Transaction Central User Guide

Rev 8/30/01

USER’S GUIDE

Copyright 2001 ALL RIGHTS RESERVED

HELP MANUAL TRANSACTION CENTRAL 1

LOG IN

You will receive your Merchant ID and Password in an email when your account is set up (this is adifferent ID than your Visa/MC MID).

You can access this Transaction Central Login Page by going to http://www.primerchants.com andclicking on the logo for Transaction Central. This page will appear and you will be prompted for yourID and password. After entering your ID and password, press the “Login” button.

You can retrieve a forgotten password by clicking on the "Forgot password?" button andfollow the instructions. After verifying who you are, the system will email the password toyou.


OPENING PAGE

-or-

This is the opening page for Transaction Central operations. Below the Transaction Central banner,you will find your business name, your merchant ID and the name of the information page you areviewing.

À The selection buttons give easy access to the various functions of Transaction Central.

Notice the indication "You have no returns at this time."Á This area alerts you to any transaction thatmay require attention so that it can be worked as your first operation.

If there are transactions that require immediate attention, they will be automatically displayed on thispage as shown (above). In order to address listed transactions, you should click on the TransactionID number.Â You can then make corrections or cancel that transaction.


TRANSACTIONS THAT REQUIRE ATTENTION

This page will appear when you press on the Transaction ID for a transaction that needs attention.

If the original transaction contains errors such as an incorrect account number or account name, youcan correct the error and then resubmit the transaction by pressing À

Also if the account is NSF, you may resubmit the transaction after confirming that the account hasfunds by pressing À

Should the you choose to collect the amount another way, you should press cancel transaction. Á


ENTERING A SALE

Begin a transaction by selecting the type (credit card, check account or savings account) from thetransaction type drop down window. À

The sample above illustrates a credit card transaction. The information windows will automaticallychange to enter checking or savings account information when that type is selected in the drop downwindow.

Enter a reference (Check #, Order #, etc.) the account information and the amount of sale. Then press.


ENTERING A SALE (cont.)

Upon completion of a sale, this screen will display the transaction information and give you theTransaction ID and Authorization Code.

You may press "Submit Another Sale" Á to enter more transactions, or press a function button À toperform another operation.


ENTERING A CREDIT

Credits are easily performed by pulling up the transaction into the transaction window À and pressingon the corresponding Transaction ID number.

Step 1: Pull up the Transaction

When the “Credit” button is pressed, Transaction Central will automatically display all transactions inthe current month that can be credited. (Transactions that have not settled can not be credited; theymust be voided first.)

You can narrow the display of transactions by using the "Search By"Á table. For our example, wewill look at credit card transactions for the date range of June 1, 2001 to June 2, 2001.

“Search By:” can pull up a group of transactions by date and type. Or, a specific transaction can beobtained by entering the Transaction #, ID# or Account #. After the desired information has beenentered, press the "Apply Filter" button. Â(Continued next page)


ENTERING A CREDIT (cont.)

Step 2: Issue credit

Once the transaction is retrieved, you may ISSUE A CREDIT by pressing on the Transaction ID Àbutton for that transaction.

You may view details of a transaction by pressing on the “Reference ID”. Á



Pressing on the Transaction ID in the Transaction Detail Report will open this window. Theinformation for that transaction is automatically entered in the fields and the transaction may becredited for the full amount by pressing on the “Issue Credit” button.À

A partial credit may be made by entering a lower amount in the “Amount to Credit” window andpressing the “Issue Credit” button



This screen will appear after the “Issue Credit” button has been pressed indicating that the credit hasbeen processed.

You may continue with a new operation by pressing on any selection button below the Merchant IDnumber.


ENTERING A VOID

Voids are easily performed by pulling up the transaction into the transaction windowÀ and pressingon the corresponding “Void Transaction” button in the "Settled Date" column.ÄWhen the “Void” button (top of page) is pressed, Transaction Central will open a Transaction DetailReport and automatically display all transactions in the current month that can be voided.(Transactions that are settled or "closed" cannot be voided and must be credited.)

