We have created a full user guide for Tricera Secure in PDF format. Each new client using this amazing gateway receives it via email when their account is first created.
Processing a Credit Card Transaction Navigate to the Process Transaction tab on the left panel. For new customers, enter the customer’s name, the name on the card, and th ...
To adjust which fields should show, be hidden, or be required on the process transaction screen, go to Control Panel → User Management → Transaction Settings. Default set ...
Overview Once a transaction has been processed, you can take several actions, such as voiding, queuing, adjusting, refunding, or recharging. Voiding / Refunding a Transaction Ti ...
Overview The Batches tab allows you to view the current batch as well as earlier batches for credit cards, checks, and terminals. From here, you can manually close a batch, export ...
Overview Recurring Payments allow you to set up a schedule for transactions to run automatically according to a specified frequency. You can edit or modify the schedule at any tim ...
Overview The Invoicing tool allows you to send an email or text message directly from the virtual terminal to your customer. The email can include a PDF attachment with the invoic ...
You can create and store products for easy recall and addition to an invoice. Navigate to the Invoices tab on your left panel. Click on the Products button at the top-right co ...
Overview The Customers tab is where all your customer information, including payment methods, is securely stored. Creating and storing customer profiles allows you to easily selec ...
Overview: The Reports tab allows you to view a database of all transactions in a user- friendly format. With various search and filter options, you can quickly find the transactio ...
Overview: Your Fraud Center provides the most advanced fraud protection tools in the payment industry. Each of the eleven modules allows you to set parameters and rules to control ...
Overview: The Hosted Payment Pages feature allows you to create and customize secure payment forms that customers can access to make a payment. The builder will be hosted on a gen ...
Overview: In the Control Panel tab on the left panel, the User Management tab allows you to manage and control user access, permissions, and default visibility for specific fields ...
Overview: The Control Panel provides a centralized hub for managing your account settings and customizing various features. From here, you can configure essential settings such as ...
There are many scenarios where you may need to adjust tax on an order: By Order Type - this is what we'll cover here. This could be a service company purchasing materials for a ...
If you are looking for Sandbox error codes or Fiserv error codes please refer to this link CODE Text String Comment 00 Approval Approved and completed. 01 Cal ...
Refer to the attachment below for our sandbox test card information.
Automatic card updater is a service that keeps your payment info current with companies you pay regularly—like streaming services, gym memberships, or online subscriptions&md ...
Users of Tricera Secure may notice that certain cards now have a green checkmark on them in the customer wallet. This is because of our new Automatic Card Updater service that is n ...
Adding Payment Processing Credentials Once logged into Salesforce click Payment Processor Credentials. On the next screen click Add New Credentials and enter your source keys i ...
