Cardknox Merchant Portal User Guide

Overview

The Cardknox Merchant Portal is a revolutionary, user-friendly online platform for seamless management of Cardknox payment processing accounts. The intuitive and fluid interface features user-friendly, robust tools for report creation, batch and transaction viewing, payment processing, and more, making it easier than ever to keep a finger on the pulse of your business. With the help of our diverse search filters, you can seamlessly locate transactions or generate custom-made reports that pinpoint exact data, all in a lot less time.

Note that additional features and functionality to further enhance the user experience are currently in development. Customer profile management capabilities, customizable recurring billing options, and portal user management are just a few of several upcoming enhancements.

The following describes the main features of the Cardknox platform. It contains information about features within the application including screen samples, field descriptions, and procedures for managing your transactions and customer information.

Cardknox Merchant Portal

When you sign in to the Cardknox Merchant Portal, the application opens with the Welcome to Cardknox Portal screen and displays your company’s Dashboard. The Dashboard gives you a quick overview of what’s happening with your business and contains the most important data from the features you currently use.

Use the menu tabs on the left side of the welcome screen to navigate through the application and take action on your transaction data.

Tips:
  • After 30 minutes of inactivity on any tab, the application closes. If you close your browser, the system clears your session after 15 minutes, and if you open a new browser window, you must log in again.
  • You can click the Collapse Menu button to collapse the menu bar at the left-hand side of any page, giving you more room to view data. Click the button again to expand the menu bar.

Dashboard

The Dashboard tab displays business information in graphical format. The Dashboard tab opens yesterday’s data displayed by default. Interactive graphics give you an at-a-glance view of your company’s current financial details on one screen to help you spot trends and monitor activity by transaction type, such as transaction counts and amounts. See the item description table below for more information about these features.

Dashboard Tab

Dashboard Tab Item Descriptions

Item Description
Gateway status Displays a message about the status of an event such as a system outage.
Notifications button Click this button to display notification messages.

Account name Displays the name of the account.

Click the arrow to open a list of your accounts.

Type your search criteria in the search field or click an option in the list.

User button Displays your account’s email address.

Click this button or arrow to log out of the Cardknox Portal.

Calendar button Click this button and choose a day from the list, or select Custom from the list and enter a date range on the calendar and click Apply to display graphical images of the features you currently use.

If you choose Custom, the following edits are in place:

  • The date you enter cannot exceed 7 days from today’s date
  • You must enter a valid date range (i.e., 2018 to 2019, not 2019 to 2018).
New Transaction Allows you to create a new transaction
Gross revenue Displays a graph showing sales, credit, and totals information for the date you select.

Hover your pointer over a point on the graph to view monetary details by time and date.

Transaction activity Displays the calculated sales, credit, total, and average transaction amounts for the date you select.
Sales Summary Displays sales summary information by product.

Hover your pointer over the graphic to view total transaction count and amount information.

Credit Summary Displays credit summary information by product.

Hover your pointer over the graphic to view total transaction count and amount information.

Dashboard Displays your company’s main Dashboard based on the features you select to view.
Transactions Allows you to view or take action on existing transactions.
+ New Allows you to create a new transaction
Send Payment Request Allows you to send a payment request link to your customers.
Quick Reports Allows you to view or take action on reports.
Gift Report Allows you to view or take action on gift reports.
Batches Allows you to view or take action on batches.

Note: If your account does not support batches, this tab is not visible.

Customers Allows you to view or take action on customer records.
+ New Allows you to create a new customer.
Recurring Schedules Allows you to view or take action on recurring payment schedules.
Company latest news Click this link to access the Cardknox Newsroom page to read the latest press releases and news articles.
Settings Allows you to modify selected portal settings.
Help Click this link to expand the Help menu.
Contact us Click this link to find information about how to contact us for merchant and partner sales information, software integration, and technical support.
FAQ Click this link to access the Cardknox FAQ page.
User Guide Click this link to access the Cardknox Merchant Portal User Guide documentation.
Remote Support Click this link to access the Cardknox online support and collaboration portal.

Transactions

The Transactions tab provides a quick overview of your existing transactions and enables you to view and manage all your transaction data from one page. The Transactions tab opens with the last 7 days of data displayed by default and shows a list of all transaction records.

By clicking a transaction reference number you can display transaction information including the transaction date and time, amount, cardholder’s name, payment card account number and card type, approval status, transaction type, and a description of the transaction. You can also apply filters to pinpoint the type of transaction data you want to as well as using additional options to take action on a transaction and to create a new transaction or new customer record.

The Transactions tab helps you manage your business by enabling you to easily perform the following actions.

  • Process a new transaction
  • Search for a transaction
  • Export a transaction
  • Modify a transaction
  • Apply voids and refunds
Tips:
  • The Transactions tab opens with the last 7 days of data displayed by default.
  • Enter search criteria in the fields next to the column headings to search for a transaction.
  • Click the arrow to the right of any column heading to sort the column.
  • Click the arrow to the left of any row to expand the row and display transaction detail information.
  • Certain column headings display a screen tip when you hover your mouse over the column name.
  • Click between column headers to select and resize any column.
  • Customize your page view by selecting the columns you want to appear by default.

Note: Only a partial screen sample is displayed below. All fields are documented in the following item description table.

Transactions Tab

Expanded Search Features

Certain fields include drop-down menus you can use to narrow the results of your display settings. For example, the Card Type field menu displays a list of available card types. Click the arrow in the column headings for the following fields to open a menu with more search options:

  • Card Type
  • Command
  • Currency
  • Entry Method
  • Payment Method
  • Result
  • 3D Secure Result
Transactions Tab Item Descriptions

Item Description
Filter Click this button to select one or more filter options from the list.

When you choose a filter, the system opens either a menu with an additional list of criteria to select, or a text box displaying information about what filter criteria to enter.

For example, if you select Card number, the text box informs you to enter the Last 4 digits of the payment card number. If you select Status, a menu displays the options Approved, Declined, Error, and Auth you can choose.

Valid values are as follows:

  • Card Number
  • Cardholder Name
  • Reference Number
  • Invoice
  • Amount
  • Status
  • Disable date range
  • Advanced

Note: If you select Advanced, the system opens an additional list of options.

  • Advanced
    • CVV Result
    • AVS
    • Transaction Type
    • Card Type
    • Batch
    • Company
    • Description
    • Email
    • Auth Code
    • Terminal Number
    • PO Number
    • Order ID
    • Custom Fields
    • Source Key

Note: If you select Card Type, the system opens a menu allowing you to select multiple payment card types.

Click Reset all to clear all selected filters in the Filters list or click Done to close the form and save your changes.

Reset filter Click this link to reset all filters.

When you click Reset filter, the system:

  • Clears all selected filters in the Filters list
  • Clears all selected options in the Settings button Available Columns list and reverts to the default column page view
New transaction Click this button to open the Add new transaction dialog box and create a new transaction.
Download button Click this button to choose whether to export the current view or all transactions in CSV or Quickbooks format.

Calendar button Click the calendar button and choose a day from the list.

Valid values are as follows:

  • Yesterday
  • Today
  • Last 7 Days
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Custom

If you choose Custom, the system opens a calendar you can use to select a date range and a time range. The following edits are in place:

  • The date you enter cannot exceed 7 days from today’s date
  • You must enter a valid date range (i.e., 2018 to 2019, not 2019 to 2018).
  • You can display up to 100 days of data.

The system displays an error message if you enter an invalid date or date range.

Select a date range in the calendar fields, select a time range in the From and To fields, and click Apply.

