.
Creating an affiliate 04/27/17 30 mins This tutorial will teach you how to create a new affiliate.
How to review items associated with a transaction 06/08/17 15 mins This tutorial will teach you how review items included into a transaction.
Creating configuration scripts 06/16/17 45 mins This tutorial will teach you how to create configuration scripts for merchant onboarding
Onboarding a new merchant 07/05/17 45 mins This tutorial will teach you how to onboard a new merchant via the user interface.
Configuring annual fees 10/05/17 15 mins This tutorial will teach you how to configure an annual fee.
Configuring merchant charges 03/01/18 30 mins This tutorial will teach you how to configure merchant charges.
Configuring a remitter 03/14/18 30 mins This tutorial will teach you how to configure a remitter.
Creating a test provider profile 05/24/18 30 mins In this tutorial you will learn how to configure a test provider profile.
How to handle remittance through a wire 05/30/18 15 mins This tutorial will help you to learn how to handle remittance through a wire.
How to set positive merchant balance to zero 06/20/18 30 mins This tutorial will help you to learn how to set a positive merchant balance to zero.
Issuing batch refunds 11/05/18 30 mins In this tutorial, we are going to learn how to issue refunds as a real-time batch for transactions included in a particular sub-batch, as well as how to check the results of this batch refund processing.