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Internet Payment Gateway User Guide First Data Virtual Terminal

1. If there are data entry errors or any required fields are missing the same page will reappear with an error message at the top and all incorrect missing fields flagged with a warning graphic Make any necessary corrections then click the Continue button again Once your page is error free a Please Confirm page will appear 12 11 Review the data make corrections if needed by clicking the Back button then click the Submit button A Transaction Result page will appear 12 Review the Results 2 3 3 Processing Returns Should a customer return something associated with an order you can credit their card for the amount of the return using a Return transaction 1 To do a Return first go to the Return page A page will appear with a field for the order number If you don t know your order number you can find it in your Reports 2 Once you ve located the order number enter it in the input box then click on the Retrieve Order button A page will appear showing all the existing information from that order 3 Review these fields to ensure you have selected the correct order You may have to expand some of the sections at the bottom of the page to see all the fields you need to see If this isn t the right order click on your browser s Back button to return to the previous page and retrieve an alternate order 4 If this is the correct order enter the amount to return in the appropriate fields By default the fields will be pre f
2. Transaction Type is always a required field but if you do not make a selection it defaults to Sale Step 4 Are you swiping the card If so check the box For the Credit Card Number you have two options you can enter it manually or swipe it through a reader attached to your computer It is more secure to swipe it through the reader if the card is present but that is not always possible If the card is present and you have the appropriate reader configured correctly click on the Yes checkbox If you received the order over the internet through the mail or over the telephone you cannot swipe the card so do not check this box Step 5 Enter the Card Number or Swipe the Card Enter the card number in the Card Number field You may include spaces or dashes if you wish If the card is present and you have the appropriate reader configured correctly place your cursor in the Card Number field then swipe the card through the reader The Card Number field should be automatically filled in for you If it is there is no need to enter any other data All other required fields except transaction origin and transaction type become optional because all the customer s data is passed to us from this one entry If something should go wrong and this field does not fill in when you swipe the card check your reader to make sure it s configured correctly If the reader is configured correctly and you are still unable to swipe the card the card may b
3. product description price and total should appear in the Selected Products table on the bottom half of the page Removing Products from the Order If you have made an error in entering any of the product quantities or options you can delete the product s from the order very easily by checking the checkbox for that line item in the Selected Products table then clicking on the Delete Item s button located just below the table To delete all the products in the order click on the checkbox at the top left corner of the Selected Products table this selects all the items in the order then click on the Delete Item s button Completing the Order Process Once you ve completed your product selections return to the main First Data Virtual Terminal page where you can enter payment and contact information for this order A table should appear at the top of the page showing all the products selected for this order along with the subtotal of the order Click on the Update Subtotal button located just beneath this table to copy the product subtotal into the Subtotal below You can then enter the applicable amounts for VAT and shipping and the Total Amount will be calculated automatically unless you have turned the auto calculation feature off To learn how to turn auto calculation on or off see Customizing POS Content If any of the product selections should change before you ve submitted the order you can return to change your product selections
4. Active Periodic Bills View Active Periodic Bills Viewing Reports To view the reports click on the Reports button on the Main Menu Bar The Reports Main Menu for your store is displayed in the Side Menu Box and in the main content portion of the screen The reports available are listed below e Transaction Charts shows transactions in bar pie or line charts e Orders shows all successful orders by specific time period by credit card number and time by order number or by user ID and time You also have the option to show only unshipped orders 14 e Transactions shows all transactions by time period by credit card number and time order number User ID and time or by transaction type and time e Transactions Summary shows a summary of approved and declined AUTH and SALE transactions and a summary of approved AUTH and SALE transactions by card type e Credit Card Batches Report lets you view credit card batches processed during a specified time period e Active Periodic Bills shows information about recurring transactions and allows you to modify them Credit Card Numbers As a security feature only the first four and last four digits of credit card numbers are displayed in the reports These Credit Card Identification CCID numbers are often active links that can be selected to display information about all transactions involving the selected card number Downloading Report Data To download the data from any of the rep
5. Blocking names 27 Adding a Name To add a name to your blocked name list follow these steps 1 Enter the name in the Name input box on the left hand side of the screen 2 Click the Add gt gt button 3 When you click the Add gt gt button the change is submitted to the Internet Payment Gateway we add the name to your list of blocked names then we regenerate the page with the new name in the select box at the right side of the page If any person with this blocked name should attempt to purchase anything at your store the transaction will be declined because of fraud Add as many names as you like by repeating the same process You may want to enter several different versions of the particular name you wish to block Removing a blocked name To remove a blocked name from your list select the name in the select box on the right side of the screen then click the lt lt Delete button Upon removal from your blocked name list anyone with that name will again be allowed to purchase at your store Delete as many names as you need by repeating the same process Once you have finished adding and deleting names click on the Next button if you wish to go to the next fraud setting page this will take you to the Block Domain Names page If you wish to see all your fraud settings click on the View All Fraud Settings button To exit the Fraud Settings and return to the main Admin screen click on the Admin Main button 5 1 3 Bloc
6. Credit Card Sometimes you need to credit a customer s card for an order that occurred outside the Internet Payment Gateway Because there is some inherent risk of fraud with a credit not every merchant has permission to perform credit transactions If you do not see the Credit function listed in the Side Menu Box of your Virtual Terminal section you do not currently have permission to perform a credit Contact your processor s merchant services department to enable the function if you need it and do not have it If you indeed need to do a credit against an order received elsewhere click on Credit to bring up the Credit page with several entry fields Fill the appropriate and required fields for your credit then click on the Continue button Once you click the Continue button if all entries in the form were valid another page will appear asking you to confirm the information If everything is okay click on the Submit button otherwise click on the Back button to make the appropriate changes If any fields are missing or incorrect the Credit page will reappear with an error message at the top and the incorrect missing fields flagged with a warning graphic Make the appropriate changes then click the Continue button again A confirmation page should appear Review the 13 information then click the Submit button A final Transaction Results page will appear indicating whether the transaction was approved or declined and reiterating al
7. Transaction type se Are you swiping the card I Yes Card number _ Expiry date o1 x 1 2009 Issue Number E Card Security Code E Virtual Terminal Card data input fields To enter card information follow the steps below Step 1 Select the card type First select the card type from the Select card type dropdown box Step 2 Enter the Transaction Origin Select the transaction origin from the Transaction Origin dropdown box e Select Retail face to face if the customer and the card are in your presence e Select Electronic Commerce internet if the order came to you over the world wide web or via e mail e f you received the order over the phone or through the mail select Mail Order Telephone Order Transaction Origin is always a required field you must make a selection Step 3 Enter the Transaction Type Once you ve selected the transaction origin select the appropriate transaction type for your credit card transaction in the Transaction Type dropdown box e Select Sale to charge the customer s card immediately upon batch settlement e Authorise Only to reserve funds on the customer s card but not complete the transaction yet e Forced Ticket to complete a voice authorisation transaction If you need to do any other type of transaction you ll need to visit another page To complete an Authorise Only transaction go to the Ticket Only page To do a return go to the Return or the Credits page