Print button Click this button to print the current view.
Settings button Click this button to open a set of options to customize your page view as follows:

  1. In the Available Columns list, select the columns you want to appear on your Transactions page by default.
  2. Select the Save Selection checkbox and click Done to save the columns you selected as the default view.
  3. Alternatively, click Settings; the system opens the Report Settings subtab with the Transaction Report displayed.
  4. In the Show in Report section, select the columns you want to appear on your Transactions page and click Save; the columns you selected are saved as the default view.

Note: If you click the Reset filter link, the system clears all selected options in the Available Columns list and reverts to the default column page view.

  • Amount
  • Currency
  • Cardholder Name
  • Software Name
  • Card Type
  • Email
  • Payment Method
  • Batch
  • CVV Result
  • IP Address
  • Entry Method
  • 3D Secure Result
  • Convenience Fee
  • Original Amount

Display Transaction Details

You can view transaction details by clicking the arrow to the left of a transaction reference number showing transaction information, billing information, and shipping information. In addition, options enable you to void or refund the transaction as well as create a new transaction or create a new customer record.

Transaction Details

Complete the fields as described in the following table to view transaction details or take action on the transaction.

Transaction Details Item Descriptions
Item Description
Transaction Information Displays the status of the transaction and the following information:

  • Amount – Amount of the transaction
  • Entered Date – Date and time the transaction was entered
  • Account Number – Last 4 digits of the account number
  • Payment Type – Credit card or check
  • Transaction Type – AuthOnly, Capture, Sale, Save
  • AVS – AVS result
  • Transaction Description – Transaction details
Printer button Click the printer button to open a dialog box and print the transaction details.

The transaction receipt contains includes the following information:

  • Company Name
  • Company Address
  • Phone Number
  • Payment type

Transaction Details:

  • Transaction type
  • Card type
  • Date
  • Card number
  • Total
  • Reference Number
  • Authorization Code
  • Card expiration
  • Transaction entry method
  • AVS

Billing Information:

  • Billing info

Additional information:

  • Description
  • Customer signature line

Email button Click this button to open a dialog box to send an email to the customer with the transaction receipt.

Click the Send me an email of this receipt checkbox to receive a copy of the receipt.

Download button Click this button to export the transaction in CSV format.

 

Create a New Transaction

You can quickly process a new transaction by either selecting Transactions from the navigation menu on the left side of the screen or clicking the New Transaction button at the top right side of the screen. Click the New Transaction button to open the Add new transaction dialog box to create a new transaction.

Tips:
  • When you click New Transaction, the system populates fields in the Add new transaction dialog box with any saved customer and transaction information
  • The * symbol indicates a required field.
  • Click the Expand view button at the top of the dialog to display all fields.

Add New Transaction Expanded View

Complete the fields as described in the following table to manage your transaction information.

Add New Transaction Item Descriptions

Item Description
Transaction Settings Click this link to open the Transaction Required Fields subtab of the Settings module to modify transaction field settings.
Expand view Click this button to expand all rows and view transaction details before processing.
Amount* Enter the transaction amount. Required field for both credit card and check payments.
Convenience Fee Select this checkbox to include the convenience fee.

If you select the Allow Customer Option to Include/Exclude Conv Fee checkbox in the Transaction Fields section of the Settings tab, the Convenience Fee checkbox is selected by default.

If you leave the Allow Customer Option to Include/Exclude Conv Fee checkbox in the Transaction Fields section of the Settings tab blank, the Convenience Fee checkbox does not appear and the convenience fee is automatically added.

Exclude Convenience Fee Select this checkbox to exclude the convenience fee.
Credit Card The following fields appear only when you select the Credit Card tab.
Transaction Type* Click the arrow and select a transaction type.

Valid values are as follows:

  • Charge
  • Auth Only
  • Refund
  • Post Auth
  • Gift: Issue
  • Gift: Redeem
  • Gift: Balance
  • Gift: Activate
  • Gift: Deactivate
Credit Card* Enter the customer’s 16-digit payment card number. Required field.
Expiration* Enter the payment card’s expiration date in MM/YY format. Required field.
CVV Enter the payment card’s CVV number.
Check The following fields appear only when you select the Check tab.
Account Type Click the arrow and select an account type.

Valid values are as follows:

  • Checking
  • Savings

Account Name* Enter the name on the account. Required field.
Routing Number* Enter the account’s bank routing number. Required field.
Account Number* Enter the account number. Required field.
Terms* Select the I Agree checkbox. Required field.
The following fields appear on both the Credit and Check tabs.
Credit Card and Check The following fields appear on both the Credit and Check tabs.
Use different payment method Click this link to create a new payment method.
Use the same payment method Click this link to open the fields associated with the same payment method.
Email Enter the customer’s email address.
Send Receipt Select this check box to send a receipt to the customer.

Select this checkbox to send a receipt to the customer.

If you select the Send The Customer A Receipt By Default checkbox in the Transaction Fields section of the Settings tab, the system automatically selects this checkbox by default.

Send me a copy Select this check box to send a copy of the transaction to the customer.

If you select the Send Me A Receipt By Default checkbox in the Transaction Fields section of the Settings tab, the system automatically selects this checkbox by default.

Billing Information This section contains the same fields as the Shipping Info section. If you select the Same As Billing? checkbox, the shipping information fields collapse.

Complete the following fields:

  • First Name
  • Last Name
  • Company
  • Address
  • City
  • State
  • Zip
  • Country*
  • Phone Number
  • Same as Billing?
Same as Billing? Select this checkbox to indicate that the shipping information is the same as the billing information.
Shipping Info This section contains the same fields as the Billing Information section. If you select the Same As Billing? checkbox, the billing information fields collapse.

Complete the following fields:

  • First Name
  • Last Name
  • Company
  • Address
  • City
  • State
  • Zip
  • Country
  • Phone Number
  • Same as Billing?

Transaction Details Complete the following fields, if applicable:

  • Invoice
  • PO Number
  • Description
  • Order Id
Custom Fields Complete any custom fields, if applicable.
Expand All Click this button to expand all fields.
Collapse All Click this button to collapse all fields.
Save As Customer Select this check box to create a new customer while adding a new transaction.
Allow Duplicates Select this checkbox to allow creating a duplicate transaction.
Process Click this button to process the customer’s payment.

Create a New Customer Record

You can easily create a new customer record by clicking the New Customer button in the Transaction Information section of the Transactions screen.

Tip:
  • When you click New Customer, the system populates fields in the Add a new customer dialog box with any saved customer and transaction information.
  • The * symbol indicates a required field.

>Note: The Add a new Customer dialog contains 3 tabs: General, Payment Method, and Recurring Schedule. The dialog box opens with the General tab displayed, as shown in the example below. All tab fields are documented in the following item description table.

Add a New Customer

Complete the fields as described in the following table to manage your customer information.

Add New Customer Item Descriptions

Item Description
First Name Type the customer’s first name.
Last Name Type the customer’s last name.
Company Type the company name.
Credit Card Displays credit card fields.
Add Card Click this button to open additional credit card payment method fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Card Number Type the 16-digit payment card number. Required field.
Exp Date Type the payment card’s expiration date in MM/YY format. Required field.
Amount Type the amount of the recurring payment.
Frequency Indicate the number of times the payment occurs during a specified time period.

For example, to set the payment frequency at twice per month:

  • Type the number 2 in the first field
  • Click the arrows in the second field and select Month from the list
Start Date Click the calendar button and select a recurring payment start date.
Skip Sabbath Select this check box to skip the Sabbath and holidays.
Until Click the calendar button to select a recurring payment end date.
Check Displays check fields.
Add Check Click this button to open additional check payment method fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Routing Number Type the account’s bank routing number.
Account Number Type the account number.
Amount Type the amount of the recurring payment.
Frequency Indicate the number of times the payment occurs during a specified time period.

