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merchant:existing_merchant:selfcare_system:reporting [2021/03/09 13:05] robinc [Customize your Scheduled Report] |
merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:02] robinc [Closed Batch] updated section |
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| ===== Closed Batch ===== | ===== Closed Batch ===== | ||
| - | The **Closed Batch** report provides Merchants with the ability to: | + | {{:merchant:existing_merchant:selfcare_system:reporting:closedbatch1.png|}} |
| - | * **I)** View closed batches by day, on a terminal or all the merchant's terminals. | + | After performing a transaction, the transaction will appear in Open Batch. After settlement, the transaction is moved to Closed Batch and grouped by settlement date. |
| - | * **II)** View transactions on a closed batch with general details. | + | |
| - | * **III)** Export transactions on a closed batch to a CSV file. | + | |
| - | * **IV)** View net totals. | + | |
| - | * **V)** Search transactions in closed batches - by transaction info, card details, custom fields or other options. | + | |
| - | * **VI)** View transaction details. | + | |
| - | * **VII)** Resend the cardholder receipt copies. | + | |
| - | * **VIII)** Refund older transactions which have already been settled. | + | |
| - | * **IX)** Print merchant or cardholder receipts copies. | + | |
| - | You can access the **Closed Batch** by clicking on the "**Reporting**" tab: | + | **Closed Batch** is located with the **Reporting** section on Selfcare. Below are the functions available in Closed Batch. |
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| + | * • View closed batches by date, on a terminal or all the merchant's terminals that the user as access. | ||
| + | * • View and perform operations (subscriptions, refunds, etc.) for transactions within a closed batch. | ||
| + | * • Export all transactions for a closed batch to a CSV file. | ||
| + | * • View total volume and amount of transactions within a batch and in different periods (day, week, month). | ||
| + | * • Search transactions in multiple closed batches and in different terminals. | ||
| + | * • View transaction details. | ||
| + | * • Refund settled transaction. | ||
| + | * • Resend cardholder receipts. | ||
| + | * • Print merchant or cardholder receipts. | ||
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| + | After opening **Closed Batch**, there are 2 tabs at the top: **Batches** and **Transactions**. We cover these separately below. | ||
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