retail epay guide.qxp
Contents
1. Print Customer Copy Figure 8b E Optional 2 Recommended Mandatory Retail ePay User Guide 15 SECTION 9 Settings Company Info POCO S COE SE EEE EEES SEE EEOESEHEE EES EEEEEESOHE EE ESOSESESOOH EEE EEE EOE EEOE TE OHOETESEOOEE SOSH EEO SEEE EE SOEEEEESOE EEE SOO SEH EOS EEO ESEE TEESE T ESOS ES OSESEOEOHEEEEEOS TEESE EE EHEOE ESE SESELEEEOD Allows the merchant to select what company information and logo is printed on the merchant and or customer receipt sescoocoococsoooococosoocooooocosoooocosoocoocooceocosooooosoocosooooosoocooooosoocoooooocoooocoosoocoooooocsoosoosoocoocoooosoocsoosoocooceooosooococoocoocoocoooooooooosoocoocooooesooooooo Settings Help Receipt Template b Receipt Printers Look and Feel a Setting Company Information X Clear All Keyvs Users Delete Users i Setting Company Information Set vour company information here and check the bos next to each field to print that field on the receipt COMPANY INFO CompanyName USAePay 00 Address 1 5900 Wilshire Blvd This is the same screen fig 9a that was displayed Address2 Buers ss ssi lt Ss when running the Retail ePay for the first time a e A Zip Code ooa B66 37 2 3729 x Phone arr m Click and select the check box next to the ae eeeegi22at es ro x infomusaepay com x Email description which will allow the entered field to be x Website WWW2. Transaction History i x The Transaction History is a basic l Transaction Type l M H S p Transaction HIstory st ral g ht fo rwa rd a yo u t fi g 2 4 b B y Txn Type Card Holder CC No Amount Results Time Ref No User sale null YERIFON xxxxxxxxxxxx1881 23 66 Approved 02 22 2006 14 117450562 echargeuser1 d ef au t transact j on h j sto ry d j S p a y S sale null VERIFON xxxxxxxxxxxx1881 23 55 Approved 02 22 2006 15 17452609 echargeuser1 sale Test Card XXxXxXxxxxxxxx4565 52 42 Error Invalid Card Number 3 02 22 2006 15 117452745 echargeuser1 f sale Test Card xxxxxxxxxxxx0013 52 42 Error Invalid Card Number 3 02 22 2006 15 17452759 echargeuser 1 a t h z t ra n S a ct O n S p ro cess ed t h ro u g h sale Test Card xxxxxxxxxxxx0019 52 42 Approved 02 22 2006 15 17452761 echargeuser 1 sale XXxxxxxxxxxx2219 23 95 Error Invalid Card Number 3 02 23 2006 10 117469771 echargeuser1 the retail software credit null VERIFON XXKXXKKXKKXX1S1 52 00 Approved 02 24 2006 11 17510407 echargeuser1 authonly null VERIFON xxxxxxxxxxxx1881 452 08 Approved 02 24 2006 12 117512420 echargeuser1 f authonly null VERIFON xxxxxxxxxxxx1881i 1 00 Approved 02 28 2006 11 17630731 echargeuser 1 To VI ew S p ec l fi C t ra n S a ct l O n S 7 cl l C k O n authonly null VERIFON xxxxxxxxxxxx1881 1 00 Approved 02 28 2006 15 17640816 echargeuser 1 F i postauth ePay Charge Post4uth ixxxxxxxx
3. E gt Retail ePay User Manual USAEPAY RETAIL EPAY CHARGE Whether you are a Windows Mac OS or Linux Unix user USA ePay s ePay Charge Retail Software is your number one solution for processing retail sales using your existing computer By simply attaching a USB or Serial Mag Reader to the computer and then loading the ePay Charge software the merchant can swipe cards at their computer and through their existing internet connection authorize retail swiped transactions in real time One thing to keep in mind when dealing with security is the fact that no credit card information is ever stored in the ePay Charge Retail Software The reports in the software only save reference numbers to the transactions and never store full card numbers expiration dates etc All credit card information is stored securely on the USA ePay gateway which is PCI Data Security Compliant Even though the software will work on any operating system there is the requirement that the Java Runtime Environment J RE be installed on the machine You can download the JRE for your machine for free off the Java Website Retail ePay User Guide 2 SOFTWARE REQUIREMENTS USAePay Retail ePay Charge software PC or MAC compatible computer Microsoft Windows MAC Linux or Unix operationg systems USB or Serial Magnetic Reader Java version 1 42 or higher Keyboard and Mouse High Speed Internet Connection Dial Up NOT recommended Retail ePay
4. receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS New eCheck S Ol x Transaction Approved Guth Code Ale43 Reference 17690449 v5 Result nja Cy Result Mo CV VW2ICVC data available For transaction View Prink Receipt New eCheck Figure 20e If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason E Optional 2 Recommended 3 Mandatory Retail ePay User Guide 35 SECTION 21 The Capture window allows the merchant to move previously authorized transactions from Queued Transaction to the batch manager Capture DOES NOT require a magnetic strip card reader Refer to the Merchant Console User Guide for Queued Transaction information COCO O EEO HO EEE H EOE E HEHEHE EOEH HEHEHE HSEEOE ETE EOEH EE EOEHHETOEEH HEHEHE HELO EHO EEOE EH OHOEH EE EOEH OEE EEHHERDEHHEHOLESEH OE EEEOHED Step 1 If the Capture window is not already open click on the Capture button fig 21a or from the menu select Transactions gt Capture fig 21b Step 2 Within the Capture window enter customer information and click the Process Capture Process Capture but ton to process the current Capture transaction fig 21b Reference Number Authorization Code Amount NOTE If the Reference Number Transaction ID is not at hand it can be retrieved from the Retail Charge Reports or Transa
5. 124 Authorization Reterenmnce Humber aa Trandaction Typa an Card Humber T 2 aD Cand Tyee w arg hee TO Se agp o he mi oe pee ee Me ca eer PA TUE err Choe Figure 7b Retail ePay User Guide Half Page Horizontally Divided SS mi fell HY pay USAir ip Bab dianes Beep Bate E LH pihia Di a Ptasi BOOT EF De ar Hihii ree Wrleis eem siaga Ir laan igpnspi arenai Ht Tas E ora Poon a boars F Ber Soni oe Paitr Ten Momie F i pay Bee beds as a imr ELE P ay a a er AP an aie N parr Wits oem T oT innat 1 Far rs Driv ie Dan mom O R me birahi ib Hair jie d Ta pr i TS ares o a fern Cou S _ Figure 7c Half Page Vertically Divided METI USA puy USAZ UsSAePay USAePay i ne sae Lap dealee Ch BS Ln degeten CA GO Pee REE Fisa Ml ia HHAH Fac SE mrija bem a aA aan gt hom eem uni inp Code Haaa PTET Tiuk Frai ai Air fioa Ti Lift imne 0 00 Tie t a Si SO Di Kcr ph ar ipi po n r E Aih irn amp oT Poof hambar ran Uhn i med r Ged hania kar Toate Pepe ete Trace Tyee nae Cond himin Seer Ca bimar Cand Typa Card Peper fom os sa err Cou Figure 7d 14 SECTION 8 Settings Receipt Printer s The Receipt Printers in the Settings menu fig 8a allows the merchant to select which printer to use as a default receipt printer NOTE Refer to section 5 Setting Company Info for receipt logo and head
6. Flace of birth fig 29e Mother s maiden name First pet s name Figure 29e ANSWER Enter the answer to Password Reminder fig 29d Step 3 When all the activation information has been completed click the Continue button 1 Mandatory 2 Recommended 3 Optional Retail ePay User Guide 49