For example, to set the payment frequency at twice per month:

  • Type the number 2 in the first field
  • Click the arrows in the second field and select Month from the list
Start Date Click the calendar button and select a recurring payment start date.
Skip Sabbath Select this checkbox to skip the Sabbath and holidays.
Until Click the calendar button to select a recurring payment end date.
Advanced View Click this link to display additional payment field options.
Billing Information Contains billing information fields.
First Name Type the customer’s first name.
Last Name Type the customer’s last name. Required field.
Company Type the name of the customer’s company.
Address 1 Type the first line of the customer’s address.
Address 2 Type the first line of the customer’s address.
City Type the customer’s city.
State Type the customer’s state.

For Canadian addresses, this field label displays Province.

ZIP Type the customer’s postal code.

For Canadian addresses, this field label displays Postcode.

Phone Number Type the customer’s phone number.
Shipping Information Contains shipping information fields.
Same as billing Select this checkbox to use the same address for shipping as billing.
Custom Fields Contains custom fields information.
Custom01 – Custom03 Type the name of the custom field.
Add Custom Field Click this link to add a custom field.
Cancel Click this button to clear the form and discard your changes.
Save Click this button to save all changes.

Quick Reports

The Quick Reports tab enables you to quickly and easily generate a variety of on-demand transaction reports to help you analyze and manage transaction activity. Options on this tab allow you to sort transactions by date, reference number, cardholder name, invoice number, or amount. You can also refine your report criteria by transaction type and transaction status.

Additional options on the Quick Reports tab enable you to choose from a set of predefined report categories or use over a dozen filters to create and download customized reports.

Options on the Reports page enable you to do the following:

  • Generate predefined Quick Reports
  • Create custom reports with the Create new report feature
  • Save an existing custom report with a new name for future use
  • View, download, print, edit, and delete saved reports

Reports Page

Complete the following steps to create a custom report.

  1. In the Create new report section, choose options from the following fields:
    • Select Date
    • View / Sort By
    • Transaction Type
    • Transaction Status
  2. Click Add filters and select additional report options.
  3. Click Save Report; the Custom Saved Report dialog box opens.
  4. Type a name for the report in the Report Name field and click Save; the system saves the report and adds it to the Custom Saved Reports section.

Create new report

Custom Saved Reports

Complete the fields as described in the following table to manage your reports information.

Reports Page Item Descriptions

Item Description
Hide filters Click this link to collapse the filters list.
Print Click this button to open a dialog box and print the transaction report.
Download Click this button to export the report in CSV format
Save Report Click this button to save the custom report.
View Report Click this button to view the transaction information used to generate the report as displayed on the Transactions tab.
Custom Saved Reports Displays your custom reports.

When you create a custom report and click the Save Report button, the system saves the report and adds it to the Custom Saved Reports list (at the top right-hand section of the page) so you can access it later.

(Customer report name) When you create a custom report and click the Save Report button, the system saves the report and adds it to the Custom Saved Reports list so you can access it later.
Preview button Click this button to view the transaction information used to generate the report as displayed on the Transactions tab.
Download button Click this button to export the transaction in CSV format.
Edit button Click this button to open the Add Filters list and update the custom report fields.
Delete button Click this button to delete the custom report.
Quick Reports This section contains options to create reports using predefined report categories. The default date range is the last 30 days.

Valid predefined report options are as follows:

  • Approved, by source key
  • Auths, by source key
  • Errors by date
  • Sales by date
  • Sales by Custom01
  • Sales by batch number
  • Refunds by amount
  • Sales by amount
Preview button Click this button to view the transaction information used to generate the custom report as displayed on the Transactions tab.
Download button Click this button to export the transaction in CSV format.

Gift Report

The Gift Report tab includes the following three reports to help you track and manage your gift cards all on one page:

  • General
  • Liability
  • Summary

These reports give you a quick overview of gift card information such as transaction reference number, transaction date and time, amount, gift card number, location, gift card type (Issue or Redeem), and any custom fields you created. You can also download and print report results.

The Gift Report tab opens with the General report.

Tips:
  • You can navigate between reports by clicking the toggle-through report titles at the top left side of the page.
  • Click between column headers to select and resize any column.
  • You can search for transactions by gift card number (if one exists) within a date range.

General Report

The General report shows today’s data by default and displays a list of all reports in your database.

General Report

Complete the fields as described in the following table to manage your gift card report information.

General Report Tab Item Descriptions

Item Description
Calendar icon Click the calendar button and choose a day from the list.

Valid values are as follows:

  • Yesterday
  • Today
  • Last 7 Days
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Custom

Note: If you select Custom, the system opens a calendar. Select a date range and click Apply.

Filter icon Click the filter button to select one or more filter options from the list.

When you choose a filter, the system opens a text box displaying information about what filter criteria to enter.

Valid values are as follows:

  • Amount
  • Reference number
  • Gift Card Number

Note: If you choose the Gift Card Number option, enter the gift card number and select a day or date range from the calendar.

Click Reset all to clear all filters or click DONE to close the form and save your changes.

Download button Click this button to export the current view or all gift card transactions in CSV format.
Print button Click this button to open a dialog box and print a gift card report.
Reference Number Displays the gift card transaction reference number.
Entered Date and Time Displays the entered date and time.
Amount Displays the gift card transaction amount.
Gift Card Number Displays the gift card number.
Location Displays the location.
Command Displays the command.
Custom 1 Displays the custom search criteria.
Entries on page Displays the number of items on the current page.
Amount Displays the total amount of all transactions.

Liability Report

The Liability report displays the balance remaining on each individual gift card.

Liability Report

Complete the fields as described in the following table to view gift card balances and generate a report of all liabilities.

Liability Report Item Descriptions

Item Description
Download button Click this button to export the current view or all gift card transactions in CSV (Excel) format.
Print button Click this button to open a dialog box and print a gift card report.
Gift Card Number Displays the gift card number.
Remaining Balance Displays the balance remaining on the gift card.
First Name Displays the customer’s first name.
Last Name Displays the customer’s last name. Required field.
Email Displays the customer’s email address.
Entries on page Displays the number of items on the current page.
Remaining balance Displays the total remaining balance of all gift cards.

 

Summary Report

The Summary report displays summary gift card information by date. The report shows the total dollar amount for all transactions on a specific date or within a date range you select. Use the search fields to search for a different gift card.

Summary Report

Complete the fields as described in the following table to view gift card summary information and generate a report of the totals.

Summary Report Item Descriptions

Item Description
Calendar button Click the calendar icon and choose a day from the list.

Valid values are as follows:

  • Yesterday
  • Today
  • Last 7 Days
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Custom

Note: If you select Custom, the system opens a calendar. Select a date range and click Apply.

Download button Click this button to export the current view or all gift card transactions in CSV (Excel) format.
Print button Click this button to open a dialog box and print a gift card report.
Location Displays the branch location of the business.
Transaction Count Displays the number of transactions.
Total Amount Displays the total gift card amount.
Parent Location Displays the location of the general business, including all branches, if applicable.
Entries on page Displays the number of items on the current page.
Amount Displays the total amount of all transactions.

FraudWatch Report

The FraudWatch report enables you to monitor your payment and gift card transactions for possible fraudulent activity.

Tip:
  • Use the search fields at the top of each column to perform another search.

FraudWatch Report

 

FraudWatch Report Item Descriptions

Item Description
Calendar button Click this button and choose a day from the list.

Valid values are as follows:

  • Yesterday
  • Today
  • Last 7 Days
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Custom

Note: If you select Custom, the system opens a calendar. Select a date range and click Apply.

Filter button Click this button to select one or more filter options from the list.

When you choose a filter, the system opens a text box displaying information about what filter criteria to enter.

Click Reset all to clear all filters or click Done to close the form and save your changes.

