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console perspective Tag

Name	Added On	Difficulty	Time Required	Description
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 create a sale	06/04/14		15 mins	This tutorial will teach you how to create a new payment.
Entering chargebacks manually	06/19/14		15 mins	In this tutorial we are going to learn how to create chargebacks manually.
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.
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.
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 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 upload a batch/billing file	10/29/14		15 mins	This tutorial will give you knowledge how to upload a billing file.
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 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.
Ordering a terminal	09/01/15		30 mins	This tutorial will teach you how to order a terminal.
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.
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.
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.
Reviewing merchant statement	01/12/16		45 mins	This tutorial will teach you how to review a Merchant statement.
Navigating Console perspective	01/14/16		30 mins	In this easy tutorial you will learn how to navigate Console Perspective.
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.
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.
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.
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.
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.
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.

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