My Sage Pay
Contents
1. Refunded This field shows if the transaction has been refunded Repeated his field shows if the transaction has been repeated e Callback URL This is the URL in which the shopper has been redirected to e User This is the Sage Pay username that has processed the action e Started This is the date time the transaction started e Completed This is the date time the transaction completed e Gift Aid This indicates that GiftAid was applied to the transaction System Used This is the Sage Pay method used to process the transaction e Client IP The IP Address of the computer used to place this transaction e Client Location This shows the geographical location of that IP Address if available e Shopping Basket Details of the shopping basket and the goods ordered if provided Only displayed on deferred transactions Only available for transactions using the Server integration method Updated 22 07 2013 Page 17 of 49 Authorisation Details The Authorisation Details section shows the card and cardholder details and the authorisation details obtained during the transaction You will also be able to see the merchant account details for the transaction Successful Payment Tsagepay 120820133528 238 Summary Authorisation Details Additional Details Authorisation Details mee Merchant number Fraud Results Bank authcode Related Transactions VPS anthcode Attempt Account type Settlement info Cardholder name2. Important Note When you login with the new user account you will need to use your Vendor Name in the Vendor Name field The user name you created should be entered in the User Name field You will also need to enter the password you created for this account Forgotten user account details Should you ever forget your username or password you can now retrieve this information automatically N B You will need to ensure that you have added and verified an email address against your username before you can start using this feature If you have not done so you will need to contact the account administrator to either reset your password or remind you of your username Sign In Vendor Name Username To do this simply click on one of the links on the sign in page and then follow the instructions to either reset your password or have your username sent to you Password Lost your password Lost your username Need help Updated 22 07 2013 Page 8 of 49 Administering user accounts Accounts with access to the User Administration area are able to unlock user accounts delete user accounts create user accounts or change their settings When you log in using the administrator account and select the users section as discussed previously you will see the list of current user s set up on the vendor account You will also be able to see which user accounts are logged in or locked out at that point in time My Account Settings
3. AVS CV2 3D Secure Restrictions Valid IPs Change Log Users Pay Methods Surcharges Sign out My Sage Pay User Administration Click a row to update or perform an action against an account or expand a row to view permissions and settings Username Locked Out Logged In E newuser x x newuser2 x x sagepay x 9 If you ever need to lock unlock or delete a user s account select the symbol next to the user and you will be displayed with the below view The actions are highlighted in red below Important Note If you lock out the Administrator account you will need to email Ssupport sagepay com for this account to be unlocked This request must come from a the Primary billing contact on the account Updated 22 07 2013 Page 9 of 49 The Transactions area What is the Transactions area for The Transactions area is used to find the details of a transaction settlement or invalid request To access the transactions area select the Transactions tab highlighted below in red Terminal Settings Search P signout My Sage Pay Transactions 5 Transaction Report U rom 20 08 2012 w 21 08 2012 Summary Siattierment report range any Ponty Deng ni egy kronim Anmyaiy pesa A D UDDEER E giure Bulk Actions Invalid A Card Holder Type Vendor Tx Code Amount Received Cv Add PC 3D T3M A Refund Repeat y x TE SEN o o ery PE 4 z Hcr 12 12082 1224 Mace sy 2 mE xj m E anne pi i E ay aC a m 415A s T uu
4. Cashback and Gratuity e Auth Message Authorisation response for the transaction e Bank Authcode The bank s authorisation code e Card Number Displays the first six and last four digits of the card used in the transaction e Cashback The amount of cashback provided with the transaction e Client Terminal Identifier e Currency The currency of the transaction e DCC Amount The amount of the transaction where Dynamic Currency Conversion has been applied e DCC Currency The currency used in the Dynamic Currency Conversion e Exchange Rate The exchange rate used in the Dynamic Currency Conversion e Gratuity Displays the amount of gratuity applied to the transaction e Merchant Identifies the site for the Card Terminal used in the transaction Merchant Number Displays the Merchant Number that was used to process the transaction e Method Displays whether the card used in the transaction was Dipped Keyed Swiped or Contactless e Payment Type The type of card that was used e PIN Bypassed Displays whether PIN entry was bypassed in the transaction e Received Date of the transaction e Sale The amount of the transaction minus any gratuity e Success If the transaction was successful e Terminal ID The Terminal ID from the Card Machine used to process the transaction e Time Batched When the transaction was batched for settlement e x Fallback The Floor Limit for the transaction Tx Reference S
5. TE y y rd ic 4 s i mE A Sage Pay Payment Tasg ciy 120820122528 224 a ee Nd tN 4 Sage Pay Payreri Timg cury 1205201215 100 GaP 2008 2012 121738 84 Rice 1 to 2 of 2 rows ghawihisdee Columns CIL You will see that you are presented with 4 different sections down the left hand side e Transactions e Summary e Settlement e Bulk Actions Only if you process Deferred Release and Authenticate Authorise e Invalid Updated 22 07 2013 Page 10 of 49 Transactions This report will show all of your transactions and provide additional information on all payments Transactions Terminal Settings Search P Sign out My Sage Pay Transactions Transaction Report U rom 20 08 2012 to 21 08 2012 Summary Settlement reped range Any Hourly Deby Weekly Monthly Annually mem ww nunt Bulk Actions Invalid AE GBP EUR Card Holder Type Vendor Tx Code Amount Received CV2 Add PC 3D T3MA Refund Repeat 100 GAP 20 08 2012 13 38 84 Quick reporting Located at the top of the transaction page is the quick reporting tool that will allow you to instantly see your transactions by the hour day week month or year at the click of a button It will also filter your transactions so you can simply see all your successful or failed transactions If you accept different currencies you can quickly separate them using the currency tabs just above the transaction list Transaction Report O gem
6. 20 08 2012 w 21 08 2012 neport range Py Hiaurhy Das Veg s y higrahly Arsimi resul Ali Succ E ndun al GHP EWA Card Holder T i Vendor Tx Code Amount Received CV2 Add ype I Sace Pay Payme Tasan essv 1208201324 22 2 1B 100 GAP IOE2012 11 25 84 Advanced reporting If you need to refine the transaction list further using specific filters you can also do this by selecting the advanced button highlighted above Refine your report from 01 04 2010 tc 27 11 2012 report range Any Hourly Daily Weekly Monthly result Ail Success Payment Type A Transaction type Al Account type All Vendor tx code Amount Inc Surcharge VSP auth code Last 4 digits Clear all You will then be presented with options to Refine your report as displayed above Simply choose the dates from the calendar to display transactions within that time period You can also click on the month and year field to display a dropdown menu if you want to change the month year Updated 22 07 2013 Page 11 of 49 You will have the ability to refine your transactions with the following e Payment type e Transaction Type Account type e Vendor Tx Code e Amount Inc Surcharge e VSP auth code e Last 4 digits of the card By clicking on the transaction you will be able to view further details of the transaction You will be prompted with a new screen that is discussed further in this document under the