7. Newsae ol x Key Sale Manually Key Sale button fig 14c to Sale Credit Auth Only PostAuth Check Capture void enter manual mode fig 14d Figure 14c Waiting For Card Swipe Manually Key Sale Step 3 Enter customer information and click the Process Sale Process Sale button to process the current 2 Mew Sale transaction Card Holder Card Number Expiration Card Holder Charge Amount Invoice 3 Tax Amount PO Card Number a Description Expl ration Biling Street 3 Billing Zip CYV2ICID Charge Amount gee Process Sale 1 Invoice Tax Amount PO Figure 14d Description Billing Street Billing Zip Cvv2 CI D ls Optional 2 Recommended 3 Mandatory Retail ePay User Guide 22 SECTION 14 Sale Keyed Cont APPROVED TRANSACTIONS New Sale oj x A Transaction Approved window will be dis played for all approved transactions Processor Transaction Approved results will be displayed To view or print a Auth Code 000478 Reference 17452609 transaction receipt click the View Print VS Result Address Match amp 5 Digit Zip Match CVV2 Result Not Processed Receipt view Print Receipt button To process New Sale a new transaction click the New Sale New Sale button NOTE For receipt templates layout settings Figure 1AE refer to section 7 Receipt Settings NOTE To view previou
8. Select an image file and click Open fig 27f Figure 27e NOTE The image file must be in a JPG or JPEG file format All A Open selection window will be displayed fig 27f other formats will be disregarded me Lookin oe i w DE Step 3 E Click the OK or Apply buttons for the image to take affect D fig 27e fig 279 J r P ie Files of type All Files Figure 27f Figure 27g CHECK FOR UPDATES ON STARTUP This feature will automatically check for newer versions of the software every time the Retail ePay Charge starts To disable this feature uncheck the check box Retail ePay User Guide 45 SECTION 28 Add New User Add New User allows the Master User to add delete and modify user rights as well as add addi tional source activation keys CO CHH OHH EHHOHH HOE HEHE OEHOH EOL H OHHH ELOHOH HHO HOEH OTH OOHOTH SOHO HHO HOHE ET HE OOH O TO OEOHH OS EOOHE OHO OHO HHH OHOOHH OH HOHHT HEE HEOHHOEHOHH OH OEOHHHT OOOOH HHO OOOH EHO OHOOTHHOHOOHH TH OOHH OOH OOHOHH OOOOH E OOOOH OHO OHOEH HO HOOHHOHTOHHOHHOEEOHEO HO OHHH LE OEEEEEELOOHOOOOS Select File gt Add New User fig 28a A Welcome to USAePay Fie ect eee a eee Charge window will be displayed This is the same window that was dis ae played when starting the software for the first time Here you will see Exit trQ two 2 options Add User Only and Add New Install Key fig 28
9. USGepay cam Logo c Uo tePay US4ePay_ Smallest jpeg cn x printed on the receipt To add a company logo to the receipt simply click on Figure 9a the Choose button and point to the image file which will be printed on both the merchant and customer receipt AA JEH NOTE The logo image must be either a JPG or J PEG format Any other format will be disregarded and not printed on the USAePay sgorr Bid receipt s set S os inomisstpa com Waw epa COT famae S100 Tas 0 08 After all the company information has been entered click the stonaton e Donii Reference Mumbar 1443612 eaan ai ha Bina ian isd 1681 Card Type WIES S ave P D T tto n c ae iwi pay the total according to the berms of agreement wiih the cand issuer a SIGNATURE Name null WERIFION Pint ere Figure 9b Retail ePay User Guide 16 SECTION 10 Settings Look and Feel The look and feel setting changes the visual layout of the Retail software Depending on the option chosen the software will change colors and button looks PROCESO EOE HEHEHE EO EEH EHO EOEH HET OEE HEHE OHHH OE EHE HEHE HOE HEH TEEHE HO EEOE HOE EOEHH EH EEH HES OEEHE HEL OEEHEHOEEOH ET OEHOH OE EOEH HEH EEEHEHTEEOE TH 0SO000000000 000000000000000 0000000000000000 EHH HEH OEHHEHEEHHE oeoooooooooooooooooooooooo Settings Help Receipt Template Receipt Printers b Figure 10a Company Info Look and Fe
10. button ee aa and it will close your application Are you sure you want to proceed click the Yes NOTE Once the software has been reset you will not be able to log in and process Figure lla any transactions until the software has been reactivated Retail ePay User Guide 18 SECTION 12 Delete Users eecooecocooooocooococooeooceoocoocoocoooooceoococooesocoocoocoocoooooooooocoooooeoocoocsocoooooooocosocoooococooeoocoocoooooooooooooococooecocoocooooooooooooooooococcoccocoocoocooeooooocooooococooeoocoocooooooooooooooo Delete Users allows the master account to delete unwanted users from the retail software POCO SCE O EEE E EEE EE ESE EEE E SESE E EEE EEE EES EOE EEO TEESE TEE E EOE EO EEE EE SE ESOS EESEH TEESE EEE EEOET EE EOEH OSE TEHH EE EEE EEE EEEEE SEES SEH OEEHEEEOHH EE EEEEETEEOEHSE EOE EEEOEHEEEEESE TET EEE ELSES LE EEHELEOEDEL ES EEEEEL OES Step 1 Eae Receipt Template P Receipt Frinters Figure 12a Company Info Look and Feel b Click on Settings gt Delete Users fig 12a Clear All Keyvs Users Step 2 Select the username to be deleted and click the Remove Remove button fig 12b S te p 3 i 4 Delete Users x To proceed with a user deletion click the Yes SSSI KS irom Enay o arge Select the user and press Remove to the user From ePay JCharge software button on the Removing User confirmation window fig 12c echargeuser 1 echar
11. pin The pin is used to ensure that unauthorized users are not able to processes transactions Username Password Optional fi Password Reminder Place of birth v Answer the software eg Storel Store2 PC1 PC2 By entering a unique name it will be easier to run specific reports and assign fraud modules to each software Figure 29c ls Optional 2 Recommended 3 Mandatory Retail ePay User Guide 48 SECTION 29 Add New Install Key Cont Step 2 cont D _ xl CHOOSE A PIN By entering a unique pin you are ensuring eaiChatge Install Information Install Key If you do not have an install key please contact customer service Location Name You may choose any description you like Itwill be used to reference transactions coming from this software If you hawe multiple locations this can be used to run reports by location Choose a Pin You must choose a pin The pin is used to ensure that unauthorized users are not able to processes transactions that unauthorized personnel will not be able to process any transactions fig 29d NOTE The pin should be not less that 4 digits Username Password Optional USERNAME Enter a username that will be associated with oo po the PIN fig 29d Previous Figure 29d PASSWORD Optional re password can be assigned for each user fig 29d PASSWORD REMINDER Drop down the menu and select a reminder question Place of birth E
12. 28d V Capture V Void V eCheck V Post Auth V Reports Step 5 Once the setup has been completed click the Finish button fig 28e V Configure Software Figure 28d The tabs buttons and menus will be grayed out for users with restrictions fig 28f Setup Complete Your account is now fully configured and ready to process transactions Click the Finish button below to start Newsale ol x Sale Credit Auth Only Post uth Capture 5 l Figure 28e Waiting for Card Swipe Manually Key Sale JePay Charge Logged In As echargeuser6 Oil Edit Transactions Settings Help 5 New S New Credit New gt Capture M Software ie Exit File Edit Transactions Settings Help Figure 28f Sale Alk 5 Credit Alk o Auth Only Alt Post Authorization Alt F Capture Alt S Retail ePay User Guide 47 SECTION 29 Add New Install Key Add New User allows the Master User to add delete and modify user rights as well as add addi tional source activation keys CO CHH OHH EHHOHH HOE HEHE OEHOH EOL H OHHH ELOHOH HHO HOEH OTH OOHOTH SOHO HHO HOHE ET HE OOH O TO OEOHH OS EOOHE OHO OHO HHH OHOOHH OH HOHHT HEE HEOHHOEHOHH OH OEOHHHT OOOOH HHO OOOH EHO OHOOTHHOHOOHH TH OOHH OOH OOHOHH OOOOH E OOOOH OHO OHOEH HO HOOHHOHTOHHOHHOEEOHEO HO OHHH LE OEEEEEELOOHOOOOS Select File gt Add New User fig 29a A Welcome to USAePay Fie ect Sean Charge window will
