Recurring billing Tag
| Name | Added On | Difficulty | Time Required | Description |
|---|---|---|---|---|
| How to generate transaction export report | 05/21/14 |
|
15 mins | This tutorial will help you to make the export of transactions without any difficulties. |
| Using skip tracing | 08/26/14 |
|
15 mins | This tutorial will teach you how to tweak general skip tracing settings at the individual customer's account level. |
| Creating a customer | 08/29/14 |
|
30 mins | You will learn how to create a customer. |
| Reviewing suspected duplicate batches | 09/01/14 |
|
15 mins | This tutorial will teach you how to locate and approve duplicate batches/sub-batches. |
| How to create a new payment plan | 09/02/14 |
|
15 mins | This tutorial will teach you how to create a new payment plan.
Make sure that you have learned how to create a customer using Creating a customer tutorial. |
| How to freeze a customer's payment plan | 09/02/14 |
|
15 mins | In this tutorial you will learn how to freeze a customer's payment plan. |
| How to create a new billing cycle and deactivate it | 09/08/14 |
|
15 mins | In this tutorial you will learn how to create a new billing cycle using Console perspective and deactivate it. |
| Creating a new payment for a customer | 09/18/14 |
|
15 mins | This tutorial will teach you how to create a new payment.
Make sure that you have learned how to create a customer using Creating a customer tutorial. |
| How to access customer’s self-service portal | 11/11/14 |
|
15 mins | This easy quick guide will teach you how to access customer’s self-service portal. |
| How to add an email template | 11/12/14 |
|
15 mins | In this tutorial, you will learn how to create and assign an email template. |
| How to create a new billing profile | 04/08/15 |
|
15 mins | This easy tutorial will teach you how to add a new billing profile. |
| How to add new billing | 04/08/15 |
|
15 mins | This tutorial will teach you how to create a new billing. |
| How to review batch totals | 04/08/15 |
|
15 mins | This tutorial will teach you how to review merchant's totals. |
| How to create an adjustment reason | 06/05/15 |
|
15 mins | In this tutorial we will learn how to create an adjustment reason. |
| How to review a status of an uploaded file | 10/02/15 |
|
15 mins | In this tutorial you will learn how to locate batches and review statuses of batch files. |
| How to delete a transaction on Transactions form | 10/13/15 |
|
30 mins | In this tutorial you will learn how to delete a transaction from a batch. |
| How to locate a sub-batch for review | 11/25/15 |
|
30 mins | In this tutorial you will learn how to locate a sub-batch for review and further approval. |
| How to locate a validation file | 12/14/15 |
|
15 mins | In this tutorial you will learn how to locate a validation file using user interface of the gateway. |
| Navigating Console perspective | 01/14/16 |
|
30 mins | In this easy tutorial you will learn how to navigate Console Perspective. |
| How to cancel a batch/sub-batch | 02/18/16 |
|
15 mins | In this tutorial you will learn how to cancel a batch or sub-batch. |
| Configuring customer fees | 04/18/16 |
|
30 mins | In this tutorial we are going to learn how to set up сustomer Fees. |
| How to create a scheduled payment | 04/28/16 |
|
15 mins | In this tutorial we are going to learn how to create a scheduled payment for a customer. |
| How to reverse a customer's invoice | 12/17/16 |
|
15 mins | In this easy tutorial we will learn how to reverse a customer's invoice. |
| Creating a customer | 05/20/20 |
|
30 mins | You will learn how to create a new customer. |
| Adding a new bank account and payment card to a customer account in the console gateway | 05/20/20 |
|
30 mins | You will learn how to add a new bank account and payment card to a customer account. |
| Creating a billing plan | 05/20/20 |
|
30 mins | You will learn how to create a billing plan. |
| Creating a subscription | 05/20/20 |
|
30 mins | You will learn how to create a subscription. |
| Adding a payment on the invoice | 05/20/20 |
|
30 mins | You will learn how to add an invoice and process it.
|
| Adding a credit | 05/20/20 |
|
30 mins | You will learn how to add a credit. |
| How to freeze a subscription | 05/20/20 |
|
30 mins | You will learn how to cancel a subscription with effective date, then we are going to uncancel it and finally we are going to freeze it for month. |
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