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Merchant User Manual

1. 8 Edit the fields as necessary and click Save User to save the changes the Reset button allows you to return to the previously saved User Information form User Information User Options Reset Password Email Password Lag In as this User Username Example Status Active Email examplechypercam com Contact Info John Dae 123 Anytown Chyville CA 12345 USA System Level 1 User Type Merchant Security Level 4 Email exampleithypercom com _ To send the user an email after your default mail application appears Reset Password To reset the user password The payment server will automatically generate a new user password Email Password To send the user his her password in the context of a pre defined email template See example figure below Log ln as this User To log in as this user Ch 2 Creating Transactions with Virtual Terminals How to use virtual terminals 10 Virtual Terminals allow you to process various transactions on credit card debit card check and gift card The transaction types include Sale PreAuth pre authorization ForceAuth post authorization Void Return etc This chapter describes how to process each type of transaction grouped by the payment methods Credit Card Debit Card Check and Gift Card In general when filling out the transaction forms illustrated as screenshots in this chapter be aware that the industry type of your merchant account such
2. Check the DENY ALL IPs Countries EXCEPT Those Listed Below radio button shown below Validate IP Address When Logging In DENY All IP s EXCEPT Those Listed Below Tae se This Option O ALLOW All IP s EXCEPT Those Listed Below Allowed IP List Remove Selected Remove All Validate Country When Logging In DENY All Countries EXCEPT Those Listed Below Use This Option ALLOW All Countries EXCEPT Those Listed Below Deny All Unknown Countries E Add Country Allowed Country List Remove Selected Remove All To add one or more IPs Countries to the Allowed IP Country List for IP type an IP address in the Add IP text box for country select a country from the country drop down list and then click Add IP Country The IP address or country will be automatically populated into Allowed IP Country List 60 Allowed IP List 123 123 12 1 123 123 12 2 Allowed Country List m 3 If you want to remove the IP Country from the Allowed IP Country List one by one click on the one s you want to remove and then click the Remove Selected button Or you can click the Remove All button to clear all IPs countries shown in the Allowed IP Country List 4 After you complete editing the settings for DENY ALL IPs Countries EXCEPT Those Listed Below you need to ensure this option will be in use a If you see the Use This Option button as it is shown in this means the Allow All IPs Countries EXCEPT Those Listed Below option
3. No information needs to be entered onto this page by clicking the Submit button you will view all transactions today 6 Click Submit and a list of transactions similar to the sample screen below will appear Ref Customer ID Inv i 1 Account 5 8 2006 a4 254 12 52 23 APPROVED VISA VISA kokk Payments Sale APPROVAL 001007 PM Inc 5 8 2006 adz32 12 49 52 APPROVED VISA VISA mum cubo tn Sale APPROVAL 001006 PM 17 7 A list of transactions will appear click on the transaction Ref you wish to return Yoid transaction 542734 Yes old this Transaction 8 Click Yes Void this Transaction Microsoft Internet Explorer i Are vou sure you want to void this transaction IF you click OK this transaction will be voided and dropped From the yr system i Cancel 9 Click OK and similar screen to the following void response example will appear Response OK Result APPROVED SuthCode 001007 Message APPROYAL PNRef 54254 CommercialCard False Credit Card ForceAuth ForceAuth is a sale transaction for which a merchant received a voice authorization A ForceAuth is done so that the previously authorized transaction can be settled and the merchant can receive funds 1 Click on the Virtual Terminals folder 2 Click on the Credit link 3 Click on the ForceAuth tab shown below Card Number fs Expiration Total Amount Card Holder fs Postal Zip Code fs wa 4 Enter the customer s credit car
4. 2 Click on the Debit link 3 Click on the Sale tab shown below 19 Card Number po Expiration Date lbs v Card Holder Cash Back Amount Total Amount BI I9 Swipe the debit card through the card reader The Card Number and Expiration Date fields will automatically populate after swiping the card Pn Enter the appropriate transaction information in the form 6 Click Process the Clear button lets you clear the form without processing the transaction 7 The PIN pad connected to your computer will prompt for a PIN Input the number and click the Enter key on your PIN pad and a receipt will appear similar to the example below Debit Card Return Print Receipt Date Af f2004 Time 11 41 AM POT Trans Type cale Auth Amt 1 00 Total Arnt 1 00 Account dl dl Exp Date ars Issuer Debit Mame Jahn Doe Invaices street Zip Entry Method Swiped Result APPROVED Authtode 076952 Message APPROVAL PNRaef 3506 Result Av SResponse 1 Click on the Virtual Terminals folder 2 Click on the Debit link 3 Click on the Return tab shown below 20 NCN EEEN e Card Number o Expiration Date Mitr Y Do O Card Holder NEN Cash Back Amount Total Amount x X Clear 4 Swipe a debit card through the card reader The Card Number and Expiration Date fields will be automatically populated after swiping the card 5 Enter the PINRef number into the PINRef field This number you obta
5. For example http www TheWebSite com Admin login aspx Consult the system administrator for the Pivotal Payments Payment Server 1f you are unsure of the correct URL and the login page for the Pivotal Payments Payment Server should open shown below y PIVOTAL PAYMENTS Click here if you forgot your password Click here if you need help Username Password 3 Input your username in the Username field 4 Input your password in the Password field 5 Click Login the Reset button lets you re enter your username and password Note If this 1s your first time logging on to the payment server you will see an End User Licensing Agreement EULA To continue your login read the agreement and click the I agree button END USER LICENSE AGREEMENT FOR SMARTPAYMENTS SOFTWARE I IMPORTANT READ CAREFULLY This Hypercom End User License Agreement i EULA is a legal agreement hetween you either an individual or a single entity and Hypercom for the Hypercom product accompanying this EULA which includes computer software and may include associated media printed materials and online or electronic documentation SOFTWARE By installing copying or otherwise using the SOFTWARE you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA do not install copy or otherwise use the SOFTWARE SOFTWARE PRODUCT LICENSE Hypercom Software SOFTWARE is protected by copyright laws and international c
6. Settled Refund 14 In the transaction list if you see the image icon beneath the transaction s Ref link which means a signature is captured for this transaction Click on the image icon and a screen will appear similar to the example shown below 41 Receipt for this transaction Date 0d 205 Oe 12 48 10 Tran Type Forthorisation Clerk test merchant Irarocas ACCT dl EXP EE Issuer Amex CardHolder John Dos Hip 17345 Street 123 Rezult Approved Response OOTIS6 AZ Address Hatch Ho Gap Hatch Em 52 00 Tax 0 00 Tip 0 00 Total 2 00 I Agree to Pay Abone Total Amowmit According to Card Issuer Agreement Herchant Agreement Credit Voucher yoo Find Check Transactions The process of searching for a check transaction is identical to that for a card transaction except that the searching filters are slightly different 1 Click on the Find Transactions folder 2 Click on the Check link shown below Check Transaction Report Filters Date Range Select a Date Range or enter dates manually below Start Date 1 12 2004 End Date 4 12 2004 E April 2004 mE April 2004 2 gt M T WTF S Sim T WHIT F IS 28 29 30 31 2 El 28 29 30 31 1 2 3 4 5 6 7 8 9 10 4 5 6 7 8 9 10 11 13 14 15 16 17 11 13 14 15 16 17 2 4 5 7 2 4 5 7 Check Num Trx Type All Y Transit Num Auth Code Check Acct Num Status Approved he User Na
7. 1573 4 5 2004 John CES test e 12 48 09 APPROVED AMEX Amex Al Doe Authorization APPROVAL 007946 2 00 0 00 ACER PM 1568 4 5 2004 John test e 11 25 03 APPROVED VISA Visa did go OT Doe Sale APPROVAL 007858 1 00 1 00 merchant AM 4 5 2004 Jona test 1564 10 58 28 APPROVED AMEX AMEX EIA Doe rec APPROVAL Q4L629 0 00 1 00 AE am 4 5 2004 Jane test 1563 10 57 43 APPROVED DINERS DINERS iaia 046 Doe Authorization APPROVAL 007801 1 00 0 00 merchant am le dede se se spe spe spe o ob od dde John SAEI test ass 8 17 29 APPROVED MASTERCARD MASTERCARD 5454 Dos OS APPROVAL 007571 5 00 0 00 ni am 1 38 The following gives you a quick overview of each column in the example screen above Ref A unique reference number that the system assigns to each transaction for an easy retrieval Customer ID A unique number that the merchant assigns to identify a customer Inv The optional invoice number that is associated with the transaction Date The date and time the transaction was processed Result The response for the transaction Examples are Approved Declined Payment Type The transaction s payment type Examples are Visa MasterCard Visa Amex etc Account Type Same as Payment Type Card The partially masked card number Name The customer s name Type The transaction type Examples are Sale Authorization ForceCapture Repeat Sale and Credit Status The status