8. and they are always required they are not customisable The first time you visit this page you may notice that all the checkboxes on the left side of the table preceding the field names are checked by default This is your chance to turn things off and back on Simply click on the checkboxes thereby deselecting them to take those fields off of your entry pages Once you ve finished your selections click on the Submit button on the bottom of the page To put back any of the fields you removed simply recheck the box preceding the field names to select them and click the Submit button again You should see a confirmation message at the top of the page if the change was successful If you wish to restore the default settings click on the Get Defaults button at the bottom of the page then click on the Submit button to submit these settings to our server Again a confirmation message should appear If you uncheck all the boxes within a particular section the entire section will disappear from your POS pages For example if you deselect both Ship to Name and Address and Shipping Type the Shipping section will not appear at all on your entry pages This same page also allows you to change which fields are required If for example you require an e mail address for all your customers you can make e mail address a required field by checking the appropriate box in the Required column Make your selections then click on the Submit button at
9. any coloured pie piece to see the total exact currency amount of transactions of that type Clicking on a pie piece will bring up a detailed Transactions Processed report for that transaction type Right click on any of the charts to save that chart as a graphic in jpeg format You can then import the graphic into your presentations or documents as needed Line Chart The Line Chart report shows the transaction totals by type in a line chart format Each transaction type is shown in a different colour Each coloured line represents the total amount of all tranasactions of that type At the bottom of the chart a table shows summary statistics for each type of transaction Click on any of the legend boxes to see a line chart for that transaction type alone Right click on any of the charts to save that chart as a graphic in jpeg format You can then import the graphic into your presentations or documents as needed 3 2 View Orders Report To view your orders you need to use the Orders Received report Generate an orders report by following the steps below 1 Click on the Reports button in the Main Menu Bar 16 2 Click on the Orders link in the Side Menu Box or the main content area The View Orders screen appears 3 Display Orders select an option You can view orders sorted by time period by credit card number and time by User ID and time or by order number 4 Specify Time Period select any of the named time periods or enter a spec
10. by transaction type and time or by order number 4 Specify Time Period select any of the named time periods or enter a specific range of dates you wish to view 5 Select Hierarchy choose whether you wish to view all stores below you in the hierarchy or a subset by choosing an option in the dropdown menu This option only appears if you are logged in as a multi store administrator 6 Submit Query click to view the report To re enter the information click on the Reset button to clear the information The Transactions Processed report shows the following information about each transaction The time period you selected for the report will be shown just under the report title e Order number shows the number associated with each order e Date shows the date and time of each transaction from the most recent order to the oldest order e User ID if there is a user ID number associated with the order it will be listed in this column The number is also a link to view all the orders placed by a particular customer e Type shows the type of transaction e PayerAuth shows details about authentication 3D Secure giropay e Customer shows the Customer ID that has been assigned when entering the transaction e Card Account Number shows a link to view all transactions processed with that card or account number e Exp Date lists the expiry date of the card e Approval shows the approval code of the transaction If a s
11. character space for space So for example if you block the name John Redenbacher from your store Johnny Redenbacher John Samuel Redenbacher or John S Redenbacher would not be blocked Also because the First Data Internet Payment Gateway fraud system cannot distinguish between one John Smith and another you will block all persons with the same name as the person you wish to block However with all that said you may still wish to block particular names from purchasing at your store To do so navigate to the Block Names page select Admin on the Main Menu Bar then on Fraud Settings in the Left Menu Box then click on the Next button at the bottom of the page or on the Block Names link at the top of the page If you have any names already on your blocked names list they will automatically appear in the select box on the right side of the screen when you enter this page Fraud Block Name Block Card Block Name Block Domain Block IP Class C Max Purchase Autolockout Block by Name You can choose to block certain person s names from purchasing at your store Anyone visiting your site with that name will not be able to purchase at your online store Add a name by entering it in the box below and clicking the Add button When you click the Add button you are submitting your change to our server Name Add gt gt lt lt Delete View All Fraud settings Admin Main Fraud prevention
12. day year to start charging the customer in the Start on dropdown boxes Enter the number of times to charge the customer in the End After textbox 10 Make recurring for Credit Card Sale Transactions ONLY Make recurring I Yes Bill the customer er SE Start on fos gt 14 x 2009 gt End after payments Virtual Terminal Recurring Payments input fields Please see Reports section of this document for details about how to modify or cancel Recurring Payments 2 2 9 Comments The expandable Comments section is not required by default There is only one field in the Comments section Comments It is intended to let you enter optional notes about the transaction Comments are visible in your Reports so they can help you with your transaction management if you use them effectively 2 2 10 Complete the Transaction Two final options remain Clear Form which is self explanatory and Continue which when clicked takes you to the next screen When you click the Continue button all your entries are validated If pieces of information are missing or incorrect the First Data Virtual Terminal page will reappear with an error message at the top and the incorrect or missing fields flagged with an error graphic If this should occur make the appropriate corrections to the fields then click the Continue button again If there are no apparent invalid entries a review of all the information you entered with a request f
13. on the left hand side of the screen 3 Then click the Add gt gt button Spaces and or dashes are optional 4 When you click the Add gt gt button the change is submitted to the Internet Payment Gateway we add the card number to your list of blocked card numbers then we regenerate the page with the new card number in the select box at the right side of the page If this blocked card should be used to attempt to purchase anything at your store the transaction will be declined because of fraud 26 Add as many card numbers as you like by repeating the same process Removing a blocked card number To remove a blocked card from your list select the card number in the select box on the right side of the screen then click the lt lt Delete button Upon removal from your blocked card list the card number will again be allowed to be used to purchase at your store Delete as many card numbers as you need by repeating the same process Once you have finished adding and deleting card numbers click on the Next button if you wish to go to the next fraud setting page this will take you to the Block Names page If you wish to see all your fraud settings click on the View All Fraud Settings button To exit Fraud Settings and return to the main Admin screen click on the Admin Main button 5 1 2 Blocking Names Take care when blocking names from purchasing at your store For the name to be blocked it must match exactly character for
14. or set up your multi store reporting structure A separate multi store administrative account login is required for multi store reports Contact support to get your initial multi store admin login ID and password The Customisation section lets you customise your POS pages turning it into a simple retail swipe terminal a mail order telephone order system a recurring transaction processor or your own custom terminal Access First Data Connect Administration and Customisation Functions The First Data Virtual Terminal also allows you to access functions you need to set up and customise your First Data Connect e commerce store You can access these functions via the Customisation section To protect your account we encourage you to log out of the First Data Virtual Terminal by clicking on the Log Out button on the Main Menu bar when leaving your computer You will also be logged out automatically after a period of inactivity 2 Processing Transactions 21 Transaction Terminology It is important to understand the terminology for processing transactions so that you use the appropriate transaction type for your orders and returns Sale this is the most common transaction type which immediately charges a customer s credit card or bank account Authorise Only Reserves funds on a customer s credit card Authorise Only does not charge the card until you perform a Ticket Only transaction and or confirm shipment of the order using an opt
15. the Next button you will find yourself at the Block IP Class C page Alternatively you can reach this page by selecting Admin on the Main Menu Bar then on Fraud Settings in the Side Menu Box then clicking on the Block IP Class C link at the top of the page Here you can enter the IP and Class C addresses for people or organizations that you do not wish to allow to purchase at your store If you have any IP or Class C addresses already on your blocked IP or Class C list they will automatically appear in the select box on the right side of the screen when you enter this page Adding an IP or Class C address To add an IP or Class C address to your blocked IP or Class C list follow these steps 1 Enter the address in the IP Class C input box on the left hand side of the screen You must enter IP addresses in the standard format which is four numbers separated by 3 decimal points e g 123 123 123 123 To enter Class C addresses enter the first 3 numbers separated by decimal points with a decimal point at the end e g 123 123 123 2 Click the Add gt gt button 29 3 When you click the Add gt gt button the change is submitted to the Internet Payment Gateway we add the name to your list of blocked IPs Class Cs then we regenerate the page with the new name in the select box at the right side of the page Removing a IP or Class C address To remove a blocked IP or Class C address from your list select the address in the se
