HiPay Console

FAQ

• Glossary of terms used in HiPay Console

Intégration

• Customizing your payment page

Quick search

• Making an expert query
• Search and validation indicator behavior example
• Doing a quick search
• Search history
• Search tips
• Searching in a date
• Targeting operators

See less ▼

Financial report management and detailed information

• Settlement notification
• Exports in the Financial report module

Quick search per module

• Target fields of the Transaction module
• Target fields of the Financial report module

Starter guide

• Onboarding process
• Account selector
• Finalize your onboarding
• Signing in to HiPay Console
• Onboarding form
• Hiding the navigation bar
• Required documents to create a HiPay merchant account
• Language and numerical format
• Merchant account activation
• Time zone and date format
• Resetting your HiPay Console password
• Quick search field
• User management
• Accessing the menu
• Activating your HiPay Console user account
• Lexicon
• Preferred currency
• Unlocking your HiPay Console user account
• Website compliance requirements
• Message bar

See less ▼

Invoice management and detailed information

• Accessing invoices
• Downloading invoices

Favorites management

• Displaying a favorite
• Creating a favorite
• Editing a favorite
• Deleting a favorite

Analysis banners per module

• Financial report module results statistics
• Displaying search statistics
• Transaction module results statistics

Advanced search

• Dynamic list field
• Numerical field
• “Custom data” field
• “Account” field
• Date field
• Accessing advanced search
• Closed list field
• Dynamic suggestion field

See less ▼

Transaction management and detailed information

• Private - Disputing a transaction
• Transaction information sheet: list of sections
• Searching for similar transactions
• Transaction receipt
• Transaction information sheet: list of KPIs
• Refunding a transaction
• Canceling a transaction
• List of transaction statuses
• Capturing a transaction
• Information sheets
• What do the authentication statuses mean in Console?
• Contest a transaction
• Displaying Sentinel transaction analysis results (anti-fraud)

See less ▼

Data export

• Export to my email
• Simple export
• Automatic export via the Console API
• Recurring exports list
• Recurring export
• Tips for exporting amounts from HiPay Console to Excel

See less ▼

Customization of the dashboard

• Choosing a reference account for all widgets
• Impact of currencies configuration on your dashboard
• List of the various widget categories
• Accessing the widget store
• Enlarging a widget
• Removing a widget
• Moving a widget
• Configuring a widget
• Choosing a reference period for all widgets
• Adding a widget

See less ▼

Customization of search results

• Sorting data
• Displaying and organizing columns
• “Amount” columns
• Filtering data
• Focus on “mixed payment”
• “Custom data” column
• Using right-click to filter specific data
• “Bank remittance reference” column
• Search results display
• Transactions module results limited to two years by default for all users

See less ▼

Account management and detailed information

• User management
• Account information sheet: list of sections
• Account information sheet: list of KPIs

Accessibility and compatibility

• What is digital accessibility?
• Compatible browsers
• Mobile viewing (on smartphone)