Protx - VSP Admin User Manual
Contents
1. Sage User Manual sage pa My Sage Pay User Manual lt m ti Mi A M N d P nn p ti nnt H f 7 m en A r tid Wehen ptu aptat IIIT Mer Page 1 of 32 My Sage Pay User Manual Sage Day Contents OL ADoUt this QUIUG 02 Getting 5 1 G Online help Accessing My Sage Pay Test Servers Live Servers The Administrator account Creating user accounts Administering user accounts 03 The How What is the How To area for 04 The Transactions 9 What is the Transactions area for Daily Transaction List Find a Transaction Bulk Release and Bulk Abort Transaction Detail Transaction Information Customer Details Cardholder and Authorisation Details Settlement Details Fraud Screening Information Refund and Repeat Transactions Actions 05 Ine Terminal dl 6d PE EN FREE UEMI RE KEEN Erat 7 What is the Terminal area for Processing a tra2. Allows access to the Terminal screens to take new Payments Allows access to the News and Updates pages from Sage Allows access to the Admin pages including this user section Use discretion when granting this access The page to which the user is directed when they Transaction List v CANCEL Ifirst log in NOTE If users can see the Updates section they will ALWAYS be taken to the Updates page first whenever unread news or updates are present Add When you have entered the required information click the button to add the new user The new user account should now be listed If you ever need to unlock the new user account change the Account Privileges My Sage Pay Access or delete the new user account you will need to login using the Administrator account When you have created the new user account you should then log out and log back in with the new user account details Important Note When you login with the new user account you should still 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 Page 5 of 32 Sage Pay User Manual Day Administering user accounts Any accounts with access to the administration area are able to unlock user accounts delete user accounts create user accounts or change their settings When you l
3. To display the details of a transaction click on the blue VendorTxCode or the System icon You will then be taken to the transaction detail screen see the Transaction Details section later in this document for further information If you cannot find the transaction you are looking for you should try amending your search criteria or use the Find a Transaction option Fraud Results The fraud results shown for each transaction in the Daily transaction list page give a d summary about the result for the AVS CV2 checks 3 Man fraud screening and 3D Secure authentication You can hover over each box to find out what the result was For more detailed information about each transaction you should click on the VendorTxCode or the System logo to view the transaction detail screen Page 9 of 32 My Sage Pay User Manual Sage Day Find a Transaction You should use this option if you want to be more specific with your search criteria You will need to know the month in which the transaction was processed You can search on the following fields e System Used The System used to process the original transaction Billing Post Code The value sent in the BillingPostCode field in the Transaction Registration Post e VPS Transaction ID This is the unique Sage Pay reference for the transaction also known as the VPSTxID Vendor Tx Code This is the Vendor Tx Code supplied by your website or shopping cart This is sometimes re
4. to the AVS CV2 and 3D Secure Rule Base Guide which can be downloaded from the Sage Pay website http www sagepay com developers html 3D Secure Fraud Checking Options 3D Secure Checking ON All transactions will be checked to ensure they are 3D Secure compliant and if so will be passed ta the issuing bank for authentication Non compliant cards will simply have authorisation request processed You do not have specific 3D Secure rules set up so by default all transactions that fail the 3D Secure checks will NOT be passed through for authorisation You should set up rules if you wish to authorise such transactions Price Start Perform the 3D Secure Authentication Allow Non 3D Secure Cards to be Authorised d Allow Cards from Non 3D Secure issuers to be Authorised d Allow 3D Secure failures to continue for Authorisation Frice En Allow Authorisations when MPI errors occur I mportant 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 Page 20 of 32 Sage Pay User Manual Sage Day Protocol 2 22 or above will be able to use 3D Secure on their account Page 21 of 32 Sage Pay User Manual Sage Day AVS CV2 Fraud Checking Options You can use these options to change the AV
5. transaction reference System Status This is the status of the transaction Authorisation Status This is the status of the transaction Description This is the description of the goods ordered Amount The amount taken for this transaction System Used This is the system used to process the transaction e Started This is the date time that the transaction was started Completed This is the date time that the transaction was completed Refunded This field shows if the transaction has been refunded Repeated This field shows if the transaction has been repeated User This shows the username used to process this transaction Gift Aid This shows if the transaction was a gift aid transaction Vendor e mail The email address used for the Vendor Form only SuccessURL The callback url used for a successful transaction Form only Page 12 of 32 My Sage Pay User Manual SAQE Dally FailureURL The callback url used for a failed transaction Form only e mail Message The extra email message content sent in the email Form only Basket Contents The contents of the shoppers basket Customer Details The Customer Details section shows all of the details about the customer Customer Details Customer Name SAGEPAYTEST Client IP 133 112 145 200 IP Location Country United Kingdom Customer e mail supportgsasgepay com Billing Address SAGEPAYTEST Deliver