8. A unique reference number that the system assigns to each transaction for an easy retrieval Customer ID A unique number that the merchant assigns to identify a customer Inv The optional invoice number that is associated with the transaction Date The date and time the transaction was processed Result The response for the transaction Examples are Approved Declined Payment Type The transaction s payment type Examples are ECHECK VERIFY Account The last 4 digits of the checking account number Transit The financial institution s transit bank routing number for the check Check The check number Name The customer s name shown on the check Type The type of transaction processed Examples are Sale Credit Amt The dollar amount of the check transaction User The user name or terminal that processed the transaction Register The register number on which the transaction is performed 43 8 To view the detail of a check transaction click on its Ref link PhRetf 23411 Refund Host Ret 0505384 060041M9 P7 LES hy 3 00 Date pr2620104 back to account 79007 Time 6 52 04 PM EDT Customer ID 5 Trans Type Sale Name ab Amount 3 00 Transit 123456750 Account Fea Yes Charge Account Result Approved Repeat a SALE transaction Charge Amount 3 00 ta account Result Text Approved Note There are three kinds of task box you may see Void Refund and Rep
9. Fields Add data field to the Virtual Terminals pages The field will be saved along with the transaction Device Setup Set up input devices connected to your system Password Change the user password Security Set security for functions performed at the user level Email Sales Send email to the Pivotal Payments Payment Server sales team Support Send email to the Pivotal Payments Payment Server support team Logout Exit the Pivotal Payments Payment Server Adding a New User The Manage Users section is used to add find edit or delete user accounts The following examples describe two scenarios in which you would want to add a new user e Your company must establish a user account for each terminal This account is set up specifically to upload transactions and sales draft check images to the web e Your company wants to establish a user account for an office manager This manager needs a user name and password fro access to retrieve images and view reports Adding a new user 1 Click on the Manage Users folder 2 Click on the Add link to add a new user and the following screen will appear User Information indicates required field Leer Mame Security Level System Level 1 First Mame Last Mame Phone Mumber Emall Addre Street Address 1 Street Address 2 City Province Postal Code Country Time Zone Canada A Eastern save User e Without your specifying a user name
10. Find the Reset button lets you re enter the information and a list of users will appear Notice the gs and Ea arrows under each column name are for sorting the list User Name Last Name First Name Partner ID Status Email Creation Date Example a 12007 Gees Poe pom foo ACTIEjxampleghupersor cor i 4s ni am 3 7 2007 Example User Bx ampleanypercom com 5 To send an email to the user click the Email link Your default mail application will pop up for you to email the user 6 To view edit or delete the user click on the User Name link The following figure will appear User Information Username Example User Options Status Active Reset Password Email examplemhypercoam cam Email Password Lag In as this User Contact Info John Doe 123 Anytown Ciyville CA 12345 Security Level 4 USA System Level 1 User Type Merchant 7 To edit the user click the Edit User link in the upper right corning of the section and a screen similar to the example below will open displaying the detail of the user information User Information indicates required field User Marne Example First Mame John Phane Mumber oa aaa a street Address 1 123 Anytown City Cityville Province LA Security Level System Level 4 v L ast Mame Doe Email Address example hypercom cam Street Address 2 state A California Postal Code 12345 Time Zone Facific Country United States
11. b And Or choose a date range by clicking on the drop down arrow and select a pre defined date range Also you may manually enter the start date and end date for a date range c You can also narrow down your search by the contract s payment method click on one of the payment method radio buttons 4 Click on the Find Billing s button Clear Filters lets you clear all the field contents you have entered as search criteria and a screen will appear similar to the example shown below Notice the Ez and ga buttons under each column name are for sorting the listed transactions ef a Transaction Date Y Customer Y Payment Type Y 3610 CIC1B 532004 8 38 40 AM ECHECK 5 00 3611 Z icib 532004 9 02 54 AM ECHECK 5 00 3617 C1iciB 5 3 2004 9 32 49 AM ECHECK 5 00 3618 ESAS 332004 9 39 52 AM ECHECK 5 00 5 To view the contract for a particular transaction click on it s Contract ID link 6 To view the details of a transaction click on the transaction s Ref link Ch 6 Preferences and Merchant Support How to change personal settings and get additional support This chapter discusses five main functions of Preferences regulate access to a user account set up input devices for the payment server change the user password and modify security levels to grant a user specific access to certain functions Furthermore we include information on the remaining features in the menu bar send emails to your payment solution service pr
12. is currently in use you need to click this button to switch to the Deny option Notice the Use This Option button only appears when the checked option to its left is NOT currently in use Therefore when switching from one option to another you must click on the Use This Option button for the change to take effect b Ifthe Use This Option button does not show up that means the DENY ALL IPs Countries EXCEPT Those Listed Below option is already in use Setting up Input Devices The Device Setup preference enables you to configure parameters specific to what type of input device you desire to use with the Pivotal Payments Payment Server The input devices configurable are card readers PIN pads and check readers Once configured they can be used when you make transactions under Virtual Terminals For more information on what parameters you need to set up a device properly check your device manual or consult the device manufacturer 1 Click on the Preferences folder 2 Click on the Device Setup link 61 Card Card Reader Setup Reader Save Setting up a Card Reader The payment server s virtual terminal currently works with card reader devices such as serial card reader and keyboard wedge 1 By default the device setup screen first show the Card Reader setup Select the type of card reader from the Card Reader Type drop down list Card Card Reader Setup Reader Card Reader Type Serial Reader v Finpad COM Port S
13. lt Date_DT gt 2004 04 05T12 48 09 8070000 07 00 lt Date_DT gt lt Merchant_Key gt 129 lt Merchant_Key gt lt User_Name_VC gt test merchant lt User_Name_WC gt lt Register_Number_CH gt lt Reseller_Key gt 100 lt Reseller_Key gt lt Payment_Type_ID gt AMEX lt Payment_Type_ID gt lt Trans_Type_ID gt Authorization lt Trans_Type_ID gt lt Processor_ID gt InterceptD lt Processor_ID gt lt TRx_Settle_Key gt 1274 lt TRx_Settle_Key gt lt Last_Update_DT gt 2004 04 05T12 48 10 6770000 07 00 lt Last_Update_DT gt lt TRX_Card_Key gt 1274 lt TRX_Card_Key gt Card Info Key 1285 Card Info Key lt Auth_Amt_MN gt 2 0000 lt Auth_Amt_MN gt lt Tip_4mt_MN gt 0 lt Tip_4mt_MN gt lt Total_4mt_MN gt 0 lt Total_4mt_MN gt lt Cash_Back_Amt_MN gt O lt Cash_Back_Amt_MN gt lt SureCharge_Amt_MN gt O lt SureCharge_Amt_MN gt lt Account_Type_CH gt Amex lt Account_Type_CH gt lt Result_CH gt O0 lt Result_CH gt lt Result_Txt_V C gt APPROVAL lt Result_Txt_VC gt lt Approval_Code_CH gt 007946 lt Approval_Code_CH gt lt Host_Ref_Num_CH gt O382VQ8XWQLWKMY lt Host_Ref_Num_CH gt lt AWS_Resp_CH gt A lt AWS_Resp_CH gt lt AWS_Resp_Txt_WC gt CV Resp CH gt CV Resp Txt VC gt Host Date CH Host Time CH lt ACCt_Num_CH gt KRKKKKKK EAS I lt ACCt_Num_CH gt lt Exp_CH gt 0509 lt Exp_CH gt lt Type_CH gt Amex lt Type_CH gt lt Name_on_Card_VC gt John Doe lt Name_on_Card_WC gt 12 Or you may choose a
14. the page Once a batch file has been uploaded please note that the changes in reports will not be reflected immediately because the server processes batch files every hour on the hour In order to carry out the upload the merchant will 1 Navigate to the Batch Upload page 2 Select the appropriate File Format option Tab Delimited or PC Charge dat File 3 Browse to the file to be selected 4 Click Upload The format for PC Charge files dat 1s automatically created by that program If you will be uploading batches from PC Charge you will not need to modify the format of those files However if you wish to create Tab Delimited text files that can be uploaded by the Batch Upload function your files will need to contain the following fields Field Field Name Description Required Number Transaction Type SALE REPEATSALE AUTH Y RETURN FORCE 2 Account Num Account Number Y 3 Exp Date Expiration Date Y 4 Amount Total Amount Y 5 Invoice Num Invoice Number N 6 Z1p Z1p Code N 7 Street Street of Billing Address N 8 Name On Card Card Holder s Name As On Card N 9 PO Num Purchase Order Number N 10 Tax Amount Tax Amount N 11 City City of Billing Address N 12 Sate State N 13 Auth Code Authorization Code N UJ NJ 14 PNRef Unique Reference Number N 15 Card Type Ex Visa MasterCard etc N Below is an example of a Tab Delimited text file Each line is a separate transaction Batch Notepad PEE File Edit Format wiew Help
15. to the example below will appear 25 Amount 100 Transit 123456700 Account 2590 Checks 100 Mame John Doe Invoicer Result APPRO WED Authtode EHJAF Message APPROVAL PNReft 2200 Gift Card Through Virtual Terminals you can process Redeem Sale Reload and Refund transactions on a gift card You can also Activate Deactivate or Inquire a gift card Note A gift card must be activated before use Gift Card Redeem 1 Click on the Virtual Terminals folder 2 Click on the Gift Cards link 3 Click on the Redeem tab shown below voc OTTNHNCTTNUKTTTHUTTTTR NOTTE 4 Enter the gift card information 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Print Receipt Date 41 23 2004 Time 2 35 PM PDT Trans Type Redeem Account fuites TB Exp Date 0509 Issuer sitt Loyalty Total Amt 10 00 Entry Method Manual Result APPROVED AuthCode Message GrtCardBalance Amount 10 00 PNRef 3235 Gift Card Reload 1 Click on the Virtual Terminals folder 2 Click on the Gift Cards link 3 Click on the Reload tab shown below 26 wo rotund ciento Deaciate naar 4 Enter the gift card information 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Print Receipt Date Ayo 004 Time 1 31 PM POT Trans Type R