Export Click this button to export the current view or all transactions in CSV (Excel) format.
Print Click this button to open a dialog box and print a customer report.
Ref # Displays the reference number.
Date Displays the transaction date.
Amount Displays the amount of the transaction.
Account # Displays the cardholder’s account number.
Cardholder Name Displays the cardholder’s name.
Invoice Displays the invoice number.
Status Displays the status.

Valid values are as follows:

  • Not Guaranteed
  • Guaranteed
Status Details Displays the status details.

Batches

The Batches tab enables you to easily view and manage your open and closed batch transactions.

Note: This tab is not visible for accounts that do not support batches.

The Batches tab opens in the Closed Batches view with yesterday’s data displayed by default and provides an overview of your batch transactions by date, including sales, credit, transaction total counts and amounts. Closed batches show the date the batch closed, and open batches show the date range for all open batches. Interactive graphics give you an at-a-glance view of your batch details to help you spot trends and view sales and credit summary information by card type. The Batches tab also provides batch detail information.

In addition, the Breakdown by Card feature helps you manage your batch information by enabling you to view a breakdown of payment card types for multiple batches. It provides a breakdown of counts and amounts for sales, credit, and totals by payment card type, and gives you the option to download a report of breakdown details. See the item description table below for more information about these features.

Tips:
  • You can navigate between views by clicking the toggle-through batch titles at the top left side of the page.
  • The calendar feature is disabled for open batches.

Batches Tab

Complete the fields as described in the following table to manage your batch transaction information.

Batches Tab Item Descriptions

Item Description
Menu button Click this button to open the action menu.

  • Click Export to export the current view in CSV (Excel) format.
  • Click Close current batch to close the page.
Closed Batches Click this link to view all closed batches for a selected date or date range.
Open Batches Click this link to view all open batches.

Note: If you choose this view, the system disables the calendar function and displays open batches only.

Calendar button Click this button and choose a day from the list. This feature is enabled for closed batches only.

Valid values are as follows:

  • Yesterday
  • Today
  • Last 7 Days
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Custom

Note: If you select Custom, the system opens a calendar. Select a date range and click Apply.

Batch Number Type a batch number to view all batches within a selected date range.
Batch summary date range Displays the date range you selected.
Breakdown by Card Click this link to open the Breakdown by Card dialog box and view totals by card type.
Sale Displays the total amount and count of sales transactions.
Credit Displays the total amount and count of credit transactions.
Total Displays the total amount and count of both sales and credit transactions.
Sales Summary by Card Type Displays sales summary information by product.

Hover your pointer over the graphic to view detailed sales transaction amount and count summary information.

Credit Summary by Card Type Displays credit summary information by product.

Hover your pointer over the graphic to view detailed credit transaction amount and count summary information.

Batches Details This section displays batch detail information.
ID # Displays the batch ID number.

Click the arrow to expand the row to view a breakdown by card type for this batch.

Close Date and Time Displays the date and time the batch closed.
Sale Displays batch sales amount information.
Void Displays open batch void information.
Credit Displays credit amount information.
Total Displays total batch sales and credit amount information for open and closed batches.
View Batch Transactions Click this link to open the Transactions tab and view the transactions in this batch.

When you click this link in the Closed Batches view, the system opens the Transactions tab in a new browser window and displays batches based on the filters you select.

 

View Totals by Card Type

You can view more batch details on the Breakdown by Card page.

Breakdown by Card Dialog Box

 

Breakdown by Card Dialog Box Item Descriptions

Item Description
Breakdown by Card (MM/DD/YYYY – MM/DD/YYYY) Displays the date range you selected.

Note: If you choose the Open Batches view, the system displays open batches only.

Download icon Click the download icon to export the breakdown by card type in CSV (Excel) format.
Card Type Identifies the payment card type.

Valid card types are as follows:

  • American Express
  • Discover
  • EBT
  • Mastercard
  • Visa
Sale Displays the amount and transaction count for sales transactions for the card type.
Credit Displays the amount and transaction count for credit transactions for the card type.
Total Displays the total amount and transaction count for both sale and credit transactions for the card type.
Close Click this button to close the dialog.

Customers

The Customers tab enables you to easily manage your customer information.

The Customers tab shows a list of all transaction records. By clicking a transaction reference number you can display transaction information including the transaction date and time, amount, cardholder’s name, payment card account number and card type, approval status, transaction type, and a description of the transaction. You can apply filters to pinpoint the type of transaction data you want to as well as using additional options to take action on a transaction and to create a new transaction or new customer record.

You can use this tab to perform the following actions.

      • Add a new customer record
      • View existing customer details
      • Search for a customer
      • Export or print customer information
      • Update customer payment methods
      • Update customer payment recurring schedules
      • Create a new customer record using a short form
Tips:
  • The Customers tab opens with today’s data displayed by default.
  • Use the search fields at the top of each column to perform another search.
  • Click the arrow to the right of any column heading to sort the column.
  • Click the arrow to the left of any row to expand the row and display customer detail information.
  • Click between column headers to select and resize any column.

Note: Only a partial screen sample is displayed. All fields are documented in the item description table below.

Customers Tab

Complete the fields as described in the following table to manage your customer information.

Customers Tab Item Descriptions

Item Description
Filter Click this button to select one or more filter options from the list.

When you choose a filter, the system opens a text box displaying information about what filter criteria to enter.
Valid values are as follows:

  • Customer ID
  • Customer #
  • Company
  • First Name
  • Last Name
  • Street
  • City
  • State (United States) Province (Canada)
  • Zip (United States) Postcode (Canada)
  • Phone Number
  • Email

Click Reset all to clear all filters or click Done to close the form and save your changes.

Reset filter Click this link to clear all filters.

When you click Reset filter, the system:

  • Clears all selected filters in the Filters list
  • Clears all selected options in the Settings button Available Columns list and reverts to the default column page view
New Customer Click this button to open the Add a new customer dialog box and add a new customer.
Download button Click this button to export the current view or all customers in CSV format.
Print button Click this button to open a dialog box and print a customer report.
Settings button Click this button to open a set of options to customize your page view as follows:

  1. In the Available Columns list, select the columns you want to appear on your Customers page by default.
  2. Select the Save Selection checkbox and click Done to save the columns you selected as the default view.
  3. Alternatively, click Settings; the system opens the Report Settings subtab with the Customer Report displayed.
  4. In the Show in Report section, select the columns you want to appear on your Customers page and click Save; the columns you selected are saved as the default view.

Note: If you click the Reset filter link, the system clears all selected options in the Available Columns list and reverts to the default column page view.

Display Customer Details

You can view customer details by clicking the arrow to the left of a customer ID number to expand the row and open the customer details section. Options in this section enable you to update a customer’s account profile information, payment method, and recurring schedule, as well as view other transactions linked to the customer.

Customer Details

Complete the fields as described in the following table to view customer details or take action on the record.

Customer Details Item Descriptions

Item Description
General This section contains general customer information.
Customer # Enter the customer’s reference number.
Note Free-form text field for additional customer information.

Type a note then press Save to save your changes. To add another note, either type a new note after an existing one or type over the existing note.