13. 512420 ree VS Result Address Match amp 5 Digit Zip Match transaction receipt click the View Print a Receipt View Print Receipt button To process View Print Receipt New uth Only a new transaction click the Auth Only Hew Auth Only button NOTE For receipt templates layout settings Figure 176 refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 29 SECTION 18 Auth Only Keyed The Auth Only window allows the merchant to pre authorize a transaction and DOES require a magnetic strip card reader Pre authorizing the transaction places the transaction into the Queued Transactions refer to the Merchant Console User Guide instead of the Batch Manager Refer to section 1 for mag reader setup 3 POPPE SEES EE SESE E EEE EEE EEE SE EOEE SEE OEEOT EEE EHS EEO E SEES OEOEET EH EOH EEO EEEE EE EESE TES OEEO EE EEEHEE OE EOEE SEE OEET EE OEHO EES ESHE EO EEEE EEE OEEH EES EEOEE OE EOEH EEE SEES E EO EEO ETO EEH EEE O ESET EOTEET EES OEEEEEEEEETESOEET ETO EES ET EE EEE HSE HOES EHEEEEELEOEEEHLEOESEEES S te p 1 2 G Transactions Settings Help Sale Alk 5 If the Credit window is not already open click on the Mew Suthonly Credi
14. 6 12 17512420 echargeuser1 authonly null VERIFON xxxxxxxxxxxx1881 1 00 Approved 02 28 2006 11 17630731 echargeuser1 S te p 3 authonly null VERIFON xxxxxxxxxxxx1881 1 00 Approved 02 28 2006 15 17640816 echargeuser1 postauth ePay Charge PostAuth xxxxxxxxxxxx0019 1 00 Approved 02 28 2006 15 17640912 echargeuser1 A Vo d Wi n d OW Wi be d is p ayed fi g 2 3 C check John Doe XXXXXXXXXXXX 1 00 Error Merchant does not cur 03 01 2006 12 17690238 echargeuser1 check Test XXXXXXXXXXXX 1 00 Approved 03 01 2006 12 17690449 echargeuser1 with a th e n ecessa ry tra nsa cti O n i nfo r capture XXXXXXXXXXXX 452 08 Approved 03 01 2006 13 17512420 echargeuser1 void XXXXXXXXXXXX 1 00 Approved 03 01 2006 14 echargeuser1 mation filled in Click the Process Void Process Void button to void the trans action Reference Number Authorization Code Amount void Reprint Close it New oid Figure 23b ol x Reference Number 17452761 Authorization Code 000479 Amount 52 42 Process Void Figure 23c E Optional 2 Recommended 3 Mandatory Retail ePay User Guide 40 SECTION 23 Void Quick Cont APPROVED TRANSACTIONS A Transaction Approved window will be dis played for all approved transactions Processor results will be displayed To view or print a transaction receipt click the View Print Receipt View Print Receipt but
15. Amount Invoice Tax Amount PO Description Billing Street Billing Zip Cvv2 CI D l Optional Retail ePay User Guide cesccoscocooocoocoosoocoocoocooooocoocooococooooocosoosooooooooooosoosoocoosoocoocoocooococoocoocoooooooooosocooosoooooooooooso Sale Alt 5 Credit New Credit a Auth Only Alt A Figure 16a Post Authorization Alt P Electronic Check Alk E Capture Alk 5 Void Alk Figure 16b New Cred ojx Sale Credit Auth Only PostAuth Check Capture Void Figure 16c Waiting For Card Swipe Manually Key Credit 2 New Credit oO x Post4uth Check Capture void Card Holder Card Number Expiration Charge Amount Invoice Tax Amount POF CVVeICID Process Credit Description Billing Street Billing Zip Figure 16d 2 Recommended Mandatory 26 SECTION 16 Credit Keyed Cont APPROVED TRANSACTIONS New Credit E oj x A Transaction Approved window will be dis played for all approved transactions Processor Transaction Approved results will be displayed To view or print a Auth Code 17520430 Reference 17510407 transaction receipt click the View Print one Beetles Ine CVV Result Wo CV V2ICVC data available For transaction Receipt View Print Receipt button To process View Print Receipt Mew Credit a new transaction click the New Credit New Credit button NOTE For receipt te
16. C installation settings click Back Click Cancel to exit the wizard Click Install to begin the installation IF you want to review or change any of your Cancel Figure 3c Retail ePay User Guide 8 SECTION 3 Installing USAePay Charge Retail Software Cont ie ePayCharge Setup Completing the ePayCharge Step 4 Setup Wizard Click the Finish button to begin configuring the USAePay Charge Retail Software fig 3d Click the Finish button to exit the Setup Wizard V Launch ePayCharge Figure 3d Retail ePay User Guide 9 SECTION 4 Activating USAePay Charge Retail Software When starting ePay Charge retail software for the first time you will need to activate the software and create a master user Follow the steps below to complete this procedure Welcome to USA ePay Charge Step 1 To begin the activation click the Add New Install Key Add New Install Key button fig 4a Before you will be able to process credit card transactions we will need to configure your connection to the USA ePay Gateway Please make sure you are connected to the Internet and you have your Install Key before continuing If you do not have an Install Key please contact customer service Click Continue to get started irene Figure 4a Step 2 a oS INSTALL KEY Enter the 16 digit alpha numeric activation OSA im Install Information Install Key key fi g 4 b If yo
17. Credit Auth Only Postauth Check Capture Reference Number Authorization Corte Amount Process Void Figure 22c 2 Recommended Mandatory 38 SECTION 22 APPROVED TRANSACTIONS A Transaction Approved window will be dis played for all approved transactions Processor results will be displayed To view or print a transaction receipt click the View Print Receipt view Print Receipt button To process a new transaction click the New Void New void button NOTE For receipt templates layout settings refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS amp New oid s Oy x Transaction Approved uth Code Reference v5 Result nja CVV Result Mo CV V2ICVC data available For transaction View Prink Receipt New Void Figure 22d If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason E Optional 2 Recommended 3 Mandatory Retail ePay User Guide 39 SECTION 23 Void Quick The Void through Reports is a short cut which allows the merchant to cancel a previously author ized transaction as long as the transaction being voided is within an open batch Voiding a trans action from the reports window prevents error and fills in all the necessary information to process a
18. Enter either the Social Security Number SSN OR the customers Drivers License DO NOT enter both as the trans action will error State Use the drop down menu to select state Amount Invoice Tax Amount Po Description Billing Street Billing Zip eeccceoccoocococesocooosocoocoocoocoocoocoocooococooooocoocooooooooooosoosocooeoocooosoccocoocoocoooooooooooooooooo Sale Alk 5 Credit Alk FC eCheck oe Auth Only Alt A Figure 20a Post Authorization Alt P Electronic Check Alt E Capture Alk 5 Void Alt Figure 20b New eCheck oO x Sale Credit Auth Only Post4uth Check capture void Mame Routing Number Account Number 55M OR Drivers License State 7 Amount Invoice Po Tax Pl Po Description Billing Street Billing Zip f Process eCheck Figure 20c Figure 20d ls Optional 2 Recommended 3 Mandatory Retail ePay User Guide 34 SECTION 20 Electronic Check eCheck Cont APPROVED TRANSACTIONS A Transaction Approved window will be dis played for all approved transactions Processor results will be displayed To view or print a transaction receipt click the View Print Receipt view Print Receipt button To process a new transaction click the New eCheck New echeck button NOTE For receipt templates layout settings refer to section 7 Receipt Settings NOTE To view previous transaction and for