16. transactions For credit card repeat sale you are actually processing a brand new sale transaction which is slightly different from the repeat sale discussed in Virtual Terminals Under Virtual Terminals the repeat sale refers to a recurring or installment transaction Through Find Transactions theoretically you can perform repeat sale on any existing Sale PreAuth ForceCapture PostAuth or ForceAuth and Return Credit credit card transaction To make a repeat sale first find the target transaction through the steps described earlier in this chapter Then click on the transaction s Ref link A repeat sale task box will appear shown below Date 4 5 2004 Capture Time 3 53 PM POT Amount 2 00 7 Trans Type Authorization Yes Capture Amount Auth Amt 2 00 Total Amt 0 00 Pepeat a SALE transaction EXE 0509 M Charge Amount to account Issuer MASTERCARD Name Jahn Diae Invoice Street Zip Entry Method Manual Result APPROVED AuthCode 008236 Message APPROVAL PhRef 1504 C Result AvoResponse Address Match Ma Zip Match 1 To chant the amount of the repeat sale edit the amount field 2 Click on Yes Charge Account and a screen will appear similar to the example shown below Repeat a SALE transaction Charge Amount 3 00 Response OK Result APPROVED AuthCode VITALS Message APPROWAL VITALS PNRef 24762 CommercialCard False Click here to go to the Current Batch Report to view
17. v a d Amta via 4 A cu 3399 4 26 2004 9 27 36 AM APPROVED VISA Visa dao O OAT VINCE VISA Credit APPROVAL 0 00 1 00 vital2 1 3398 4 26 2004 9 26 15 4M APPROVED VISA VISA AZ ForceCapture APPROVAL 123456 0 00 1 00 vital2 Note The above figure is identical to the one in Find Credit Debit EBT Gift Transaction in Chapter 4 in which it 1s described in detail 7 Click on the transaction s Ref link to view further details of the transaction shown below Print Receipt Refund PNFEef 3390 1 00 Date 4 2b 2004 back to account ogogar Time 3 25 15 AM POT Yes Refund Account Trans Type ForceCapture Issuer VISA Repeat a SALE transaction Account ee Charge Amount 1 00 to account Exp Date Laus sd ROTO Entry Method Manual Total Amt 91 00 Yes Charge Account Result Approved AuthCode 123455 Message APPROMAL Note You can perform two more tasks on this credit card transaction Refund and Repeat Sale Because this transaction 1s already settled you cannot do void but refund 34 Settle Totals Settle Totals is designed for merchants with credit card and or debit card set up with Concord EFS Network It enables you to view the total amount of both credit and debit cards settlement by day However be aware that the settlement totals shown may differ from the actual total amount of transactions due to some fees and surcharges involved by affiliated parties 1 Click on the Closed Batches folder 2 Click on t
18. 234 Daytime Phone 111 456 4567 Evening Phone 123458 Mobile Phone Note The recurring billing customer profile screen appears after you add a new recurring billing customer It includes three sections Primary Contact Payment Info and Contracts Each section has a link in the header that allows you to edit or add information associated with that section 48 You can also reach this screen by selecting View Customers in the Recurring Billing folder which we will discuss later in this chapter 4 j To edit the customer primary contact information click on the Edit Customer link in the Primary Contract section header The customer contact information form will appear Edit the fields accordingly Click Update Customer This will take you back to Customer Profile Screen Add and Edit a Payment Item You can add two types of payment method for a recurring billing customer Credit Card and ACH E Check From the recurring billing customer profile screen click on the Add Credit Card or ACH link in the Payment Info section header Payment Item indicates required field What type af Payment vould you like to add Credit Card ACH Select either Credit Card or ACH and a screen will appear similar to the examples shown below Payment Item indicates required field What type of Payment would you like to add 2 Credit Card CO ACH Credit Card Type Mame on Card vt Card Number no spaces or dash
19. 4 Add Mew Credit Card or ACH Info Execute this Contract tlf a transaction is ever declined on this contract it can be reprocessed once per day How many times would you like to reprocess this contract if it declines 0 dont repracesz vl Would you like to receive a confirmation e mail when a transaction is approved on this contract O ves Ono Would you like to receive a confirmation e mail when a transaction ix declined on this contract O ves CO No Add Contract The following describes each input fields in the Contracts Info form Contract ID Required A unique number or word identifying the contract Contract Name Optional The name of a contract You can also use this field to specify a contract type such as Gold Silver or Bronze Start Date Required The first date the contract to be executed Notice the start date cannot be on the same day that you enter the contract This 1s because the payment server s recurring batch process may have already run for the day End Date Optional The date that the contract to be terminated If the contract is ongoing leave this field blank Subtotal Required The amount before tax to be charged to the customer each time the contract gets executed Tax Optional The tax amount for the payment Total A Read Only field which is automatically populated by adding Subtotal and Tax This is the total amount that will be charged ev
20. A Global Payments Inc 2 00 4 Corporate Sq Atlanta 30324 Manual APPROVED 123455 APPROVAL 54245 CommercialCard False DN Result AV SRespanse Ma Match on Address Street or ZIP 6 Notice the two options in the figures above Print Receipt and Map Address 7 Click on Print Receipt to print the transaction receipt example shown below 8 Click on Map Address to locate the address on a map 15 Credit Card Return Vital CONDE T EBT 2 Test Merchant 123 Redmond WA 98052 Date 729 2004 Time 11 14 28 AMT POT Trans Type Authorization Transaction 10901 Hame Account He AR Ta Exp Date 0509 Card Type MASTERCARD Entry Manual Auth ode VITALS Result Approved Total Amt 0 00 I Agree to Pay Above Total Amount According to Card Issuer Agreement Merchant Agreement if Credit Voucher eignature A A Credit Card Return is a return transaction in which a previous Credit Card Sale is to be returned voided 1 Click on the Virtual Terminals folder 2 Click on the Credit link 3 Click on the Return tab shown below Far security reasans we limit refunds ta the same credit card account number that was used in the purchase We also limit the dollar amount of the refund ta the dollar amount of the original purchase or less To process a refund please select Transaction Reports query the original transaction then click the PNRef number 4 refund option should appear You may enter a differe
21. COUNTER 59 DEIS AMES IIIS RET ETUR 60 Setin Up Input DEVi S evident pE cda a ae po as dup UN RUE ded de 61 Nettie up a Card Reade alan ai na 62 Sene Up DIN GP AG iii idos ic ias 63 Setting Upra Beck Re ler lia 64 Chanine User Pass Wore sta Es 64 Semne SCC UTI asnos 65 Sendins Ematlto Merchant SUD POL 1er toris pese eee tree ee 66 SN A E 67 Support Pivotal Payments is committed to providing the highest quality tools and customer support If you have any questions comments or suggestions please contact Pivotal Payments by Email gateway sales pivotalpayments com Phone 1 866 298 9895 Overview By using the Pivotal Payments Payment Server the administrator users can manage their accounts with little more than a few keystrokes and mouse clicks Through an intuitive graphical user interface an administrator can set up new accounts and modify or delete existing ones In turn merchants can upload POS transactions from their terminals and capture images of signed sales drafts As a result merchants no longer have to hold copies of these transactions for retrieval requests Instead the images are housed on the web and available to the merchant by using a web browser Additionally merchants also have access to manage accounts at the user level within their merchant accounts This versatility thus not only supports a wide level of account management but also reduces the need for administrator involvement in routine and simp
22. Contracts Contract ID Status Next Bill Date BillAmount ss ET Active 5432004 5 00 Payment History pes Inactive 53 2004 1 00 Payment History 4 To edit a contract click on its Contract ID link 5 The Contract Info form will appear again for you to edit 6 Click Update Contract afterwards This will take you back to the recurring billing customer profile screen 7 To view the payment history on this contract click on the Payment History link and a screen will appear similar to the example shown below Billings Found 4 Displaying Results 1 through 4 ef on Transaction Date Customer Payment Type 3610 Cici 53 2004 8 38 40 AM ECHECK 5 00 3517 E 5 3 2004 9 32 49 AM ECHECK 5 00 3611 EE 5 3 2004 9 02 54 AM ECHECK 5 00 35618 m pem 5 3 2004 9 39 52 AM ECHECK 5 00 View Customers The View Customers link inside the Recurring Billing folder enables you to search for a customer under certain filters 1 Click on the Recurring Billing folder 2 Click on the View Customers link Show Filters View Active Customers C Inactive Customers All Customers Find Customers Clear Filters 3 To display all customers click Find Customer s a To search by field click on the drop down arrow in the Search By box and choose a field accordingly b Input the search value in the Search Value text box c To view customer based on their status select the status option 4 Click Find Customer s the Clear F