6. g and friendl ting exportt the Select a Date 23 April 2009 v Authorised Transactions v Failed Transactions v Invalid Requests Payments Refunds VSPServer and VSPDirect VSPForm VSPTerminal Date Time Received O Transaction Code Descending 9 Ascending HTML Ocsv Weekly Transaction Report You should use this option if you would like to show a list of transactions for one week This is equivalent to the daily transaction list from the transaction area and shows all the transactions processed during the selected week Select a start date from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the button How to Transactions Terminal Update Administration Reports Weekly Transaction Report This report shove 7 of transactions starting on the selected date indows with no navigation buttons or hyperlink Wt aving or printing your report simply close the brovser window it opens te screen reading and friendly printing or CSV for export to other pro E 8 f 1 Select a Start Date 23 April v 2009 v v Authorised Transactions v Failed Transactions v Invalid Requests v Payments v Refunds v VSPServer and VSPDirect v VSPForm v VSPTerminal Date Time Received O Transaction Code Descending 9 Ascending HTML O Ocsv Page 27 of 32 Sage Pay User Manual Sage Da
7. 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 customizing the payment pages please visit the website http www sagepay com developers integration manual custom template guide html Page 23 of 32 Sage Pay User Manual Sage Day Display and Mail Settings You can use this section to change the display and confirmation email Form only settings on your account Display and Settings E change this logo please e mail the new logo in GIF format to support sagepay com Max size 200x100 pixels Company Display Name Sagepay Full Home Page URL http sagepay co uk Your support e mail address supporn sagepay com Send HTML e mails actually sends a multi part message with text first and HTML after so mail clients that are not HTML compatible will still be able to display the e mail Default Currency in Terminal Company Display Name This is the name displayed on the payment pages and in the confirmation emails Form only 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 Your support e mail address This is your main support email address used in your confirmation emails and some Sage Pay error pages We will also use this as the reply to address for your co
8. need to send your own invoice receipt on completion of the transaction Page 17 of 32 Sage Pay User Manual Sage Day 06 The Updates area What is the Updates area for We will pass on any important update information to you using this area For example if we upgrade our systems or amend our protocols we will display an update in the Updates area To access the Updates area click the Sage pay dd How to Transactions Terminal Update Administration Reports Updates This section keeps you informed of the changes to My Sage Pay and the Sage Pay Systems You will be directed to new system updates automatically when you lag in Once you ve read the update click the Mark as Read button and the update will disappear frorn the list This will only mark the update as read for the logged in users All other users of your vendor account with acess to the Updates section will still be able to read the message Page 18 of 32 Sage Pay User Manual Sage Day 07 The Administration area What is the Administration area for The Administration area is used to change your account parameters or administer your user ini Administration accounts To access the Administration area hover over tne C select one of the following options button and User Administration e Account Parameters User Administration You should use this option to administer your user accounts For more inform
9. of transactions which have been sent for settlement for one particular week This will show the total number and value of transactions in each batch and the total number and value of the transactions settled for the selected week Select the day on which the week starts and then click the button Logout Help How to Transactions Terminal Update Administration Reports Weekly Batch Settlement Repo ansactions by User Name Transaction Type and Currency rting on the selected date rowser windo no se vith t tto nting t simply close the se ndow it opens 5 een read n endly nting export to other am Wllllaane EI Select a Date 16 April 2009 HTML Ocsv Bank Settlement Monthly Report You should use this option if you would like to show a summary of transactions which have been sent for settlement for one particular month This will show the total number and value of transactions in each batch and the total number and value of the transactions settled for the selected month Select the month from the drop down list and then click the button Logout How to Transactions Terminal Update Administration Reports Monthly Batch Settlement Report Settlement Batch totals for each acquirer you work with sent in the select month ort p new brovser vindove with no navigation buttons or hyperlinks finished viewing saving or printing your report
10. simply close the browser window it opens ts c ed as HTML for on screen reading and friendly printing or CSV for export to other p ams Select a Month April 2009 HTML Ocsv Page 30 of 32 Sage Pay User Manual Sage Day Bank Settlement Details Report You should use this option if you would like to show the details of one particular settlement batch file This will show a list of the transactions which were sent for settlement in the selected batch You should only need to use this report if the amount paid into your bank account does not match the batch total for one particular batch Select the acquirer for whom the batch was sent from the drop down list type in the Batch ID and then click the button Logout Help How to Transactions Terminal Update Administration Reports Batch Detail Report This report lists the contents of the selected batch for the specified acquirer All reports appear in new browser windows with no navigation buttons or hyperlink Ww u ve finished viewing saving or printing your report simply close the brovser vindow it opens ES Acquirer HSBC Batch ID HTML Ocsv Bank Settlement Today Report This report shows all transactions that will be included in the Bank Settlement Files this evening The cut off time for inclusion in the files is midnight How to Transactions Terminal Update Administration Reports Bank Settlement Today Report s all transa