16. the bottom of the page There are a few fields which cannot be made required all fields related to Items and Recurring Payments The Total Amount of the order is always required so you are not allowed to change this either Another timesaving feature you might want to use is setting a default value for your fields For example if you consistently have sales of the same amount you might want to set the default value of Total Amount to that specific amount When you process an order with the Internet Payment Gateway then the Total Amount will already be pre filled with your usual total If you commonly have the same transaction origin for example all mail orders it s handy to enter a default for Transaction Origin as well To set a default value for one of the fields simply enter the value you would like it to be 21 in the appropriate textbox in the Default column then click the Submit button A confirmation message should appear 4 2 Customising Your Receipts When you enter orders into the First Data Virtual Terminal you have the option to show and print a receipt from the final transaction screen You can print this receipt and give it to your customers as a sales receipt To customise your receipt follow the steps outlined below 1 Click on Customisation on the Main Menu Bar 2 Click on Receipt in the Side Menu Box 3 Choose the type of printer you use by clicking on the appropriate radio button in the Printer Type sec
17. to show on each page a set of numbers will appear at the bottom of the page reflecting page numbers for the report The current page number will be larger than the others and will not be underlined To view any page click on the associated underlined page number 3 3 Order Detail Report To view this report click on the Reports button on the Main Menu Bar then click on the Orders link in the Left Menu Box Select the appropriate parameters for your query then click the Submit Query button Once the Orders Report appears you can view an order s detailed report by clicking on the associated Order link The Order Detail Report allows you to View the details associated with that order E mail the customer by clicking on the Name or E mail link Do a return against this order View all the orders associated with the credit card number by clicking on the Card Number link The Order Detail report has several sections which show the following information e The Order ID Number and Order Date Time are shown at the top of the report e Billing Address section gives the User ID shipping status and the customer s company name and address If the customer s name and e mail address were supplied you can click on the customer s name to send an e mail to the customer e Shipping Address section shows the name address to which the order was shipped e Contact Information section shows the customer s telephone number e mail addre
18. wish to reject this order by IP address or by credit card number When you reject an order by IP address all future orders from this IP address will be declined When you reject an order by credit card number all future orders using this credit card number will be declined 4 Click on the Submit Query button to complete the task A screen listing the results will appear 17 If you choose to reject an order by IP address or credit card number you will find yourself at the Fraud Settings page which will show you all the IP addresses and credit card numbers you have currently blocked from purchasing at your store The IP addresses or credit card numbers from the order s you just blocked should appear on this list To block more transactions or to un block any IP address or credit card number click on one of the links located towards the top of this screen just under the title Your Fraud Settings For more information on changing your fraud protection settings see Preventing Fraud 3 2 2 Viewing details View the details of any order by clicking on the associated Order Details will be shown in the Order Detail Report View all orders placed by a specific customer by clicking on the User ID link This column will only be filled in if you have entered a unique Customer ID Number for each customer when entering orders If there are more orders in the report than will fit on the current page according to the number of orders you ve chosen
19. 2 First Data CWA N Internet Payment Gateway User Guide First Data Virtual Terminal Version 1 3 EMEA First Data Internet Payment Gateway USER GUIDE FIRST DATA VIRTUAL TERMINAL VERSION 1 3 EMEA Contents 1 Introduction 2 Processing Transactions 2 1 2 2 2 2 1 2 2 2 2 2 3 2 2 4 2 2 5 2 2 6 2 2 7 2 2 8 2 2 9 2 2 10 Processing subsequent transactions 2 3 2 3 1 2 3 2 2 3 3 2 3 4 2 3 5 Transaction Terminology Using Your Web Browser as a Virtual Point of Sale Machine Choosing the transaction type Processing Sale transactions Selecting Products from your Product Catalogue Order Information Enter payment data for card transactions Enter payment data for Direct Debit transactions Shipping Recurring Payments Comments Complete the Transaction Ticket Only Post Auth Forced Ticket Transactions Processing Returns Crediting a Customer s Credit Card Voiding Orders 3 Reports 3 1 3 2 3 2 1 3 2 2 3 3 3 3 1 3 3 2 3 4 Viewing Transaction Charts View Orders Report Confirming Shipment Crediting Orders or Rejecting Orders Viewing details Order Detail Report Viewing Transactions Viewing details Transactions Summary Report 4 Customising 4 1 4 2 4 3 4 3 1 4 3 2 4 3 3 4 4 Customising Virtual Terminal Content Customising Your Receipts Configuring your First Data Connect Settings Order Submission Form URL Confirmation Page URL Failure Page URL Customising the payme
20. 3 yourstorename is the name of your online store 4 yourorderform HTML is the name of the file from which orders are submitted by customers CGI Script If your web site resides on a NON SECURE web server and the order form is a CGI script the URL might look like the following example http www yourserver com yourstorename yourorderform cgi 1 http indicates a NON SECURE server 2 www yourserver com is the name of your web server 3 yourstorename is the name of your online store 4 yourorderform cgi is the name of the CGI script that submits the orders 4 3 2 Confirmation Page URL This is where you tell us where to send your customers after a successful transaction The URL format is similar to the order submission form URL format see examples above If you do not supply a URL in this field the default receipt page will contain no links and customers will have to use the browser s back button to navigate back to your site If the URL is a CGI binary or script you can select the CGI option By checking this box you tell us to post the results of each approved transaction to this URL This gives you the opportunity to collect and store the order data If you want us to display this URL automatically after the receipt page check the box that says Automatically display specified URL after the First Data Connect receipt page If you check this box the Connect transaction result page will show momentarily before the custome
21. Click on the delete link located next to the user you wish to delete 2 A dialogue box will appear stating that this operation will delete the selected user 3 Click the OK button to delete the user or Cancel if you do not wish to delete the user 4 Once the user is deleted the Current Users screen will refresh with the deleted user omitted from the list Resetting User Passwords If a user should forget their password and you need to reset it 1 Click on the reset password link for the appropriate user 2 Enter a new password for the user twice then click the Submit button The user can change their temporary password when they log in by using the Change Password function Setting User Permissions To set permissions for a user 1 Click on the permissions link associated with the desired user 2 The Set User Permissions page will appear 3 In the Permissions portion of the table click on the appropriate checkboxes to turn on or off permissions for this user You can control the user s access to View Reports Process Transactions and or Issue Credits 4 Click on the Submit button at the bottom of the page 5 You will be returned to the Current Users listing The words Updated successfully should appear at the top of the page if the change was successful 35 2 First Data 2009 First Data All rights reserved
22. Code Match N Card Security Code does not match P Not processed S Merchant has indicated that the card security code is not present on the card Issuer is not certified and or has not provided encryption keys X No response from the credit card association was received A blank response should indicate that no code was sent and that there was no indication that the code was not present on the card Cc 6 User Administration 6 1 Changing your own Password To change your password in the First Data Virtual Terminal select Admin on the Main Menu Bar then click on Change Password in the Side Menu Box This will bring up the Change Password page When you first sign up for an account with the First Data Virtual Terminal you are provided with a temporary password The Change Password feature allows you to change that password and it is a necessary step that everyone must undertake The choice of new password is important too Security specialists recommend that you avoid using common words or numbers as passwords especially words or numbers that might be associated with you like your name or your date of birth One simple approach is to choose a phrase not a word that you can remember or look up easily Put together the first letter from each word in the phrase and that string of letters becomes your password The phrase should consist of at least six words to produce at least a six letter password In additi
23. age at the top and the incorrect missing fields flagged with a warning graphic Make the appropriate changes then click the Continue button again A Please Confirm page should appear 5 Review the information then click the Submit button A final Transaction Results page will appear indicating whether the transaction was approved or declined and reiterating all the transaction information 2 3 2 Forced Ticket Transactions Use a Forced Ticket transaction to complete the Sale for an authorisation you received over the phone To process a Forced Ticket transaction go to the First Data Virtual Terminal page This is the same page you use to process credit card Sale or Authorise Only transactions To do a Forced Ticket transaction complete all the required fields from the following sections Then fill in additional fields as appropriate for your transaction Follow these steps to perform the transaction 1 If using the product catalogue feature select items from the Product Catalogue 2 Enter Order Information 3 Select Credit Card as the Payment Method 4 Enter Credit Card Information select Transaction Type Forced Ticket a Reference number field will appear Enter the reference number the authorisation code you received over the phone 5 Fill out Customer Contact Information 6 Enter the Shipping Address optional 7 If in test mode select the Desired Response 8 Enter Comments optional 9 Click on the Continue button 10