23. E 371449635398431 0809 10 00 INYO2 98052 123 Any Street Jane Doe American Express a RETURN 304389999600165 0809 1 00 INv4l8 Mastercard AUTH 4788250000028291 0800 7 00 IMV543 Pose visa Note Make sure the file is Tab Delimited meaning that there needs to be one tab space between each field Once you have uploaded a batch file an executable called OfflineBatch exe will complete the job The executable scans for ready batch files and then processes the transactions found within readying them for settlement This is an automatic process once enabled HOWEVER it MUST be set as a scheduled task to run every hour otherwise OfflineBatch exe will not run and the uploaded transactions will never actually be processed or settled Closed Batches Closed Batches contain transactions that are already settled Similar to Current Batch the batches are grouped by payment types Credit Debit and EBT 1 Click on the Closed Batches folder 2 To view the credit card details click on the Credit link To view the debit card details click on the Debit link To view the EBT details click on the EBT link and a screen will appear similar to the example shown below Credit Card Closed Batch Filters Date Range Select a Date Range or enter dates manually below w Start Date 94192004 End Date 8 26 2004 lt August2004 lt August2004 T W T 3 For date selection refer to an identical figure in T
24. Jahn Doe Irvarc ese Result APPROVED AuthCade DEMO 5 Message DEMO S PMRef a Check Void Voiding a transaction is the reversal of a current transaction that has been authorized but not settled Settled transactions require processing of RETURN a k a REFUND CREDIT in order to be reversed 1 Click on the Virtual Terminals folder 24 2 Click on the Checks link 3 Click on the Void tab shown below Void 4 In the Original PNRef field enter the PNRef number you received from the corresponding check transaction on which you are performing this void 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Date o o 2004 Time 12 24 PM POT Trans Type oid Result APPROVED Authtode ALTA NUM 258 513 Message APPROVAL Original PNRef 7159 PNRaef 159 Check Return 1 Click on the Virtual Terminals folder 2 Click on the Checks link 3 Click on the Return tab shown below ECGEEETEN EA PMEef x Mame as it appears on your check Check Number Pay To The Test Merchant Amount Ls 7 Order Of Bank Routing Transit Account Humber I bP AGS TAD Ll bP ALOR TADA di M Bank Routing Code Bank Account Number A Show Additional Information Process Clear 4 Enter the check information into the form 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar
25. PDT Customer IO 1 Trans Type cale Name ab Issuer MASTERCARD Account 5454 Exp Date 0509 Entry Method Manual Auth Amt 2 00 Total Amt 2 00 Street 123 Zip 12345 Result Approved AuthCode VITALI Message NO MATCH AWS Response M PhiRet zu ul Host Het Doo P 3S GEL MERA Date oy 32004 Time 3 15 28 PM POT Customer ID 1 Trans Type Sale Mame Jane Doe Amount 1 00 Transit 123456780 Account t8 Result Approved Authcade D5220C Result Text Approved 50 7 To go back to the recurring billing customer profile screen click the View Customer link above the receipt and a screen will appear similar to the example shown below Payment Info Payment Account Exp Charge Type Mumber Date Account edit MASTERCARD 9 feeeeeeeers454 0509 Charge edit ACH A la n a charge 8 To edit the payment item click on edit Payment Item indicates required field Credit Card Type Mame on Card American Express Card Number no spaces or dashes Street Address ex 123 4th Street mises Expiration Date lisi Postal Zip Code Update Payment Item Payment Item indicates required field WA Washington v Postal Zip Code Bank Routing Transit Number What Type of Account is this 123456700 Business Personal Driver s License Mumber 123 C Ib Social Security Number ex 5555555557 Mew York Update Payment Item 9 Edit the payment information and click Update Payment Item This w
26. PIVOTAL PAYMENTS PIVOTAL PAYMENTS PAYMENT SERVER Document Version 2 07 0415 Copyright 2007 2008 Pivotal Payments Inc All Rights Reserved Visit us at www pivotalpayments com Merchant User Manual Congratulations on the selection of Payment Server Processing Software the most advanced solution in the industry for processing credit cards debit cards and check services This software provides you with a fast easy reliable way to authorize credit card ATM debit card and check transactions on your PC This guide prepares you with the detailed information that you will need to install configure and test your payment processing application Your opinion is important to us If you have any suggestions feel free to email us Thank you for choosing Pivotal Payments USA Canada Pivotal Payments Inc Pivotal Payments Inc 200 Broadhollow Road Suite 207 685 Cathcart Street Suite 1000 Melville NY 11747 Montreal QC H3B 1M7 Table of Contents SOO IU A Neo as cnet dEd IMMUNE dA 4 QNS RENTUR 4 Ch 1 Beginning to Use Pivotal Payments Payment Server 4 Logon asa MerchabE uu esten oe Pe ft et PEE td del Hare pese 6 Addie New USG eua r asi 7 Emdimes and Edititie US 000 iS 8 Ch 2 Creating Transactions with Virtual Terminals 10 eredi A O NNNM 11 E A A ITA 11 CreditiCard Pro AUN radio 14 CreditCard RSU eras 16 Ce GC AT Ol CNC ria cote et MM LIES EE 18 BN A A a NEE Re SIE ete ro A T A EEA 19 We Dit C ard Salinero e ed h
27. Sale or Return transactions on debit card Checks Process Sale Verify PreAuth Void Return or ForceSale PostAuth transactions on check Gift Cards Process Redeem Reload Refund Activate Deactivate or Inquire transactions on gift card Note A gift card must be activated to be used Recurring Billing Add Customer Add a new customer for recurring billing View Customer Displays established recurring billing customers View Contracts Displays established contracts for customers Billing Report Displays transactions processed through recurring billing Current Batch Summary Displays a summary list on transactions in the current batch Credit Debit EBT Checks Displays the transaction details in the current batch Host Batch Info Displays a batch summary form the processor host End of Day Credit Debit EBT Checks Displays the current batch summary and allow you to submit the batch Closed Batches Credit Debit EBT Checks Displays the transaction details of closed batch Find Transactions Summary Displays a summary list on all transactions categorized by the payment type Credit Debit EBT Gift Cards Check Displays the transaction details including receipt and or check images if applied Manage Users Add Add a new user account Find Edit Find edit or delete user account Preferences Access Control Grant or deny access to log into an account by verifying the IP address Custom
28. Tab Delimited format and click Download and a screen will appear similar to the example shown below TRX_HD_Key Invoice_Ib seb Tiina Date DT Merchant Key User Name vic Register Number CH Reseller Key Payment Type 4 5 2004 11 25 03 AM 129 test merchant 100 VISA Sale InterceptD o o DINERS V APPROVAL 00 801 s82vo285FMZTz4 A 1 gt 13 To further explore the detail of a transaction click on the transaction s Ref link 40 Print Receipt Date 4 5 2004 Time 5 55 PM EDT Trans Type cale Auth Amt 1 00 Total Arnt 1 00 Account Tete maa Exp Date 0509 Issuer AMES Name John Doe Invoice Street 123 Zip 12345 Entry Method Manual Result APPROVED AuthCode 008238 Message APPROVAL PNRet 1556 CYResult Av oResponse Address Match Mo Zip Match Refund back to account eee teas Yes Refund Account Repeat a SALE transaction Charge Amount 1 00 to account Yes Charge Account Note There are four kinds of task box you may see Void Refund Capture and Repeat Sale locating to the right of the card transaction detail The following table shows a list of task box s matching transaction types Card Transaction Type Type PreAuth Sale Force Capture l Credit Credit Card Void Gift Card Sale Settlement Task Box es N A Cature Repeat Sale Unsettled Void Repeat Sale Refund Repeat Settled Sale Unsettled Void Repeat Sale Settled Repeat Sale Unsettled Settled Repeat Sale Unsettled Void
29. as retail or e Commerce has different requirements on certain fields to be populated or not For example some payment processors do not require an address for a retail transaction but require for an e Commerce one Consult your service provider if you are unsure of these requirements To process retail transactions you will need various devices such as card reader PIN pad and check reader Refer to Setting up Input Devices in Chapter 6 for details Credit Card The virtual terminal does not facilitate Void and Return transactions on credit card Instead they are provided through Find Transactions This is to ensure a void or return transaction only to be made on an existing transaction which further help reduce fraud Credit Card Sale 1 Click on the Virtual Terminals folder 2 Click on the Credit link 3 Click on the Sale tab shown below 11 Card Number Expiration Subtotal Tax Amount Total Amount Card Holder street City Postal Zip Code C Force Duplicate ll Repeat Sale Installment Process Clear 4 Enter the credit card information into the Credit Card Sale form By checking the Force Duplicate box you can process a duplicate transaction A duplicate transaction is an attempted transaction identical to the one already made on the same day with the same credit card number expiration date and total amount 6 The Repeat Sale function is designed for a credit card payment w
30. ation into the form 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Date FASO 2004 Time 1 28 PM POT Trans Type Auth Amount 1 00 Transit 12345600 Account 225090 Check 1001 Name Jahn Doe Invoice Result APPROVED AuthCode AUTH NUM 325 202 Message APPROVAL PhiRef 10812 23 Check ForceSale Check ForceSale is a process that completes a check transaction that already went through the check verification phase and proved to be a good check Therefore to make a check force sale you will need to provide a reference obtained from the earlier check verification process 1 Click on the Virtual Terminals folder 2 Click on the Checks link 3 Click on the ForceSale tab shown below PHRGt x Mame as it appears on your check Check Humber Pay To The Test Merchant Amount Ls 1 Order Of Bank Routing Transit Account Humber I 4234565789 Ll 42cih557TBAIO0A 23 m Bank Routing Code Bank Account Number MA show Additional Information Process Clear 4 Enter the check information into the form 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Your transaction results are below Click here to process another transaction Amount 1 00 Transit 123455780 Account 2590 Check 1001 Mame