19. ON 1 Connecting USB Magnetic Reader Step 1 Locate the USB port on your computer fig 1a NOTE A USB port may be located on the front and or the back of the computer Figure 1a Step 2 Plug the end of the USB Magnetic Card Reader fig 1b in to the USB port on your computer fig 1c Figure 1b Figure 1c Retail ePay User Guide 6 SECTION 2 Downloading USAePay Charge Retail Software There are two methods of receiving USAePay ePay Charge Retail Software One is to download it and two is to receive it via e mail If you have received the software via e mail then skip to SECTION 2a To download the software follow the steps below Step 1 Open a web browser and go to www uSsaepay com epaycharge Setup exe NOTE Make sure you enter Setup exe with a upper case S File Download Security Warning x Do you want to run or save this file A Hame Setup exe S te p 2 Type Application 2 02 MB From WWW Usaepay com A File Download window will be displayed fig 2a Click the pun see i Save button to continue potentially harm your computer IF you do not trust the source do not Y While files from the Internet can be useful this file type can un or save this software What s the risk Figure 2a Step 3 When the Save As window is displayed select the desktop and click the Save button to save the ePay Charge Retail Software to
20. User Guide INDEX SECTION 1 SECTION 2 SECTION 3 SECTION 4 SECTION 5 SECTION 6 SECTION 7 SECTION 8 SECTION 9 SECTION 10 SECTION 11 SECTION 12 SECTION 13 SECTION 14 SECTION 15 SECTION 16 SECTION 17 SECTION 18 SECTION 19 Connecting USB Magnetic Reader Downloading USAePay Charge Retail Software Installing USAePay Charge Retail Software Activating USAePay Charge Retail Software Setting Company Information Starting USAePay Charge Retail Software Settings Receipt Template Settings Receipt Printers Settings Company Info Settings Look and Feel Clear All Keys Users Delet Users Sale Swiped Sale Keyed Credit Swiped Credit Keyed Auth Only Swiped Auth Only Keyed Post Only Retail ePay User Guide Page 6 Page Page 8 9 Page 10 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 21 Page 22 23 Page 24 25 Page 26 27 Page 28 39 Page 30 31 Page 32 33 INDEX SECTION SECTION SECTION SECTION SECTION SECTION SECTION SECTION SECTION SECTION Electronic Check eCheck Capture Void Void Reports Reports Logout Exit Preferences Add New User Add New Install Key Retail ePay User Guide Page 34 35 Page 36 37 Page 38 39 Page 40 41 Page 42 Page 43 Page 43 Page 44 45 Page 46 47 Page 48 49 SECTI
21. b Figure 28a ADD USER ONLY Step 1 Click on the Add User Only Add User Only button fig 28a Welcome to USA ePay Charge Before you will be able to process credit card transactions we will need to configure your connection to the USA ePay Gateway Please make sure you are connected to the Internet and you have your Install Key before continuing If you do not have an Install Key please contact customer service Click Continue to get started Step 2 SELECT INSTALL KEY Select Key for new user SELECT USERNAME Enter a username that will be asso cere R tee ciated with the Key Figure 28b PASSWORD A password can be assigned for each user PASSWORD REMI NDER Drop down the menu and select a reminder question ANSWER2 Enter the answer to the Password USAePay JCharge Add User Select Install Key SEOC2A6G19EC6EF9 X Reminder Select Username Password Optional p Password Reminder Place of birth v Answer Step 3 When all the new user information has been completed click the Continue button fig 28c Previous Figure 28c E Optional 2 Recommended 3 Mandatory Retail ePay User Guide 46 SECTION 28 Add New User Cont Step 4 Check Uncheck the box s that the new user will be Assign User Permissions V Sales V Credit allowed not allowed to access Click the Continue Auth Only button fig
22. be displayed This is the same window that was dis Sie EES Preferences played when starting the software for the first time Here you will see Exit trQ two 2 options Add New Install Key and Add New Install Key fig Figure 29a 29b i x F a Step 2 KISA oer Welcome to USA ePay Charge INSTALL KEY Enter the 16 alpha numeric activation key fig 29c Before you will be able to process credit card transactions we will need to configure your connection to the USA ePay Gateway Please make sure you are connected to the Internet and you have your NOTE The activation key should have been provided to Install Key before continuing If you do not have an Install Key you by your MSP Merchant Service Provider Once a key please contact customer service Click Continue to get started has been activated it cannot be re entered Add New Install Key Figure 29b LOCATION NAME Enter a name that references transactions from the software fig 29c NOTE If installing Retail Charge software on multiple Install Information computers use a unique location name for each copy of Install Key If you do not have an install key please contact customer service Location Name You may choose any description you like Itwill be used to reference transactions coming from this software If you have multiple locations this can be used to run reports by location Choose a Pin You must choose a
23. card from left to right secsocoococoosoosoocooooocoocoocoocoocoooeoooocoocosoceocosoooocoooooocoosoooooococoocoocoocoocoocoooeooooooooooooo S EE e oe es Sale alt s Credit New Credit Guth Only Alt A Figure 15a Post Authorization Ao Electronic Check AlE E Capture Alk Void alk y Figure 15b 2 New Credit E Oj x Waiting For Card Swipe Manually Key Credit Figure 15c Figure 15d Figure 15e Retail ePay User Guide 24 SECTION 15 Credit Swiped Cont Step 3 2 New Credit E o x When properly swiped the Card Holder Card Sale Credit auth Only Post uth Check Capture void Number and Expiration will be filled in Enter the Charge Amount and all other fields Card Holder null VERIFON d d Card Number 4012888888881881 Expiration 1001 as needed Charge Amount 52 00 Invoice 6845 Tax Amount 5 07 PO Description ePay Charge Credit Step 4 Process Credit Click the Process Credit Process Credit button to process the current transaction Figure 15f APPROVED TRANSACTIONS New Credit al Ea A Transaction Approved window will be dis played for all approved transactions Processor Transaction Approved results will be displayed To view or print a Auth Code 17520430 Reference 17510407 yf AVS Result nja transaction recelpt click the View Print Cy Result Mo CV V2ICVC data available For transaction Receipt viewjP
24. ction results within the Transaction Details in the Merchant Console eeoccooooooocooooocoooooooooooeooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo DAENT cA Settings Help FE Sale Alk 5 Capture Credit Alt Auth Only Alt A Figure 21a Post Authorization Alt P Electronic Check Alt E Capture Alt G Void Alk y Figure 21b a New Capture OO X Sale Credit Auth Only Postduth Check f Capture if void Reference Number Authorization Corte Amount Process Capture Figure 21c ls Optional 2 Recommended 3 Mandatory Retail ePay User Guide 36 SECTION 21 APPROVED TRANSACTIONS A Transaction Approved window will be dis played for all approved transactions Processor results will be displayed To view or print a transaction receipt click the View Print Receipt View Print Receipt button To process a new transaction click the New Capture New Capture button NOTE For receipt templates layout settings refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS New eCheck S Ol x Transaction Approved Guth Code Ale43 Reference 17690449 AVS Result nja Cy Result Mo CV VW2ICVC data available For transaction View Prink Receipt New eCheck Figure 21d If for any reason a transaction has been declined a Tran
