Navigating Console perspective

Console perspective     Customer Account    

1. Are you ready?
   
   In this tutorial you will learn how to navigate Console Perspective.
   
   We will proceed as follows:
   

   • Log in and switch to the Console perspective;
   • Learn how to locate a customer and review the details of their account;
   • Learn how to locate and review transactions associated with a particular customer using last 4 digits of a credit card number as search criteria;
   • Learn how to locate and review terminals associated with a specified merchant;
   • Learn how to locate and review available billing cycles.
2. Log in to the system using your Username and Password and switch to the Console Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
   
4. To locate a transaction review How to locate a transaction tutorial.
   
5. Firstly, let's learn how to locate a customer and review the details of their account.
   
6. Click   Customersbutton in the top section of the screen.
   
7. Choose   List  menu item  from the list.
   
8. Locate   Search  groupbox
9. Enter John into the First Nametextbox
10. Enter Smith into the Last Nametextbox
11. Click   Findbutton
12. Locate   Customer Account List  groupbox
13. Click   View Customerbutton to view customer details.
    

    screenshot
14. Locate   Payment Options  groupbox to review all payment options available for this customer.
    
15. Locate a credit card number and copy last 4 digits for further search of a transaction associated with this customer.
    
16. Next, let's learn how to locate and review transactions associated with a particular customer using last 4 digits of a credit card number as search criteria.
    
17. Click   Transactionsbutton in the top section of the screen.
    
18. Choose   List  menu item  from the list.
    
19. Use extracted last 4 digits of a customer's credit card for your search.
    
    To learn how to locate and review a transaction, review How to locate a transaction tutorial.
    
20. Now, let's learn how to locate and review terminals associated with a specified merchant.
    
21. Click   Equipmentbutton in the top right section of the screen.
    
22. Choose   Terminals  menu item  from the list.
    
23. Click Assignedtab
24. Locate   Terminal List  groupbox to review the list of all terminals associated with the selected merchant.
    
25. Click   Modify Terminalbutton to review and modify terminal details if needed.
    

    screenshot
26. Finally, let's learn how to locate and review available billing cycles.
    
27. Click   Setupbutton in the top section of the screen.
    
28. Choose   Billing Cycles  menu item  from the list.
    
29. Locate   Billing Cycle Search  groupbox
30. Select Monthly in Cycle Typedropdown
31. Select Yes in Activedropdown
32. Click   Findbutton
33. Locate   Billing Cycle List  groupbox
34. Click   Editbutton next to the billing cycle you want to review.
    

    screenshot
35. To learn how to create a billing cycle, review How to create a new billing cycle tutorial.
    
36. Congratulations, you are done!
    
    You have learned how to navigate Console Perspective. Now you can do this by yourself.
    

Console perspective   Navigation   Recurring billing