Email Address Enter the customer’s email address.
Billing Information Contains billing information fields.
First Name Enter the customer’s first name.
Last Name Enter the customer’s last name.
Company Enter the company name.
Address 1 Enter the first line of the customer’s address.
Address 2 Enter the first line of the customer’s address.
City Enter the customer’s city.
State Enter the customer’s state.
ZIP Enter the customer’s postal code.
Phone Number Enter the customer’s phone number.
Shipping Information Contains shipping information fields.
Same as billing Select this checkbox to use the same address for shipping as billing.
Payment Method This section contains payment method fields.
Credit Card Click this link to display the customer’s available credit card payment methods.
Add Card Click this button to open additional credit card payment method fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Remove Card Select this checkbox to remove the payment card.
Payment Name Enter the name of the payment method.
Cardholder Name Enter the cardholder’s first and last name.
Card Number* Enter the 16-digit payment card number. Required field.
Exp Date* Enter the payment card’s expiration date in MM/YY format. Required field.
Check Click this link to display the customer’s available check payment methods.
Add Check Click this button to open additional check payment method fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Delete button Click this button to remove the check.
Payment Name Enter the name of the payment method.
Account Name* Enter the name on the account. Required field.
Routing Number* Enter the account’s bank routing number. Required field.
Account Number* Enter the account number. Required field.
Recurring Schedule This section contains recurring schedule fields.
Add Recurring Schedule Click this button to open additional recurring payment schedule fields.
Active Click this button to indicate whether the recurring payment schedule is active.

This button only appears in existing transactions.

Preview button Click this button to open the Schedule preview dialog box. See Customers Tab Item Descriptions for more information.

This button only appears in existing transactions.

Remove Schedule Select this checkbox to remove the recurring schedule.
Schedule Name Enter a name for the recurring payment schedule.
Description Enter a description for the recurring payment schedule.
Frequency Indicate the number of times the payment occurs during a specified time period.

For example, to set the payment frequency at twice per month:

  • Type the number 2 in the first field
  • Click the arrows in the second field and select Month from the list
Amount Enter the amount of the recurring payment.
Start Date Click this button and select a recurring payment start date.
Skip Sabbath And Holidays Select this check box to skip the Sabbath and holidays.
Until Determines how long recurring payments remain in effect.

Select the Number of Payments option and enter a number of payments.

Select the End Date option and click the calendar button to choose a date.

Calendar Type Click the arrows and select a calendar type.

Valid values are as follows:

  • Gregorian
  • Hebrew

Transaction History This section contains historical transaction information.
Reference Number Displays the transaction reference number and the status of the transaction.
Amount Displays the transaction amount and whether the amount was voided or refunded.
Entered Date Displays the date and time the transaction was created.
Account Number Displays the cardholder’s account number.
Transaction Description Displays a description for the transaction.
View all customer transactions Click this link to view all transactions for this customer.
The following fields appear on all tabs.
New Transaction Click this button to open the Add new transaction dialog box.
Save Click this button to save all changes.
Delete Click this button to discard all changes.

Recurring Schedules

The Recurring Schedules tab enables you to easily manage your recurring payment schedules. You can use this tab to perform the following actions.

  • Add a new recurring payment schedule
  • View existing recurring payment schedules
  • Update customer recurring payment schedules
  • Export or print recurring payment schedule information
  • Update customer payment methods
  • Create a custom recurring schedule from a template
  • Create a new recurring schedule using a short form
Tips:
  • The Recurring Schedules tab opens with the recurring schedules page with today’s data displayed by default.
  • Click the Templates link at the top of the page to open the custom recurring schedule template page.
  • You can navigate between Recurring Schedules and Templates by clicking the toggle-through titles at the top left side of the page
  • Use the search fields at the top of each column to perform another search.
  • Click the arrow to the right of any column heading to sort the column.
  • Click the arrow to the left of any row to expand the row and display recurring payment schedule detail information.
  • Click between column headers to select and resize any column.
  • Hover your pointer over the information icon next to a column heading to open a tooltip message identifying the type of data displayed in the column.

Note: Only a partial screen sample is displayed below. All fields are documented in the following item description table.

Recurring Schedules Tab

Complete the fields as described in the following table to manage your recurring schedules information.

Recurring Schedules Tab Item Descriptions

Item Description
Templates Click this link to open the Templates page and create a custom recurring schedule.
Filter Click this button to select one or more filter options from the list.

When you choose a filter, the system opens a text box displaying information about what filter criteria to enter.

Valid values are as follows:

  • Schedule Name
  • Company
  • Start Date
  • Frequency
  • Remaining Charges
  • Amount
  • Customer
  • Description
  • Active

Click Reset all to clear all filters or click Done to close the form and save your changes.

Reset Filter Click this link to reset all filters.

When you click Reset filter, the system:

  • Clears all selected filters in the Filters list
  • Clears all selected options in the Settings button Available Columns list and reverts to the default column page view
New Customer Click this button to open the Add a new customer schedule dialog box and create a new schedule.
Download button Click this button to export the current view or all schedules in CSV format.
Print button Click this button to open a dialog box and print a schedule.
Settings button Click this button to open a set of options to customize your page view as follows:

  1. In the Available Columns list, select the columns you want to appear on your Recurring Schedules page by default.
  2. Select the Save Selection checkbox and click Done to save the columns you selected as the default view.
  3. Alternatively, click Settings; the system opens the Report Settings subtab with the Recurring Report displayed.
  4. In the Show in Report section, select the columns you want to appear on your Recurring Schedules page and click Save; the columns you selected are saved as the default view.

Note: If you click the Reset filter link, the system clears all selected options in the Available Columns list and reverts to the default column page view.

Display Recurring Schedule Details

You can view recurring schedule details by clicking the arrow to the left of the Schedule Name to expand the row and open the customer details section. Options in this section enable you to update a customer’s account profile information, payment method, recurring schedule, as well as view other transactions linked to the customer.

Note: Only a partial screen sample is shown below. All tab fields are documented in the following item description table.

Recurring Schedule Details

Complete the fields as described in the following table to view recurring schedule details or take action on the record.

Recurring Schedule Details Item Descriptions

Item Description
General This tab contains general customer information fields.
Customer # Type the customer reference number.
Email Address Type the customer’s email address.
Note Free-form text field for additional customer information.
Billing Information Contains billing information fields.
First Name Type the customer’s first name.
Last Name Type the customer’s last name. Required field.
Company Type the name of the customer’s company.
Address 1 Type the first line of the customer’s address.
Address 2 Type the second line of the customer’s address.
City Type the customer’s city.
State Type the customer’s state.

For Canadian addresses, this field label displays Province.

ZIP Type the customer’s postal code.

For Canadian addresses, this field label displays Postcode.

Phone Number Type the customer’s phone number.
Shipping Information Contains shipping information fields.
Same as billing Select this checkbox to use the same address for shipping as billing.
Custom Fields Contains custom fields information.
Custom01 – Custom03 Type the name of the custom field.
Add Custom Field Click this link to add a custom field.
Delete button Click this button to remove the custom field. This button appears only if you add a new custom field.
Payment Method This tab contains credit card and check information.
Credit Card This section contains credit card fields.
Add Card Click this button to open additional card payment fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Delete button Click this button to remove the payment method.
Payment Name Type the name of the payment method.
Cardholder Name Type the cardholder’s first and last name.
Card Number* Type the 16-digit payment card number. Required field.
Exp Date* Type the payment card’s expiration date in MM/YY format. Required field.
Address Type the CVV number.
Cardholder ZIP Code Type the cardholder’s Zip code.

For Canadian addresses, this field label displays Cardholder Postcode.

Check This section contains check fields.
Add Check Click this button to open additional check payment fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Delete button Click this button to remove the payment method.
Payment Name Type the name of the payment method.
Account Name* Type the name on the account. Required field.
Routing Number* Type the account’s bank routing number. Required field.
Account Number* Type the account number. Required field.
Address Type the CVV number.
Cardholder ZIP Code Type the cardholder’s Zip code.

For Canadian addresses, this field label displays Cardholder Postcode.

Recurring Schedule This tab contains recurring schedule fields.
Add Recurring Schedule Click this button to open additional recurring payment schedule fields.
Active Click this button to indicate whether the recurring payment schedule is active.

This button only appears in existing transactions.

Preview button Click this button to open the Schedule preview dialog box. See Customers Tab Item Descriptions for more information.