7. Card address Last 4 digits Additional card details NatWest Streamline 885776655 9399778 1542364 1 M This transaction has not been settlad Sage Pay 407 St John Street EC1v 4AB 0001 Credit Card Sagepay Test MC GB e Acquirer The merchant acquirer used for this transaction e Merchant Number The merchant number used in the transaction e Bankauthcode The bank authorisation code for this transaction e VPS authcode The Sage Pay authorisation code for this transaction e Attempt How many attempts the customer made to complete payment e Account Type Displays if this was a ecommerce MOTO or continuous authority transaction e Settlement Info Information regarding settlement date time amount and batch ID e Cardholder name The cardholder name entered at the time of the transaction e Card Address The cardholder s address entered on the payment pages at the time of the transaction e Last 4 Digits The last 4 digits of the Debit Credit card used in the transaction e Additional card details The type of card and issuing bank Only applies to transactions using the Server integration method Updated 22 07 2013 Page 18 of 49 Fraud Results Summary v Successful Payment Tsagepay 120820133528 238 3D Secure Additional Details Anihia Delik 3D secure applied 3D Secure checks were DISABLED for this transaction 3D secure status NOTCHECKED Fraud Results Attempt Related Transactions
8. Currency Fixed Percentage Users No surcharges found Pay Methods Surcharges Delete All CO Please note that surcharges should only be used to cover your costs and not as a revenue generator Sage Pay cannot be held responsible for any surcharges that are applied to your account Adding a default Surcharge You can add a default surcharge to a particular payment type so an additional amount is automatically added each time a payment is accepted using that Payment type To do this click the Adds button for the below screen to pop up Add Surcharge Payment Type aa Select Payment Type Currency Surcharge Type Fixed Percentage Value Select the payment type you wish to apply the surcharge to If you can accept different currencies through that payment type you can then specify the currency which you would like the surcharge to apply to Select whether you wish to apply a fixed value or a percentage and enter the value You don t need to add the special characters such as or Once you have finished click the Add button to save Continue the process if you wish to add surcharges to other payment types Updated 22 07 2013 Page 48 of 49 Search What can I search for Search can be used if you want to locate a particular transaction In the search box highlighted in red below you can enter any part of the customer s name or address to return transactions matching any of the criteria you have
9. Pay Accessing My Sage Pay You will only be able to log in to My Sage Pay once your Sage Pay account has been set up and you have been sent your log in details If your account has been set up but you are yet to receive your log in details for My Sage Pay please email support sagepay com To access your My Sage Pay account you will need to type the following URL into your browser window Test Servers https test sagepay com mysagepay Live Servers https live sagepay com mysagepay We recommend that you have the latest version of the web browser which you will be accessing the My Sage Pay admin area from The Administrator account When your Sage Pay test account is set up you will receive an email which outlines how to access your password retrieval link to obtain your Vendor Name and Admin Password These details will give you access to your Administrator account within the My Sage Pay system Your Administrator account details always remain the same and you should ensure that you keep this information in a safe place Important Note The Administrator account only allows you to create and administer other user accounts You will not be able to view any transactions when you are logged in using the Administrator account You must therefore create your own user account before you are able to access the full My Sage Pay system Updated 22 07 2013 Page 5 of 49 Creating user accounts Sp pay ign In Vendor Name e Use
10. abort signout My Sage Pay Transactions Terminal Settings Search P Transactions Bulk Actions Perform Aborts and Releases on more than one transaction at a time Summary Settlement Bulk Actions Invalid Received Vendor Tx Code Card Name Amount CV2 Add PC 3D T3 20 08 2012 17 03 27 Tsagepay 120820170250 961 Sage Pay 110066 OY O O Deselect All Select All Row 1 to 1 of 1 rows In order to bulk release or abort your transactions tick the checkbox next to each transaction Select the H BHEE button to release the selected payments Select the a button to abort the selected transactions Updated 22 07 2013 Page 23 of 49 Gift Aid This report displays any transactions where the customer has agreed to allow Gift Aid relief to be claimed N B If you do not have the Gift Aid functionality enabled on your account you will not see this option Transactions Transactions Summary Settlement Bulk Actions Gift Aid Invalid Terminal Settings Gift Aid Report from Received 21 08 2012 12 21 03 Row 1 to 1 of 1 rows Updated 22 07 2013 Search P 07 11 2011 to Tsagepay 120821121949 714 My Sage Pay Sign out 07 11 2012 report range Any Daily Weekly Monthly Annually Vendor Tx Code Card Name Card Address Amount Inc Surcharge Sage Pay 88 london United Kingdom 412 1 00 GBP Print friendly Export to CSV Page 24 of 49 Invalid This report will display all invalid trans
11. entered You must enter data into the search field and select the o to return the results Welcome moe from sagepay Transactions Terminal Settings Search D Sign out M y Sa ge Pa y Transaction Search Enter any part of a customer s name or addre advanced Success Type Received Customer Name Amount Inc Surch Cv2 Add PC 3D T3M Refund Repeat Enter any full word in the customer s name or addresses to find them You can refine your search by selecting the l button You will then be displayed with Refine your report options as displayed below Simply set criteria from the calendar to display transaction within a time period you can select the month and year field to display a dropdown menu if you want to change the month year You also have the ability to search for e Payment Type e Transaction Type e Account Type e Vendor Tx Code e Amount inc Surcharge e VPS Auth code Last 4 digits Refine your report from 01 04 2010 to 27 11 2012 reportrange Any Hourly Daily Weekly Monthly result All Success Failure Payment Type All Transaction type A Account type All Vendor tx code Amount Inc Surcharge VSP auth code Last 4 digits Clear all Important Note You must enter data into the search box in order to return transactions in the list Updated 22 07 2013 Page 49 of 49
12. heading Transaction Detail If you select the plus symbol next to the transaction you can view some additional information with regards to addresses as displayed below All GBP EUR 2 Card Holder Type Vendor Tx Code Amount Received CV2 Add PC 3D T3M A R S P P t T 120820133528 238 1 00 GBP 20 08 2012 13 37 26 El age Pay aymen sagepsy 9 Gc 0 Vendor Tx Code Tsagepay 120820133528 238 Refund Repest Void Sage Pay unique ID 24C CFC21 F38F 58DC 732bE A5102B192D604 Billing Address Delivery Address Cardholder Address Sage Pay Sage Pay Sage Pay 407 St John Street London United Kingdom 407 St John Street London United Kingdom 407 St John Street London United Kingdom ECtv 4AB EC1v 448 EC1v 448 a Powe Face mral 2lca a4ea mamamannmgean ann 4 mm fmm e mimmsmmem 4244 85 64 Transaction Total Summaries On each report you create you will immediately be able to see a totals summary for all the transactions split by each payment type and also separated by success and failed transactions N B The totals will only be displayed for each individual currency and not on the All tab oimply click or hover on the link located at the bottom on the transaction screen IH KUHRHHnLKUp Y LZv amp eu WIKK 7 n Ame mmm Totals 8 pVTyIRSXI udvtpbS z CgjfeioQjtOEYF siaMRuEFe LIS B OMMEBxiFZKcFUjO Success 2453 transaction s Failure 1188 transactionis LIS 9 DUUOsSXZa Yuvances lo