31. ayment History link 6 To view the detail of a contract click on that contract s ID link This will take you to the Contract Info form Billing Report The Billing Report link enables you to view all the approved transactions inline with their corresponding contracts In the report transactions processed automatically through recurring billing will be listed Other transactions made under Recurring Billing will not appear including charging on either a payment item when it s newly created or a payment item inside the Payment Info section You can find those transactions through Find Transactions instead 1 Click on the Recurring Billing folder 2 Click on the Billing Report link and a screen will appear similar to the example shown below Show Filters The filters below are optional By default this report will show all billings that have occurred during the current month Billed Amount s Greater Than 000 Date Range Month to Day From 5412004 Ta 54422004 Pay Method 6 4 COcredit Card O ACH Find Billings Clear Filters Note The Show Filters section help you narrow down the transaction report for a specific recurring billing customer amount date range or payment method 3 To search for a specific contract input the Contract ID into the Contract ID field 57 a And Or click on the drop down arrow to choose an amount option for the Billed Amount field and enter an amount in the Billed Amount field
32. ch new user account is created A merchant user will be able to access each function if his her security level is greater than or equal to the number defined in this preference 1 Click on the Preferences folder 2 Click on the Security link and a screen will appear similar to the example shown below Security Settings Change Security 3 Select a proper security level for each item 4 Click Change Security the Reset button allows you to return to the previously saved settings Note The payment server currently has four levels of security settings 1 2 3 and 4 with 4 being the highest security level and 1 the lowest In the above figure the numbers represent the minimum security level that a merchant user must have in order to access the corresponding features For example if Void is set to 2 then a merchant user with 65 security level of 2 3 or 4 can void a transaction but a merchant user with security level of 1 cannot perform voiding transactions The table below provides more details on each security item in the above figure Security Setting Effected Functionality Securitv Settin Effected Functionalit Folder Functions Credit Sale Debit Sale Virtual Terminals Checks Sale Gift Cards Redeem Sale Find Transactions Credit Repeat Sale Current Batch for terminal based Credit Repeat Sale processor Debit Return Virtual Terminals Checks Return Find Transactions Credit Re
33. click Find Contract s a To search for a specific contract input the ID into the Contract ID field b Or click on the drop down arrow to choose a date option for the Next Dill Date field and enter the date either by clicking no the calendar link to select the date or by entering a date manually in the Date box c Or Andclick on the drop down arrow to choose an amount option for the Total Amount field and enter an amount in the Total Amount field d You may also narrow your search by the contract s payment method click on one of the payment method radio buttons e To search according to the contract s status choose one option from the four status radio buttons 56 4 Click on the Find Contract s button the Clear Filters button lets you clear all the field contents you have entered as search criteria and a screen will appear similar to the example shown below MA Show Filters AAA Billings Found 2 Displaying Results 1 through 2 Contract ID Customer ID Payment Type Next Bill Date Amount je e 1 Credit Card 532004 1 00 payment history Galea a ACH s 3 2 04 5 00 payment history 5 To refine your search check the Show Filters box to expand the filter section Then enter your search criteria a To view the contract s owner click on the Customer ID link This will take you to the recurring billing customer profile screen b To view the payment history on this contract click on the P
34. d information into the form 18 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the one below will open Print Receipt Map Address Date Time Trans Type Register Subtotal Account Exp Date Issuer Mame Invoicett POR cale Tax Amt Tip Amt Total Art Street City Zip Entry Method Result AuthCade Message PHRef 6 9 2006 3 18 PM POT Auth 1 2 00 dies Pis 0509 VISA Global Payments Inc e D 4 Corporate Sq Atlanta 30329 Manual APPROVED 123455 APPROVAL 54245 CammercialCard False CV Result Aro Response Ma Match on Address Street or ZIP 6 Notice the two options in the figures above Print Receipt and Map Address 7 Click on Print Receipt to print the transaction receipt 8 Click on Map Address to locate the address on a map Debit Card Virtual Terminals allow you to process Sale and Return void transactions on debit card To process debit card transactions you need to first connect both PIN Personal Identification Number pad and card reader with your computer Refer to Setting up Input Devices in Chapter 6 for details If this is the first time your Internet browser attempting to access the debit page you ll be prompted to download an installer from Pivotal Payments which will enable you to access the serial device required for debit transactions Debit Card Sale 1 Click on the Virtual Terminals folder
35. e 007946 Message APPROVAL PNRet 2094 Result AVSResponse Address Match No Zip Match 1 To void a transaction click Yes Void this Transaction and a screen will appear similar to the example shown below Response OK Result APPROVED Authcade ITALO Message APPROVAL PNRef 24351 CommercialCard False Refund Transactions Similar to void transactions through Find Transactions you can perform refund on the settled credit card gift card and check transactions Print Receipt Refund Date 3 24 2004 20 00 Time 3 01 PM POT back tu account Fees ee Peas Trans Type cale Nf n Auth Amt 20 00 mm Amt 20 00 ia Repeat a SALE transaction ccount ae Charge Amount 20 00 to account Exp Date 0503 ok RRR RGR E RGR EDAD Issuer AMEX Mame john doe Yes Charge Account Invoiced Street 123 Zip 88888 Entry Method Manual Result APPROVED AuthCode 010168 Message APPROVAL PiRet 1282 CA Result AvoResponse Address Match Mo Zip Match String afternoon DOB number O 45 1 To adjust the refund amount edit the amount field a valid refund amount is less than or equal to the original transaction amount 2 Click on Yes Refund Account and a screen will appear similar to the example shown below Refund CommercialCard False Click here to go to the Current Batch Report ta view this transaction Repeat Sale Transactions Through Find Transactions you can perform repeat sale on existing credit card and check
36. eat Sale locating to the right of the check transaction detail The following table shows task boxes matching types of check transactions Settlement Transaction Type Task Box es Void Repeat Unsettled Sale Sale Refund Repeat Settled Sale Sale Unsettled Credit Void Refer to the Void Refund and Repeat Sale section in this chapter 9 In the transaction list if you see the image icon beneath the transaction s Ref link which means a check image is captured for this transaction Click on the image icon 14877 EPSON AMERICA INC D 3840 KILROY AIRPORT WAY lt LONG BEACH CA 90806 mE T 5 00 5678 1294 Order of H P i 4 1 LAWN Paytothe MEM l Dollars FENNE gun EPSON AMERICA INC TEST SAMPLE CHECKS 2 T NON NEGOTIABLE Fer CAPJLSDBTBOS 22345687890 LAr 565 Lage o onaine 207s post consumer waste Pented eith soy based in Void Transactions Through Find Transactions you can perform void on unsettled credit card gift card and check transactions 44 Print Receipt oid transaction 27094 Date 4482 2004 Time 12 16 PM EDT pas Yes old this Transaction E Trans Type FarceCapture Auth Amt 40 00 Repeat a SALE transaction Total Amt 2 00 Charge Amount 2 00 to account Account os ACR RRR GRO 317 Exp Date 0504 Issuer Amex Yes Charge Account Name Jahn Doe Invoice Street fip Entry Method Manual Result APPROVED AuthCod
37. eduled for that day This chapter describes how to set up a customer s recurring billing including add a recurring billing customer add a payment method for the billing and configure the recurring billing contract Add and Edit a Customer 1 Click on the Recurring Billing folder 47 2 Click on Add Customer link and a screen will appear similar to the example shown below Primary Contact Info Customer ID First Mame Last Mame Company Title Department Billing Address Address Line 1 Address Line 2 Address Line 3 ity sd Email Daytime Phone Evening Phone Mobile Phone Fax Status a Active Q Inactive Province Postal Zip Code Note In the new customer information form the Customer ID field is for your own reference Typically you should make this field same as the customer identifier in your CRM Customer Relationship Management or billing system The required fields in the form are Customer ID plus one of these three fields First Name Last Name or Company 3 Enter all the information necessary to identify a customer for recurring billing then click Add Customer Primary Contact Customer ID r1c1 Status Active Jahn Doe ABC Inc 5TH Abe St Dallas TX 12345 LIS A Payment Info Payment Account Exp Charge Type Number Date Account Contracts Contract ID Status Next Bill Date Bill Amount Email abretiab com 111 123 1