This button only appears in existing transactions.

Remove Schedule Select this checkbox to remove the recurring schedule.
Schedule Name Type a name for the recurring payment schedule.
Description Type a description for the recurring payment schedule.
Amount Type the amount of the recurring payment.
Frequency Indicate the number of times the payment occurs during a specified time period.

For example, to set the payment frequency at twice per month:

  • Type the number 2 in the first field
  • Click the arrows in the second field and select Month from the list
Start Date Click this button and select a recurring payment start date.
Until Determines how long recurring payments remain in effect.

Choose one of the following options:

  • Select the Number of Payments option and enter a number in the Number of Payments field.
  • Select the End Date option and click the calendar button and choose a date in the End Date field.
Skip Sabbath And Holidays Select this checkbox to skip the Sabbath and holidays.
Calendar Type Click the arrows and select a calendar type.

Valid values are as follows:

  • Gregorian
  • Hebrew

Send Receipt Select this checkbox to send the cardholder a receipt.
Transaction History This tab contains transaction history information.
Reference Number Displays the transaction reference number and the status of the transaction.
Amount Displays the transaction amount and whether the amount was voided or refunded.
Entered Date Displays the date and time the transaction was created.
Account Number Displays the cardholder’s account number.
Transaction Description Displays a description for the transaction.
View all customer transactions Click this link to view all transactions for this customer.
Reference Number Displays the transaction reference number and the status of the transaction.
The following buttons appear on all tabs.
New Transaction Click this button to open the Add new transaction dialog box.
Save Click this button to save all changes.
Delete Click this button to discard all changes.
Send Payment Request Click this button to create a payment request.

When you click this button, the system opens the Send Payment Request page and populates the form fields with the customer’s recurring schedule payment information.

Create a New Customer Schedule

You can quickly create a new recurring schedule by clicking the New Customer button at the top right side of the screen to open the Add a new customer schedule dialog box. The Add a new customer schedule dialog is a short form that contains only the fields necessary to create a new recurring customer schedule; the form contains an option to add additional fields as needed.

Note: Only a partial screen sample is shown below. All fields are documented in the following item description table.

Add a New Customer Schedule Dialog Box

Complete the fields as described in the following table to create a new customer schedule.

Add New Customer Schedule Dialog Box Item Descriptions

Item Description
Amount Type the amount of the recurring payment.
Frequency Indicate the number of times the payment occurs during a specified time period.

For example, to set the payment frequency at twice per month:

  • Type the number 2 in the first field
  • Click the arrows in the second field and select Month from the list
Start Date Click the calendar button and select a recurring payment start date.
Skip Sabbath Select this checkbox to skip the Sabbath and holidays.
Until Click the calendar button to select a recurring payment end date.
Credit Card Displays credit card fields.
Add Card Click this button to open additional credit card payment method fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Delete button Click this button to remove the payment method.
Card Number Type the 16-digit payment card number. Required field.
Exp Date Type the payment card’s expiration date in MM/YY format. Required field.
First Name Type the customer’s first name.
Last Name Type the customer’s last name.
Company Type the company name.
Check Displays check fields.
Add Check Click this button to open additional check payment method fields.
Set To Default Select this checkbox to set this payment method as the default payment method.
Delete button Click this button to remove the payment method.
Routing Number Type the account’s bank routing number.
Account Number Type the account number.
First Name Type the customer’s first name.
Last Name Type the customer’s last name.
Company Type the company name.
Advanced Fields Click this link to display additional payment field options.
Customer # Type the customer reference number.
Email Address Type the customer’s email address.
Note Free-form text field for additional customer information.
Billing Information Contains billing information fields.
First Name Type the customer’s first name.
Last Name Type the customer’s last name. Required field.
Company Type the name of the customer’s company.
Address 1 Type the first line of the customer’s address.
Address 2 Type the first line of the customer’s address.
CIty Type the customer’s city.
State Type the customer’s state.

For Canadian addresses, this field label displays Province.

ZIP Type the customer’s postal code.

For Canadian addresses, this field label displays Postcode.

Phone Number Type the customer’s phone number.
Shipping Information Contains shipping information fields.
Same as billing Select this checkbox to use the same address for shipping as billing.
Custom Fields Contains custom fields information.
Custom01 – Custom03 Type the name of the custom field.
Add Custom Field Click this link to add a custom field.
Cancel Click this button to clear the form and discard your changes.
Save Click this button to save all changes.

Create a Recurring Schedule Template

You can create a custom recurring schedule template using the Templates feature. When you click the Templates link at the top of the Recurring Schedules page, the system opens the Templates page. You use this page to open a dialog box and set up a new recurring schedule for an account based on the criteria you choose. Once you create the new schedule, it is saved to the Templates page where you can take further action, such as to apply the template, edit the fields, or delete the template. See New Schedule Template Dialog Box for recurring schedule setup information.

Templates

Templates Item Descriptions

Item Description
Recurring Schedules Click this link to open the Recurring Schedules page.
New schedule template Click this button to open the New schedule template dialog box.
Download button Click this button to export the current view or all schedules in CSV format.
Print button Click this button to open a dialog box and print a schedule.
Settings button Click this button to open a set of options to customize your page view as follows:

  1. In the Available Columns list, select the columns you want to appear on your custom template by default.
  2. Select the Save Selection checkbox and click Done to save the columns you selected as the default view.

Note: If you click the Reset filter link, the system clears all selected options in the Available Columns list and reverts to the default column page view.

Ellipsis button Click this button to open a menu and take action on the recurring schedule.

New Schedule Template Dialog Box

Note that any changes you make in the template do not affect any existing recurring schedules that currently use this same template.

Complete the fields as described in the following table to create a new recurring schedule.

New Schedule Template Dialog Box Item Descriptions

Item Description
Schedule Name* Type a name for the custom recurring schedule. Required field.
Amount Type a dollar amount for the recurring payment.
Frequency Indicate the number of times the payment occurs during a specified time period.

For example, to set the payment frequency at twice per month:

  • Type the number 2 in the first field
  • Click the arrows in the second field and select Month from the list
Number of Payments Type the number of payments for the recurring payment schedule.
Skip Sabbath And Holidays Select this checkbox to skip the Sabbath and holidays.
Cancel Click this button to clear the form and discard your changes.
Save Click this button to save your changes.

Send Payment Request

new

The Send Payment Request tab enables you to send a payment request link to your customers so they can access a payment site and submit their payment. You can prefill the form with customer billing and transaction information which allows your customers to enter their payment method and submit the payment quickly and conveniently without having to enter additional information. In addition, you can save time by easily modifying previously-entered information and updating the payment site link without having to reenter all information again.

Note: Only a partial screen sample is displayed below. All fields are documented in the following item description table.

Send Payment Request

Send Payment Request Item Descriptions

Item Description
System message Click this feature to access a video that walks you through the process of completing the payment form and generating a payment site link.

Click Customer Service to send an email to Customer Service.

Enter your payment site name Type the name of your payment site.

Hover your cursor over the information icon to display a popup message.

Save Click this button to create the payment site link.
Previously generated link Displays the name of the previously generated payment site link, if one exists.

Hover your cursor over the information icon to display a popup message.