24. ansaction type For more information on viewing detailed transaction reports see Viewing Transactions Click on the coloured boxes in the legend on the right to see individual bar chart reports for the selected transaction type Right click on any of the charts to save that chart as a graphic in jpeg format You can then import the graphic into your presentations or documents as needed Summary Bar Chart The Summary Bar Chart report shows the transaction totals by type in a bar chart format Each transaction type is shown in a different colour Each coloured bar represents the total amount of all transactions of that type over the entire timeframe specified At the bottom of the chart a table shows summary statistics for each type of transaction Hold your mouse over any coloured bar to see the total exact amount of transactions of that type Clicking on a coloured bar will bring up a detailed Transactions Processed report for that transaction type For more information on viewing detailed transaction reports see Viewing Transactions Right click on any of the charts to save that chart as a graphic in jpeg format You can then import the graphic into your presentations or documents as needed Pie Chart The Pie Chart report shows the transaction totals by type in a pie chart format Each transaction type is shown in a different colour At the bottom of the chart a table shows summary statistics for each type of transaction Hold your mouse over
25. by clicking on the Select Products button again 2 2 4 Order Information The Order Information section has only one required field the total amount of the order including all taxes and shipping Other fields in the section are optional and can be used at your discretion The colours for required and optional fields are shown at the top of the screen You must fill out all required fields To enter Order Information follow the steps below Order Number optional For regular credit card transactions this field is optional If you wish to assign an order number to this order enter one in the text box provided Each order number must be unique so if you are going to use this field on a regular basis you should adopt an order number generation procedure If you choose not to assign an order number the First Data system will automatically generate one for you Purchase Order Number optional If there is a purchase order number associated with this order enter it here Because you may have several transactions against the same purchase order you may use the same purchase order number for several transactions if needed For regular credit card transactions this field is optional Shipping Amount optional If there are shipping charges associated with this order and if you wish to track your shipping charges enter a real or integer number equalling the charge for shipping this order VAT if applicable There may be cases where
26. d and the expanded choices are revealed Clicking again reverses the process Some page elements are mutually exclusive for example in the Pay By section Where one section has been selected and the option hidden again the arrow indicates that fact with a change in colour Some sections are associated for example Make recurring is for credit card sale transactions only 2 2 1 Choosing the transaction type Before you can start to enter transaction data you need to choose the Virtual Terminal for the desired payment type Please select either an option from the Credit Card or the Direct Debit section of the menu 2 2 2 Processing Sale transactions To do a Sale transaction you will need to complete all the required fields from the following sections Then fill in additional fields as appropriate for your transaction Follow these steps to perform a Sale transaction If using the product catalogue feature select items from the Product Catalogue Enter Order Information Select Credit Card as the Payment Method Enter Credit Card Information select Transaction Type Sale Fill out Customer Contact Information Enter the Shipping Address optional If needed enter fields to make the transaction recurring If in test mode select the Desired Response Enter Comments optional 10 Click on the Continue button 11 If there are data entry errors or any required fields are missing the same page will reappear with an
27. dates you wish to view 3 Display Preference choose the number of things you wish to display on one page by clicking on the dropdown box and selecting the number desired The default is 25 4 Select Hierarchy choose whether you wish to view all stores below you in the hierarchy or a subset by choosing an option in the dropdown menu This option only appears if you are logged in as a multi store administrator 5 Submit Query click to view the report If you want to re enter the information click on the Reset button to clear the information Authorisation Summary Table The first table that appears in the Transactions Summary report shows the following summary information for each selected transaction type over the time period specified e Approved shows the total number of approved transactions of that type and the total amount for all approved transactions of that type e Declined shows the total number of declined transactions of that type and the total amount for all declined transactions of that type e Total shows the total number of transactions of that type and the total amount for all transactions of that type The totals for each column are listed at the bottom of the table Approved Summary Table The second table that appears in the Transactions Summary report shows the following summary information for each selected payment type over the time period specified e shows the total number of approved transactions for tha
28. e Retail shows Y if the order was a retail order or N if the order was not retail e Order the number associated with this order Click on the order number to view order details e User ID if there is a user ID number associated with the order it will be listed in this column The number is also a link to view all the orders placed by a particular customer e Date the date that the order was placed Shows the most recent order first The time period you selected for the report will be shown under the report title e Name the name of the person who placed the order Click on the name to send email to this customer e Amount shows the amount and currency of the order The total amount of the orders listed on the page and the total amount of all orders in this report is also shown at the bottom of the page along with the total tax and shipping charges collected 3 2 1 Confirming Shipment Crediting Orders or Rejecting Orders You can confirm shipment credit the entire amount of the order s or reject order s by IP address or credit card number To perform any of these three tasks follow the steps below 1 First select order s by clicking on the associated checkbox es in the left most column 2 Click on the Work with Selected Orders button The Selected Order Menu screen appears 3 Select an action by clicking on the appropriate radio button If you select Reject Order you must also check on a checkbox to choose whether you
29. e unreadable Go back to the previous field Are you swiping the card uncheck the Yes checkbox and enter the card data manually Step 6 Enter the Expiry Date Select the card s Expiry Date from the dropdown boxes Select the month first then the year that the card expires Step 7 Enter the Card Security Code Optional The Card Security Code is a 3 or 4 digit number usually found on the back of the customer s credit card on the same line as the customer s signature following the last four digits of the credit card number There are many different names for this code Visa calls this code CVV2 MasterCard calls it CVC2 American Express 4DBC Step 8 Enter the Reference Number Required only for Forced Ticket transactions If you are performing a Forced Ticket transaction enter the reference number associated with this transaction typically given to you over the phone with the authorisation in the Reference Number box The Reference Number field will not appear unless you have chosen Forced Ticket as the transaction type Step 9 Continue to the Customer Contact Information section Click on Customer Contact Information to expand the text then enter the appropriate fields The Customer ID is a unique identification number you can choose for the customer 2 2 6 Enter payment data for Direct Debit transactions The Virtual Terminal for Direct Debit section shows fields for the customer s account number and bank code that are requi
30. error message at the top and all incorrect missing fields flagged with a warning graphic Make any necessary corrections then click the Continue button again Once your page is error free a Please Confirm page will appear 12 Review the data make corrections if needed by clicking on the Back button then click the Submit button A Transaction Result page will appear 13 Review the Results OONDOABRWND 2 2 3 Selecting Products from your Product Catalogue The First Data Virtual Terminal offers you the timesaving ability to choose items from your product catalogue every time you process an order To enable this feature you first need to enter your product catalogue into our database Once you ve done that simply go to the First Data Virtual Terminal page and click on the Select Products button to select products for this order The Product Catalogue page will appear Adding Products to the Order The top half of the page is the Product Summary table which lists all the products in your product catalogue To add products to the order in progress simply enter the desired quantity of a particular product in the Qty quantity column If there are any options for this product they will appear in the Options column of this table Select the appropriate choices by choosing one of the choices available in the dropdown box e g colour red size 5 then click on the associated Add button in the last column The correct quantity choices