25. d is de mag netized or is corrupt Swipe the card from left to right POCO OE HEHE EOE HEE OEH HEH EEHHE EOE EOE HEHEHE EH OEH OEE EEEHEEEEOHE HEL OEEH EEE EHOEE HEHEHE HEE HEHHELEEEHEREEEEEHOELOOHE Eeee es Sale Alk 5 Hew Authcnly Credit Alk C Auth Only Figure 17a Post Authorization Alt P Electronic Check Alt E Capture Alk Void Alt Figure 17b 2 New Auth Only l oj x Sale Credit Auth Only f PostAuth Check Capture void Waiting For Card Swipe Manually Key Auth Only Figure 17c Figure 17d Retail ePay User Guide Figure 17e 28 SECTION 17 Auth Only Swiped Cont Step 3 2 New Auth Only l o x When properly swiped the Card Holder Card Sale Credit Auth Only fPost uth Check Capture void Number and Expiration will be filled in Enter the Charge Amount and all other fields Card Holder null VERIFON d d Card Number 401 2888888881881 Expiration 1001 as needed Charge Amount 452 08 Invoice 4553 Tax Amount 21 33 PO Description ePay Charge Auth Only Step 4 Process Auth Only Click the Process Auth Only Process Auth Only button to process the current transaction Figure 17f APPROVED TRANSACTIONS New Auth Oniy kik A Transaction Approved window will be dis played for all approved transactions Processor Transaction Approved results will be displayed To view or print a Auth Code 000647 Reference 17
26. el b Clear All Keyvs Users Delete Users Figure 10b Step 1 Click on Settings gt Look and Feel gt then select with style you prefer fig 10a fig 10b fig 10c Figure 10c Step 2 A restart program notification will be displayed fig 10d Click the OK EEEE 4 butto n to CO ntl nue iL The setting you have chosen requires that you restart your application NOTE The software must be restart ed for new settings to take effect Figure 10d Retail ePay User Guide 17 SECTION 11 Clear All Keys Users Clear All Keys Users will erase all users and activation keys entered into the retail software Use EXTREME CAUTION when clearing all keys users since this will erase all users includ ing the master user and reset the software to its initial state If the software has been reset 3 you will then have to contact customer support for new activation key s The software will not function until a valid activation key has been installed Step 1 settinas Jhe Receipt Template Click on Settings gt Clear All Keys Users Receipt Printers Company Info fig lla A Removing All Users and ee een gt Clear All Keys Users Keys confirmation message will be dis Delete Users played Figure lla Step 2 To continue with the software user reset Removing All Users and Keys OOO OO xj This operation will remove ALL USERS and install KEYs From this software
27. er printing options Settings Help Receipt Template Receipt Printers 3 w Default System Printer Company Info Serial Printer Look and Feel b Clear All Keys Users Figure 8a Delete Users Default System Printer default refers to a standard windows printer A printer that is used for daily printing needs HP Epson Lexmar Serial Printer is a thermal printer that is specifically designed to work with the ePay Retail Software NOTE The serial printer requires special printer drivers to be installed To select a Serial Printer click on Settings gt Receipt Printers gt Serial Printer A Serial Printer Settings window will be displayed SERIAL PRINTER SETTINGS Setting Company Information USAePay recommends that Serial Port COM1 and Baud Serial Printer Settings Rate 9600 are left at their default setting If you know to print that field on the receipt that the COM1 Serial Port is not available used then Serial Port COM1 click on the Serial Port drop down menu fig 8b and Baud Rate 9600 select an available port Click the Save button if any Print Copies V Print Merchant Copy settings have been changed PRINT COPIES cave Cancel This allows the merchant to select which receipt copy to print after a transaction has been completed Both Merchant and Customer copy are selected by default Update yourserial printer settings and press Save
28. ess Match amp 5 Digit Zip Match CVV Result Not Processed Receipt View Print Receipt button To process View Print Receipt New uth Only a new transaction click the New Auth Only New Auth Only button NOTE For receipt templates layout settings Figure ec refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 31 SECTION 19 Post Auth Keyed POOP T OSES TELE EEE EE HEEEE ESE E OEE EEE E EOE SEE OEE ETOH SEES EE TOTO SEE EEEOE EE EEEOE ETE EOEH TEE O EHO TEEOEE EEE O EEE E ES EES EET E ESET E EO EEEEE EE EOEEE TEE EEHH EET E TOES EE OEEO EEE EEESE ETE ESEEHETEEHO EEOC SEES TEESE OHETSEES OES EHEEEO EE SEDEEELELEDESE ELE OE EEL Oe The Post Auth window allows the merchant to post a previously pre authorized transaction Auth Only and DOES NOT require a magnetic stripe card reader Use Post Auth when receiving a verbal authorization number POPP S SEES EE EEE SEE ESEEHE EEE EEE TEEOEEH ETE E EEE EEE ESEEH EEE OEH EOE ESOS ESOEEE EEE SEES ETOH OEE EEEEEEEE EE EOSE ETOH ESET EES OEOEH EEE OEEO EEO EEEOE EEE ETEEH EEO EEE ESE EOEE SEE OEEH EEE SEES ESE HOES EE OEEEEE EEE EHETEEEEEHH EES ETOEHS EH ESEEEE SELES EL ELE DESEO LOD Ste p 1 2 Transactions S
29. etail ePay User Guide 13 SECTION 7 Settings Receipt Template esocococoocooooooocoooooooooooococooocooccococoooocooocosooocoooosooooosooooosoocooooococoooooooooooocooooocoocoooooococococooooocosoooooooooooocosoocoosoocoooooooooooooocooooocoooooooooooooococooooosoooooooooooooooooooosooooo The Receipt Template in the Settings menu fig 7a allows the merchant to specify the cus tomer and merchant layout of the printed receipt fig 7b 7c 7d NOTE The USAePay Charge Retail Software must be restarted for the receipt settings to take place if processing a transaction File Edit Transactions Settings Help aR Full Page Receipt Printers b Half Fage Horizontally Divided Company Info Look and Feel b Half Page Vertically Divided Clear All Keys Users Fi gure 7a Delete Users just after program installation Receipt information will not be available if program is not restarted after the initial installation To select the receipt template click the Settings tab and drag the mouse icon over the Receipt Template menu A sub menu will appear which will allow you to select the desired receipt template Once selected a check mark will appear next to the selected template Full Page iva si lt lt 3 t PEET Az pay t USAePay Sute 1425 Pi A Tous Order Reruit ippmti Amount 1 00 Tar 50 08 Date Det Sel 20a Order Ho
30. ettings Help Sale Alk 5 From the menu select Transactions gt Post Only fig 19a Credit Alec Auth Only Alt A Post Authorization Alt P Step 2 Electronic Check Akt E Capture Alk 5 Enter customer information and click the Process PostAuth void Alby Process PostAuth button to process the current transaction Figure 19a fig 19b i New Post Auth Sale Credit Guth Only Post amp uth f check Capture void 1 2 Card Holder 3 Card Number Card Holder Expi ration Card Number Expiration 3 Charge Amount Invoice Charge Amount i Tax Amount PO Invoice Description 1 Billing Street Tax Amount soa Billing Zip Auth Code Process Post4uth a 1 Description Billing Street Billing Zip CVV2 CID Figure 19b ta Optional 2 Recommended 3 Mandatory Retail ePay User Guide 32 SECTION 19 Post Auth Keyed Cont APPROVED TRANSACTIONS A Transaction Approved window will be dis played for all approved transactions Processor results will be displayed To view or print a transaction receipt click the View Print Receipt View Print Receipt button To process a new transaction click the New Post Auth New Post Auth button NOTE An authorization code auth code will not be displayed for a Post Auth transaction NOTE For receipt templates layout settings refer to section 7 Receipt Settings NOTE To view previous transacti