Populate Fields For recurring transactions, update the appropriate Payment Fields and click this button to prefill the form with the new values.
Copy Click this button to copy the previously-generated payment site link.
Payment Fields
Billing Info This section contains billing information fields.
Amount Enter the payment amount.
Name Enter the customer’s name.
Company Enter the name of the customer’s company.
Address Enter the first line of the customer’s address line 1
Address 2 Enter the customer’s address line 2, if applicable.
City Enter the customer’s city.
State Enter the customer’s state.
ZIP Enter the customer’s postal code.
Country Enter the customer’s country.
Phone Enter the customer’s phone number.
Email Enter the customer’s email address.
Different Shipping Address Select this checkbox to indicate whether to use a different address for shipping.
Transaction Details This section contains transaction information fields.
Invoice Enter the invoice number.
PO Number Enter the purchase order number.
Description Enter the transaction description.
Shipping Info This section contains shipping information.
Same As Billing Select this checkbox to use the same address for billing as for shipping.
Transaction Details This section contains transaction information fields.
Description Enter the transaction description.
Recurring Schedule Fields This section contains recurring schedule fields.

Note: You must enable recurring schedules on your PaymentSITE to use these fields.

Frequency Indicates the recurring schedule payment frequency by interval type.

Type a frequency in the EVERY field then click the arrow and select an interval from the list.

Hover your cursor over the information icon to display a popup message.

Number Of Payments Indicates the number of recurring schedule payments.
Type a number of payments. The default is set to Indefinite.

Hover your cursor over the information icon to display a popup message.

Share this payment link Displays the link created based on the information you entered into the Payment Fields section.
Copy Click this button to copy the payment site link to share with your customer.
View Click this button to preview the payment site form.
Email Click this button to open an email dialog box you can use to create a message to the customer which includes a link to the payment site.

Complete the following steps to prefill the payment form and generate a link to the payment site your customer uses to submit their payment.

    1. Type the name of your payment site in the Enter your payment site name field and and press Enter to save the payment site name.
    2. Click Save; the system creates a payment site link.

Note: You will not need to reenter the payment site name again unless you want to enter a different PaymentSITE name.

  1. (Optional) Click the arrow in the Previously generated link section to expand the fields.For recurring transactions, you can use this section to make minor changes to saved customer information without having to reenter all the payment fields. For example, to change the transaction amount from $10 to $20, type $20 in the Amount field and click Populate Fields. The system applies the new value and updates the link in the Share this payment link field accordingly.
  2. Complete the appropriate billing and transaction fields for the transaction in the Payment Fields section.
  3. In the Recurring Schedule Fields section:
  4. Type a number in the EVERY field.
  5. Click the arrow and select a time period from the list.
  6. Type the number of payments in the Number of Payments field.
  7. In the Share this payment link section, click Copy to copy the link created based on the information you entered into the Payment Fields.
  8. (Optional) Click View to view the payment site.
  9. Click Email to open an email dialog box and generate an email message to the customer which includes a link to the payment site.
  10. Share the link to the payment site containing the prefilled transaction information with your customer, and include a request to enter their payment information.

For recurring transactions, you can use the Previously generated link section to make minor changes to saved customer information without having to reenter all the payment fields. For example, to change the transaction amount from $10 to $20, type $20 in the Amount field and click Populate Fields. The system applies the new value and updates the link in the Share this payment link field accordingly.

Settings

new

The Settings tab contains features you use to manage your portal settings. This tab contains the following subtabs:

  • User Settings
  • Transaction Fields
  • Report Settings
  • Users

User Settings

The User Settings subtab controls how accounts display in the account name drop-down menu.

You can perform the following actions to manage your user settings:

  • Sort fields in the account name drop-down menu alphabetically
  • Set a custom account name label
  • Drag and drop fields to customize the order in which accounts appear
  • Select a time zone
  • Select a default date range for your Dashboard
  • Select the tab you want to always display by default at login

User Settings

To set the default tab to display at login:

    1. Click the arrow in the First Screen After Login field and select a tab name.
    2. Click Save.

Complete the following steps to customize your user settings.

To sort fields in the account name drop-down menu alphabetically:

      1. Select the Sort Alphabetically checkbox. Note: If you want to customize the order in which the account name fields appear you must first clear this checkbox.
      2. Click Save.

To set a custom account name label:

      1. In the Alias field, type the name you want to display in the account name drop-down menu at the top right-hand side of the screen.
      2. Click Save.

To customize the order in which accounts appear in the account name drop-down menu:

      1. Clear the Sort Alphabetically checkbox.
      2. Click the field you want to move to select it, then drag and drop it to its new location.
      3. Click Save.

To choose a time zone:

      1. Click the arrow in the Timezone field and select a time zone.
      2. Click Save.
Transaction Report Item Descriptions

Item Description
Sort Alphabetically Select this checkbox to sort fields alphabetically.

Note: To customize the order in which the fields appear in the account name drop-down menu you must first clear this checkbox.

Accounts Identifies the account name.
Alias Type the name you want to display in the account name drop-down menu at the top right-hand side of the screen.
Timezone Click the arrow and select a time zone
Default Dashboard Date Range Click the arrow and select the default date range to display for the Dashboard.
First Screen After Login Click the arrow and select the default tab to display at login.

Note: If you select a tab for which you do not have access, the Dashboard displays by default instead.

Save Click this button to save your changes.

Transaction Fields

The Transaction Fields settings only affect the portal transaction fields. If you change the default field name, the name you set in the Custom Display Label field becomes the column name displayed in the Transaction Report subtab.

You can perform the following actions:

      • Add customized field labels
      • Select which fields are required
      • Choose whether to show or hide selected fields
      • Add custom fields
      • Choose whether to expand the Add new transaction dialog box by default

The Transaction Fields subtab contains the following sections: General, Billing Information, Transaction Details, and Custom Fields.

To choose whether to always send the customer a receipt by default:

  1. Select the Send The Customer A Receipt By Default checkbox.
  2. Click Save.

To choose whether to always send me a receipt by default:

  1. Select the Send Me A Receipt By Default checkbox.
  2. Click Save.

To choose whether to always allow the customer to process duplicate transactions:

  1. Select the Allow Customer To Process Duplicate Transactions checkbox.
  2. Click Save.

To choose whether to always allow an automatic partial authorization reversal:

  1. Select the Allow Automatic Partial Authorization Reversal checkbox.
  2. Click Save.

You can add an additional convenience fee to either a credit card transaction, an ACH transaction, or both by choosing options in the Set up Convenience Fee section.

    1. Choose the type of transaction to apply the convenience fee.To charge an additional convenience fee on credit card transactions, choose one of the following options:
      • Select the CC Percent checkbox and type a percentage in the percent field.
      • Select the CC Set Amount checkbox and type a dollar amount in the Amount field.
    2. To charge an additional convenience fee on ACH transactions, choose one of the following options:
      • Select the ACH Percent checkbox and type a percentage in the percent field.
      • Select the ACH Set Amount checkbox and type a dollar amount in the Amount field.
    3. Click the arrow in the Custom Field To Save The Convenience Fee Amount and select the field you want to display the convenience fee amount on the Transactions page.
    4. Click the arrow in the Custom Field To Save The Original Amount and select the field you want to display the original amount of the transaction on the Transactions page.
    5. Select the Allow Customer Option To Include/Exclude Conv Fee checkbox to include or exclude an additional convenience fee.

Note: Only partial screen samples are displayed below. All fields are documented in the following item description table.

Transaction Fields

Note: The following fields are required by default; the Required checkbox cannot be cleared and the fields cannot be hidden. You can only change the names of these fields.

            • Amount
            • Card Number
            • Exp Date

Complete the fields as described in the following table to customize your field settings in each section.

To create a customized field label:

            1. Type a name in the Custom Display Label field to change the displayed field name.
            2. Click Save.

To select a required field:

            1. Select the Required checkbox to indicate a required field.
            2. Click Save.
 width=

To show or hide a field:

            1. Click the Add Custom Field link. You can add up to 10 custom fields.
            2. Type a name for the field and click Save.

To add a custom field:

            1. Click the Add Custom Field link. You can add up to 10 custom fields
            2. Type a name for the field and click Save.

To choose whether to expand the Add new transaction dialog box by deafult.