13. option of using their PayPal account to pay for goods on your site you will need to apply for and configure your PayPal business account to accept payments via Sage Pay and enter the PayPal Primary log in email address to connect your account For further information on setting up PayPal with Sage Pay please view the below link http www sagepay com help fag how do i set up paypal on my sage pay account Updated 22 07 2013 Page 47 of 49 Surcharges Protocol 3 0 feature Surcharges are only available to use if you have integrated your e commerce payments using the latest protocol Version 3 0 or processing payments through the Virtual Terminal Within this section you will be able to manage any surcharges you wish to add to your transactions Welcome moe from sagepay Sgnot My Sage Pay Transactions Terminal Settings Search My Account Surcharges Settings Surcharges can be set up based on payment type and currency for transactions made through My Sage Pay In order to also apply these surcharges to your payment pages you need to upgrade to Protocol V 3 0 You can find more information regarding this integration here or contact customer services on 0845 111 44 55 an Terms amp conditions You must ensure that any surcharges set up comply with laws of your country 3D Secure Restrictions Your Default surcharges Valid IPs No surcharge applies to any other payment type enabled on your account Change Log Payment Type
14. which is automatically populated based on the card number entered e Expiry Date Expiry date of the card being used e CV2 The security code usually the last three digits printed on the signature strip on the reverse of the card For Amex cards the security code is 4 digits found on the front of the card e Name on Card Name printed on the card e Cardtype Surcharge This field will only become active if you have set up the surcharge feature on your account This will allow you to add the default surcharge to the payment or specify a specific amount For more information on how to set this up please see page 41 Description Free text field to enter additional details Important Note The Virtual Terminal does not send an email to your customer on completion of the transaction To do this you will need to send your own invoice receipt on completion of the transaction Updated 22 07 2013 Page 30 of 49 Card Machine Transactions Tab What is this tab for The Card Machine Transactions tab presents transactions placed through your Sage Pay Card Machine My Sage Pay vee Cece Oats If you do not currently have any Sage Pay Card Machine transactions to be displayed the following message will be shown You dont currently have any card machine transactions to display here If you would like to find out more information about Sage Pay s card machine terminals please call 0845 111 4466 or email cardterminals sagepay
15. 020 INVALID 4020 INVALD 4070 INVALID 4020 VALD 4020 INVALD 4020 HVALO 4020 report range Status Detas inTormabon received from an invak P address informabon received from an invakd P address informaton received from an invald P address informabon received trom an invald P address information received trom an invald P address The CardNurrber length is nvalkd nformabon received from an nvaki P address Hformason received trom an Invakd P address informason received trom an invald P address informabon received from an invakd P address in formason received from an Invabd address informabcon received from an invali P address information received trom an invalid address informabon received from an Invald IP eddress in formabon received from an Invald P address informabon recewed from an invakd P address informabon recetved trom an Invakld P address informabon received from an invald P address informabon received from an invald P address information received from an invald P address informason received from an invalid P address m Wem Month Type Retund Refund Refund Refund Payment Payment Payoent Ratuna Retund Retund Payment Payment Payment Payment Payment Payment Payment Payment Payment Payment Payment Amount inc Surcharge 5 00 GaP 500 GBP 26 70 GDP 26 70 GBP 24 99 GBP 24 99 GBP 46 78 GBP 28 70 GOP 00 GOP 25 96 GRP 18 45 GOP 11 45 GBP 11 45 GDP 19 50 CBP 399 99 Ger 844 45 GBP 544 AZ GDP 361
16. 17 PLUTO MIS a iom DETG NER Tt 18 PU GC SUNG aa ebrsatetonasnoebnoaneistanned 19 Related Transactions ccccccccccsecceeeceeeceeeceeeceeeceeeseeseeseeeseeseeeseeeseeeseeteeeteeeseess 20 DANNA E NR D 21 UE NAVE gate co A E E E A EPIRI REI REPE NEM MI MN PIER 22 BA A IONS NN ER OE 23 Cg 24 Tale ENT 25 Tie Virtual EO M Aegea ee a EEE EEEE EEEE eon desee secas 27 What is the Virtual Terminal for cccccccccceccecceeeceeeceeeceeeseeeseeeceeeseeeeueeeeeeseeesees 27 Vendors in Merchant Category 6012 Financial Institutions 28 Processing a transaction through the Virtual Terminal sss 29 Card Machine Transactions Tab 11ceeeeeee eese eren eee nnn nnns 31 What is this tab Bo 2 EN REE E 31 QUICK FHODOLUIO uomen tr UM Su pta E 31 Changing the displayed COIUMNS ccccccssececeeceseeeeceeeeeeeeeeceeeesseeeseeeeseeessaeeees 32 OO 33 Page 2 of 49 SOUS su ene ne asic E MEINE NE MINUM NIMIUM MEINEN M EN UNE 34 What is the Settings area fOr seessesssesssseseseeeennenennnne nennen 34 MYACCOUNT oC INO siot RUM IEIUNII 35 Display amp General Seting NET OO E 36 FAC SIGS COI NG NET REED 36 Language settings Protocol 3 0 feature cc
17. 2 53 37 Mew 3D Secure Rule added Perform Checks Fail Nan 3D Cards Fail Mon 30 Issuers Fail 3D Check Failures F ross 173 2010 12 58 28 3D Secure checks enabled ross 17 08 2010 12 48 10 3D Secure checks disabled ross 17 08 2010 12 48 06 3D Secure checks enabled ross 1rma uta 1z 4747 3D Secure checks disabled ross 173 2010 12 47 46 3D Secure checks enabled ross 17 08 2010 12 46 56 3D Secure checks enabled ross 17 08 2010 12 45 52 3D Secure checks disabled ross Updated 22 07 2013 Page 45 of 49 Users This section displays a list of all the users that have been set up on the Sage Pay account For further information on this section please go to Administering User Accounts on Page 7 of this document simu My Sage Pay Transactions Terminal Settings Search My Account S User Administration AVSICV2 Click a row to update or perform an action against an account or expand a row to view permissions and settings 3D Secure Username Locked Out Logged In Valid IPs adam x x Change Log adamt x x Users alicia x x Pay Methods andy x x Surcharges ae x x anne x x anthony x x becca x x carl x x carsten x x chris x x chrisg x x danb x x Updated 22 07 2013 Page 46 of 49 Pay methods This section provides information on how your Sage Pay account is set up to accept payments You will also be able to set up and manage the PayPal payment option Welcome moe from sagepay Sign out My Sage Pay Transactions Terminal Sett
18. 24 GDP 524 48 GBP 524 48 OBP 64 66 GDP My Sage Pay Systern reset oy we o c ow uu y o uou v olumna Click on the transaction to display a detailed view of the invalid request as displayed below Invalid Transaction Vendor Tx code Detail OOTT SC UK TAX 88 REF Sage Pay unique ID Transaction type Amount inc Surcharge Refund 29 10 2012 22 00 55 820 Invalid request source Received System 3 Status detail Description Out Of The Ark Refund 7090D61 21256 AF5C D00D4 B12043621E88 4020 Information received from an Invalid IP address vendorname null accounttype null username null website null vendordata null vendortxcode OO T T SC UK TAX 88 REF amount 5 00 currency GBP description Out Of The Ark Refund vspterminal null relatedvpstxid 819BFD16 22DC 9F9E C265 2D16EA7F532F relatedvendortxcode OOT T SC UK TAX 87 REP relatedsecuritykey RRFATS9X76X relatedtxauthno 1964908 Updated 22 07 2013 vpsprotocol 2 22 txtype REFUND paymenttype REFUND vendor sagepay a Page 25 of 49 Updated 22 07 2013 Page 26 of 49 The Virtual Terminal What is the Virtual Terminal for The Virtual Terminal is used to process any Mail Order or Telephone Order transactions and is our online equivalent of a PDQ machine in a shop To access the Terminal area click the Terminal tab highlighted in red below You can use this terminal as back up if your web site is out
19. ECI result Unknown result type CAVVIUCAF result XID Wo AID retumed AVS amp CV2 AVSICV2 applied Default AVS CV2 check and rules applied if they were active on the account at the time Address numerics Lx NOTMATCHED Post code value J NOTMATCHED CV2 value VJ MATCHED The Third Man The 3rd Man Results Data sent to The 3rd Man Awaiting analysis Check back in an hour Total fraud score U The fraud results section shows the fraud screening details regarding the 3D Secure authentication AVS CV2 and the Third Man 3D Secure applied This field shows if the 3D Secure checks were applied and if any 3D Secure rules were applied 3D Secure Results Status This field shows the result of the 3D Authentication Attempt This will show the number of time the verification was attempted ECI Result ECI Electronic Commerce Indicator flags are passed to indicate the 3D Secure status from the card issuing bank We convert these ECI flags to coloured flags on the Reports pages to help clearly identify the status CAVV UCAF result Card Authenticate Validation Value CAVV for VISA transactions or Universal Cardholder Authentication Field UCAF for MasterCard Maestro transactions This is the value passed back in the PARes If a CAVV or UCAF value is provided the transaction has been 3D Secured and a liability shift may occur should the transaction later be found to be fraudulent XID The 3D Secure transaction identifier A
