Transaction Manager User Guide for Partners

Overview

The Transaction Manager User Guide for Partners provides a complete overview of how to navigate and utilize Charge Anywhere’s Transaction Manager. This guide is designed specifically for partners and ISOs who manage merchant portfolios, devices, transactions, and advanced configurations.

This version contains instructions and menu options only visible to partner accounts. Do not distribute to merchant users.

Table of Contents

Each section below links to a dedicated module tailored for partner users of Transaction Manager:

• Getting Started with Transaction Manager For Partners
• Tools
  • Viewing Software License
  • Set Up Two Factor Authentication
  • Viewing Transaction Errors
  • SMTP Configuration
  • Viewing Recurring Status Report
  • Viewing Failed or Unprocessed Batches
  • Viewing Suspect Batches
• How to Select a Merchant
  • Merchant Profile Overview
• My Account Overview
  • Managing Products in Transaction Manager
  • How to Retrieve Client Key and Client Secret
• Viewing Totals in Transaction Manager
  • Using Filters to View Specific Data
  • Exporting Totals Data
  • Viewing the Short Report
  • Viewing the Detailed Report
• Viewing Transactions
  • Using Basic Filters
  • Advanced Search
  • Viewing Results
  • Actions Panel
    • Export Setup
    • Export Transactions
    • View Transaction Summary
    • Cashiering Report
    • Short Report
    • Detail Report
    • Export Emails
    • Transactions Settings
• Virtual Terminal User Guide
  • Payment Form Guide
  • Payment Form Specifications
  • Bill Pay User Guide
  • Customer Import Specifications
  • Auth Only Database User Guide and Specifications
  • Batch Transactions for Merchants Guide
  • Batch Processing Specifications for Merchants
  • Recurring and Installment Import Specifications
• Transaction Manager User Management Guide
  • Searching for Users
  • Adding a New User
  • Managing Existing Users
• Transaction Management Settlements
  • Viewing Batch Reports
  • Viewing a Batch Detail Report
  • Actions Panel
    • Configuring Settlement Center
    • Enabling Batch Report Emails
    • Closing a Batch
    • Unlocking a Batch

Helpful Links

• Charge Anywhere Documentation Portal: https://docs.chargeanywhere.com
• Partner Support Email: support@chargeanywhere.com