How to Retrieve Credit Card Information from a Sales Report
How to Retrieve Credit Card Information
In order to retrieve the credit card information from your ProNexis Portal you’ll need to log in to the Portal with your login details here: https://mollymaid.mypronexis.com (or your specific brand login):
Go to Reports on the left side:
Click on Sales Report
Make sure you have the correct date range, hit Generate
The information will show in a list, the numbers in blue represent a link that you can click:
*PLEASE NOTE* When you click the blue link and the credit card numbers will be available until you hit the Delete button*
If you need the credit card information again after it has disappeared you’ll be able to pull the call in the Call Activity Report for up to 60 days to hear the credit card number that was provided.
If you have any questions, please reach out to your account manager at email@example.com!
How Do I Set up Credit Card Tokenization through E-processing
In order to tokenize credit cards through E-processing into your CRM, we will need the following information: Eprocessing Login website: Username/Account Number: (usually just numbers) RestrictKey or just Key: (will look like: yFqqXJh9Pqnugfr) *If ...
Force Booking, Calendar Availability, and Sales Program requirements.
Professionals or franchisees active on ProNexis programs that bill per-appointment must have sufficient calendar availability in order to continue being active on the per-appointment plans and continue to have appointments booked. Sufficient calendar ...
How do I find the recording of a phone call?
To look up a call recording, you will need at least two of the following pieces of information. The caller's phone number The number the call came to Pronexis on The time the call happened Once armed with this information, head to reports > call ...
SMS Office Messages The professional or franchisee may opt to receive SMS reminders of email notifications that have been sent by ProNexis. These SMS reminders are referred to SMS Office Messages. SMS reminders will accompany any email notification ...
Keys to success with ProNexis
ProNexis Best Practices Use the MyProNexis.com portal as your main source for information. Due to the unreliable nature of email and SMS notifications, if you rely solely on information from those notifications you will most likely miss information ...