20. Sa pay My Sage Pay User Manual Contents About this guide c 4 Getting Started sss a aa a 5 ONNE ANS I ae E E EEE EE AEE EE E E E 5 Accessing My Sage Pay cccccsscccseccesceceeeceeeecseeceusecueesueecsueesueeseeeseeessueeseeesseeess 5 Te ANNI OI ACC OU ID uoecania tud i pne N OE E MnE INN 5 EAU Hser ACC O UNM cicais TERE 6 Forgotten user account details cccccccecccsececeeeceeeeseeeseeeeseeeseeeseueeseeesaueeaeeeseeeeaes 8 Administering user accounts sssssssssssssssssseee nennen nennen rennen sensa nnne nnns 9 The Transactions diG eiecco no au2 0262425705654 275 0220529 55050060550517005 545690069 0 050 205 10 What is the Transactions area for ccccccccseccseceecceeeceeeceeeceeeceeeceeseeeseeeaueeseeeaaes 10 Dass e EH 11 QUIC TEDOFIIGL cueva E EXER EOE PIRE FUR a E EORR EDRER A E 11 hTeTlgezolt eeqjem C 11 Transaction Total Sumirmalles ssesexerexesxeni pasen Hel nix MI PUR VUES HERE RUPESPES F V KE VE PIFE a 12 dariaelqebia Koi iezif eMeeygM ne E T 13 EO M 14 Detailed transaction information esseesseesssssssssessese nennen nennen nnns 15 Transaction SUMMAaAry usecucas ione asset aer eoe pa teme beu One ur Fun Sao Sus 1A End oe Se PEE o IAS Eu Pa pES rr or haaE 16 Additonal ISAAC TT
21. VS CV2 Applied This field shows if the AVS CV2 checks were applied and if any AVS CV2 rules were applied Address Numeric s This field shows the AVS CV2 response for the Billing Address Post Code Value This field shows the AVS CV2 response for the Billing Post Code CV2 Value This field shows the AVS CV2 response for the CV2 number also known security code The 3rd Man Results This field shows the results of The 3rd Man fraud screening checks Total fraud score This field shows the score results from The 3rd Man as the For more information about the AVS CV2 3D Secure and the 3rd Man responses please download the oage Pay Fraud Prevention Advice guide from the Sage Pay online help centre www sagepay com help userguides Updated 22 07 2013 Page 19 of 49 Related Transactions The related transaction section shows all transactions associated with the payment currently selected This can include Refunds Repeats Authorises and Releases If you select and expand the related transaction it will display the detailed transaction view Summary Additional Details Authorisation Details Fraud Results Related Transactions Successful Payment Tsagepay 120820164847 480 Y Successful Refund REFTsagepay 120820164847 480 525 Amount Inc Surcharge System used Started VPS authcode x Amount Inc Surcharge System used Started VPS authcode 1 00 GBP Server 20 08 2012 16 49 51 310 1544033 Fa
22. Value Invalid Successful 3 12 00 1 1 00 4 11 00 Failed 1 1 00 0 0 00 1 1 00 expand all collapse all Updated 22 07 2013 Page 21 of 49 Settlement This report displays the settlement details of all of the transactions that you have processed through your oage Pay account You should use this option if you would like to show a summary of transactions which have been sent for settlement This will show the total number and value of transactions in each batch sionout My Sage Pay l Transactions Terminal Settings Search P Transactions Summary Settlement Repot from 21 07 2012 to 20 08 2012 report range Any Daily Weekly Monthly Annually Bulk Actions Acquirer Batch ID Date Currency No of Paymen Payment Val Ho of Re ds Refund Val Total Trans Net Amt SAMPLE Invalid Print friendly Export to CSV From this list you will be able to access further information about each transaction that has been sent for settlement Simply click on the transaction to open up the Transaction details Updated 22 07 2013 Page 22 of 49 Bulk Actions This report displays your deferred transactions that are awaiting release If you do not have the deferred payment type on your account you will not see any information in this section If you have any transactions that have not been released you will be presented with a list of transactions that you can bulk release or bulk
23. actions that have been rejected by Sage Pay for the account that you are currently logged in to oimply use the calendar or quick reporting buttons to set the date range Transactions Transactions Summary Settlement Bulk Actions Gift Aid Invalid Terminal Settings invalid Transactions Report VendorTxCode OUOTT SC UR TAX 55 RE OOTT SC UK TAX 85 A OOTT NSC UK TAX 82 REF OOTT NSC UK TAX BO REF Sagepay 121008160757 500282200 Sageoay 121008180749 156437210 OOTT NSC UX TAX 41 RfF QOTT NSC UR TAX 40 REF OOTT NSC ROW NTAX 39 ftF 406227121909 sagepay 120619062440 100070016 sagepay 120619035052 6380262555 4 120427054738 11 SATXBA 1332329483 481595 1 323294850 934893 1332327020 934893 1332327820 934893 1332327820 9007 10_ 1332326446 Row 1 t 22 of 132 rows Search P 07 11 2011 Received z9n1 0mo1z 22700 55 7910 2012 21 57 17 20 10 2012 04 17 25 19 10 2012 23 21 24 08 10 2012 17 08 00 05 10 2012 17 07 51 11 092012 00 23 07 2700 2012 22 20 6 27 00 2012 22 26 10 27 08 2012 23 34 35 19 06 2012 12 09 41 19 06 2012 11 22 24 19 06 2012 10 59 10 27 04 2012 09 47 55 04 04 7012 10 14 35 2103 2012 12 06 4 2103729012 11 33 57 21 03 2012 11 16 05 21 03 2012 11 08 39 21 02 2012 11 06 00 21 02 2012 10 46 21 to JA REVAL 4020 INVALID 4070 REVAL 4020 WVALD 4020 VALD 4020 INVALD 3045 INVALID 4070 IVALD 4020 INVALD 4020 INVALID 4020 IVALD 4020 VALO 4020 INVALD 4020 NVALD 4020 mPVALD 4
24. al Institutions will notice additional optional fields when processing Terminal transactions The Merchant Category Code MCC 6012 Financial Institution is used for variety of payments initiated by financial institutions MCC 6012 is the most fraudulent MCC in the UK market As advised by UK numbers the majority of fraud perpetrated on the MCC 6012 is on compromised VISA debit card details that are used to pay of transfer balances to other cards Members are therefore unable to confirm whether a payment is genuine despite matching of full CVV2 with AVS To address this situation additional data for MCC 6012 is to be captured and submitted unchanged to the card issuer for Visa transactions to assist in authorisation decisions The additional information required is Transactians Recipient Date of Birth Recipient Account Number Recipient Post Code Recipient Last Name Terminal card Machine ran achons demngs Search P address ina 2 teary Untied Kingdom Updated 22 07 2013 My Sage Pay VISA VIsA visa e ce recy GBP pl ard mumber Descroten Tarminal Payment taken by paul Page 28 of 49 Processing a transaction through the Virtual Terminal The Virtual Terminal screen is split into two sections with the first section having additional tabs Section 1 includes Billing Address Delivery Address Advanced Billing Address Deliwery Address Advanced Billing Address Delivery Address deem Fir
25. ayment pages logo sage pay To change the logo displayed on your payment pages please e mail the new logo in GIF format to suppori sagepay com Maximum size is 200 pixels wide by 100 pixels high Updated 22 07 2013 Page 38 of 49 AVS CV2 You can use these options to change the AVS CV2 Fraud settings on your account Transactions Tenminal Jeng Search P Sea My Sage Pay My Ancor Settingt AMEACVA AVS CV2 Checking is ON Click the button to switch off AVS CV2 and any associated rules on your account If you turn off AVS CV2 checks your transactions will not receive an AVS CV2 response from the bank the AVS CV2 rules will not be applied and you will not need to enter CV2 information on any payment screens however it will be down to the bank s discretion whether they will authorise a transaction without a CV2 value oelect the button to be prompted with the below display Add a New AVS CV2 Rule Add a new AMVSIOCM rule Enter the range for all transactions to which this rule applies Start value End value For transactions within this range Accept DATA MOT CHECKED bank or card scheme dont check values O Accept ADDRESS MATCH ONLY 0572 check tails Address check succeeds Accept SECURITY CODE MATCH ONLY Address fails Cv 2 check succeeds Accept NO DATA MATCHES both Cv and AWS checks fail You can add AVS CV2 rules to your account by entering your rule criteria and then click