38. eload Account E Exp Date 1210 Issuer Sift Lavalty Tatal Amt 10 00 Entry Method Manual Result APPROVED AuthCode Message GitCardBalance4rmount 10 00 PNRef 3514 Gift Card Refund 1 Click on the Virtual Terminals folder 2 Click on the Gift Cards Link 3 Click on the Refund tab shown below ww MITNETTTEEETTE 4 Enter the gift card information 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear 27 Print Receipt Date 4 27 2004 Time 1 26 PM POT Trans Type Refund Account a id Tog Exp Date 1210 Issuer aitt Loyalty Total Arnt 10 00 Entry Method Manual Result APPROVED AuthCode Message fsitCardBalanceAmount 100 00 PNRef 3511 Gift Card Activate 1 Click on the Virtual Terminals folder 2 Click on the Gift Cards Link 3 Click on the Activate tab shown below 4 Enter the gift card information 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Print Receipt Date 4 28 4004 Time 2 30 PM POT Trans Type Activate Account A TS Exp Date 1210 Issuer Gift Lovalty Total Amt 2 00 Entry Method swiped Result APPROVED AuthCode Message faitCardBalanceAmount 10 00 PNRef 3453 Gift Card Deactivate 1 Click on the Virtual Terminals folder 2 Click on the Gift Cards Link 3 Click on the Deactivate tab sh
39. er Show Additional Information Invoice Number Phone Number social security Humber Email e Date ot Birth Street Address Drivers License Number City Account Type State Checking v Check Type Postal Zip Code Process Clear 4 Enter the check information into the form 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt will appear similar to the example below Date 7302004 Time 9 12 AM POT Trans Type Sale Amount 1 00 Transit 1234567050 Account 2090 Check 1001 Mame Jahn Doe Invoice Result APPROVED AuthCode BXILCS Message Approved PNR ef 10906 22 Check Verify Check verification 1s a process that screens checks and check writers against a negative database of bad check writers 1 Click on the Virtual Terminals folder 2 Click on the Checks link 3 Click on the Verify tab shown below ETE AS Mame az it appears on your check Check Number Pay To The Test Merchant Amount LIS FI Order Of Bank Routing Transit Account Humber I ALCIL557TBA ll 1235557880103 M Bank Routing Code Bank Account Number Show Additional Information Invoice Number Phone Mumber Social Security Mumber Email Date of Birth Street Address Drivers License Number City ae Account Type State Check Type Postal Zip Code Personal Process Clear 4 Enter the check inform
40. ery time the contract gets executed 53 Status Required By default a contract 1s set to Active when created Once a contract or customer expires the status will be automatically set to Inactive A contract with Inactive status will not be executed Payment Item Which Account should be Billed for this Contract Required Select a payment item for the contract to execute on Contract Frequency Execute this Contract Required Select how often the contract gets executed Retry Processing Payment Required If a contract is executed but for some reason the transaction is declined this field will tell the payment server how many times to re process the transaction A contract will only be executed once per day Any transactions that fail will not be attempted again until the following day By selecting 0 the contract will not execute again until the next scheduled charge date and will only charge the regular amount of the contract In other words when this field is set to 0 and a transaction fails the recurring billing system will not try to recover the funds that is failed to obtain previously Email Approval Required Choose to receive a confirmation email every time the contract s payment is approved Email Declined Required Choose to receive a confirmation email every time the contract s payment is declined Note The following are two reminders when processing transactions through recurri
41. es Street Address ex 123 4th Street Expiration Date hills v Y Postal Zip Code Save Options ould you like to charge this account right away or store it for later use only O Later Use Only O Charge Mow save Payment Info Payment Item indicates required field What type of Payment would you like to add O Credit Card ACH Wame on Account State E Account Number Postal Zip Code Bank Routing Transit Number at Type of Account is this Q Business Q Personal Street Address Driver s License Humber City Social Security Number ex 555555555 Save Options Would you like to charge this account right away or store it for later use only Later Use Only O Charge Mow save Payment Info 49 Em Fill out the credit card or ACH information You have two options to charge the customer on this payment item either charge later or charge now If you select Later User Only click Save Payment Info This will take you back to the recurring billing customer profile screen If you select Charge Now follow the following steps Save Options Would you like ta charge this account right away or store it for later use only CO Later Use Only Charge Mow Amount Charge amp Save Payment Info Insert an amount in the Amount field Click Charge amp Save Payment Info and a receipt will appear similar to the examples shown below PNRef 25086 Date 910 2004 Time 2 27 42 PM
42. es are set to deny Allow All IPs Countries 1 To add one or more IPs Countries to the Denied IP Country List for IP type an IP address in the Add IP text box for country select a country from the country drop down list and then click Add IP Country The IP address or country will be automatically populated into Denied IP Country List Denied IP List 123 123 12 1 123 123 12 2 Denied Country List 59 2 If you want to remove the IP Country form the Denied IP Country List one by one click on the one you want to remove then click the Remove Selected button Or you may click the Remove All button to clear all IPs Countries shown in the Denied IP Country List After you complete editing the settings for ALLOW ALL IPs Countries EXCEPT Those Listed Below you need to ensure this option will be in use a If you see the Use This Option button as it is shown in this means the Deny All IPs Countries EXCEPT Those Listed Below option is currently in use you need to click this button to switch to the Allow option Notice the Use This Option button only appears when the checked option to its left is NOT currently in use Therefore when switching from one option to another you must click on the Use This Option button for the change to take effect b If the Use This Option button does not show up that means the ALLOW ALL IPs Countries EXCEPT Those Listed Below option is already in use Deny All IPs Countries l
43. ethod Fesult AuthCode Message PMR ef 5 8 2005 3 15 PM PDT cale 1 3 00 ia LE 0509 VISA Global Payments Inc 3 00 4 Corporate Sq Atlanta 30328 Manual APPROVED 123455 APPROVAL 54244 CornmercialCard False Cy Result Av SResponse Mo Match on Address Street or ZIP 9 Notice the two options in the figures above Print Receipt and Map Address 10 Click on Print Receipt to print the transaction receipt 11 Click on Map Address to locate the address on a map 13 Credit Card PreAuth PreA uth is the process of authorizing and reserving the funds for the transaction ensuring the card 1s valid and the cardholder has sufficient open to buy funds to cover the purchase amount and reserving the funds for completion 1 Click on the Virtual Terminals folder 2 Click on the Credit link 3 Click on the PreAuth tab shown below Card Number Expiration Total Amount Card Holder Postal Zip Code ce Process Clear 4 Enter the credit card information into the form 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt like the example below will appear 14 Print Receipt Map Address Date Time Trans Type Register Subtotal Account Exp Date Issuer Mame Invoice POE cale Tax Amt Tip Amt Total Amt Street City fip Entry Method Result AuthCode Message PRRet 55 2006 3 19 PM POT Auth 1 2 00 Bo lati VIS
44. etup Com Part 1 Check Baud Fate 9600 Reader Flow Contral Hardware Parity Mo Parity Stop Bits The following table shows each setup parameter and its valid values It applies to all three types of input device Input Device Setup Parameter Value Com Port 1 30 110 300 600 1200 2400 4800 14400 19200 28800 38400 56000 Baud Rate 57600 115200 128000 256000 Flow Control No Flow Control Software Hardware Parity No Parity Odd Even Mark Hardware Stop Bits 1 1 5 2 62 Data Bits 5 6 7 8 Time Out Numeric time out value in second 2 Editing the settings accordingly and click on the Save button to save your settings Setting up a PIN Pad The payment server s virtual terminal currently works with VeriFone 1000 PIN pad 1 Click on the Pinpad link in the Initial Device Setup screen and a screen will appear similar to the example shown below Card Pinpad Setup Reader Pinpad Type None E O Master Session Key Management 2 DUKPT Check Reader Save 2 Select a Pmpad Type from the drop down list 3 Choose either Master Session or DUKPT from the Key Management option 4 Editing the settings accordingly and click on the Save button to save your settings Refer to Input Device Setup Parameter Card Pinpad Setup Reader Pinpad Type Werifane 1000 v j O Master Session Fi npad Key Management DUKPT COM Port Setup Com Port 23 Baud Rate 1200 Check Header Fl
45. fund Virtual Terminals Checks Void Credit Void Wold Find Transactions Gift Cards Void Current Batch for terminal based Credit Void processor Credit PreAuth Pre Auth Virtual Terminals Checks Verify Credit ForceAuth Force Auth Virtual Terminals a A Reports Find Transactions End of Day End of Day for terminal based processor only User Admin Manage Users Change Security Preferences gt Security Tools N A Sending Email to Merchant Support The Email function provides contact links to merchant support from Pivotal Payments Clicking on the email link will lead you to send an email to either Sales or Support team of Pivotal Payments 1 Click on the Email folder 2 To email the sales staff click on the Sales link 66 3 To email the support staff click on the Support link 4 After your default mail application appears type you email and click on Send in you email software System Logout The Logout link lets you logout of the system with the current user name 1 Click on the Logout link 67
