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Merchant Interface Training

Merchant Interface Training. Agenda. Account Activation Reporting Transaction Search Virtual Terminal Settings Security General Value-Adding Services Recurring Billing and Fraud Detection eCheck Support Help Guides. Account Activation Identity Verification.

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Merchant Interface Training

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  1. Merchant Interface Training

  2. Agenda • Account Activation • Reporting • Transaction Search • Virtual Terminal • Settings • Security • General • Value-Adding Services • Recurring Billing and • Fraud Detection • eCheck • Support • Help Guides

  3. Account ActivationIdentity Verification

  4. Account ActivationUser Info

  5. Account ActivationUser Info

  6. Account ActivationAccount Info

  7. Account Activation Successful

  8. Merchant ProfileEdit Business Information

  9. Home

  10. Tools

  11. Test Mode Link

  12. Account

  13. AccountUser Administration

  14. Edit User

  15. Edit Permissions

  16. Reset Secret Answer

  17. Edit Profile

  18. Add UserUser Role

  19. Add UserUser Role Con’t

  20. Add UserUser Profile

  21. Add UserAdd Confirmation

  22. Merchant InterfaceHomepage Screenshot

  23. The merchant interface • Easy to navigate and modify account settings. • Virtual Terminal: For manually processing CC and eCheck transactions or refunds. • Upload Transactions: For batch processing of transactions from a spreadsheet or billing application. • Search and download: To search for multiple transactions over a range of settlement dates. • Reports: To review statistical data for settlement activity.

  24. Merchant Online Reporting - Screenshot

  25. Viewing Transactions Merchants have several ways to view the transactions they run: • Unsettled Transactions shows those transactions not yet settled. • Reports allows a merchant to view an individual settled batch, or transaction statistics over a date range. • Search and download allows a merchant to view transaction information and download that information to their computer.

  26. SearchTransactions

  27. ReportsTransaction Statistics

  28. Reports Transaction Details by Settlement Date

  29. Merchant Transaction Detail - Screenshot

  30. Merchant Interface Settings

  31. SettingsTransaction Submission Configure how transactions are submitted to the Payment Gateway. • Virtual Terminal • Payment Form • Password-Required Mode

  32. Merchant Interface Virtual Terminal

  33. Transaction SubmissionVirtual Terminal

  34. Transaction SubmissionPayment Form

  35. Transaction SubmissionPassword Required Mode

  36. Transaction Upload • Designed to accept transactions from an excel spreadsheet or text file. • Will accept .txt and .csv formats • Merchant specifies settings in their merchant interface. File format must match specified settings. • Can upload up to 20,000 transactions at a time.

  37. Transaction Upload - Settings

  38. SettingsTransaction Response Configure the Payment Gateway response to transaction requests. • Transaction Version • Receipt Page • Response/Receipt URLs • Relay Response • Silent Post URL • Direct Response • E-mail Receipts

  39. Transaction ResponseE-mail Receipts

  40. SettingsSecurity Configure security settings designed to protect sensitive account information. • Card Code Verification • Address Verification System (AVS)

  41. SecurityCard Code Verification What is CVV2? • CVV2/CVC2 is a three-digit security code that is printed on the back of cards. • Number appears in reverse italic at the top of the signature panel at the end • Helps validate that a genuine card is being used during a transaction

  42. SecurityCard Code Verification How does CVV2 work? • Customer provides CVV2 information • Payment-processing network compares the CVV2 with the CVV2 on file at the credit card issuing bank • Processing network relays the data • Based on the merchants Card Code settings the transaction is approved or declined. • If the transaction is declined the card was still authed and there will be a hold on those funds.

  43. SecurityCard Code Verification

  44. SecurityCard Code Verification

  45. SecurityAVS What is AVS? • Address Verification System • Only checks US billing addresses • Only checks numerical data

  46. SecurityAVS How does AVS work? • Customers provide their credit card information including the card billing address. • Payment-processing network compares this address with the billing address on file at the credit card issuing bank • Processing network relays the data • Based on the merchants AVS settings the transaction is approved or declined. • If the transaction is declined the card was still authed and there will be a hold on those funds.

  47. SecurityAVS

  48. SecurityAVS

  49. SettingsGeneral Configure general account settings and update billing information • Transaction Cut-Off Time • Time Zone • Test Mode

  50. GeneralTransaction Cut-Off Time

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