11. ve hed vie 9 savin ti eport simply close the ser window it opens eports n be viewe HTML n een reading an endl g r export to other Select a Start Date 23 April 2009 v Authorised Transactions v Failed Transactions v Invalid Requests V Payments v Refunds v VSPServer and VSPDirect v VSPForm v vsPTerminal HTML 9 Ocsv Monthly Summary Report You should use this option if you would like to show a summary of transactions for one month This gives you a summary of one month s worth of transactions grouped by the user who performed them Select a month from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the button How to Transactions Terminal Update Administration Reports Monthly Summary Report This report summarises all transactions by User Name Transaction Type an for the seven days starting on the selected date orts a ew browser windows with ngation tt hed vie 9 tin report simply close the t viewe HTML een re g and friendl t E tt the Select a Month April 2009 v v Authorised Transactions Failed Transactions v Invalid Requests Payments Refunds v VSPServer and VSPDirect v VSPForm v vsPTerminal HTML O Ocsv Page 29 of 32 Sage Pay User Manual Sage Day Bank Settlement Weekly Report You should use this option if you would like to show a summary
12. 23133657 403 r System Status Successfully authorised transaction Description Sage Pay REPEAT Payment Request by sagepay Amount 1 00 Systen Used d B Server Started 23 April 2009 at 13 37 03 Completed 23 April 2009 at 13 37 04 Ghent IP 010 228 072 002 User sagepay MPS Auth Code 4265207 JJ Bank Auth Code 333777 Actions The Actions section lists the actions you are able to perform against this transaction Click the Refund button to either fully or partially refund this transaction REFUND transaction Click the Repest button to make another payment against the card used for the above REPEAT Click the Void button to cancel this successful transaction before it is included in the settlement batch early tomorrow morning VOID Click the Print button to send copy of the current page to your default printer PRINT Click the Back button to go back to the previous page Back Page 15 of 32 Sage Pay User Manual Sage Day 05 The Terminal area What ts the Terminal area for The Terminal area is used to process any Mail Order or Telephone Order transactions The Terminal is our online equivalent of a PDQ machine in a shop To access the Terminal area click the button You can use this terminal as back up if your web site is out of action and for those customer
13. Pay Access rights the new user will have Click the Help button on this screen for more detailed information Sage pay How to Transactions Add New User Reports ie Terminal Update Administration ea a default home page and enter a password in BOTH boxes ser or Cancel to go back to the User Admin page Enter New User Details User Name 2 Password Tips Password Confirm Password E amp S KI Rl Account Privileges User can View System transactions and Other User s transactions as as their own User can REFUND any Payment transaction they have access to lUser can RELEASE Deferred or RepeatDeferred Payments User can ABORT Deferred or RepeatDeferred Payments and can CANCEL Authenticated Payments User can VOID ANY completed authorised transaction not already isubmitted to the acquirer in a batch file User can make REPEAT or REPEATDEFERRED payments against a card used in any previously authorised transaction User can make MANUAL payments via the Terminal Screens My Sage Pay Access pj Transactions pg Reports Termina pj pj Administration Allows access to Transaction Lists and Details From the Detail screens depending on the privileges set above the user can REFUND RELEASE REPEAT and ABORT transactions Allows access to the Report screens Users limited to view only their own transactions will only be able to report on their own transactions
14. S CV2 Fraud settings on your account AVS CV2 Fraud Checking Options AVS CV2 ON rmm All transactions currently send Address Postcode and CV2 Numerics to the bank for validation You do not currently use rules to Automatically reject transactions that fail AVS or checks Price Start allow DATA MATCHES both CV2 and AVS checks fail Allow ADDRESS MATCH ONLY check fails Address check succeeds d Allow SECURITY CODE MATCH ONLY Address fails Cv2 check succeeds Add Allow DATA NOT CHECKED bank or card scheme don t check values Price En AVS CV2 ON Click the m 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 your AVS CV2 rules will not be applied and you will not need to enter CV2 and billing address 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 Add a New AVS CV2 Rule You can add AVS CV2 rules to your account by entering your rule criteria and then clicking the button You can setup 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 developers html I mportant Note Adding AVS CV2 rules to your account will mean t
15. ace has a very useful context sensitive help system If you need help whilst on any of the My Sage Pay screens you should click on the Help button You will also find the most common questions explained by clicking the How to tab Accessing My Sage Pay To access the My Sage Pay account you need to type the following URL into your browser window Test Servers https test sagepay com mysagepay Live Servers https live sagepay com mysagepay The Administrator account When your Sage Pay test account is set up you will receive an email which describes how to access your password retrieval link and 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 always remains the same and you should ensure that you keep this information in a safe place I mportant 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 create your own user account before you will be able to access the full My Sage Pay system You will only be able to login to the My Sage Pay area using the login details you have been given for your test account You will not be able to login using the details you have for your Simulator account Page 3 of 32 Sage Pay User Manual Sage Day Creating u
