1. Overview
Charge Anywhere’s Transaction Manager (TM) is a secure, web-based portal designed for merchants to manage all aspects of their payment operations. It provides direct access to transaction history, virtual terminal processing, settlement reports, customer vaults, and recurring billing, all from one unified interface.
This guide introduces the key features available to merchant users and outlines the navigation and login experience tailored for their access level. Merchants do not have access to partner-only administrative controls such as merchant selection or portfolio management.
2. Key Capabilities for Merchants
As a merchant, you have complete control over your business’s payment operations through the Transaction Manager interface. You can perform the following tasks:
- Search and view transaction history with advanced filters and export options.
- Process payments manually using the Virtual Terminal for card-not-present transactions.
- Create and manage Bill Pay invoices to send digital payment links to customers.
- Store customer card data securely in the Customer Vault for future transactions.
- Set up and monitor recurring billing using the Recurring Database or via Customer Vault entries.
- View and edit your merchant profile, terminal details, and processor information through the View Merchant Info screen.
- Generate summarized and detailed reports from the Totals and Transactions modules.
- Customize Virtual Terminal settings, tax and discount prompts, and receipt formatting.
- Configure fraud detection rules (such as daily transaction limits) and receive alerts.
- Access your API credentials (MID, TID, Secret Key) for eCommerce or developer integrations.
- Manage user access and permissions for staff accounts under User Management.
- View settlement history and batch details, with options to close, unlock, or email settlement reports.
- Track recurring payment activity via the Recurring Status Report under Tools.
- Review event history through the Event Viewer, including device and transaction updates.
- Receive card-on-file updates using Card Updates (if enabled by your processor) and much more!
These features ensure merchants can operate efficiently, maintain secure records, support recurring transactions, and provide flexible billing options for their customers.
3. Prerequisites
Before accessing Transaction Manager, ensure the following:
- You are a registered merchant with Charge Anywhere.
- You have received valid login credentials from your administrator.
- You have the necessary access rights for your terminal(s) and devices.
4. Accessing the Transaction Manager
You can access TM in two ways:
- Direct URL
- Via Website: Visit
https://www.chargeanywhere.comand choose Transaction Manager from the main menu.
5. Log In to Your Account
To log in:
- Open a supported browser and visit the following URL:
- Enter your Username and Password.
- Click Login to access the dashboard.
Tip: Use “Forgot Password” or “Need Help” if you’re having trouble logging in.
Support Contact:
- Phone: (800) 211-1256
- Email: support@chargeanywhere.com
6. Interface Overview
When you log into Transaction Manager, you’re directed to your personalized merchant dashboard, the central hub for managing payments, customer data, and reports.
Navigation Bar
Located at the top, the navigation bar provides access to key modules such as Transactions, Virtual Terminal, Bill Pay, User Management, Settlements, Help, etc.
Each option opens a dedicated screen or a dropdown of related features.
Dashboard Area
The dashboard displays content based on your selected module. All data shown is specific to your merchant account and devices.
You can change your default landing page under My Account > Preferences by setting the Start Page to your preferred module (for example, Transactions or Virtual Terminal).
Visual Example
Below is an example of the Transactions screen as the landing page, showing search filters and reporting options. The navigation bar remains fixed at the top for easy access.
7. Transaction Manager Navigation
The Transaction Manager Navigation Bar is displayed at the top of the screen immediately after login. It provides access to all available system functions. Each menu item opens a drop-down menu or directly navigates to a feature screen. Below is a detailed breakdown of the main menu items and their sub-options based on what is visible in your instance.
1. LOGOUT
| Feature | Description |
|---|---|
| Logout | Logs the user out of the Transaction Manager. It is recommended to use this option to securely end your session. |
2. Tools
| Feature | Description |
|---|---|
| Recurring Status Report | View the current status of recurring transactions initiated by the merchant. Useful for tracking subscription-based billing activity. |
3. VIEW MERCHANT INFO
Displays key business and processor information.
| Field | Description |
|---|---|
| Gateway Merchant ID | Unique identifier for your business |
| Company | Business name |
| Address | Registered physical address |
| Phone / Country | Contact and location info |
| Devices | List of GTW TIDs and Device IDs |
| Processor | Associated processor name |
| Industry Type | Business category (e.g., Retail, Restaurant) |
4. MY ACCOUNT
Provides access to the user’s own configuration settings and system preferences.
| Submenu Option | Description |
|---|---|
| Preferences | Set your time zone, default search window, home screen, and fraud alert email. |
| Merchant Profile | View and edit merchant-specific details like address, contact, and default settings. |
| Event Viewer | View logs of all user, device, or transaction-related events by date. |
| Fraud Detection Settings | Configure rules to block or alert based on transaction velocity. |
| APIs Credentials | View the MID, TID, and Secret Key needed for eCommerce integrations and API access. |
5. TOTALS
This screen provides summarized reporting on the merchant’s transactions.
| Feature | Description |
|---|---|
| Payment Type Filter | Select the type of payment (Credit, ACH, etc.). |
| Date Range Filter | Filter totals for specific start/end dates. |
| Recurring Filter | Filter totals related to recurring payments. |
| Export / Reports | Generate reports: – Short Report (summary) – Detail Report (breakdown) – Export (CSV/download) |
Report totals include:
- Purchase/Return Count and Amount
- Total Tax, Tips, and Discounts
- Net Totals
6. TRANSACTIONS
This section allows users to query and manage transaction activity.
| Feature | Description |
|---|---|
| Advanced Filters | Search by payment type, device, transaction type, card number, transaction ID, and more. |
| Search Actions | – Search to query records – Clear to reset filters |
| Export & Reports | Right panel contains: – Export Setup – Export Transactions – Short/Detail Reports – View Transaction Summary – Export Emails |
| Cashiering Report | Summary for cashier/operator transaction activities. |
| Transactions Settings | Customize display or export formats. |
| QB Export | Export data in a format compatible with QuickBooks. |
7. VIRTUAL TERMINAL
Facilitates manual and recurring transactions for card-not-present environments.
| Submenu Option | Description |
|---|---|
| Virtual Terminal Options | Manual entry for card info to process a sale. |
| Payment Forms | Setup Pay Now buttons and hosted form links. |
| Bill Pay | Send invoices to customers for one-time payments. |
| Customer Vault | Securely store and manage customer payment details. |
| Auth Only Database | View pre-authorized transactions before they are captured. |
| Batch Transactions | Bulk processing interface for multiple transactions. |
| Recurring Database | Manage subscriptions: frequency, start date, billing amount, and more. |
8. USER MANAGEMENT
Used by merchant administrators to manage staff access.
| Feature | Description |
|---|---|
| Create/Edit Users | Add new users and assign access levels (Merchant, Admin, etc.). |
| Search User Records | View user details by first/last name, username, email. |
| Modify Permissions | Adjust access rights based on role and activity. |
| Submit & Clear | Submit form data or reset it. |
9. SETTLEMENTS
All batch-related configurations and reports are managed here.
| Feature | Description |
|---|---|
| Batch Search | Filter settled batches by date range, processor, or identification number. |
| Settlement Center | (For supported processors like TSYS) manually close a batch. |
| Settlement Email Settings | Enable and configure automated batch reporting via email. |
| Close Batch | Manually initiate batch closure (if applicable). |
| Unlock Batch | Reopen a locked batch for adjustment or reprocessing. |
Batch result summary includes:
- Batch Number
- Sales & Return Totals
- Net Total
- Result and Timestamp
10. HELP
| Section | Description |
|---|---|
| Support Info | Contact details: – Phone: (800) 211-1256 – Email: support@chargeanywhere.com |