31. gt button You must enter a domain in valid domain name format e g here com there net savetheworld org universityX edu 2 Click the Add gt gt button 3 When you click the Add gt gt button the change is submitted to the Internet Payment Gateway we add the domain to your list of blocked domains then we regenerate the page with the new domain name in the select box at the right side of the page If an individual from this domain attempts to purchase anything at your store the transaction will be declined because of fraud Add as many domain names as you like by repeating the same process Removing a blocked domain name To remove a blocked domain from your list select the domain name in the select box on the right side of the screen then click the lt lt Delete button Upon removal from your blocked domains list individuals from that domain will again be allowed to purchase at your store Delete as many domains as you need by repeating the same process Once you have finished adding and deleting domain names click on the Next button if you wish to go to the next fraud setting page this will take you to the Block IP Class C Address page If you wish to see all your fraud settings click on the View All Fraud Settings button To exit the Fraud Settings and return to the main Admin screen click on the Admin Main button 5 1 4 Blocking IP and Class C Addresses Once you ve finished blocking domain names and clicked on
32. ield 5 1 1 Blocking Credit Card Numbers The first setting you will encounter when you bring up Fraud Settings is Block Card Here you can enter the credit card numbers that you do not wish to allow to purchase at your store Fraud Block Credit Card Block Card Block Name Block Domain Block IP Class C Max Purchase Autolockout Block Credit Card Numbers You can choose to block certain credit card numbers from purchasing at your store Those credit card numbers will be prohibited from buying at your online store Add a credit card number by entering it in the box below and clicking the Add button When you click the Add button you are submitting your change to our server Card numbers Add gt gt lt lt Delete only Next View All Fraud settings Admin Main Fraud prevention Blocking credit card numbers If you have any credit card numbers already on your blocked credit cards list they will automatically appear in the select box on the right side of the screen when you enter this page Bring up Fraud Settings by clicking on Admin in the Main Menu Bar then on Fraud Settings in the Side Menu Box Adding a card number To add a card number to your blocked card number list 1 If the Block Card page is not already displayed click the Block Card link in the top navigation found under the main Fraud Settings title 2 Enter the card number you wish to block in the Card input box
33. ific range of dates you wish to view 5 Options click on a box if you want the report to show only unshipped orders or to show only approved orders By default the Only Show Unshipped Orders box is unchecked and the Only Show Approved Orders box is checked so the report will show approved orders only both shipped and unshipped If the Only Show Unshipped Orders box is checked the report will show all unshipped orders If both boxes are unchecked the report will display all orders both shipped and unshipped including declined and recurring transactions with future start dates If both boxes are checked the report will show only all approved unshipped orders 6 Display Preference this option allows you to choose how many orders will appear on each page of the report Choose a number from the dropdown list 7 Select Hierarchy choose whether you wish to view all stores below you in the hierarchy or a subset by choosing an option in the dropdown menu This option only appears if you are logged in as a multi store administrator 8 Click on the Submit Query button to view the report If you want to re enter the information click on the Reset button to clear the information The Orders Received report shows the following information about each order e Select click on the associated Select checkbox to select one or more orders e Shipped shows Y if the order has been shipped or N if the order has not yet been marked as shipped
34. illed with the total amount available to be returned If your return amount is less than the order total make corrections as appropriate 5 Once you ve finished with the Order fields change any other fields related to Customer Contact Information Payment Information or Comments then click the Continue button 6 Once you click the Continue button if all entries in the form were valid another page will appear asking you to confirm the information 7 If everything is okay click on the Submit button otherwise click on the Back button to make the appropriate changes If any fields are missing or incorrect the Return page will reappear with an error message at the top and the incorrect missing fields flagged with an error graphic Make the appropriate changes then click the Continue button again A confirmation page should appear Review the information then click the Submit button 8 A final Transaction Results page will appear indicating whether the transaction was approved or declined and reiterating all the transaction information As you enter values in the Return subtotal Return Tax or VAT and Return Shipping Amount fields the Total amount to Return field will automatically change to the sum of the three fields You are allowed to change the total but the sum of the subtotal tax and shipping amount must equal the Total amount if it doesn t you will get an error when you click the Continue button 2 3 4 Crediting a Customer s
35. ion available in Reports Note that authorisation reserves funds for varying periods depending on the issuing credit card company s policy The period may be as little as three days or as long as several months For your protection we strongly suggest that you confirm shipment as soon as possible after authorisation Ticket Only a post authorisation Captures the funds from an Authorise Only transaction reserving funds on the customer s card for the amount specified Funds are transferred when your batch of transactions is settled If you enter a larger total in the Post Authorisation transaction than was specified for the Authorise Only transaction the Post Authorisation transaction may be declined If you enter a smaller amount than was authorized an adjustment is made to the Authorisation to reserve only the smaller amount of funds on the customer s card for the transaction Forced Ticket a forced post authorisation This transaction type is used in a similar way to a Ticket Only transaction except it is specifically for authorisations you obtained over the phone It requires a reference number or approval code that you should have received when you carried out the phone authorisation Return returns funds to a customer s credit card against an existing order on the First Data Internet Payment Gateway To perform a return you need the order number which you can find in your Reports If you perform a Return of the full order amou
36. king Domain Names Once you ve finished blocking names and clicked on the Next button you will find yourself at the Block Domain Names page Alternatively you can reach this page by selecting Admin on the Main Menu Bar then on Fraud Settings in the Side Menu Box then clicking on the Block Domain link at the top of the page Here you can enter the domain names for individuals from domains that you do not wish to allow to purchase at your store If you have any domain names already on your blocked domains list they will automatically appear in the select box on the right side of the screen when you enter this page Fraud Block Domain Names Block Card Block Name Block Domain Block IP Class C Max Purchase Autolockout Block by Domain Name You can choose to block certain domain name from purchasing at your store Anyone visiting your site with that domain name will not be able to purchase at your online store Add a domain name by entering it in the box below and clicking the Add button When you click the Add button you are submitting your change to our server Domain name Add gt gt lt lt Delete View All Fraud settings Admin Main Fraud prevention Blocking domain names 28 Adding a domain name To add a domain name to your blocked domains list follow the steps below 1 Enter the domain name in the Domain name input box on the left hand side of the screen then click the Add gt
37. l the transaction information 2 3 5 Voiding Orders If an order has not yet been settled you have the capability to void the order The process for voiding orders is as follows 1 Click on the Reports button on the Main Menu Bar 2 If you wish to void credit card orders click on the View Credit Card Batches link in the Side Menu Box 3 Specify Time Period Select any of the named time periods or enter a specific range of dates 4 Click on the Submit Query button The batch report will appear 5 Click on the words Current Batch to bring up the Current Batch report 6 Select the orders you wish to void by clicking on the corresponding checkboxes in the left most column 7 Click on the Void Selected Orders button at the bottom of the page 8 A page showing the results will appear Each order you chose to void should show on the list You can only void orders which have not yet settled If you should notice any orders in the Current Batch list with a transaction approval code of YTEST we recommend you void them before your batch is submitted for processing 3 Reports Use Reports to view your store s transactions from several different perspectives and to perform some administrative tasks General Report Functions fail Charts View Transaction Charts fell Orders View Orders is Transactions View Transactions A Transaction Summary View Transactions Summary Credit Card Batches View Credit Card Batches B
38. lect box on the right side of the screen then click the lt lt Delete button Upon removal from your blocked IP or Class C address list persons visiting from that address will again be allowed to purchase at your store Delete as many addresses as you need by repeating the same process Once you have finished adding and deleting IP and Class C addresses click on the Next button if you wish to go to the next fraud setting page this will take you to the Set Maximum page If you wish to see all your fraud settings click on the View All Fraud Settings button To exit the Fraud Settings and return to the main Admin screen click on the Admin Main button 5 1 5 Setting Maximum Purchase Limit Once you ve finished blocking IP and Class C addresses and clicked on the Next button you will find yourself at the Set Maximum page Alternatively you can reach this page by selecting Admin on the Main Menu Bar then on Fraud Settings in the Side Menu Box then clicking on the Max Purchase link at the top of the page Fraud Set Maximum Block Card Block Name Block Domain Block IP Class C Max Purchase Autolockout Set Maximum Purchase Amount You can choose to block transactions over a maximum purchase amount No orders over that amount will be approved Enter the maximum purchase limit in the box below Maximum Purchase Limit 1000 00 Submit View All Fraud settings Admin Main Fraud prevention Set
