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How to put merchant remittance on/off hold

Version: V2.10.6528
Added on: 05/27/14
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Navigating Merchant perspective 08/01/13 15 mins This tutorial is aimed at showing how to navigate Merchant Perspective based on Merchant_Selection.

Useful Terms

Account     Merchant     Remittance    

How to put merchant remittance on/off hold

  1. Are you ready?

    In this tutorial we will learn how to put the remittance process on or off hold. To learn more about remittance hold, review the Remittance Management guide.

    We will proceed as follows:
    • Select an account;
    • Activate merchant hold;
    • Deactivate merchant hold.
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Firstly, let's learn how to put merchant remittance on hold.
  4. Select an appropriate account in the top left section of the screen.

    Note: Remittance hold can be activated/deactivated only at the account level.
  5. Click   Detailsbutton in the top section of the screen.
  6. Choose   Funding  menu item  from the list.
  7. Choose   Settings  menu item  from the list.
  8. Choose Remittance  groupbox  
  9. Locate   Hold Enabled  checkbox and check it off to activate it.
  10. Click   Savebutton
  11. Next, let's learn how to deactivate remittance hold.

    To locate the setting, follow the steps 4-8.
  12. Locate   Hold Enabled  checkbox and uncheck it to disable hold on funds. In this case, amounts of the newly generated remittance statements will not be transferred under the merchant's balance.
  13. Click   Savebutton
  14. Congratulations, you are done!

    You have learned how to put the remittance process on or off hold. Now you can do this by yourself.

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