46. he Settle Totals link shown below April 2004 T Print Receipt Today 4 29 2004 Store Humber mystort Selected Date 4 23 2004 Settled Date 4 29 2004 EM je je n3 w B b h Se Debit Settle Totals Payment TrH Adj Adj Met Type Amt Count Amt Count Discount Rate Amount 0 00 Transaction Fee 0 00 Deposit Amount 0 00 Credit Settle Totals Payment TrH Adj Adj Met Type Amt Count Amt Count Discount Rate Amount 0 00 Transaction Fee 0 00 Deposit Amount 0 00 3 Click on the date link Note The settlement totals will be populated into Debit Settle Totals and Credit Settle Totals accordingly End of Day The End of Day settlement is the process through which transactions with authorization codes are submitted to the payment processor for transfer of funds This procedure is usually conducted at the end of the business day After the settlement the transactions in Current Batch are moved into Closed Batches 1 Click on the End of Day folder 2 To settle the credit card transactions click on the Credit link 35 3 To settle the debit card transactions click on the Debit link 4 To settle the EBT transactions click on the EBT link Credit Card Transactions Batch summary 2 Sale totaling 2 00 Total number of transactions 2 Het amount 2 00 Submit End Of Day Close Batch Request Close Batch 5 Click Close Batch and a screen will appear similar to the exa
47. ilar to the example shown below Transaction Summary 3 29 2004 4 26 2004 P Transaction Summary Filters Credit Card Summary A ae Type Count Amount Count Amount Amount AMEX 0 00 20 00 20 00 MAZTERCARD a 1 00 5 0 00 1 00 VISA e 2 00 0 00 2 00 ERCENE ss es Type Count Amount Amount Count Amount Authorization 6 62 91 0 00 D 0 00 Credit 1 20 00 20 00 1 20 00 ForceCapture 1 0 00 1 00 1 1 00 RepeatSale 1 3 00 3 00 1 3 00 Sale 3 3 00 3 00 3 3 00 Void E 0 00 64 00 T 64 00 Check Summary Trans Trans Settle Settle Credit 591 00 591 00 Sale 4 00 4 00 Find Card Transactions Card transactions include credit card debit card gift card and EBT card transactions Since they all have similar transaction fields we will discuss one card type credit card in detail Click on the Find Transactions folder 2 To view the credit card details click on the Credit link To view the debit card details click on the Debit link To view gift card transactions click on the Gift Cards link To view the EBT details click on the EBT link E 37 Transaction Filters Date Range Select a Date Range or enter dates manually below Start Date 0 30 2004 End Date 0 30 2004 autcode Trx Type Al Card Holder Exclude oid Card Number Ys Payment Type User Status Approved Invoice Number o PNEef Register Total Amount Customer ID Po 3 Refer t
48. ill take you back to the recurring billing customer profile screen Note Once a payment term is properly populated you will have the option to charge to the customer s payment account Payment Info Payment Account Exp Charge Type Number Date Account edit MASTERCARD feeeeeeeers454 D508 Charge edit ACH SEES DSS ple n a Charge 51 10 To charge to an established payment item account input an amount in the Charge Amount box and click on the Charge link Print Receipt Date Time Trans Type Account Exp Date Issuer Name Total Amt otreet Zip Entry Method Result Authlode Message PHRet 5 3 2004 3 14 PM POT cale 5454 0509 MASTERCARD customer one 10 00 123 12345 Manual Approved OOOS05 APPROVAL 3641 AyoResponse A Add and Edit a Contract A recurring billing contract contains billing information such as when how much and how often to charge a customer Prior to adding a contract you need to have at least one payment item available for billing the customer l Click on the Add Contract link in the header of the Contracts section inside the recurring billing customer profile screen and a screen will appear similar to the example shown below 52 Contract Info indicates required field Contract ID Subtotal Contract Mame Tax Estat Date Total Read Only End Date status Active O Inactive A hich Account should be Billed for this Contract
49. ilters button lets you clear all the field contents you have entered and a screen will appear similar to the example shown below 55 MA Show Filters Customers Found 1 hake Checked Customers ci Customer ID Company F Last Name Y First Name Y Email rici ABC Inc Doe Jahn abigab com Active 5 To refine your search check the Show Filters box to expand the filter section Then edit the filter fields again a To send an email to the customer click on the customer s email link b To activate or inactivate a recurring billing customer account check the customer and choose either Active or Inactive from the Active Inactive drop down list 6 To view the customer information click on the Customer ID link This will take you to the recurring billing customers profile screen View Contracts The View Contracts link enables you to search for a contract under certain filters 1 Click on the Recurring Billing folder 2 Click on the View Contracts link and a screen will appear similar to the example shown below Shaw Filters The fiters below are optional By default clicking Find Contract s will return all active contracts Contract ID Next Bill Date Is On or After El Total Amount s Greater Than 000 Pay Method 9 4 credit Card ACH Status an O Active O Inactive Pending Find Cantract s Clear Filters 3 IF you want to view all active contracts
50. in from your earlier processed debit card sale transaction on which you are performing the return transaction 6 Enter necessary transaction information into the form 7 Click Process the Clear button lets you clear the form without processing the transaction 8 The PIN pad connected to your computer will prompt for a PIN Input the number and click the Enter key on your PIN pad and a receipt will appear similar to the example below Print Receipt Date 4 27 2004 Time 11 55 AM PDT Trans Type Credit Auth Amt 2 00 Total Amt 2 00 Account DD GUB Exp Date ers Issuer Debit Mame Irvorc est street fp Entry Method Swiped Result APPROVED AuthCode 076992 Message APPROWAL PNRef 3508 Result Aro Response Check Currently Pivotal Payments Payment Server supports two check processors in North America NCN and Ipay Therefore depending on your merchant processor setup you will see one of the following user interfaces for your check processing 21 Ipay This section describes Sale Verify Pre Auth Void ForceSale Post Auth and Return check transactions crossed on the two check processors Check Sale 1 Click on the Virtual Terminals folder 2 Click on the Checks link 3 Click on the Sale tab shown below Mame as it appears on your check Check Number Pay To The Test Merchant Amount Us 1 Order Of Bank Routing Transit Account Humber I amp 23h 5E TBH Ll 423555 78H0123 I Bank Routing Code Bank Account Numb
51. in the User Name field the payment server will generate a user name for you e The First Name and Last Name fields are where you will need to identify the terminal that will be uploading to this account or the entity that will be using this account e The Security Level box should be defined correctly to give the user access to only what the user needs to complete his her task Also see Setting Security in Chapter 6 3 Enter the new user s information into the User Information form 4 Click on the Save User button the Reset button allows you to return to the previously saved User Information state Finding and Editing Users The Find Edit function lets you manage the user account such as search a user account modify the previously entered user information delete an existing user activate or inactivate a user account etc 1 Click on the Manage Users folder 2 Click on the Find Edit link and the following screen will open Show Filters MOTE You dont need to fill out all the fields just the ones you know The less information WOU provide the more match you will get e a If vou put in r in the City field it will match any city with a r init User Mame example Email First Mame Last Mame User Humber Phone City Postal Code 3 Fill out the field s that you know for your target user in the Show Filters form Notice without entering any information in the filter form 1t will return all user accounts 4 Click
52. ith installments If this transaction is a repeat sale check the Repeat Sale box to expand the section shown below Otherwise skip this step and go to Step 8 A Repeat Sale Installment Use this section if your customer is making installment payments For example if the purchase price was F500 and you set your customer up with a three month installment option you would enter the payment information above input 1 2 or 3 for Installment Number and 3 for Total Installments Installment Mumber Total Installments 7 Fill out the two fields in the Repeat Sale section for an installation payment 8 Click Process the Clear button lets you clear the form without processing the transaction Credit Card Sale Receipt 12 Print Receipt Map Address Date Time Trans Type Register subtotal Account Exp Date Issuer Name Invoice POR cale Tax Amt Tip Amt Total Amt treet City fip Entry Method Result AuthCade Message PNRef S o 2006 3 15 Ph PDT cale 1 3 00 id a 0809 VISA Global Payments Inc 3 00 4 Corporate Sq Atlanta 30328 Manual APPROVED 123455 APPROVAL 54244 CommercialCard False CyResult AV SResponse No Match on Address Street or ZIP Credit Card Repeat Sale Receipt Print Receipt Map Address Date Time Trans Type Register Subtotal Account Exp Date Issuer Name Invoice PO cale Tax Amit Tip Amt Total 4mt Street City Tip Entry M