26. ceccceeeceeeseeeeeeeeeeeseeeseeeneeeneeeneeeaeees 3 7 ACCOUN SOW S NETTE TETTE TETTE TT 37 Your Payment Page LOQO sassnssniswenserasviicomn dunner hine AEn E 38 Diog eee 39 Add a NOWAY OV RUIG aee ceu bUSDUPRUH e dUREUN PEDI I rati Gu RUE a 39 5 8 So S i ee 40 FAS SUC HO INS TC 42 BIOCcKeg T AUOIESSOS ene ene eee mE eee oe eee 42 Add a Blocked COUNTY NE eee TEM 43 Blocked Card Ranges c cccccsecccceececeeeeeeeeecseeeeseceseueeeseeessueeeseneesueeseneesseeeesaaees 43 Blocked ISSUING Countries cccceeccseeeceeeeseeeseeeeaeeeseeeesaeesseeseeeeseeseeesaueeseeeeaeeees 43 Melia IE Addr o SOS ga cca esr eae pees MM DU URDU UN PUPA RE MD UNI 44 PCE OUI Change LOO ies E E NsMetuim D ntum Ua M M MD 45 c c 46 Pay MENOS HER 47 Surcharges Protocol 3 0 feature cccccccccssececeeeeceeeeeeeeeeeeeeseeeesseeeeseeeeseeeetseeees 48 si AEG EE E EE D E m 49 VA ei Gail SCAN COI MOM aces tam TT TEM 49 Updated 22 07 2013 Page 3 of 49 About this guide This is a full user guide to My Sage Pay If you have any questions about this guide please email support sagepay com Page 4 of 49 Getting started Online help There is more information available on our online help centre which can be found at www sagepay com help should you need further assistance on using My Sage
27. com Sage Pay is able to offer Card Machines to vendors based in the UK and Republic of Ireland Quick Reporting Located at the top of the transaction page is the quick reporting tool that will allow you to instantly see your transactions by the hour day week month or year at the click of a button It will also filter your transactions so you can simply see all your successful or failed transactions Card Machine Transactions from 01 01 2012 to 19 03 2013 report range Any Hourly Daily Weekly Manthly Annually result All Success Failure Updated 22 07 2013 Page 31 of 49 Changing the displayed columns You are able to select which columns you want to display in the Transaction Report by clicking the link show hide columns at the bottom You will then be prompted with this window X Select the columns you wish to show in your grid Account Type v Payment Type V Amount PIN Bypassed Auth Message J Received V Bank Authcode Sale V Card Number Success J Cashback Terminal ID V Client Time Batched V Currency Tx Fallback DCC Amount Tx Reference DCC Currency v Type Exchange Rate User Reference 1 Gratuity User Reference 2 V Merchant User Reference 3 Merchant Number User Reference 4 Method Select All Deselect Al e Account Type Displays Card Holder Present to indicate transaction was placed on a Sage Pay Card Machine can also display Amount The amount of the transaction is the totals of Sale
28. count Apply Rules if they exist i Force AVS CV2 checks regardless of account settings Apply Rules if they exist gt Disable AVS CV2 checks and Rules for this transaction only Force AVS CV2 checks but disable Rules for this transaction Section 2 includes e The Card Details visa vss usa GS OD E 20 Amount Currency GBP Card number Payment Type Expiry date mmyy CWZ 3 or 4 digit security code on back of card Name on card Cardtype Surcharge Default Total Amount Description Terminal Paymenttaken by moe Unique Tx Code This is the vendor tx code that is auto generated you can amend this reference if you wish If you are amending this you will need to enter a unique reference that has not been used before e Transaction Type If you have other transaction types apart from the default PAYMENT you can select them here Reference You can enter your own payment reference here for your records e Gift Aid Select this box if you wish to claim gift aid on the payment e Apply AVS CV2 Checks This check box allows you to choose how you wish to apply your AVS CV2 rules The fields marked with are mandatory fields and must contain data e Amount The amount of transaction Currency Select the currency of the transaction e Card Number The card number printed on the front of the card with no spaces e Payment Type The type of card e g Visa MasterCard
29. d the option to print out your transactions Selecting the button will open a window to open the transactions in Excel or save it as a CSV format Updated 22 07 2013 Page 14 of 49 Detailed transaction information When you click on the transaction row within the transaction report you will see further information about the transaction from the authorisation details to fraud results This display shows you everything we know about the selected transaction This information will help you address any customer queries you receive make decisions about delivery and allow you to release authorise abort cancel void refund or repeat transactions against this card if you have permissions to do so This display has 5 different sections to it that you can navigate to using the tabs on the left highlighted in red below e Summary e Additional Details e Authorisation Details e Fraud Results e Related Transaction Details Y Successful Payment Tsagepay 120821121949 714 Summary Transaction Summary Additional Details Successfully authorised transaction Authorisation Details Customer name X Sage Pa Fraud Results n Customer email not provided Related Transactions Completed 21 08 2012 12 21 04 827 Amount Inc Surcharge 1 00 GBP Surcharge 0 00 GBP Description Terminal Payment taken by moe Sage Pay unique ID 06875718 6551 781E 68CD A049A3F43E8B Billing Address Delivery Address Cardholder Add
30. e new account You will also be able to choose what account privileges and My Sage Pay access rights the new user will have You will also have the option to set the default landing page the user will be presented with when they log in Add new user Username newusername First name Last name Emad address Confirm emai address Receive updates and communications Enter password z Confirm password Password Strength The minimum password length required i amp 6 characters To improve security on your account we recommend a strong password that contains al least one uppercase letter 4 2 one lowercase letter a z one number 0 9 and one special character S 9 amp 2 U 2n Qe Account Priv amp eges View All transactions REFUND transactions VOD transactions My Sage Pay Access Default Landing Page W Search Transactions U Search Transactions Settings amp dmin settings Terminal Settings Terminal When you have entered the required information click the button to create the new user Updated 22 07 2013 Page 7 of 49 The new user account will now be listed on the main user screen If you ever need to unlock a user account change the Account Privilege My Sage Pay access or delete a user account you can do so through this area of My Sage Pay as long as you have Administration privileges When you have created the new user account you should then log out and log back in with the new user account details
31. equence Number issued by the Card Machine as an identifier for the transaction Type Payment types such as Sale Refund Sale with Cash Cancelled Sale Cancelled Sale with Cash Cancelled Refund e User Reference 1 Customisable field to contain additional information e User Reference 2 Customisable field to contain additional information e User Reference 3 Customisable field to contain additional information e User Reference 4 Customisable field to contain additional information Updated 22 07 2013 Page 32 of 49 Export You can use this option to view your transactions in Excel or export to a CSV format This is particularly useful if you need to use or access transaction information outside the My Sage Pay admin area and also allows you to filter transactions by currency or other values contained within this file Select the button in the bottom left hand corner of the screen Then use the following option to view the transaction information in an Excel format Opening SagePayCMTReport 130320 114952082 csv You have chosen to open EL SagePayCMTReport 130320 114952082 csv which is a Microsoft Excel Comma Separated Values File 238 bytes from http localhost 8080 What should Firefox do with this file Open with Microsoft Excel default Y Save File Do this automatically for files like this from now on Updated 22 07 2013 Page 33 of 49 oettings What i