39. lock them from purchasing at your store Blocking also can help keep your competitors from buying your products We can provide you with the capability to block credit card numbers names domain names and IP or Class C addresses from purchasing at your store In addition two further capabilities are available and these are the power to set a limit on the maximum purchase that can be made at your store and the ability to set auto lockout and duplicate lockout times To change your fraud settings select Admin in the Main Menu Bar and then click on Fraud Settings in the Side Menu Box Fraud settings are sequentially ordered so once you ve finished with one you can proceed to the next fraud setting There is also a quick navigation bar at the top of each Fraud Setting page which allows you to jump immediately to any Fraud Setting Here is a list of all the fraud settings that the First Data Virtual Terminal gives you control over Blocking Credit Card Numbers Blocking Names Blocking Domain Names Blocking Class C and IP Addresses 25 e Setting a Maximum Purchase Limit e Setting Auto lockout times e Setting Duplicate lockout times Another way to prevent fraud is by paying close attention to the address verification response If the address and or post code do not match the card issuing bank s address on record there is a higher probability of fraud Furthermore for your protection we urge you to regularly use the card code f
40. n of these pages to align it with your shop or corporate design Choose the Connect Pages link from the Customisation section to individually define the following elements Background colours of different page areas Font type size colour and weight for headlines Font type size colour and weight for field tags Font type size colour and weight for normal text Colour and background colour for buttons Font type size colour and weight for button text Font type size colour and weight for hyperlinks Font type size colour and weight for system messages 24 Connect Customisation Background Colors Header Area FFFFFF Content FFFFCC Footer Area FFFFFF Superscription Font Size 12px x Font Face Verdana x Color 336633 Label Font Size lifin xi Font Fare Arial xi Color NNNMNN E Customising the payment page design The Preview Style button at the bottom of the page allows you to check the design changes you made before saving preview is in English language Also it is possible to display your individual company logo on these pages If required please contact our technical support team 5 Fraud Prevention Tools There are several ways that the First Data Internet Payment Gateway helps you prevent fraud from interfering with your business success If certain individuals are continuously hurting your business with costly charge backs you can b
41. nals commonly used at retail stores You simply enter the data needed for the transaction and go It can even take care of recurring transactions if you sell subscription services for example The terminal is completely customisable allowing you to show only what you need to run your business efficiently Other than a small number of fields that are necessary for a particular transaction type e g credit card number for a credit card transaction you will be able to select exactly what you want to appear on the page And because it runs via the Internet you can log on from anywhere you can get Internet access giving you instant access to process orders from wherever you are Manage Your First Data Internet Gateway Account The First Data Virtual Terminal allows you to manage everything from one place The Reports button brings up a separate browser window for you to view your transaction reports SO you can see just how well your business is doing We include charts and graphs helpful for business visualisation and presentations You can even view consolidated reports for multiple stores by setting up a multi store reporting structure A separate multi store administrative account login is required for multi store reports Contact support to get your initial multi store admin login ID and password The Admin section is where you turn to change your password switch between live and test mode set your fraud settings manage your users
42. ns are restricted from your store That is if two transactions are identical and they both occur within a length of time less than the specified duplicate lockout time they will be automatically blocked as duplicate transactions To change your auto lockout or duplicate lockout time simply replace the value in the appropriate input box with the new value and then click on the Submit button If you don t wish to change your lockout times you can either click on the View All Fraud Settings button to see all your fraud settings or you can exit the Fraud Settings and return to the main Admin screen by clicking on the Admin Main button 5 1 7 Card Security Code information Mail order and telephone order MO TO and other card not present transactions have higher fraud rates than face to face transactions To help reduce fraud in the card not present environment credit card companies have introduced a card code programme Visa calls this code Card Verification Value CVV MasterCard calls it Card Validation Code CVC American Express calls it 4DBC The card security code is a three or four digit security code that is printed on the back of cards American Express front of the card The number typically appears at the end of the signature panel This program helps validate that a genuine card is being used during a transaction 31 Card Security Code information You enter the card code on the Point of Sale screen when proces
43. nt the order will appear in your Reports with a transaction amount of 0 00 To perform a Return transaction use the Return page Credit returns funds to a customer s credit card for orders from outside the First Data Internet Payment Gateway Use the Credit page to perform a Credit transaction Credit transactions are marked as Returns in your Reports Void Transactions can be voided before the batch of transactions is settled No funds are transferred during any of these transactions funds are transferred only after your batch of transactions is settled this is set up to occur automatically once a day 2 2 Using Your Web Browser as a Virtual Point of Sale Machine The Virtual Terminal is the main page you will use for all your Sale and Authorise Only as well as Forced Ticket transactions Since some of the other types of credit card transactions Ticket Only and Return need to look in the database to get order information they have their own pages Credit is a special transaction that not all users have access to so it also has its own page Some fields are optional whereas others are required and they are distinguished from each other by colour A brief legend at the top of the page provides details A hide reveal function is available for all sections of the page which can expand to provide additional options or fields such items are identified by a right arrow graphic When clicked upon the arrow changes to point downwar
44. nt First Data Connect page design 5 Fraud Prevention Tools 5 1 1 anana ae a S oA D Blocking Credit Card Numbers Blocking Names Blocking Domain Names Blocking IP and Class C Addresses Setting Maximum Purchase Limit JO O OO O1 O1 O1 BR 5 1 6 Setting Auto Lockout and Duplicate 31 5 1 7 Card Security Code information 31 6 User Administration 33 6 1 Changing your own Password 33 6 2 Managing Users 34 Getting Support There are different manuals available for the First Data Internet Payment Gateway The First Data Virtual Terminal manual will be the most helpful for Virtual Terminal issues and does contain some First Data Connect information as well Refer to the Integration Guides for First Data Connect and First Data API for integration instructions and issues If you have read the documentation and cannot find the answer to your question please contact your local support team 1 Introduction First Data Virtual Terminal is an easy way for merchants to process monetary transactions via the Internet by turning any PC into a POS terminal At the same time it provides one central secure location where you can manage everything related to transaction processing Run secure transactions yourself Set up your web site to run transactions for you Prevent fraud Review transaction reports Process Transactions the Way You Want from Anywhere The First Data Virtual Terminal offers functions in a similar way to termi
45. o process orders and or view reports each of them logging on with their own user ID password and permissions All users of one store can share the same client certificate To add or delete users you must be logged in on the store s original user account The primary user for the store the user ID and password that was provided when the store account was set up is the only user who can add delete users and assign permissions No other users are allowed to add or remove users or assign user permissions Users who do not have permissions to manage users will not see the Manage Users option on the Admin page Adding and Deleting Users To manage users you first need to get to the Account Manager 1 Click on Admin on the Main Menu Bar 2 Then click on Manage Users in the Side Menu Box 3 The Current Users page will appear Now that you are on the current users page you can add or delete users reset password and or define permissions for each user To add a user 1 Click on the Add link located at the bottom of the page 2 The Add User screen will appear 3 Enter a unique User ID for the new user in the Enter User ID text box then enter a Password for your new user twice 4 Click on the Submit button to create the new user 5 The Current Users list will reappear showing the new user on the list 34 The user can change their own password when they log in by using the Change Password utility To delete a user 1