16. ameters screen This will allow you to track changes you and other administrative users have made to your account Page 25 of 32 Sage Pay User Manual Sage Day 08 The Reports area What is the Reports area for The Reports area is used to run reports showing transactions through your account To access the Reports area hover over the Reports options listed below button and choose from one of the Daily Transaction Report All reports can be displayed as HTML or CSV for download to another software package such as Microsoft Excel All reports will open in a new window You should close this window when you are finished with the report Page 26 of 32 Sage Pay User Manual Sage Day Daily Transaction Report You should use this option if you would like to show a list of transactions for one day This is equivalent to the daily transaction list from the transaction area and shows all the transactions processed on the selected day Select a date from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the button Logout Help sage pay How to Transactions Terminal Update Administration Reports Daily Transaction Report is a printer friendly vers of the Daily Transactior t ne ovee iG with vigation tt e finished vie savin print eport ly close the ze it e viewe HT reen re
17. ation about the User Administration screen please refer to the Administering User Accounts section on page 7 I mportant Note Not all user accounts will have access to this screen If your account has been locked out and you do not have access to the User Administration screen you should contact the Administrator for your account Account Parameters The Account Administration screen allows you to activate deactivate or modify settings on your Sage Pay account If you wish to modify aspects of your account not available on this screen you should e mail Support sagepay com to ask for the change to be made for you PLEASE EXERCI SE CAUTI ON when modifying these settings because they will immediately affect your Sage Pay account possibly modifying the user experience or changing your authorisation rates Use your PayPal Express Checkout Account with Sage Pay Use your PayPal Express Checkout Account with Sage Pay You can now affer your customers the option to pay for goads using their p pP PayPal account To do this you will need to configure your PayPal business d account to accept payents via Sage Pay For full details click the Information buttan Once vou have a PayPal Express account and have set it up to accept payment via Sage Pay see the Information button above please enter the Primary Log in e mail for your account and click Update Clicking Update will test the connection to your account to en
18. ctions that vill be included in the Bank Settlement Files this evening for inclusion in the files is midnight ne ce dows with igat utto he e tin report simply close the b be viewe HTML for o een reading endl ntin export to other Date Time Received O Transaction Code Descending Ascending HTML 9 Ocsv Page 31 of 32 Sage Pay User Manual Sage Day Monthly Gift Aid Report The monthly Gift Aid report lists the names addresses and total value of all payment or deferred transactions which occurred in the selected month and for which the customers elected to allow you to reclaim the tax under the Gift Aid scheme You can generate this report each month and attach it to the Inland Revenue R62 form as evidence of your Gift Aid claim Sage pay dll How to Transactions Terminal Update Administration Reports Monthly Gift Aid Payments Report This report lists the Payments taken during the selected month for which the customer agreed to allow GiftAid relief to be claimed When you ve finished viewing saving or printing your report simply close the brovser window it opens Reports can be viewed as HTML for on screen reading and friendly printing or CSV for export to other programs Select a Month April J 2009 v HTML Ocsv Page 32 of 32
19. e active on the account at the time CV2 Value y Matched Post Code Value y Matched Address Numerics Matched Not knovn Considered a LOW RISK transaction Total Fraud Score 53 Click the Indicator Light Image for a detailed breakdovm of the fraud score ell For further details 0845 111 44 55 and quote ID 322875971 Results N B Our fraud detection system gives an indication of risk only and does not give you any guarantees against fraud You should regularly review whether you wish to initiate any additional fraud screening checks via a third party e 3D Secure Applied This field shows if the 3D Secure checks were applied and if any 3D Secure rules were applied e 3D Secure Status This field shows the result of the 3D Authentication 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 occurs should the transaction later be found to be fraudulent e XID The 3D Secure transaction identifier e 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 Attempt The number o
