Transaction Manager User Guide for Merchants

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Managing Products in Transaction Manager

The Manage Products module enables users to create, update, delete, import, and export products available for sale through a merchant’s...

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Payment Form Guide

This guide provides a comprehensive walkthrough on setting up and integrating a payment form in Charge Anywhere.

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Payment Form Specifications

Enable Payment Form setup on the merchant’s website with this document, covering all three integration modes for a seamless payment...

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Bill Pay User Guide

The Bill Pay feature in Transaction Manager allows merchants to create bills, manage bill status, and send bill payment links...

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Customer Import Specifications

Merchants with an existing database of customers can import that database to their Virtual Terminal to both save time and...

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Auth Only Database User Guide and Specifications

The Auth Only Database in the Virtual Terminal manages transactions that have been authorized but not yet captured. These transactions...

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Batch Transactions for Merchants Guide

Batch transactions allow you to process multiple transactions at once by uploading a file with transaction data.

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Batch Processing Specifications for Merchants

Batch processing is a method to upload transactions in batches at a scheduled time interval. You can set up batch...

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Recurring and Installment Import Specifications

Merchants possessing a customer database with recurring payments or installment plans can seamlessly import it into a Virtual platform for...

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Transaction Manager User Guide for Merchants

This overview provides merchants with a starting point for navigating Charge Anywhere’s Transaction Manager. Includes high-level guidance and links to...

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Viewing Recurring Status Report

The Recurring Status Report screen under the Tools menu provides merchants with a detailed summary of all recurring transactions attempted...

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Getting Started with Transaction Manager For Merchants

This guide introduces the key features available to merchant users and outlines the navigation and login experience tailored for their...

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How to Set Up and Enable TOTP within Transaction Manager for Merchants

Learn how to set up and enable TOTP within Transaction Manager for merchants.

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Merchant Profile Overview

The View Merchant Info option in Charge Anywhere’s Transaction Manager provides merchants with a centralized summary of their account profile.

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My Account Overview

The My Account menu in Transaction Manager allows both merchants and partners to configure account-specific settings such as login behavior,...

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Viewing Totals in Transaction Manager

Overview The Totals menu in Charge Anywhere’s Transaction Manager provides merchants with summarized financial data across multiple transactions, including short...

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Viewing Transactions

The Transactions menu in Transaction Manager allows merchants to view and manage individual transaction records including sales, refunds, approvals, and...

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Virtual Terminal User Guide

The Virtual Terminal allows merchants to process transactions, manage customer profiles, and customize receipts through a simple interface.

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Transaction Manager User Management Guide

The User Management feature in Charge Anywhere’s Transaction Manager allows partners and merchants to create and manage user accounts for...

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Transaction Manager Settlements

The Settlements menu option in Transaction Manager allows merchants to manage payment batch reports, configure email notifications, enable manual settlement,...

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How to Retrieve Merchant ID, Terminal ID, and Secret

This guide provides instructions for locating and retrieving your Merchant ID (MID), Terminal ID (TID), and Secret from the Charge...