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HOME / Transaction Manager User Guide for Merchants

  • Transaction Manager User Guide for Merchants
  • Viewing Recurring Status Report
  • Getting Started with Transaction Manager For Merchants
  • How to Set Up and Enable TOTP within Transaction Manager for Merchants
  • Merchant Profile Overview
  • My Account Overview
    • Managing Products in Transaction Manager
  • Viewing Totals in Transaction Manager
  • Viewing Transactions
  • 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
  • Transaction Manager Settlements
  • How to Retrieve Merchant ID, Terminal ID, and Secret

Transaction Manager User Guide for Merchants

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Overview

The Transaction Manager User Guide for Merchants provides a complete overview of how to navigate and utilize Charge Anywhere’s Transaction Manager (TM) for day-to-day payment operations.

This guide is designed specifically for individual merchants and business users who manage their own transactions, customer billing, device settings, and recurring payments. It focuses only on merchant-accessible features and partner-level or administrative controls are not included.

This version is intended only for merchants. For partner-level functionality, refer to the Partner guide.

Table of Contents

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

  • Getting Started with Transaction Manager For Merchants
  • Tools
    • Set Up Two Factor Authentication
    • Viewing Recurring Status Report
  • 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 Menu
      • 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
  • Merchant Support Email: support@chargeanywhere.com
  • Technical Support Phone: (800) 211-1256

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