| 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. |
| 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. |
| Creating a customer |
08/29/14 |
|
30 mins |
You will learn how to create a customer. |
| 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 create a new payment plan |
09/02/14 |
|
15 mins |
This tutorial will teach you how to create a new payment plan.
Make sure that you have learned how to create a customer using Creating a customer tutorial. |
| How to freeze a customer's payment plan |
09/02/14 |
|
15 mins |
In this tutorial you will learn how to freeze a customer's payment plan. |
| How to create a new billing cycle and deactivate it |
09/08/14 |
|
15 mins |
In this tutorial you will learn how to create a new billing cycle using Console perspective and deactivate it. |
| Creating a new payment for a customer |
09/18/14 |
|
15 mins |
This tutorial will teach you how to create a new payment.
Make sure that you have learned how to create a customer using Creating a customer tutorial. |
| How to access customer’s self-service portal |
11/11/14 |
|
15 mins |
This easy quick guide will teach you how to access customer’s self-service portal. |
| 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 create a new billing profile |
04/08/15 |
|
15 mins |
This easy tutorial will teach you how to add a new billing profile. |
| How to add new billing |
04/08/15 |
|
15 mins |
This tutorial will teach you how to create a new billing. |
| How to review batch totals |
04/08/15 |
|
15 mins |
This tutorial will teach you how to review merchant's totals. |
| How to create an adjustment reason |
06/05/15 |
|
15 mins |
In this tutorial we will learn how to create an adjustment reason. |
| 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. |
| 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. |
| 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. |
| Navigating Console perspective |
01/14/16 |
|
30 mins |
In this easy tutorial you will learn how to navigate Console Perspective. |
| 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. |
| Configuring customer fees |
04/18/16 |
|
30 mins |
In this tutorial we are going to learn how to set up сustomer Fees. |
| How to create a scheduled payment |
04/28/16 |
|
15 mins |
In this tutorial we are going to learn how to create a scheduled payment for a customer. |
| How to reverse a customer's invoice |
12/17/16 |
|
15 mins |
In this easy tutorial we will learn how to reverse a customer's invoice. |
| Creating a customer |
05/20/20 |
|
30 mins |
You will learn how to create a new customer. |
| Adding a new bank account and payment card to a customer account in the console gateway |
05/20/20 |
|
30 mins |
You will learn how to add a new bank account and payment card to a customer account. |
| Creating a billing plan |
05/20/20 |
|
30 mins |
You will learn how to create a billing plan. |
| Creating a subscription |
05/20/20 |
|
30 mins |
You will learn how to create a subscription. |
| Adding a payment on the invoice |
05/20/20 |
|
30 mins |
You will learn how to add an invoice and process it.
|
| Adding a credit |
05/20/20 |
|
30 mins |
You will learn how to add a credit. |
| How to freeze a subscription |
05/20/20 |
|
30 mins |
You will learn how to cancel a subscription with effective date, then we are going to uncancel it and finally we are going to freeze it for month. |