32. ess and the subnet mask of your server and select EoD to add the IP address to the list of valid IP address To remove an IP address select symbol highlighted in red in the above screenshot Important Note You only need to add IP Addresses to your account if you are integrating with Direct or Server If you change your web server you will need to change the IP Address on your account It is not necessary to add IP Addresses to your account if you are integrating with Form or using the Terminal Updated 22 07 2013 Page 44 of 49 Account Change Log This section displays changes made through the setting options This will allow you to track changes you and other administrative users have made to your account simot My Sage Pay Transactions Terminal Settings Search My Account Settings Account Change Log AVSICV2 View all af the activity against your Sage Pay account Click an a grid column to re order the results 3D Secure Restrictions Date Time ki Description Username Valid IPs 17 3 2010 14 25 53 Country AF haz been deleted ross 17 09 2010 14 25 52 Country AF has been deleted ross Chan 17 08 2010 14 25 48 Blocked Country AF haz been added ross Users 17 08 2010 14 25 42 Blocked lssuing Country AF has been added ross Pay Methods 17709 2010 12 53 58 ALL 3D Secure Rules deleted ross 17 09 2010 12 58 48 Mew 3D Secure Rule added Perform Checks Allo Non 3D Cards Fail Nan 3D Issuers Fail 30 Check Failures ross ane 17 08 2010 1
33. g ZA 2 0 7 L EllDygva All totals are based on your currently selected filters Z z Z v Row 1to 21 of 3641 rows show totals show hide columns Print friendly Export to CSV Updated 22 07 2013 Page 12 of 49 Changing the displayed columns Select the columns you wish to show in your grid Transaction ID Card Type V Card Holder Last 4 Digits v Type f VPS Authcode Vendor Tx Code Bank Authcode V Amount Batch ID V Received You are able to select which columns you want to display in the Transaction Report by selecting the symbol or click on the link 7 T3M Score show hide columns at the bottom You will then be prompted with this window Q T3M Action Billing Name Refund Billing Address lI I 10 lt Repeat Delivery Name Success Delivery Address UHG System Card Name Account Type Card Address Select All Deselect All Transaction ID Sage Pay s unique transaction reference VPSTxID e Card Holder Card holder name entered on payment pages e Type Payment types such as payment deferred refund void etc e Vendor Tx Code Your unique transaction identifier e Amount The amount of the transaction e Received Date of the transaction e CV2 Card security code result e Add Address verification result e PC Post Code verification result e 3D 3D Secure authentication result e 3M Action This is the result of the addition fraud checks by the 3
34. ge Pay account settings view your payment pages logo 3D Secure Restricted domains Restrictions You currently have no restricted domains Valid IPs If you have a list of restricted domains then users may only change their email addresses to ones with Change Log domains from this list Users Pay Methods Surcharges CO Account settings Company display name SagePay Full homepage URL http sagepay co uk Support email address suppor sagepay com Send HTML emails Yes Default Terminal currency GBP Payment page templates default Restricted domains signout My Sage Pay Language Settings Current Language Selected is EN English To change the language displayed on your payment pages please press edit Your payment pages logo To change the logo displayed on your payment pages please e mail the new logo in GIF format to support sagepay com Maximum size is 200 pixels wide by 100 pixels high You can restrict the email domain of the email address which users wish to add and verify against their account For example by limiting it only to your company email address To do this simply add the email domain in the blow box Add a restricted domain Add a domain to your list of restricted domains below e g sagepay com If you have a list of restricted domains then users may only change their email addresses to ones with domains from this list Updated 22 07 2013 Page 36 of 49 Language
35. ick the EL to switch off 3D Secure and any associated rules on your account When you have activated 3D Secure on your account all ecommerce transactions will be checked to ensure they are 3D Secure compliant and if so will be passed to the issuing bank for authentication Non compliant cards will simply have an authorisation request processed oelect the Add Rule button to be prompted with the below display Add anew 3D secure rule Start value End value For transactions within this range Perform the 3D secure authentication LI Accept non 3D secure cards to be authorised Accept authorisations when MPI errors occur Accept cards from nan 3D secure issuers to be authorized Accept 3D secure failures ta continue for authorisation Updated 22 07 2013 Page 40 of 49 Add a 3D Secure Rule You can add 3D Secure rules to your account by entering your rule criteria and then clicking the button For information about how to set up a 3D Secure rule base please refer to the AVS CV2 and 3D Secure Rule Base Guide which can be downloaded from the Sage Pay website http www sagepay com help downloads Important Note Adding 3D Secure rules to your account will mean that transactions which do not pass your 3D Secure rules will not be passed for authorisation You will only receive a liability shift for 3D Secure transactions if the result returns a green flag Only vendors using Protocol 2 22 or above will be able
36. iled Repeat REPsagepay 120820164926 503 2 00 GBP Surcharge Server 20 08 2012 16 49 34 170 User N A Bank authcode Surcharge User Bank authcode x 0 00 GBP moe 999778 0 00 GBP moe Aveaiting Authorisation e Vendor Tx Code Unique transaction reference Updated 22 07 2013 User The user that has processed the action Amount Inc Surcharge Amount of the transaction including any surcharges System Used How this transaction was processed Form Server Direct VPS authcode The Sage Pay VPS authorisation code for this transaction Bank authcode The bank authorisation code for this transaction Started This is the date time the transaction started Page 20 of 49 Summary This report provides a summary of all of your transactions and shows you the total amount of funds coming in and going out You can expand and collapse the report by using the and symbols on the left hand side You should use this option if you would like to view a breakdown of all your transactions should you need to obtain a full report Here you can access information by account type payment type card type and user signout My Sage Pay Transactions Terminal Settings Search Transactions Summary Summary Report from 21 07 2012 to 20 08 2012 report range Any Daily Weekly Monthly Annually Settlement Bulk Actions Transaction Breakdown Volume In Value In Volume Out Value Out Total Volume Net
37. ing the add rule button You can set up multiple rules on your account For more information about AVS CV2 rules please refer to the AVS CV2 and 3D Secure Rule Base Guide which can be downloaded from the Sage Pay website http www sagepay com help downloads Important Note Adding AVS CV2 rules to your account will mean that transactions which do not pass your AVS CV2 rules will be automatically declined An online reversal will be sent to the bank to cancel the transaction Updated 22 07 2013 Page 39 of 49 3D Secure You can use these options to change the 3D Secure Fraud Checking options on your account You will first need to request that 3D Secure is activated on your account by sending an email to 3dsecure 2sagepay com Please note that 3D Secure checking will only work if your account with Sage Pay has been enabled for 3D oecure Transactions Terminal Settings Search D i n My sag e Pay Ky Acopuni 3D Secure Administration Settings AVSICNA Tuin 33 Secun checks ON aed OFF for all transactions processed aganal your account and manage fe rules again Ee 3D Secure checks Wu tur 3D Secure scum checking is CM Recien S All bansactores vill bs checked bs errare they are XD secure compluml and iso wil be passed bs Ife een bank for agffsentcalion Valid Fs Turn off Tr Mon compliani Cards wil sinpi have Ine aotitmisabon request processed Change Log Users vou do nol have any nales Surcharges T ff 3D Secure Checking is On Cl
38. ings Search My Account inii Payment Methods View the payment methods and currencies that are available on the payment pages and set up your PayPal Express Checkout account for use with Sage Pay If you wish to amend or add a payment method or currency AVS CV2 please contact support sagepay com 3D Secure Restrictions Your account is set up to accept the following payment methods Valid IPs Cards European payments Other Change Log VISA visa visA es cD en bd Users Pay Methods Surcharges Your account is set up to accept the following currencies Use PayPal Express Checkout with Sage Pay Your primary No account set e EUR GBP PayPal email address PayPal integration quide Set a PayPal account You will be able to see the following information about the payment methods on your account e The card types your account is set up to accept e Local European payment method your account has been set up for only if you have applied for the Local European Payments service from Sage Pay e Any other payment methods such as PayPal In addition to the above you will also see which currencies your account has been set up for Use PayPal Express Checkout with Sage Pay If you select Set a PayPal account button in the Use PayPal Express Checkout with Sage Pay section you will be prompted with the below display Edit PayPal Account settings Your primary PayPal email address If you would like your customers to have the
