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UniPay Tutorials
Tutorials
Quick Guides
Name
Added On
Difficulty
Time Required
Description
Logging in and navigating the application
06/29/13
15 mins
Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.
Locating chargeback cases
08/23/13
15 mins
In this easy tutorial you will learn how to execute search on
chargeback case
s.
Handling chargeback cases
08/27/13
15 mins
In this tutorial you will learn how to handle
chargeback case
s.
Entering chargebacks manually
06/19/14
15 mins
In this tutorial we are going to learn how to create
chargeback
s 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.
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.
Ordering a terminal
09/01/15
30 mins
This tutorial will teach you how to order a terminal.
Downloading a pre-generated report
10/13/15
30 mins
In this tutorial you will learn how to generate and download a report.
Navigating Reporting perspective
01/07/16
30 mins
In this easy tutorial you will learn how to navigate
Reporting Perspective
as well as generate and download the reports.
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
.
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.
Name
Added On
Difficulty
Time Required
Description
How to create a sale
06/04/14
15 mins
This tutorial will teach you how to create a new payment.
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.
How to change your password
09/17/14
15 mins
This easy-to-do tutorial will teach you how to change your password for logging in to the application.
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 activate your account
10/28/14
15 mins
This easy how-to tutorial will describe the steps ypu need to follow for activating your account.
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 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 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.
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 reset your password
08/19/16
15 mins
This easy-to-do tutorial will teach you how to reset your password for both human user and service user.
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 verify terminal order status
07/25/18
15 mins
This tutorial will teach you how to verify a terminal order status.
Tags
Navigation
Chargeback
Console perspective
Merchant perspective
Customer
Recurring billing
Monitoring perspective
Merchant
Batch
Terminals
Reseller perspective
Reporting perspective
Reports
Remittance