20. f attempts made by the customer AVS CV2 Applied This field shows if the AVS CV2 checks were applied and if any AVS CV2 rules were applied CV2 Value This field shows the AVS CV2 response for the CV2 number also known as the security code Post Code Value This field shows the AVS CV2 response for the Billing Post Code Address Numerics This field shows the AVS CV2 response for the Billing Address d d The 3 Man Results This field shows the results of The Man fraud screening checks For more information about the AVS CV2 3D Secure and 3 Man responses please download the Sage Pay Fraud Prevention Advice guide from the Sage Pay website Page 14 of 32 http www sagepay com developers html Refund and Repeat Transactions My Sage Pay User Manual Sage Day The Transaction Detail screen will also list any refund or repeat transactions made against the transaction you are viewing Refunds against this transaction REFclaire24 090422103454 55348 F87 tatus Successfully authorised transaction My Sage Refund Request by sagepay ted 23 April 2009 at 13 38 26 System Used E server Completed 23 April 2009 at 13 38 27 lien IP 010 228 072 002 sagepay WPS Auth Code 4265214 1999777 Related Transactions Transaction Type Authorised REPEAT Vendor TX Code R EP cl sire24 090422103450904
21. ferred to as the order reference and is the most commonly used transaction reference e VPS Auth Code This is the Sage Pay VPS Auth Code Bank Auth Code This is the Auth Code provided by the bank at the time of the transaction Amount The amount of the transaction Currency The currency used for the transaction e g GBP USD EUR Transaction Type The type of transaction used i e PAYMENT REFUND REPEAT DEFERRED RELEASE AUTHENTICATE AUTHORISE For more information about transaction types and what they are please refer to the Admin Manual section of the Sage Pay website http www sagepay com developers html Card Type The type of card used for the transaction Last 4 Digits of Card number The last four digits of the card number used for the transaction Wildcard searches are not available so please enter exact data If you are unsure leave the field blank Fill in the known criteria and click the button to view the list of transactions returned by the search Detailed information about any transaction found can be viewed by clicking the System Logo or Vendor Tx Code in the list of transactions returned by the search I mportant Note If your search returns more than fifty results only the first fifty results will be displayed and you will be asked to refine your search further Page 10 of 32 Sage Pay User Manual Sage Day Bulk Release and Bulk Abort When you are presented with a
22. hat 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 Page 22 of 32 Sage Pay User Manual Sage Day Valid Addresses for this Account You can use this section to add or remove IP Addresses on your account This should be the external IP Address of your server Valid IP Addresses for this Account These IP Addresses list ONLY those servers at your site which DIRECTLY connect to either Server or Direct Form users do not need to list the IP addresses of the machines they use nor do you need to add the IP addresses of each machine that accesses My Sage Pay Sage Pay Internal IP Address for My Sage Pay cannot be removed 193 112 145 200 255 255 255 000 VSPAccess Added IP Click the Delete button to remove any selected IP addresses Add Subnet Mask Note 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 Payment Page Templates for Server and Form 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 thei
23. he transaction codes start and completions times the System used whether the transaction has been refunded or repeated and the URLs to which customers were sent Logout A sage pay dme How to Transactions Terminal Administration Reports Transaction Detail This p e shows you everything we know about the selected transaction You should be able to use the race uehnrmerumu uuerec maka daricinne ahat de ess customer queries decisions soout dellve Authorised PAYMENT Transaction Information Vendor TX Code sagepay 090423113224 5427 System Status Successfully authorised transaction Authorisation Status Authorisation Successful Auth Attempt in Completion Queue l Description The best DVDs from sagepay Amount 8 75 GBP System Used c Started 23 April 2009 at 11 32 28 Completed 23 April 2009 st 11 33 05 Refunded No Repeated No i Gif Ai T4 Gift Aid lo ot a Gift amp id compliant User none 1 transaction Success URL http support8 VSPForm Kit223 orderSuccessful asp Failure URL http support8 VSPForm Kit223 orderFailed asp Basket Contents 2 line s of detail Items Quantity Item Item Tax Item Total Line Total value IronMan 1 7 45 1 30 8 75 8 75 Delivery 1 e VendorTxCode This is the VendorTxCode supplied by your website or shopping cart This is sometimes referred to as the order reference and is the most commonly used
24. hecks if enabled on account Apply Rules if they exist Default FORCE AVS CV2 checks regardless of account settings Apply Rules if they exist DISABLE AVS CV2 checks and Rules for this transaction only FORCE AVS CV2 checks but DISABLE Rules for this transaction You will need to enter information in the following fields Card Holder Name This field is automatically populated with the customer name entered on the previous screen you can amend it if required Card Type The type of card e g Visa MasterCard e Card Number The card number printed on the front of the card You can enter spaces and other separation characters if desired Start Date The start date printed on the card Expiry Date The expiry date printed on the card e Issue Number The issue number printed on the card only applies to Maestro and Solo cards It is very important that this is entered exactly as it appears on the card e g 01 or 1 If the issue number is not entered correctly your transaction will be refused Card Verification Value 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 Apply AVS CV2 This check box allows you to choose how you wish to apply your AVS CV2 rules I mportant Note The Terminal does not send an email to your customer on completion of the transaction You will