31. geuserz NOTE Once a user has been deleted from the echargeuser3 echargeuserd retail software they will no longer be able to login in to the software NOTE Once a user is deleted they cannot be oe undeleted Figure 12b Removing echargeuser4 X 9 a vd re vou sure you want to remove echargeuserd Figure 12c Retail ePay User Guide 19 SECTION 13 Sale Swiped The Sale window allows the merchant to process credit card transactions and DOES require a magnetic strip card reader Section 13 covers sale swiped transaction By swiping the credit card you are attaining the best possible transaction rate Refer to section 1 for mag reader setup For a manually keyed Sale transaction skip to section 14 eseocoscococeocosoosoeocosoosoooocososoosoosoocoocoocooooocoocoooooceocoooosoosoeocosoooooooocoosoosooooosoocoocoocoocoocosooocesoosoooooocooooscocooooosoosooooosoosoosoocoocoococococeocoocosooocesooooooooooocoosoocoocoocoocooococoocoocooooooooooooooooo Step 1 C a Settings Help If the Sale window is not already open click on the Men eale Credit Alk HC New Sale button fig 13a or from the menu select Puen Ela ee Figure 13a Post Authorization Alt P Transactions gt Sale fig 13b Electronic Check Alt E Capture Alk void Alb Y Step 2 Figure 13b With in the Sale window a Waiting for Card Swipe 4 New Sale OX text will be displayed fig 13c At this ti
32. me swipe the credit card through the magnetic reader fig 13d fig 13e NOTE If Error reading card please re try or man ually key data error message is displayed re swipe Teese the card Make sure the card is flat on the reader base and swipe steadily This message may also be displayed if the magnetic strip on the back of the card is de mag netized or is corrupt Swipe the card from left to right Figure 13c Figure 13d Figure 13e Retail ePay User Guide 20 SECTION 13 Sale Swiped Cont Step 3 New Sale SS o x When properly swiped the Card Holder Card Sale credit Auth Only Postauth Check Capture void Number and Expiration will be filled in Enter the Charge Amount and all other fields Card Holder null VERIFON Card Number 401 2888888881881 Expiration 1001 as needed Charge Amount 23 66 Invoice 5329 Tax Amount 2 03 PO Description ePay Charge transaction Step 4 Process Sale Click the Process Sale Process Sale button to process the current transaction Figure 13f APPROVED TRANSACTIONS enea E E A Transaction Approved window will be dis played for all approved transactions Processor Transaction Approved results will be displayed To view or print a Auth Code 000478 Reference 17452609 f i ree AVS Result Address Match amp 5 Digit Zip Match transaction receipt click the View Print VIE ecen te eee eaeeeed Receip
33. mplates layout settings Figure Tee refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 27 SECTION 17 Auth Only Swiped The Auth Only windows allows the merchant to pre authorize a transaction and DOES require a magnetic strip card reader Pre authorizing the transaction places the transaction into the Queued Transactions refer to the Merchant Console User Guide instead of the Batch Manager Section 17 covers Auth Only swiped transactions Refer to section 1 for mag reader setup For 2 a manually keyed Auth Only transaction skip to section 18 Step 1 If the Auth Only window is not already open click on the Auth Only button fig 17a or from the menu select Transactions gt Auth Only fig 17b Step 2 Within the Auth Only window a Waiting for Card Swipe text will be displayed fig 17c At this time Swipe the credit card through the magnetic reader fig 17d fig 17e NOTE If Error reading card please re try or man ually key data error message is displayed re swipe the card Make sure the card is flat on the reader base and swip steadily This message may also be displayed if the magnetic stirp on the back of the car
34. ngs To access the software preferences click on File gt Preferences fig 27a ele Nett Useoc Preferences Exit Ctri Q Background Color Changes the color of the work area fig 27b fig 270 Figure 27a Background I mage Allows the merchant to add an image to the work area fig 27b i i x ePay Charge Preferences BACKGROUND COLOR Step 1 e Check For updates on startup Click on the Change change button fig 27b Background Image Choose A Choose Background Color window will be dis played Three choices are available for color selec OK Apply Reset Cancel tion Swatches HSB and RGB fig 27d Figure 27b Step 2 After the proper color has been selected click the Apply a or Save button to take new color effect fig 27c lt a ratches EE pg hed oop E A 15 ce S es F a Raa i Be frairriadasnjaniag Figure 27d al o 5 170 Fri a o o z a BD siete te Sampla Text al tte ofa om Cancel eset e a EIA i ae Figure 2 c e o p eiee Tent Sample Text E E o Diele Text Sample Text Retail ePay User Guide 44 SECTION 27 Preferences Cont BACKGROUND IMAGE Step 1 Click on the Chose Di x ePay Charge Preferences button fig 27e e Check For updates on startup Background Image Choose Step 2 OK Apply Reset Cancel
35. on and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS New Post Auth S O x Transaction Approved Auth Code Reference 17640912 AVS Result nja Oyz Result Mo CV VW2ICVC data available For transaction View Prink Receipt New Post Auth Figure 18g If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 33 SECTION 20 Electronic Check eCheck The eCheck window allows the merchant to process checks directly through Retail ePay Charge and DOES NOT require a magnetic stripe card reader An eCheck transaction does not require a credit card but a valid routing and account number from where the funds will be drafted from An eCheck account must be established to process eChecks POPPE EEE TE ESET EE EEH EEE EEEEE SE EOHEE EEO EEO EEO EEE EOE ESE EEE SEH EEEEEHE EO OESE EEE EEET EEE EEO EE SETEE HELE OEE EE SESH EES EEEEEEEEDESEECEEEEEOe Step 1 If the eCheck window is not already open click on the eCheck button fig 20a or from the menu or select Transactions gt Electronic Check fig 20b Step 2 Within the eCheck window enter customer information and click the Process eCheck Process eCheck button to process the current eCheck transaction fig 20b 3 Name Routing Number Account Number SSN OR Drivers License NOTE
36. rint Receipt button To process View Print Receipt Mew Credit a new transaction click the New Credit Mew Credit button NOTE For receipt templates layout settings Figure 156 refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 25 SECTION 16 Credit Keyed A keyed Credit transaction is very similar in process as the swiped transaction except that a mag reader is NOT required The credit card information is manually keyed in to the Retail software By keying in the transaction a higher processing rate may be incurred COCO SCS E SESE E SEE EO OES ESO ETO EETOOH EEO SEEO EE SOHE EEE OESOEESHSESTEOOEOOEEEEEOETEESOEHOEOOEHOEESEHEETEOSOOE EEE EES EEEOEEEEEOED Step 1 If the Credit window is not already open click on the New Credit button fig 16a or from the menu select Transactions gt Sale fig 16b Step 2 With in the Credit window Click on the Manually Key Credit Manually Key Credit button fig 16c to enter manual mode fig 16d Step 3 Enter customer information and click the Process Credit Process Credit button to process the cur rent transaction Card Holder Card Number Expiration Charge
