Transaction Express User Guide - Merchant Service Group

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48 [Transaction Express User Guide] The last step of creating a Custom Report is specifying the Transaction Type and Status which the report will include. Placing a check in any of the boxes below will indicate that matching transactions will be returned when this report is run. The check-box on the left indicates that the transaction type will be reflected on the report. The Approved and Declined check-boxes will specify if you would just like Approved, Declined, or Both returned on this report. By clicking in the box included in the column header, each box in that column will be checked. Once all data elements, transaction types and transaction statuses are selected, the Custom Report can be saved by pressing Save Report. Custom Report Action Buttons: • Run Report will run the report which you have selected • Preview Report will show you a preview of the report you are creating or have created • Save Report is used to Save a report once built or edited • Delete can be used to delete a Custom Report you no longer have use for.
[Transaction Express User Guide] Section 6 – Recurring Management Recurring Part 1 – Customer Management Recurring Transactions Customer Management Recurring transactions require a Customer and a Wallet to be configured before a Recurring Payment can be set up. There are the three parts to creating a Recurring Profile: • Create Customer • Create Wallet for Customer • Create and Link Wallet to a Recurring Profile. The Recurring Management section of this guide will introduce you to this process and will walk you through the first time configuration for a Customer, Wallet and a Recurring Transaction. There are 2 types of Recurring transactions in Transaction Express: • Auto Recurring transactions will automatically process based on billing criteria which you will supply in a Recurring Profile. o Auto-Recurring transactions will need a Customer, a Wallet and a Recurring Profile set up in order to be processed. • Manual Recurring or “Wallet” transactions will process when you trigger a payment for the Customer and Wallet in question. o Manual Recurring transactions will need a Customer and a Wallet set up in order to be processed. Access this by selecting My Services > Recurring or My Services > Wallet. You will be routed to the Customer Search screen. The Customer Search Screen provides the ability to search for an existing customer and allows the addition of a new customer to your account. Searching for an existing customer can be accomplished by supplying any of the following data elements: • Full Name: This is the Full Name of the Customer when the Customer Profile was created. • Account Number: This is the Account Number which was entered in a Wallet for an existing customer. • Customer ID: The Customer ID which was assigned when the Customer was added to the system. • Wallet ID: The Wallet ID which was assigned when the Wallet was added to the system. • Wallet Description: The description you assigned to a Wallet when it was added to the system. • Customer Reference ID: The Customer Reference ID you assigned to a 49
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Transaction Express User Guide - Merchant Service Group

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