25. list of transactions in the Transaction area it is possible to Bulk Release or Bulk Abort Deferred transactions To do this you should check the box in the Sel column next to each transaction you wish to button or button all of the selected transactions will be released or aborted release or abort When you click the YPS Fraud Results AuthCode cy2 Adr 3D 2257 Tame cd e e 12 16 16 GBP 4264966 y X x dim Jones sagepay 090423121405 I e mo 5554 2 14 07 gep 4284953 V V v ene nn 2 System VendorTXCode Received Amount sagepay 090423121614 93104 Bulk Release Page 11 of 32 Sage Pay User Manual Sage Day Transaction Detail When you click on the VendorTxCode or System icon within a list of transactions you will be taken to the Transaction Detail screen to view more information about the chosen transaction This page shows you everything we know about the selected transaction You Should be able to use the information on this page to answer any questions you have about the transaction It will help you to address customer queries make decisions about delivery and allow you to release abort void refund or repeat transactions against this card if you have permissions to do so x Transaction Information The transaction information section shows details about t
26. locate your daily transactions You can filter by Transaction Type and the System used Clicking the leftmost icon in the System column will display detailed information about the selected transaction Showing Transactions for for which days Select a Start Date Time 18 April 2009 00 00 00 Select End Date Time 24 April 2009 00 00 00 Transactions to View Successful Transactions Failed Transactions Invalid Requests amp Transactions Types to View Payments Refunds Systems used to process the transaction v server and Direct v Form v Termina Sort Order Date Time Received O nsaction Code Descending O Ascending Page 8 of 32 Sage Pay User Manual Sage Day When you click on the button a list of transactions will appear in a grid Successful Transactions Payments VPS Fraud Results AuthCode Adr T3M 3D p A 23 04 2009 1 00 ly 090423111610 0904231 11 16 14 8 4264765 iv John Smith n 2U362 System VendorTXCode Received Amount Card Holder Name Rep Ref 1 00 GBP Total GBP Failed Transactions AVS CV2 System VendorTXCode Received Amount Card Holder Name Failure Reason CV2 PC Adr 3D ay Transaction ABORTED Epi 5 23 04 2009 8 75 Ro 090423111742 4 yy the stomer 5 11 17 44 GBP ha v o 234 ayme Pages 8 75 GBP Total GBP
27. n in the following fields Unique Transaction Code This is generated automatically by our systems You can change this if you wish If you do change it you must ensure that it is unique Page 16 of 32 Sage Pay User Manual Sage Day e Transaction Type If you have other transaction types apart from the default PAYMENT you can select them here Amount The amount of the transaction e Currency If you have multiple currencies set up on your merchant account you will be able to select them here A Description of the Items Purchased You can enter a description of the goods purchased here e Customer Name The name of the customer Contact Number The telephone number of the customer Contact Fax The fax number of the customer Customer e Mail The email address of the customer Billing Address Billing Post Code The billing details for the customer Delivery Address Delivery Post Code The delivery details for the customer Card Details Transaction Information Payment for 10 00 GBP Card Holder Name Mr John Smith Card Type Visa v Card Number 4929000000006 Start Date 0108 Where available Use MMYY format with no or separators Expiry Date 1012 Use format with no or separators Issue Number Older Switch cards only Enter 1 or 2 digits as printed on the card Card Verification Value 123 Additional 3 or 4 security digits on card strip Apply AVS CV2 Perform c
28. nfirmation emails Send HTML e mails By default Sage Pay Form will send HTML emails for all order confirmations You can switch off HTML emails by un checking this box Form will then send text emails only 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 Blocked I P Addresses and Country Codes You can use this section to reject a transaction from a country which is listed as a high fraud risk or reject a transaction from a specific range of IP Addresses Blocked IP Addresses and Country Codes Add Blocked I Subnet Mask select Add Page 24 of 32 Sage Pay User Manual Sage Day Blocked Card Ranges and Issuing Countries You can use this section to block specific card ranges or card issuing countries to prevent suspicious transactions from being authorised Blocked Card Ranges and Issuing Countries No blocked Card Ranges Add Blocked Range 9 digits select Account Change Log The list box below shows the last six months worth of changes made through this account parameters screen This will allow you to track changes you and other administrative users have made to your account Account Change Log The list box below shows the last six months worth of changes made through this account par
29. nsaction through the Terminal 06 The Updates NOR IUN NOEL UON NON DU BER rara 19 What is the Updates area for 07 The Administration 20 What is the Administration area for User Administration Account Parameters Use your PayPal Express Checkout Account with Sage Pay 3D Fraud Checking Options AVS CV2 Fraud Checking Options Valid IP Addresses for this Account Payment Page Templates for Server and Form Display and Mail Settings Blocked IP Addresses and Country Codes Blocked Card Ranges and Issuing Countries Account Change Log OB The 26 What is the Reports area for Daily Transaction Report Weekly Transaction Report Monthly Transaction Report Daily Summary Report Weekly Summary Report Monthly Summary Report Bank Settlement Weekly Report Bank Settlement Monthly Report Bank Settlement Details Report Bank Settlement Today Report Monthly Gift Aid Report Page 2 of 32 Sage Pay User Manual Sage Day 01 About this guide This user manual gives a full user guide to the My Sage Pay system If you have any questions about this guide please email Support sagepay com 02 Getting started Online help The My Sage Pay interf
