How do I open the Payment Cartridge on Salesforce?

You can open the Payment Cartridge from the Merchant Tools menu.

Click the Select a Site drop-down arrow¹.
Select the site you want to manage.
Click the Merchant Tools drop-down arrow².
On the Cayan Modules submenu³, click Cayan Transaction Manager.

The Merchant Tools menu with a call out that highlights the Cayan Transaction Manager.

Merchant tools menu

When you open the Payment Cartridge, the Business Manager displays the Orders page.

The Orders page.

Orders page

Item	Title	Description
1.	Top menu	Business Manager’s top menu.
2.	Search tools	Use to search for orders by order number, most recent, or using the search filters.
3.	Orders table	Displays search results in date order, showing most recent orders first. The Orders table shows the following information for each order: Number – Order number assigned by Salesforce Reference Number – Reference number assigned by the Payments Portal for most recent transaction associated with the order Status – Status of the order, can be CREATED, NEW, OPEN, COMPLETED, FAILED, CANCELED, REPLACED Order date – Date and time the order was created Created by – Creation date and time of the order Email – The customer’s email address Paid – Dollar amount paid to date for the order Total – Total dollar value of the order Shipping Status – Can be NOTSHIPPED, PARTSHIPPED, or SHIPPED Payment Status – Can be NOTPAID, PARTPAID, or PAID Payment Types – Type of payment the customer used to pay for the order

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Modified on: Thu, 21 Feb, 2019 at 11:40 AM

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