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How to locate a merchant statement
Version:
V3.2.7662
Added on:
09/23/14
Difficulty:
Time:
15 min
Category:
Quick Guides
Useful Terms
Statement
How to locate a merchant statement
Are you ready?
In this tutorial you will learn how to locate a merchant
statement
. To learn more about remittance process, please, review
this
lesson.
We will use the following parameters:
Statement Date:
12/22/2024
Log in to the system using your Username and Password.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
You can locate a merchant statement, using Statements form, which is available at the following places:
Perspective =>Management => Merchant Perspective => Remittance
Perspective => Console Perspective => Statements
You can choose any place you like.
In the top left hand corner choose an appropriate
Merchant
and
Merchant Account
.
Click
Remittance
button in the top section of the screen.
Choose
Statements
menu item
Enter
12/22/2024
into the
End Date
datebox; you can use the same value for both ends of the End Date range.
Click
Find
button . The result of your search should now be visible on your screen.
Click
View Merchant Statement
button to view the statement.
Click
Close
button to close the statement.
Click
Approve
menu item to approve the statement.
Click
Cancel
menu item to cancel the statement.
Locate
Select All Pending Statem...
checkbox and check it off if you want to approve or cancel all pending statements at once.
Click
Bulk Actions
button
screenshot
Choose
Approve
menu item to approve all pending statements.
Congratulations, you are done!
You have learned how to locate a merchant statement.
Related Tutorials
Name
Added On
Difficulty
Time Required
Description
How to revert back a statement status
12/09/16
15 mins
This quick and easy tutorial will help you to learn how to put an approved statement back in review status.
Tags
Merchant
Remittance
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