37. s transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 23 SECTION 15 Credit Swiped The Credit window allows the merchant to credit a transaction and DOES require a magnetic Stripe card reader Section 15 covers credit swiped transaction By swiping the credit card you are attaining the best possible transaction rate Refer to section 1 for mag reader setup For a manually key Credit transaction skip to section 16 POOP SCHOO SE EEHEEEESESE EES EEEE EEO EEOT EE ESOE EEE SOEH EE HOSES ESOT E ET ESESOT EEO EEESE SOOO EEEEEOEEESOEHEEEEESOE TE ETEE TEE EEOHEEESEEEESSEOEEEEES Step 1 If the Credit window is not already open click on the New Credit button fig 15a or from the menu select Transactions gt Credit fig 15b Step 2 Within the Credit window a Waiting for Card Swipe text will be displayed fig 15c At this time swipe the credit card through the magnetic reader fig 15d fig 15e NOTE If Error reading card please re try or man ually key data error message is displayed re swipe the card Make sure the card is flat on the reader base and swip steadily This message may also be displayed if the magnetic stirp on the back of the card is de mag netized or is corrupt Swipe the
38. saction Declined message windows will be displayed with a decline reason E Optional 2 Recommended 3 Mandatory Retail ePay User Guide 3 SECTION 22 The Void window allows the merchant to cancel a previously authorized transaction as long as the transaction being voided is within an open batch Void DOES NOT require a magnetic stripe card reader COCO HEHEHE OE EOE HEE EEE EE EHH EOE EOEH OEE OEHH ETO EEOE RHE EOE OEE OEH HEH OEEHEHOEEHHE HE 00000000 tooo EH OHEEHHEEOEH HEE HEHHERDEHHE HOE ESEH EEE EEOEED Step 1 If the Void window is not already open click on the Void button fig 22a or from the menu select Transactions gt Void fig 22b Step 2 Within the Void window enter customer information and click the Process Void Process void button to process the current Capture transaction fig 22b Reference Number Authorization Code Amount NOTE If the Reference Number Transaction ID is not at hand it can be retrieved from the Retail Charge Reports or Transaction results within the Transaction Details in the Merchant Console l Optional Retail ePay User Guide ecocooooocooooooooooooooooooooeooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo Sale Alk 5 Void Credit Alk C Auth Only Alt A Figure 22a Post Authorization Alt P Electronic Check Alt E Capture Alk 5 Figure 22b New oid Ol x Sale
39. ss 2 PO merchant and customer receipt Click the check box ae next to the description of the fields you wish to State E Zip Code PO have printed on the receipt Phone TTT Fax E El Email Pe To add a company logo to the receipt simply click on Wehsite ii i Logo Choose the Choose button and select the resl image file which will be printed on both the merchant and customer receipt Figure 5a NOTE The logo image must be either a JPG or J PEG format Any other format will be disregarded and not printed on the receipt s After all the company information has been entered click the Save button Retail ePay User Guide 12 SECTION 6 Starting USAePay Charge Retail Software Step 1 Click on the ePay Charge icon from your desktop to start the software Step 2 Click on the drop down menu and ePay Charge Login select the proper username fig 6b Select User Password NOTE To add additional users refer to section 2 Copiright 105 LSA afi Charge are siihe tre The Fee logo smij leva Poeenrad by www une Step 3 Enter a password into the Password text box fig 6c NOTE If a password was not created ini tially leave the Password filed blank ePay Charge Login Select User echargeuserl Password tan Forgot Passyvord Step 4 Once step 2 and 3 are complete click the fig 6c Figure 6c R
40. t Albee Auth Only New Auth Only button fig 18a or from the menu Figure 18a era select Transactions gt Auth Only fig 18b siseimmie aes EVE Capture Alk 5 void Alby Step 2 Figure 18b Within the Credit window Click on the Manually New Auth Only lt New Auth Only j f ofj x Key Auth Only Manually key Auth Only button Sale Credit Auth Only postauth Check Capture void fig 18c to enter manual mode fig 18d Figure 18c Waiting For Card Swipe Manually Key Auth Only Step 3 Enter customer information and click the Process Auth Only Process Auth Only button to process 2 New Auth Only the current transaction Card Holder Card Number PO Expiration iz Card Holder Charge Amount Invoice 3 Tax Amount PO Po Card Number Description PO Expiration Biling Street Billing zip CYV2ICID 3 Charge Amount Process 4uth Only 1 Invoice Tax Amount po Figure 18d Description Billing Street Billing Zip Cvv2 CI D ls Optional 2 Recommended 3 Mandatory Retail ePay User Guide 30 SECTION 18 Auth Only Keyed Cont APPROVED TRANSACTIONS New Auth Only Ol x A Transaction Approved window will be dis played for all approved transactions Processor Transaction Approved results will be displayed To view or print a Reference 17512420 transaction receipt click the View Print AWS Result Addr
41. t wiew Print Receipt button To process a HELE Faint Meeeipl New Sale new transaction click the New Sale New Sale button NOTE For receipt templates layout settings Figure 136 refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 21 SECTION 14 Sale Keyed A keyed Sale transaction is very similar in process as the swiped transaction except that a mag reader is NOT required The credit card information is manually keyed in to the Retail software By keying in the transaction a higher processing rate may be incurred POCO SCE E SEES ESEEH EEO OEHO ESE EEOE TEESE THESES ESOS EEE OESOTE SHOES EEO EEEEEEEOOES EE SOEHEE SOSH EES EHOE TO OTOOHE SHOOTS OTOH SESE SESE SH EES OSEOE EO ETO ESO OEOEHE SHOES EE SOHHE ETE OES OE ES ESOS EE OSEE EO OEEOE TE ESOSH EES OSTEO EESEHOETEOEEETESHSOHESESEEEOEESEDELESESEOED Ste p 1 2 Transactions Settings Help If the Sale windows is not already open click on the eras sie Credit Alb n Auth Only Alk 5 New Sale button fig 14a or from the menu select Figure 14a eee Transactions gt Sale fig 14b See aera Capture Alk 5 Void Alk y Step 2 Figure 14b With in the Sale window Click on the Manualy
42. the desktop fig 2b File name ls etup exe x Save as type Application v Cancel Figure 2b NOTE If you received USAePay ePay Charge Retail Software via e mail you will need to save the attached file to your desktop NOTE The ePay Charge Retail file sent via e mail is in a zip format which may require the installation of a file extractor The most common file extractor is WinZip www winzip com It is recommended that the Charge Retail Software is unzipped to the desktop Retail ePay User Guide T SECTION 3 Installing USAePay Charge Retail Software ji ePayCharge Setup x Welcome to ePayCharge Setup Step a Wizard Double click on the software setup file to begin the instal The Setup Wizard will install ePayCharge on your computer Click Next to continue or Cancel to exit the Setup Wizard lation An ePay Charge Setup wizard will be displayed fig 3a Click the Next button Figure 3a MEI Select Installation Folder This is the folder where ePayCharge will be installed S t e p 2 i RET 4 this Folder click Next To install to a different Folder enter it below or click Click the Next button to continue with the a C Program Files US4ePayePayCharge Browse software installation fig 3b x Ready to Install S te p 3 The Setup Wizard is ready to begin the Typical installation Click the Install button to complete the soft ware installation fi g 3
