Transaction Express User Guide - Merchant Service Group

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Table of Contents 2 [Transaction Express User Guide] Transaction Express User Guide ................................................................................................................... 5 Section 1 – Getting Started ........................................................................................................................... 5 Welcome Email ......................................................................................................................................... 5 Merchant List ............................................................................................................................................ 5 Navigation ................................................................................................................................................. 6 Password Security ..................................................................................................................................... 8 Change Password ...................................................................................................................................... 8 Retrieve Password .................................................................................................................................... 9 View Merchant Profile .............................................................................................................................. 9 Wildcard Searches ..................................................................................................................................... 9 Group Access ............................................................................................................................................. 9 Multi-Merchant Access ........................................................................................................................... 10 Manage Associations - An Overview ....................................................................................................... 10 How to Manage Associations .................................................................................................................. 11 Section 2 – Roles and Permissions .............................................................................................................. 12 Roles Defined .......................................................................................................................................... 12 Predefined (Global) Roles ....................................................................................................................... 12 Permissions ............................................................................................................................................. 13 Role Profile .............................................................................................................................................. 14 Find a Role ............................................................................................................................................... 15 Add a Role ............................................................................................................................................... 16 Section 3 – User Management .................................................................................................................... 17 Admin Login ............................................................................................................................................ 17 User Profile – Update User Profile .......................................................................................................... 17 Find User ................................................................................................................................................. 18 Create User ............................................................................................................................................. 19 Section 4 – Transaction Processing ............................................................................................................. 21 Processing A Sale .................................................................................................................................... 21 Sale Required Fields ................................................................................................................................ 21 Sale Optional Fields ................................................................................................................................. 22
[Transaction Express User Guide] Sale Billing Info ........................................................................................................................................ 23 Sale Shipping Info .................................................................................................................................... 24 Sale Payment Frequency Info ................................................................................................................. 24 Sale Additional Info ................................................................................................................................. 25 Sale Completion ...................................................................................................................................... 25 Sale Direct Swipe ..................................................................................................................................... 25 Sale Response ......................................................................................................................................... 27 Sale Response Actions ............................................................................................................................ 27 Authorization Only .................................................................................................................................. 28 Authorization Only Settle ........................................................................................................................ 28 Settle by Date .......................................................................................................................................... 29 Account Verification................................................................................................................................ 30 Force Auth / Offline Sale ......................................................................................................................... 31 Void / Void Search ................................................................................................................................... 32 Credit / Refund ........................................................................................................................................ 34 Section 5 – Reports ..................................................................................................................................... 36 Transaction Detail Report ....................................................................................................................... 36 Transaction Detail Report - Read Only Fields ......................................................................................... 36 Transaction Detail Report – Free Form Search Fields ............................................................................. 37 Transaction Detail Report – Dropdown Search Filters............................................................................ 37 Transaction Detail Report Search Results ............................................................................................... 38 Activity Summary Report ........................................................................................................................ 39 Authorization Summary Report .............................................................................................................. 41 Settle Summary Report ........................................................................................................................... 43 Transaction Summary Report ................................................................................................................. 44 Custom Report ........................................................................................................................................ 46 Section 6 – Recurring Management............................................................................................................ 49 Recurring Part 1 – Customer Management ............................................................................................ 49 Recurring Transactions ........................................................................................................................... 49 Customer Management .......................................................................................................................... 49 Customer Search ..................................................................................................................................... 50 Add / Update Customer .......................................................................................................................... 52 3
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Transaction Express User Guide - Merchant Service Group

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