            1. Select the Expand New Transaction Popup By Default checkbox to always expand the Add new transaction dialog box.
            2. Click .
Transaction Fields Item Descriptions

Item Description
The following fields appear in all sections.
Custom Display Label Type a field name to change the default field label.
Required Select this checkbox to indicate the field is required.
Visible Click this button to show or hide the field.

This option is disabled for certain fields.

General Contains general information field options.
Amount Identifies the transaction amount.
This field is required by default. You cannot clear the checkbox or hide the field.
Card Number Identifies the payment card number.
This field is required by default. You cannot clear the checkbox or hide the field.
Exp Date Identifies the payment card expiration date.
This field is required by default. You cannot clear the checkbox or hide the field.
CVV Identifies the CVV (Card Verification Value).
Email Identifies the email address.
Billing Information Contains billing information field options.
First Name Identifies the customer’s first name.
Last Name Identifies the customer’s last name.
Company Identifies the customer’s company.
Address Identifies the customer’s street address.
City Identifies the customer’s city.
State Identifies the customer’s state.

For Canadian addresses, this field label displays Province.

ZIP Identifies the customer’s postal code.

For Canadian addresses, this field label displays Postcode.

Country Identifies the customer’s country.
Phone Number Identifies the customer’s phone number.
Transaction Details Contains transaction detail field options.
Invoice Identifies the invoice number.
PO Number Identifies the PO (purchase order) number.
Description Identifies the transaction description.
Custom Fields Contains custom field options.
Add Custom Field Click this link to add a custom field.

You can add up to 10 custom fields.

Delete button Click this button to delete the custom field.

This button only appears if you add a custom field.

Send The Customer A Receipt By Default Select this checkbox to always send the customer a receipt by default.
Send Me A Receipt By Default Select this checkbox to always send me a receipt by default.
Set up Convenience Fee Contains convenience fee options.
CC Percent Select this checkbox to include a convenience fee for credit card transactions based on a percentage of the transaction. Enter a percentage amount.
ACH Percent Select this checkbox to include a convenience fee for ACH transactions based on a percentage of the transaction. Enter a percentage amount.
CC Set Amount Select this checkbox to include a convenience fee for credit card transactions based on a set amount. Enter a dollar amount.
ACH Set Amount Select this check box to include a convenience fee for ACH transactions based on a set amount. Enter a dollar amount.
Custom Field To Save The Convenience Fee Amount Click the arrow and select a custom field to use to save the convenience fee amount.
Custom Field To Save The Original Amount Click the arrow and select a custom field to use to save the original amount.
Allow Customer Option To Include/Exclude Conv Fee Select this checkbox to enable the customer to include or exclude the convenience fee.

If you choose this option, the Convenience Fee checkbox appears on the Add new transaction dialog box and is selected by default.

If you leave this checkbox blank, the Convenience Fee checkbox does not appear on the Add new transaction dialog box and the convenience fee is automatically added.

Reset to Default Click this button to reset all fields to default settings.
Expand New Transaction Popup By Default Indicates whether to expand all fields when the Add new transaction dialog box opens.
Save Click this button to save your changes.

Report Settings

You use the Report Settings subtab to manage the following reports:

            • Transaction Report
            • Customer Report
            • Recurring Report

You can perform the following actions:

            • Select default columns to display
            • Drag and drop fields to set the order in which columns appear
            • Add custom columns
            • Select the default date range

The fields that appear on any report in the Report Settings subtab depend on which fields you choose to display. You can customize these reports by choosing any of the fields currently available in the Available Columns list when you click the Settings button on the Transactions, Customers, and Recurring Schedules tabs.

Transaction Report

Note: Only a partial screen sample is displayed below.

Transaction Report

Complete the following steps to customize how your transactions display.

To set which columns to display by default:

            1. Select the Report Settings subtab and click Transaction Report.
            2. In the Show in Report section, select the columns you want to appear on your Transactions page.
            3. (Optional) To display all columns, select the Select All checkbox.
            4. Click Save; the columns you selected are saved as the default view.

To set the order in which columns appear:

            1. Click the field you want to move to select it, then drag and drop it to its new location.
            2. Click Save.

To set the default date range for the Dashboard:

            1. Click the arrow in the Default Date Range field and select a date range from the list.
            2. Click Save.

To set a default load limit:

            1. Click the arrow in the Default Load Limit field and select a number from the list.
            2. Click Save.

To show only approved transactions by default:

  1. Select the Report Should Show Approved-Only Transactions By Default checkbox.
  2. Click Save.

The fields that appear on the Transaction Report vary depending on which fields you choose to display. The following table shows an example of the fields currently available in the Available Columns list in the Settings button on the Transactions tab.

Transaction Report Item Descriptions

Item Description
Save Click this button to save your changes.
Show in Report Heading for which columns to show on the Transactions page.

The field names displayed here reflect the names you set in the Custom Display Label section of the Transaction Fields subtab.

Select All / Unselect All Select or clear this checkbox to display or unselect all columns by default, or select the checkbox next to the column label to indicate which columns to display by default.
Drag to edit order Drag and drop a field to change the order in which columns appear.
Available fields Available fields are as follows:

  • Date
  • Amount
  • Currency
  • First Name
  • Last Name
  • Cardholder Name
  • Software Name
  • li>Card Type

  • Account #
  • Result
  • Command
  • Company
  • Description
  • Email
  • Payment Method
  • Batch
  • Invoice
  • CVV Result
  • Auth Code
  • Order ID
  • PO Number
  • AVS
  • Source Key
  • Terminal Number
  • User Name
  • IP Address
  • Entry Method
  • 3D Secure Result
  • Convenience Fee
  • Custom 1 – Custom 10

Note: You can add up to 10 custom fields.

Add Custom Field Click this link to add a custom field.
Delete button Click this button to delete the custom field.

This button only appears if you add a custom field.

Default Date Range Identifies the default date range.

Click the arrow and select a date range from the list.

Default Load Limit Identifies the number of items displayed on the page.

Click the arrow and select the number of results you want to load by default.

Reset to Default Click this button to reset all fields and filters to their default settings.
Save Click this button to save your changes.

Customer Report

The fields that appear on the Customer Report vary depending on which fields you choose to display. You can customize this report by choosing any of the fields currently available in the Available Columns list in the Settings button on the Customers tab.

Note: Only a partial screen sample is displayed below.

To add a custom column:

            1. Click the Add Custom Field link. You can add up to 10 custom fields.
            2. Click Save.

Add Custom Field

Customer Report

Customer Report Item Descriptions

Item Description
Save Click this button to save your changes.
Show in Report Heading for which columns to show on the Customers page.
Drag to edit order Drag and drop a field to change the order in which columns appear.
Reset to Default Click this button to reset all fields and filters to their default settings.
Select All / Unselect All Select or clear this checkbox to display or unselect all columns by default, or select the checkbox next to the column label to indicate which columns to display by default.
Delete button Click this button to delete the custom field.

This button only appears if you add a custom field.

Add Custom Field Click this link to add a custom field.

Recurring Report

The fields that appear on the Recurring Report vary depending on which fields you choose to display. You can customize this report by choosing any of the fields currently available in the Available Columns list in the Settings button on the Recurring Schedules tab.

Note: Only a partial screen sample is displayed below.

Recurring Report

Recurring Report Item Descriptions

Item Description
Save Click this button to save your changes.
Show in Report Heading for which columns to show on the Customers page.
Drag to edit order Drag and drop a field to change the order in which columns appear.
Reset to Default Click this button to reset all fields and filters to their default settings.
Select All / Unselect All Select or clear this checkbox to display or unselect all columns by default, or select the checkbox next to the column label to indicate which columns to display by default.

Didn’t find what you were looking for?