43. tions fig 4C e e iali from this software If you pare multiple locations this can be used to run reports by location 2 Choose a Pin NOTE The pin should be not less than 4 digits You staal oda The pin is used to ensure that unauthorized users are not able to processes transactions Username Password Optional 1 Password Reminder USERNAME Enter a username that will be associated with PAE the PIN Also useful when generating reports by user fig 4c Previous Figure 4c PASSWORD Optional re password can be assigned for each user fig 4c PASSWORD REMI NDER Drop down the menu and select a reminder question pes rea Fi ace or DEEM fig 4c fig 4d Mother s maiden name First pet s name Figure 4d ANSWER Enter the answer to Password Reminder fig 4c Step 3 When all the activation information has been completed click the Continue button 1 Mandatory 2 Recommended 3 Optional Retail ePay User Guide 11 SECTION 5 Setting Company Information a Setting Company Information l X After the software activation is complete a Setting Setting Company Information Company Information window will be displayed fig Set your company information here and check the box next to each field to print that field on the receipt 5a Enter all the appropriate contact information Company Name which you will have the option of printing on the M Address 1 0 Addre
44. ton To process a new transaction click the New Void New void button NOTE For receipt templates layout settings refer to section 7 Receipt Settings NOTE To view previous transaction and for receipt reprint refer to section 24 Reports DECLINED TRANSACTIONS amp New oid s Oy x Transaction Approved uth Code Reference v5 Result nja Cy Result Mo CV V2ICVC data available For transaction View Prink Receipt New Void Figure 23d If for any reason a transaction has been declined a Transaction Declined message windows will be displayed with a decline reason Retail ePay User Guide 41 SECTION 24 Reports allow the merchant to view and reprint past transactions processed through the Retail ePay Charge software Transaction reports will be available for 90 days at which time the new transactions will be replace the old transactions For more detail on transactions processed through the Retail software refer to the Merchant Console transaction details 3 e CO COHOHHEHOEHOEHOEHEEHEEHE HEH OEOOH HSE OEH EHH OOHO HE OHEOHEOHOOHH SH OOHO OHO OHO HEOHOO HOS OOEHE HEE OHO OTE OEEHEOSOOHH THO OHE OHS EHOOH HOHE OHOEHOOHHE OTE OOEH TE OEOH HOE HOOH OHO OOHO HT OHEHH HOHE OHHSHOOHO THE OHOE HH OHEHH OOOOH OHH OOHH ETE OEEH HO EEOHHOHEOHHE THE EHETEDEDEOHEEEOOEOS To view the Transaction History click on the Reports button fig 24a mde Reports Figure 24a
45. u do not hawe an install key please contact customer service Location Name You may choose any description you like Itwill be used to reference transactions coming from this software If you hawe multiple locations this can be used to run reports by location Choose a Pin You must choose a pin The pin is used to ensure that unauthorized users are not able to processes transactions Username Password Optional Password Reminder Place of birth v Answer NOTE The activation key should have been provided to you by your MSP Merchant Service Provider Once a key has been activated it cannot be re entered LOCATION NAME Enter a name that will be used as a Previous Continue reference within the Merchant Console fig 4b Figure 4b NOTE If installing Retail Charge software on multiple computers use a unique location name for each copy of the software eg Storel Store2 PC1 PC2 By entering a unique name it will be easier to run specific reports and assign fraud modules to each software 1 Mandatory 2 Recommended 3 Optional Retail ePay User Guide 10 SECTION 4 Activating USAePay Charge Retail Software Cont x Step 2 cont CHOOSE A PIN By entering a unique pin you are insuring Install Information Install Key that unauthorized personnel will not be able to process any cs ocation Name You may choose any description you like Itwill be used to tra nsac
46. void Void DOES NOT require a magnetic stripe card reader eeccocooocoococooocosooooosooooooooooocooosoocoosooooooooooooooooocooceoocoocoooooooosooooosooooosoosooooosocoooooooooooocoooooooococooocosooooosoooooooosoocoocosoosoooooooooooooooooooocooooococoooooooosooooosooooosoosooooosocoooooooooooooooooooooooooooooo Step 1 Click on the Reports Button fig 23a to open the Transaction nee History window fig 23b Figure 23a Step 2 LI z Transaction Type a i L t t h t t t b a d d Transaction HIstory O Ca e e ra n S a C l O n O e VO l e d Txn Type Card Holder CC No Amount Results Time Ref No User i i sale null YERIFON xxxxxxxxxxxx1881 23 66 Approved 02 22 2006 14 17450562 echargeuser1 se ect it an d cl IC k th e VO d id Void sale null VERIFON XXXXXXXXXXXX1881 23 55 Approved 02 22 2006 15 17452609 echargeuser 1 sale Test Card xxxxxxxxxxxx4565 52 42 Error Invalid Card Number 3 02 22 2006 15 17452745 echargeuser1 b u tt O n fi g 2 3 b sale Test Card xxxxxxxxxxxx0013 52 42 Error Invalid Card Number 3 02 22 2006 15 17452759 echargeuser1 i sale Test Card xxxxxxxxxxxx0019 52 42 Approved 02 22 2006 15 17452761 echargeuser1 sale xxxxxxxxxxxx2219 23 95 Error Invalid Card Number 3 02 23 2006 10 17469771 echargeuser1 credit null YERIFON xxxxxxxxxxxx1881 52 00 Approved 02 24 2006 11 17510407 echargeuser1 authonly null YERIFON xxxxxxxxxxxx1881 452 08 Approved 02 24 200
47. xxxx0019 1 00 Approved 02 28 2006 15 17640912 echargeuser 1 t h e Tra nsa ctl on Ty p e d ro p d own check John Doe XXXXXXXXXXXX 1 00 Error Merchant does not cur 03 01 2006 12 117690238 echargeuser1 check Test XXXXXXXXXXXX 1 00 Approved 03 01 2006 12 17690449 echargeuser1 menu b ox an d S el ect t h e ty p e of capture XXXXXXXXXXXX 452 08 Approved 03 01 2006 13 17512420 echargeuser1 void XXXXXXXXXXXX 1 00 Approved 03 01 2006 14 echargeuser 1 transaction report to view fig 24c void Reprint Close NOTE To void a transaction through Figure 24b the Transaction History refer to sec tion 24 Transaction Type Retail ePay User Guide 42 SECTION 25 To Logout click on the Logout button fig 25a L a Logout Figure 25a The Login will be displayed fig 25b m x when the user has successfully logged out To log back into the retail software ePay Charge Login i Select User D qaii Password click on the Select User drop down menu box and select a username fig 25c Click the Login button Login Login Forgot Passyyord Figure 25b Figure 25c SECTION 20 To Exit out of the software click on the Exit Fie J ect ee T Button fig 26a or select Exit from the File menu Add New User Preferences fig 26b Ctrl g Figure 26a Figure 26b Retail ePay User Guide 43 SECTION 27 Fie Eat Transactions Setti
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