The merchant may narrow the view of transactions by using the "Search By" table.Á For ourdemonstration, we will look at credit card transactions for the date range of June 1, 2001 to June 2,2001.

You can pull up transactions by date and type, or by Transaction #, ID# or Account #. Simply enter thedesired information and press the "Apply Filters" button.Â

You may view details of a particular transaction by pressing on the "Reference ID"Ã for thattransaction. Issue a void by pressing on the "Void Transaction" Button for that transaction.Ä


ENTERING A VOID

After pressing on the “Void Transaction” button, this window will open to confirm that the void iscomplete.


REPORTS

Transaction Central will display five types of reports to help you balance receipts and review priortransactions.

When the “Reports” button is pressed, the buttons to access the five reports are displayed.

Each report is displayed when the corresponding button is pressed.


REPORTS

The Transaction Summary report for the current month will be displayed automatically. You canmodify the report to show transaction summaries from a different date range by entering the desireddate range in the “Search Filters” table.

You can view details for an individual batch by pressing the "Settled Date" buttonÀ for that batch.


REPORTS

After the “Transaction Detail Report” button is pressed, Transaction Central will automatically displaythe transactions for the current month.

You can view transactions from a different range by using the “Search By” Posted Date filter. Enterthe desired date range and click "Apply Filters". À (We have selected June 1, 2001 to June 2,2001.)

You may also view transactions by Type, Status, or you can view a specific transaction by enteringthe Transaction #, Reference # or Account # Á in the "Search By:" window.

To view details for an individual transaction, press the "Reference ID"Â for that transaction. Also, themerchant can issue a credit or void a transaction from this report by pressing the “Transaction ID”Ã(credit) or “Settled Date” Ä buttons. (Only settled transactions can be credited and only transactionsthat are not settled can be voided.)


REPORTS

When the Settled Summary Report button is pressed, Transaction Central will automatically display allthe settled batches for the current month.

You may view a different date range by entering the desired dates for the settled batches andpressing "Apply Filters" À to view the information. Details for an individual batch can be viewed bypressing the "Settled Date" Á for that batch.


REPORTS

When the “Settled Detail Report” button is pressed, Transaction Central will automatically display allthe settled batches for the current month.

The transaction details will appear under the "Search By" table. You can obtain individualtransaction information by clicking the "Reference ID"À for that transaction. You can also credit atransaction by clicking on the "Transaction ID”. Á


REPORTS

This report shows your ACH activity for the previous 45 days. Items found on the statementinclude fees, amounts held in reserve (if applicable), amounts released from reserve,transactions returned for NSF, closed accounts, etc.

The report also shows amounts on hold. When transactions are submitted by the merchant,the amount (minus reserve when appropriate and fees) is placed on hold for a few days whilethe ACH is sent to collect the funds. After the time period elapses, the amount (minus reservewhen appropriate and fees) is sent to the merchant and shown on the report as “Release offunds on hold”.


EDIT INFORMATION

Your Business information appears on your reports as well as customer receipts.

You may edit any of your information by typing the new information in the corresponding spaces, andpressing the “Save Changes” button. Your Merchant ID cannot be changed.


UPLOAD BATCH

Mail Order/Telephone Order merchants may assemble a group of transactions into a file (batch) andtransmit them all at one time.

The file or batch can be transmitted to us through Transaction Central when they are submitted in".cck" format. (Contact Customer Service 888-835-1777 for more information.)

A copy of this format is available to be sent to you. Only use this service if you are technicallyadvanced. Only merchants who have been set up for batch uploads will see a “Upload Batch” buttonon the screen. À

To transmit a batch to Payment Resources International, you will press the “Upload Batch” button.Transaction Central will display the window above. You will use the “Browse” buttonÁ to search forthe appropriate file on your PC. When located, you will press the “Upload File” buttonÂ and the filewill be transmitted to Transaction Central for settlement.

Documents

Transaction Central User Guide