46. on the password needs to have at least one numeric character To change your password type your temporary password into the Old password box and then type your new password into the New password box What you see in the box are asterisks instead of the letters and numbers that you type for security reasons anyone looking over your shoulder cannot easily see what you have typed Type the password again this time into the second box this is a commonly employed precaution against accidentally mistyping it the first time 33 Change Your Password Old password Enter your old password New password Enter your new password aa Enter your new password again Submit Admin Main Changing your password Click on the Submit button If you did accidentally mistype your new password or your old one you will be advised that there is an error and asked to re enter the information For added security the error message will not specify which entry is at fault If you successfully changed your password you will receive feedback to that effect After successfully changing your password you may choose either to go into the main Admin section to configure aspects such as Fraud Settings or you may use any of the menu entries available either on the Main Menu Bar at the top of the screen or in the Side Menu Box 6 2 Managing Users You can have multiple users for one store which allows multiple employees t
47. or confirmation will appear Review the information and if necessary click on Back and make any corrections Otherwise click on Submit The Transaction Result screen will appear The result screen will contain all the information you entered plus an extra section at the top called Transaction Information For retail merchants who need a receipt for the customer to sign there is a print receipt function Simply click on the Show Receipt button at the bottom of the Transaction Result page A new browser window will open with a transaction receipt Click on the Print Receipt button at the bottom of the Receipt page to print the receipt Once you have printed all the receipts you need close the receipt window by clicking on the Close button at the bottom or on the X in the top right hand corner of the Receipt window The Transaction Information section is where you will see whether the transaction was approved or declined If the transaction was approved the Transaction Status line will say Approved The Date and time of transaction a Transaction reference number an Approval code and a Reference number will follow If the transaction was declined a reason for the decline will show on the Approval Code line 11 2 3 Processing subsequent transactions 2 3 1 Ticket Only Post Auth After you run an Authorise Only transaction you need to complete it Running an Authorise Only transaction tells you whether the customer has sufficient fund
48. orts for use with your own accounting tool follow the steps below 1 Bring up the report which contains the data you wish to download 2 Locate the Export All Data button located at the bottom of the page 3 Select your desired format from the dropdown list Choose either CSV Comma delimited or XML format CSV lists are suitable for importing into most common spreadsheets or databases XML format is helpful for applications that allow you to import XML 4 Click on the Export All Data button to download the data Depending on your browser a File Download dialogue box will most likely appear asking what you would like to do to the file Open Save or Cancel If you choose Open the file will open in the application that is assigned to that type of file Choosing Save will ask you to choose a location where you wish to save the file Regardless of the number of pages in the report all report data will be included in the downloaded file 3 1 Viewing Transaction Charts The First Data Internet Payment Gateway offers four graphical chart types which are helpful for visualising orders and sales and for when you need charts for a presentation To view your orders in chart format follow the steps below 1 Click on the Reports button in the Main Menu Bar 2 Click on the Transaction Charts link in the Side Menu Box or the main content area The View Transaction Charts screen appears 3 Select Chart Type select an option You can view y
49. our transactions in a bar chart a pie chart a line chart or you can view a bar chart summary report 4 Select Transaction Types select any of the listed transaction types or click on the All checkbox in the separator bar if you would like to view all the transaction types 5 Specify Time Period select any of the named time periods or enter a specific range of dates you wish to view 6 Select Hierarchy choose whether you wish to view all stores below you in the hierarchy or a subset by choosing an option in the dropdown menu This option only appears if you are logged in as a multi store administrator 7 Click on the Submit button to view the report If you want to re enter the information click on the Reset button to clear the information 15 Chart Types Depending on which type of chart you chose the chart which appears will look different The chart types available are listed below Detailed Bar Chart The Detailed Bar Chart report shows the transaction totals by type in a bar chart format Each transaction type is shown in a different colour For each month in the specified timeframe there is a row of coloured bars showing transaction totals for that month At the bottom of the chart a table shows summary statistics for each type of transaction Hold your mouse over any coloured bar to see the total exact amount of transactions of that type Clicking on the bar will bring up a detailed Transactions Processed report for that tr
50. pecific transaction was declined the reason it was declined is shown here e Amount shows the amount and currency of the transaction 3 3 2 Viewing details View the details of any order by clicking on the associated Order View a list of all the numbers associated with any credit card number or routing number by Clicking on the associated Card Route Number View all orders placed by a specific customer by clicking on the User ID link This column will only be filled in if you have entered a unique Customer ID Number for each customer when entering orders 19 Viewing the Rest of the Data If there are more transactions than will fit on the current page according to the number of transactions you ve chosen to show on each page a set of numbers will appear at the bottom of the page reflecting page numbers for the report The current page number will be larger than the others and will not be underlined To view any page click on the associated underlined page number 3 4 Transactions Summary Report To view this report click on the Reports button on the Main Menu Bar then click on Transactions Summary in the Side Menu Box Choose from the following options to view your report 1 Display Transactions Summary select options You can enter a specific User ID or select specific transaction types and or card types to include in the report 2 Specify Time Period select any of the named time periods or enter a specific range of
51. r is forwarded to your thank you page 23 4 3 3 Failure Page URL You may want to link non approved customers customers whose credit card transactions were declined to a specific page on your web site where they will find information on how to get in contact with you by e mail or by phone In this section of the screen you may want to supply the URL for a Sorry page where you can invite the customer to contact you to make other payment arrangements Just as in the Confirmation Page URL if you do not supply a URL in this field the default sorry page will contain no links and customers will have to use the browser s back button to navigate back to your site The URL format is again similar to the Order Submission Form URL format see the examples above If the URL is a CGI binary or script you can select the CGI option By checking this box you tell us to post the results of each declined transaction to this URL This gives you the opportunity to collect and store the transaction data If you want us to display this URL automatically after the receipt page check the box that says Automatically display specified URL after the First Data Connect receipt page If you check this box the Connect transaction result page will show momentarily before the customer is forwarded to your sorry page 4 4 Customising the payment First Data Connect page design If you use the hosted payment forms of First Data Connect you can customise the desig
52. red for a Direct Debit transaction Pay by Debit Card Are you swiping the card I Yes Account Number ar Bankcode lt Virtual Terminal Direct Debit input fields 2 2 7 Shipping The entire Shipping section is optional by default You do not have to enter any shipping information to perform a transaction If the shipping address is the same as the billing address checking the Yes checkbox will cause the corresponding fields from the billing information to be copied into the shipping section saving you time and reducing the risk of error If the addresses are different then enter the shipping address in the fields below If desired enter the type of shipping you will use for this order Up to 36 alphanumeric characters are allowed in this field Examples are Federal Express UPS etc 2 2 8 Recurring Payments This section allows you to make a credit card Sale transaction recurring To make a transaction recurring click on the Make recurring Yes checkbox Next enter how often you wish to charge the customer In the Bill the customer fields enter a number from 1 to 999 with no decimal point and select day week month or year in the dropdown box For example if you wish to charge the customer once a year enter the number 1 and select year in the dropdown box To charge the customer twice a year once every 6 months you would enter the number 6 and select month in the dropdown box Select the month
53. s on the card for your order but it may or may not reserve any funds for you To reserve the funds you must either mark the order as shipped via your Reports or perform a Ticket Only transaction A Ticket Only transaction is sometimes referred to as a post authorisation 1 To perform a Ticket Only transaction go to the Ticket Only page 2 The first Ticket Only page simply asks for the order number This is the order number associated with your Authorise Only transaction If you don t know your order number you can find it in your Reports Enter the order number then click on the Retrieve Order button 3 A new page will appear with several pre filled input fields related to the order Review these fields to ensure you have selected the correct order You may have to expand some of the sections at the bottom of the page to see all the fields you need to see If this isn t the right order click on the Back button on your browser and enter the correct order number to retrieve If it is the right order make any changes you need to make to the input fields then click on the Continue button 4 Once you click the Continue button if all entries in the form were valid another page will appear asking you to confirm the information If everything is okay click on the Submit button otherwise click on the Back button to make the appropriate changes If any fields are missing or incorrect the Ticket Only page will reappear with an error mess