30. ogin using the Administrator account you will see the list of current user accounts You will also be able to see which user accounts are logged in at that point in time enia Ltd Current Tox Logout sage pay me 7 How to Update Administration User Administration This screen allows you to Add View and Maintain users with access to your Sage Pay account Only the main Adrninistrative account cannot be modified from here you will need to contact Sage Pay if that account has become locked out or you require a password change Current Users for Protx Ltd newuser Pages Transactions Reports Terminal News and Updates Administrative Functions Actions Can view ALL transactions Can REFUND Can RELEASE Can ABORT and CANCEL Can REPEAT Can VOID Can take MANUAL payments Lock out Logout Edit 4 Copy Delete I mportant Note f you lock out the Administrator account you will need to email support sagepay com to request that your account is unlocked Page 6 of 32 My Sage User Manual Sage Day 03 The How to area What ts the How to area for The How to area lists the most commonly asked questions together with the answers to those questions You should click on the How to tab to access the How To area Frequently Asked Questions This information page will help you find your way around My Sage Pay Click the question below to ex
31. pand out the answer I ED BE How do I refund a transaction How do I find out if a transaction has gone into my bank account How do I find a transaction How do I stop a transaction being cleared into my bank account How do I take money for a Preauth transaction How do I take money for a Deferred transaction How do I get access to additional features of My Sage Pay do I switch AVS CV2 checking on or off How do I add AV5 CV2 rules to my account How do I add an IP Address to my account If you have any questions which you feel may be useful to other users please email them to support 2sagepay com Page 7 of 32 Sage Pay User Manual Sage Day 04 The Transactions area What is the Transactions area for The Transactions area is used to find the details of a transaction To access the transactions area hover over the tab and select one of the following options Daily Transaction List Find a transaction Daily Transaction List You should use this option if you know the date that the transaction was processed You can show 7 day s worth of transactions using this screen Simply select a date from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the button Sage pay e C How to Transactions Terminal Update Administration Reports Transaction list Use this screen to
32. r credit card details You will only be able to change these if you are using Server or Form to process your transactions Payment Page Templates for Server and Form DEFAULT The default payment pages will require a customer to enter their billing address when AMS CV2 is turned If you supply a billing address and postcode this is displayed and can be editted by the customer if there are mistakes in the address ADDRESS READ ONLY Like the default payment pages the address is shown when AVS CV2 checking is but the address CANNOT BE EDITED the customer They will need to cancel and go back to your site to change their billing address and start again This template should ONLY be used if you are supplying the customer s billing address from your own database NO ADDRESS Even when AVS CV2 is switched on the customer s billing address is never displayed and cannot be edited This template should ONLY be used if you are supplying the customer s billing address from your own database CUSTOM If you have designed your own customised payment pages you can activate them by selecting this option If you would like to create your own pages please e mail support sagepay com and the team will send you a kit DO NOT activate this setting until your templates have been designed sono and uploaded or your customers will receive and error during payment Important Note f you change these settings you will change the
33. s who prefer to pay by phone Due to changes in card scheme regulations 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 these screens are no longer 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 Processing a transaction through the Terminal The Terminal is split into two pages Page 1 asks about the customer the goods ordered and the total cost Page 2 asks for details about the card then takes the payment Page 1 About Your Payment Unique Transaction Code T sagepay24 090423135554 596 Transaction Type Payment v Amount 10 00 Currency GBP A Description of Items Purchased Terminal Payment taken by Sage About Your Customer Customer Name Mr John Smith Contact Number optional 0845 111 44 55 Contact Fax optional Customer e Mail optional support sagepay com hapa m m 88 Test Street a TOR PNE London Biling Address Post Code W4 12C Deliver to Billing Address Delivery Address excluding the Fost Zip C Delivery Address Post Code E Proceed You will need to enter informatio
34. ser accounts To login to My Sage Pay with your Administrator account you should enter the following information in the My Sage Pay login screen Sepe pay My Sage Pay Log in Vendor Name User Name Password Please note You will need both JavaScript and Cookies enabled to view this site Sage Pay also recommend using Internet Explorer or Netscape versions 4 or above If you are using an older browser version you should consider updating it for security reasons 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 enia Eae ea Protx Ltd Current user Logout sage pay E 1 How to Update Administration User Administration This screen allows you to Add View and Maintain users with access to your Sage Pay account Only the main Administrative account cannot be modified from here you will need to contact Sage Pay if that account has become locked out or you require a password change Current Users for Protx 114 create a new user account click on the button Page 4 of 32 Sage Pay User Manual Sage Day The next screen will ask for a user name and password for the new account You should also choose what Account Privileges and My Sage