39. iption of the transaction e Sage Pay unique ID This is the unique identifier for Sage pay Billing Address The billing address entered and sent to Sage Pay Deliver Address The delivery address entered and sent to Sage Pay e Cardholder Address The address entered captured on the payment page Only available for transactions using the Form amp Server integrated method Updated 22 07 2013 Page 16 of 49 Additional Details The additional details section provides further information on the transaction start and completions times the System used whether the transaction has been refunded or repeated and the URLs to which customers were sent You will also be able to see the shopping basket if this has been passed onto Sage Pay Successful Payment Tsagepay 120820133528 238 Summary Additional Details Additional Details Authorisation Details Refunded Wo Repeated Mo Client IP 212 158 042 036 User moe Fraud Results Started 20 08 2012 13 37 26 760 Completed 20 08 2012 13 37 28 213 Related Transactions Gift Aid Mo The customer did not check System used Direct the gift aid box Callback URL Mone Client location Country UNITED KINGDOM Region Unknown City Unknown ISP WORLDWIDE WEB SERVICES LTD Domain CLARAMET CO LUK Shopping basket No shapping basket provided Released This field shows if the transaction has been released e Aborted This field shows if the transaction has been aborted
40. nd HTML e mails By default Sage Pay Form integration will send HTML emails for all order confirmations You can switch off HTML emails by un checking this box so Sage Pay will then send text emails only e Default Currency in Terminal By default the Terminal will select GBP as the transaction currency If you have multi currency set up on your Sage Pay account you can use this option to choose which currency is selected by default e Payment Page Templates You can use this section to change the payment pages which are displayed to your customers during the payment process The payment pages are the pages where your customers enter their credit card details You will only be able to change these if you are using oerver or Form to process your transactions Important Note If you change these settings you will change the look of your payment pages and may stop them from working altogether if you have not created your own customised pages correctly For information about customising the payment pages please visit the online help centre on the website www sagepay com help Updated 22 07 2013 Page 37 of 49 Your Payment Page Logo This section will display your company logo that you have sent into Sage Pay This is the logo customers will see on the Sage Pay payment pages if you are using the Form or Server redirect integration method If you have not sent in a logo to Sage Pay it provides you with the details on how to do this Your p
41. of action and for those customers who prefer to pay by phone You can only use our Terminal screens if you have a Mail Order Telephone Order MOTO merchant number associated with your account If you only have an E Commerce merchant number on your account the Virtual Terminal will not be available to you Please contact your acquiring bank to request a MOTO merchant number Some banks may allow you to use the same merchant account others may require you to set up a new one Once you have an account send the details to support sagepay com along with your Vendor name and they will set up the account for you signout My Sage Pay Transactions Terminal Settings Search P Terminal Use the Terminal to process mail order telephone order MOTO payments Billing Address Delivery Address Advanced VISA VISA visa G GD LS 555 Last name Phone number Amount Currency GBP Email address Card number Address line 1 Payment Type Address line 2 Expiry date mmyy Town City CV2 3 or 4 digit security code on back of card Post zip code i Name on card Country United Kingdom x Cardtype Surcharge Default V Make Delivery Address same as Billing Address Total Amount Description Terminal Paymenttaken by moe Updated 22 07 2013 Page 27 of 49 Vendors in Merchant Category 6012 Financial Institutions Important Note Vendors classified by their Merchant Acquirer in Merchant Category 6012 Financi
42. rd Man e Refund Displays if the transaction has been refunded e Repeat Displays if the transaction has been repeated e Success If the transaction was successful e System Displays how the transaction was processed Form Server or Direct e Account Type Displays if the transaction was Ecommerce Moto or Continuous Authority e Payment Type The type of card that was used e Last 4 digits e VPS Authcode Sage Pay s authorisation reference e Bank Authcode The bank s authorisation code e Batch ID The settlement batch ID e Abort Indicates whether a deferred transaction has been aborted and not sent for settlement Release Indicates whether a deferred transaction has been sent for settlement Username Displays the user who has performed the payment if processed within the My Sage Pay area T3M Score The 3rd man fraud result score e 3M ID The 3rd man transaction reference Billing Name e Billing Address e Delivery Name e Delivery Address e Card Name e Card Address Updated 22 07 2013 Page 13 of 49 Export You can use this option to print your transaction list view in Excel or export to a CSV format This is particularly useful if you need to use or access transaction information outside the My Sage Pay admin area Select the relevant button in the bottom left hand corner of the screen show hkde columns Gaili EXxIXW it C V selecting the button will open up a print preview an
43. ress 88 Sage 88 london Pay london 412 88 412 United Kingdom london United Kingdom 412 United Kingdom Billing phone Delivery phone not provided not provided Updated 22 07 2013 Page 15 of 49 Transaction Summary The transaction summary provides an overview of the transaction when the transaction took place a description of the transaction along with the contact details for the customer Y Successful Payment Tsagepay 120821121949 714 Summary Transaction Summary Additional Details Successfully authorised transaction Authorisation Details Customer name Sage Pa Fraud Results m E Customer email not provided Related Transactions Completed 21 08 2012 12 21 04 827 Amount Inc Surcharge 1 00 GBP Surcharge 0 00 GBP Description Terminal Paymenttaken by moe Sage Pay unique ID 0D6875718 6551 781E 68CD A049A3F43E8B Billing Address Delivery Address Cardholder Address 88 Sage 88 london Pay london 412 88 412 United Kingdom london United Kingdom 412 United Kingdom Billing phone Delivery phone not provided not provided e Customer name The customer s name for the transaction e Customer email The customer s email address provided Completed This is the date time the transaction completed e Amount Inc Surcharge The full amount of the transaction including the surcharges e Surcharge The additional charge added to the transaction e Description This will show a descr
44. rname Paseword Loci pom pasar Losi pour wema Wed ei To log in to My Sage Pay with your Administrator account you will need to enter the following information on the My Sage Pay login screen Vendor Name Enter your Vendor Name in this field User Name Enter your Vendor Name in this field as well Password Enter your Admin password in this field When you have successfully logged in as the Administrator you will see the following screen Seins Sign out My Sage Pay Administrator ATI Stato Acoount Theta Teamy Wiry and echt the delals ayaociated with the Sage Pay primary adminisir alor kajin AVEC ID Secure Frm r admin accoun yamg Rikio Username 3g 6psy Valid IPs Email address Change Log Emad validation status hiai validated Lites Receive updates and communications No Pay Methods Ea Surch rges Password datats Premary Admin Pasaword oes Encryption Pasavord My amp agefuaylastaccessed on 27 11 2012 18 25 42 Updated 22 07 2013 Page 6 of 49 To create a new user click on the Users section circled in red Sign out My Sage Pay My Account Settings User Administration AVSICV2 Click a roy to update or perform an action against an account or expand a row to view permissions and settings 3D Secure Restrictions Username Locked Out Logged In Valid IPs Sagepay x nado og D 4 gus Surcharges Click on the button The next screen will ask for a user name and password for th