54. sing an order First Data then compares the card code against the code on file with the card issuing bank Results of this comparison show in the transaction approval code Pay by Card Select card type Select one Supported card types visa EE Transaction origin Selectone H Transaction type sae Are you swiping the card I ves Card number SSS Expiry date for 1 2009 Card Security Code D Virtual Terminal Card Security Code field To help combat fraud card not present merchants those who receive orders via mail order telephone order or the Internet should always enter a card security code if on the card when processing an authorisation For retail transactions you may wish to enter the card security code printed on the card to ensure that the card was not fraudulently reproduced A typical transaction result code might look like this The card security code result is highlighted 0097820000019564 YNAM 12345678901 234567890123 The last alphabetic character in the middle M is a code indicating whether the card security code matched the card issuing bank s code An M indicates that the code matched 32 This code may or may not be present depending on whether the card security code was passed and the service was available for the type of card used Below is a table showing all the possible return codes and their meanings Value Meaning M Card Security
55. ss fax number and IP address If an e mail address was supplied you can click on the customer s e mail address to send an e mail to the customer e The next part of the report includes subtotal shipping tax return if applicable and total amounts e The last portion of the report is a transaction history which shows all transactions related to this order including authorisations sales returns tickets etc The summary information shown here includes date user ID type of transaction the card 18 number the expiration date approval code the amount of the transaction and comments e The Return Order button at the bottom of the report allows you to do a return against this order Enter the amount to refund to the customer in the box next to the Return Order button at the bottom of the page The amount you enter must be equal to the total amount of the order To process the return click on the Return Order button To return to the Reports Main Menu click on the Reports Main button on the bottom of this report 3 3 1 Viewing Transactions To view all your transactions use the Transactions Processed report Follow the steps outlined below to see this report 1 Click on the Reports button on the Main Menu Bar 2 Click on View Transactions in the Side Menu Box or the main content area 3 Display Transactions select an option You can view transactions sorted by time period by credit card number and time by User ID and time
56. t payment type e Amount shows the total amount for approved transactions of that payment type e Total shows the total number of transactions of that type and the total amount for all transactions of that type The totals for each column are listed at the bottom of the table 20 4 Customising 4 1 Customising Virtual Terminal Content Your First Data Virtual Terminal has many possible input fields that you can use but very few of them are really required Most of the fields available are there to help you gather information about your transactions Since we don t know which ones are helpful for you we let you choose which ones you want to use To simplify your ordering process you can take the ones you don t use off your entry pages You make these choices by clicking on Customisation in the Main Menu Bar then on POS Content in the Side Menu Box A page will appear which contains a table listing all the fields you may choose from Some of the fields cannot be removed from the page if this is the case they either do not appear in the listing or they may appear in the listing with a checked graphic in front of them rather than a checkbox which you can check or uncheck You might notice that not all the input fields appear on this page Some fields are always required to process a transaction for example the credit card number is always required for a credit card purchase Since these fields must always appear on your entry pages
57. ting maximum purchase limit There is only one input field on this page the maximum purchase limit Any transactions for your store above this amount will be declined because of fraud This field will be pre filled with the current maximum purchase limit for your store if you have one If you wish to change this limit simply enter the number in the Maximum Purchase Limit input box with the limit you wish to enforce then click on the Submit button If you do not wish to change your maximum purchase limit you can click on the Next button to go to the next Fraud Setting Auto Lockout If you wish to see all your fraud settings click on the View All Fraud Settings button To exit the Fraud Settings and return to the main Admin screen click on the Admin Main button 30 5 1 6 Setting Auto Lockout and Duplicate Once you ve finished with the Maximum Purchase Limit and clicked on the Next button you will find yourself at the Set Lockout Times page Alternatively you can reach this page by selecting Admin on the Main Menu Bar then on Fraud Settings in the Side Menu Box then clicking on the Auto Lockout link at the top of the page There are two things you can set on this page the auto lockout time and the duplicate lockout time Auto Lockout time is the amount of time that automatically blocked transactions are prohibited from trying transactions at your store again Duplicate lockout time is the length of time that duplicate transactio
58. tion at the top of this page If you use any printer other than the PrintPoint 3000 you should leave the selection at Normal 4 Enter up to 24 characters in the Receipt Header textbox This text will appear towards the top of your receipt 5 Enter up to 24 characters in the Receipt Footer textbox This text will appear at the bottom of your receipt 6 No matter which type of printer you are using you can also include a Return Policy which will appear at the bottom of your receipts just before the receipt footer Enter your return policy in the text area at the bottom of this screen 7 Click on the Submit button 8 If your change was successful a message should appear at the top of the screen If this message does not appear you should click on the Submit button again to re attempt the change Whenever you return to this screen your current customised text should appear in the Receipt Header Receipt Footer and Return Policy text boxes 4 3 Configuring your First Data Connect Settings The information contained in this section is applicable only if you are using First Data Connect The Connect Settings form contains some critical fields you must fill out in order for your order submission process to complete successfully and return customised status information to your customers To view this form 1 Logon to First Data Virtual Terminal 2 Click on Customisation in the Main Menu Bar 3 Click on Settings in the Side Menu Bo
59. x Below is an explanation of each of the form fields for the Connect Settings form 4 3 1 Order Submission Form URL This is the critical part of the form We need to know where i e the web address for your order form s are located When we receive an order for your store we check that it is coming from one of your order submission form URLs If it does not match the order is automatically declined Enter the URL for each order form on your web site in this box separated by spaces Examples of order submission URLs are shown below Examples are also provided on the form above the field as a convenient reference when you are entering your data 22 Nonsecure Web Server Example If your web site resides on a regular NON Secure web server and the order form is an HTML page the URL might look like the following example http www yourserver com yourstorename yourorderform HTML 1 http indicates a NON Secure server 2 www yourserver com is the name of your web server 3 yourstorename is the name of your online store 4 yourorderform HTML is the name of the file from which orders are submitted by customers SECURE Web Server Example If your web site resides on a SECURE web server and the order form is an HTML page the URL might look like the following example https www yourserver com yourstorename yourorderform HTML 1 https indicates a SECURE server 2 www yourserver com is the name of your web server
60. you are doing international business where you need to charge a Value Added Tax VAT either in addition to or in lieu of the regular sales tax If the Value Added Tax applies to your order and if you need to charge the customer the VAT now enter the amount of the VAT in the VAT field In some cases you may not need to charge the VAT it will be taken care of when the goods are imported Total Amount Required As you enter Subtotal Tax and VAT First Data Virtual Terminal will automatically calculate the total amount for you If you need to you can replace this value with any real or integer number representing the total amount of the transaction The total amount should include tax VAT if applicable and shipping charges and should reflect the sum of all charges for this transaction The total amount should always equal the sum of the product subtotal tax shipping and VAT This is a required field for ALL transactions Currency Required If your want to use another currency for this transaction then the displayed default currency you can change it using the drop down box 2 2 5 Enter payment data for card transactions The Pay by Card section shows fields required for a card Sale Authorise Only or Forced Ticket transaction A graphic for each supported card type Visa MasterCard etc is shown Pay by Card Select card type Selectone gt Supported card types visa EE Transaction origin fSelectone i

Internet Payment Gateway User Guide First Data Virtual Terminal

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