35. sure it is configured correctly PayPal Account Primary If you would like your customers to have the option of using their PayPal account to pay for goods on your sire 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 Page 19 of 32 My Sage User Manual Sage Day 3D Secure Fraud Checking Options You can use these options to change the 3D Secure Fraud Checking options on your account If you see the screen below you will need to contact support sagepay com to request your account is enable for 3D Secure 3D Secure Fraud Checking Options Please note that you will only be able to turn on 3D Secure checking if your account with Sage Pay has been enabled for 3D Secure When you have 3D Secure enabled on your account you will be able to activate the checks by clicking the button 3D Secure Fraud Checking Options 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 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
36. tton How to Transactions Terminal Update Administration Reports Daily Summary Report This report summarises all transactions by User Name Transaction Type and C da All reports appear in new brovser vandove with no urrency for the selected navigation buttons or hyperlink When you ve finished viewing saving or printing your report simply close the brovser window it opens Reports can be viewed as HTML for on screen reading and friendly printing or CSV for export to other programs Select a Date 23 v April 12009 v Authorised Transactions M Failed Transactions v Invalid Requests v Payments v Refunds v VSPServer and VSPDirect v vSPForm v VSPTerminal HTML Ocsv Page 28 of 32 Sage Pay User Manual Sage Day Weekly Summary Report You should use this option if you would like to show a summary of transactions for one week This gives you a summary of one week s worth of transactions grouped by the user who performed them Select a start date from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the button hasagepay How to Transactions Terminal Update Administration Reports Weekly Summary Report This report summarises all transactions by User Name Tra tic Type for the seven days starting on the selected date All reports appear in new broveer v s vith gatic utte erl When you
37. umber The merchant number used for this transaction e Terminal I D The terminal ID used for this transaction e VPS Auth Code The Sage Pay VPS Auth Code returned for this transaction Bank Auth Code The Auth Code provided by the bank at the time of the transaction Page 13 of 32 Sage Pay User Manual Sage Day Settlement Details The Settlement Details section shows the details of the transaction settlement status Settlement Details Batch ID 5583 HSBC Batch Total 301 00 Batch Sent On 22 April 2009 at 03 20 17 Batch ID The Batch ID number of the batch file which this transaction was sent in and the acquiring bank used to settle this transaction Batch Total The total value of the batch for this vendor and the currency of this transaction Batch Sent On The date that the batch was sent to the acquiring bank Fraud Screening Information The Fraud Screening Information section shows the fraud screening details Fraud Screening Information Default 3D Secure checks performed where the card permitted and rules applied if they were Secure Applied y 3D 55 active the account at the time oo a da targa not completed but a C AVV value wes returned CAVV UCAF Result BvABBHGHdvAAAAIKBYd3AAAAAAA XID 2kKQPj yLMccIAZGIAgSOtWRROc Result 05 Authentication Attempted Attempt AVS CV2 Applied Default AVS CV2 check and rules applied if they wer
38. y Monthly Transaction Report You should use this option if you would like to show a list of transactions for one month This report show all transaction for the selected month Select a month from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the button How to Transactions Terminal Update Administration Reports Monthly Transaction Report This report shows 7 days worth of transactions starting on the selected date All reports appear in new brovser windovs with no navigation buttons or hyperlink When you ve finished viewing saving or printing your report ly close the Reports be viewed as HTML for on screen reading and friendly printing t to othe programs Select a Month April 2009 v Authorised Transactions Failed Transactions Invalid Requests v Payments v Refunds v vVSPServer and VSPDirect v vsSPForm v vsPTerminal Date Time Received 9 O Transaction Code Descending 9 Ascending Ocsv Daily Summary Report You should use this option if you would like to show a summary of transactions for one day This gives you a summary of one day s worth of transactions grouped by the user who performed them Select a day from the drop down list choose the transaction states to view choose the transaction types to view select the system used and then click the bu
39. y Address SAGEPAYTEST SAGEPAYTEST SAGEPAYTEST SAGEPAYTEST SAGEPAYTEST SAGEPAYTES SAGEPAYTES GB GB Customer Name This is the customer name given during the transaction Client IP The IP Address of the machine used to place this transaction This field will also show the geographical location of that IP Address if possible Customer e mail This is the customer email address given during the transaction Billing Address This is the billing address given during the transaction Delivery Address This is the delivery address given during the transaction Cardholder and Authorisation Details The Cardholder and Authorisation Details section shows the card and cardholder details and the authorisation details obtained during the transaction Cardholder and Authorisation Details Card Holder Name SAGEPAY SAGEPAY Card Address 55 412 Card Details Visa Ending 0006 Attempt 1 Acquirer Lloyds TSB Cardnet Account Type e Commerce Merchant Number 540436546464646 Terminal ID 00000001 VPS Auth Code 4265045 Bank Auth Code 999777 Card Holder 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 Card Details The type of card used issuing bank last 4 digits and the number of authorisation attempts for this transaction Acquirer The merchant acquiring bank used for this transaction e Merchant N
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