45. s the Settings area for The Settings section is used to manage your Sage Pay account or administer your user accounts To access the Settings area select the Settings tab highlighted below in red Transactions Terminal Search D Sign oul My sage ji ay My Account My Account Details Settings y A View and edit the details associated with your Sage Pay user login AVSC 3D Secure My account settings Restrictions Username moe Valid IPs Mame Moe curmoula Change Lo 5 g Email address Users Email validation statua Pay Methods Surcharges Receive updates and communications Yes Homepage search msp My password Login password 7 Change hange You will see that you are presented with 7 different sections down the left hand side e My Account e Settings e AVS CV2 e 3D Secure e Restrictions e Valid IP s e Change Log e Users e Pay Methods e Surcharges Important Note Not all user accounts will have access to this screen Only users that have been given administrative access will have this tab PLEASE EXERCISE CAUTION when modifying these settings because they will immediately affect your oage Pay account possibly modifying the user experience or affecting your authorisation rates Updated 22 07 2013 Page 34 of 49 My Account Settings The My Account section allows you to manage your user details contact preferences and passwords N B To set up automatic password retrievals you need to ensure
46. settings Protocol 3 0 feature If you have integrated our hosted payment page Form amp Server integration using the latest protocol version 3 then you will be able to select the language which the payment page will be displayed in from within My Sage Pay To do this select the 3 button and select the language from the drop down menu select Language Select Language EN English I Account Settings If you select the button in the Account Settings section you will be prompted with the below display Edit Display amp General Settings Company display name Your full homepage URL htip sagepay co uk Your support email address suppartt sagepay com send HTML emails to customers Default currency in Termina GBP Payinent page templates Default Address read only O No address O Custom Update You can use this section to change the display and confirmation email Form only settings on your account e Company Display Name This is the name displayed on the payment pages and in the confirmation emails Form only e Your Full Home Page URL This is the main URL for your website This can be displayed in your confirmation emails Form only and some Sage Pay error pages e Your support e mail address This is your main support email address used in your confirmation emails Form only and some Sage Pay error pages We will also use this as the reply to address for your confirmation emails e Se
47. st name O OE First name Last name Last name Phone number Phone number Email address Address line 1 Address line 1 Address line 2 Address line 2 Towrn city ToweniCity Post zip cade Post zip cade Country United Kingdom Country United Kingdom v Delivery Address iz same az Billing Address Make Delivery Address same as Gilling Address You will need to enter information in the fields above The fields marked with are mandatory fields and must contain data First Name Customers first name Last Name Customers last name Phone Number Telephone number Email Address Email address Address Line 1 1st line of the customers address Address Line 2 2nd line of the customers address Town City Town City of customers address Post Zip Code Customers Post Zip code Country Drop Down list of country State Code Only applicable when United States is selected as billing country Make Delivery Address Same as Billing Address Checking this field will auto populate the billing address details into the delivery address details Updated 22 07 2013 Page 29 of 49 The Advance section contains all the setting to change how you process a transaction through the Virtual Terminal Billing Address Deliwery Address Advanced Unique Tx code T sagepay 121107173209 622 Transaction type PAYMENT Reference Gitai V Apply AVS CV2 checks a Perform checks if enabled on ac
48. that you have added and verified your email address within this section To edit any details simply click on the button Here you can also opt in to any updates and communications from Sage Pay as well as determine the landing page when you log in Edit your user details Username First name Last name Your email address Confirm your email address Receive updates and communications Default Landing Page C Transactions C Terminal C Settings 8 Search To change your password simply click on the button within the My password section A pop up window will appear that will request your new password and will also indicate how strong the password is Change your password Enter new password Confirm new password I Password Strength The minimum password length required is 8 characters To improve security on your account we recommend a strong password that contains at least one uppercase letter A Z one lowercase letter a z one number 0 9 and one special character S 96 l 9s You can also see when the last time you accessed My Sage Pay at the bottom of this screen Updated 22 07 2013 Page 35 of 49 Display amp General Settings This section is split into 4 sections e Restricted Domains e Language settings e Account Settings e Your Payment Pages Logo Transactions Terminal Settings Search P My Account Settings Display amp General Settings AVSICV2 View and edit your current Sa
49. this country will be blocked from ordering Blocked Card Ranges Select the F button to be prompted with the below display You can use this section to add a specific card range that you want to block from ordering through your Sage Pay account Add a blocked card range Card range Blocked Issuing Countries Select the ED button to be prompted with the below display Add a blocked issuing country Select You can use this section to add a blocked issuing country that you want to block from ordering through your Sage Pay account Every customer with a card issued in this country will be blocked from ordering Updated 22 07 2013 Page 43 of 49 Valid IP Addresses You can use this section to add or remove IP Addresses on your account This should be the external IP Address of your server Transactions Terminal Settings Search Sign out My Sage Pay My Account Settings Valid IPs AVSICV2 Any IP addresses added here should be only for those servers at your site which directly connect to either Server or Direct 3D Secure Your current valid IP addresses Restrictions 3 IP Address Subnet Mask Valid IPs Description 010 001 000 000 000 000 000 000 Sage50 Open IP Change Log 193 112 145 200 255 255 255 000 VSPAccess Added IP Users Pay Methods Surcharges Select the button to be prompted with the below display Add a valid IP address IP address Subnet mask You need to enter the IP addr
50. to use 3D Secure on their account Updated 22 07 2013 Page 41 of 49 Restrictions You can use these options to add restrictions to your account You can see from the screenshot below that this is split up into 4 sections e Blocked IP Addresses e Add a Blocked Country e Blocked Card Ranges e Blocked Issuing Countries Sign out My Sage Pay Transactions Terminal Settings Search My Account 0 Account Restrictions Settings Apply restrictions to your account The restrictions vvill be applied at transaction registration AVEICV2 3D Secure Blocked IP Addresses Add a blocked country Resin a You have no blocked IP addresses You have no blocked countries Walid IPs Change Log Users Pay Methods Blocked Card Ranges Blocked Issuing Countries You have no blocked card ranges You have no blocked issuing countries Blocked IP Addresses Select tef m button to be prompted with the below display Add a blocked IP IP address Subnet mask You can use this section to add a specific IP address that you want to block from being able to process a transaction through your Sage Pay account Updated 22 07 2013 Page 42 of 49 Add a Blocked Country Select the EET button to be prompted with the below display Add a blocked country Select You can use this section to add a country that you want to block from being able to process a transaction through your Sage Pay account Every customer with an IP address located in
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