53. le adjustments to the merchant account In addition the Pivotal Payments Payment Server provides tools to customize logos and contact information which locate on the Pivotal Payments Payment Server web pages viewable to every user In this way while maintaining a professional business presentation an administrator can conveniently provide merchants with vital contact information This documentation targets individuals who will monitor the Pivotal Payments Payment Server system on a regular basis Some knowledge of basic system administrative principles 1s a plus For an administrator although prior experience with system administration is not required it will help facilitating installation and maintenance of the payment server Managing user accounts is dependent on the merchant s assigned security permissions Ch 1 Beginning to Use Pivotal Payments Payment Server What to expect and what to do when beginning to use the Pivotal Payments Payment Server for payment processing In this introductory chapter you will learn the basics on how to use the Pivotal Payments Payment Server for payment processing The topics covered include the payment server s logon process graphical user interface GUI and user account management To begin using the Pivotal Payments Payment Server you must first logon to the system 1 Open your internet browser Type the Uniform Resource Locator URL for the payment server login page in the Address field
54. me on Check Invoice Number PNRet Register Total Amount 3 For date selections refer to Step 3 under Transaction Summary in later in the chapter 42 Note For the rest of the filter fields you don t need to fill out all Instead just the ones you know because the less information you provide the more matches you will get The following table illustrates 2 filter fields that each has a drop down list 4 Choose a Transaction Type from the drop down menu 5 Choose a Status from the drop down menu 6 Click Submit the Reset button clears the form and a screen will appear similar to the example shown below Check Report gj Items per page 1 0 will fill everything on one page Report Format XML Hd Download Ref Customer ID Inv Date Result Payment Account Transit Check Name Type Amt User Register od A v 3 A v a v A dl A d A v a Y A Y A v Type a Y a Vj aA Via Y 24348 9 2 2004 8 38 38 AM APPROVED ECHECK HET EI 123456780 1 jd Sale 1 00 vital2 24223 8 31 2004 3 41 10 PM APPROVED ECHECK o9p i8901123456780 4877 John Doe Sale 1 00 vital2 24110 8 30 2004 10 36 13 AM APPROVED ECHECK FHKE PEON 123456780 1001 Sale 1 00 vital2 7 Please refer to Step 9 through Step 11 in Find Card Transactions in Chapter 4 for these three features The following gives you an overview of each column as shown in the example screen above Ref
55. mple shown below Credit Card Transactions Response OK AuthCode GB00015 ACCEPTED Message ACCEPTED Result 0 Batch summary 2 Sale totaling 2 00 Total number of transactions 2 Het amount 2 00 Ch 4 Find Transactions How to view transactions and receipts Find Transactions displays transactions that are processed through Pivotal Payments Payment Server Inside the folder transactions are grouped by payment types credit debit gift EBT and check They can also be image attached such as check image and signature image Furthermore you can process post auth repeat sale return refund and void through Find Transactions basing on the transactions you can locate in Find Transactions Transaction Summary The Summary inside Find Transactions provides an overview of all transactions processed within a chosen date range 1 To view Transaction Summary click on the Find Transactions folder 2 Click on the Summary link 36 Transaction Summary Filters Date Range Selecta Date Range or enter dates manually below Start Date 3 23 2004 End Date 4 26 2004 March 2004 x April 2004 Generate Report 3 Select a pre defined date range from the Date Range drop down list Or modify Start Date and End Date Or use the lt or gt link in the month bar to switch the month and click on any date link in the calendar for a particular date 4 Click Generate Report and a screen will appear sim
56. ng billing If a transaction 1s declined and you have selected 10 retries the maximum amount of times you can retry in the Retry Processing Payment field the payment server will keep trying to process the transaction until it is either approved or retried 10 times This will not affect the next bill date For example you have a contract setup to charge 15 to a credit card on the first day of every month if on 5 1 2004 the transaction is declined but it is finally approved on 5 6 2004 the next bill date will still be 6 1 2004 A contract can only have one transaction pending at any given time For example you have a contract set up to process daily If the credit card gets declined today and you requested to have it retry several times the contract will not execute at its regular time tomorrow When the recurring billing system of Pivotal Payments Payment Server runs tomorrow it will see this contract is flagged as declined and will try to reprocess the declined transaction Therefore the new charge for tomorrow will not be queued It is recommended that daily contracts have retries set to O and that you request to have a decline confirmation email sent This way you can take the necessary steps to resolve declined payments without missing any further payments 54 2 Input the contract information into the Contract Info form 3 Click Add Contract This will take you back to the recurring billing customer profile screen
57. nt dollar amount in the amount field however the dollar amount can not exceed the original purchase amount Note This is the recommended way to process returns Depending on the settings for your merchant account you may get the following screen 16 Card Number Expiration subtotal Total Amount Customer ID Card Holder Invoice x Force Duplicate Process Clear You may then process a return just as you would a sale For more information about this setting contact your administrator or reseller Also to void a transaction that has not yet been processed i e the batch has not yet been settled continue to Transaction Reports via step 4 below Read the information and click Transaction Reports shown below Transaction Filters Date Range Select a Date Range or enter dates manually below v Start Date 5 8 2006 End Date 5 8 2006 Start Time End Time Es May 2006 ES ES May 2006 S M T W T F S SIM mw Tile iis 30 123 4 5 6 301 2 3 4 5 6 El 9 10 11 12 13 Fd 9 10 11 12 13 28 29 30 31 1 2 3 28 29 30 31 1 2 3 1 8 10 4 10 Auth Code Trx Type All v Card Holder Exclude Void Card Number Payment Type All v User Status Approved Invoice Number E PNRet Register Total Amount Customer ID Batch Num Note The date is defaulted to today s date 5 Enter the appropriate information
58. o Step 3 date range selection in Transaction Summary later in this chapter for specifying a date range Note For the rest of the filter fields you don t need to fill them all Instead just the ones you know because the less information you provide the more matches you will get The following table illustrates 3 filter fields that each has a drop down list 4 Choose a Transaction Type from the drop down list 5 Choose an option to Exclude Void transactions or not by default this box is checked Choose a card Payment Type from the drop down list Choose a Status from the drop sown list 8 After entering all necessary information click on the Submit button the Reset button clears the form and a screen will appear similar to the example shown oS Credit Transactions Items per page 10 Refresh o will fill everything on one page Report Format XML l Download Ref Customer ID Inv Date Result Payment Account Account Name Type Status Approval Auth Amt Capture User Register 4 5 2004 Transaction ERROR test 1577 1 01 01 DECLINED VISA VISA sotciokioiomier ag Sale amount EX 0 00 0 00 nurchant PM value 4 5 2004 Missing 3 1575 12 50 39 DECLINED AMEX Amex e dal SR Sale Key See E 10 00 10 00 E PM ADDRESS 4 5 2004 Transaction 1574 12 49 22 DECLINED AMEX Amex Wie e par 3g ad ForceCapture amount em 0 00 3 00 Mes RUE PM value
59. oc Et hel e o cea GE hal ee teh 19 De Dit Care Re ei 20 Mise T lessee estes HE 21 Check le APA ae deters ee act incendie bees taeda wasnt cum I A tee A E 22 irse we ULT c 23 Check EOS Si tata dde eodd iL ME A io 24 Check VOI och DD M M I E nt nee a ae 24 Check IOS A C dE ME Lc eL Kcu OMe IE D Me ROE Ta 29 A TTE TT 26 EIER OIN TT 26 Coit Card Reload xin ier Meno ic UE I E LIUM cae ee AMICI ODE 26 Cbr Render lacio ES 27 CHTU C dE o a 28 Curt Gard Desactiva aa il eon esd ae cdg es 28 Gi Cara Inquite EET 29 Ch 3 Batches and Settlement 30 ire DB OE Donoso ite at aaccbe Sets ccM fL Matre SL d Lob o Eee E 30 Batch Update 31 Closed Batch sui A E 33 SAE A D MON ea a 35 Eno Diarrea Tc TEE RM 92 Ch 4 Find LransacttolS io oio eee S EE Soc ipee uide ore aec Esda 36 Transaction SUMMATLY seua tai 36 Pind Cara Trans acuosa 37 il no A A OE A ea es 42 boire CON NETUS 44 Refund EransaCiiOns xou tun e e ie Sor osa DD LEE e cfe ELA 45 Repeat Sale TransadctlOHs soos ioo xtate Poco rts ci EAT 46 Capture Pre Auth TransaeHOfiS oea 4 CI 5 RECUMING BING rito 47 Add a a EditACU MIME tei s bete I top heen ie da bh bse hea cee 47 Add and Edita Payment leads 49 Addand Edta Contraer tad 22 ba Rei imc LEES 55 PA Reus e as 56 Duties 016 Mee ener eer aces on Ue a ese DT eee ene an 57 Ch 6 Preferences and Merchant Support 58 User Access oi 58 PTO We AU TES
60. of the transaction If a transaction is declined usually an error message 1s displayed Examples are Approval Missing Key See ADDRESS Approval Code The approval or error code of the transaction Auth Amt The dollar amount of an approval or authorization request Capture Amount The transaction amount that is captured by the host User The user name or terminal that processed the transaction Register The register number on which the transaction is performed 9 If you want to change the number of transactions listed per screen page edit the Items per page box By default the screen shows 10 transactions per page Entering 0 will display all transactions in one page Click Refresh 10 If you want to review the filter fields you have entered earlier for your receiving the current transaction list click on the sign to expand the filter list 39 E ilters tart Date 4 5 2004 End Date 4 5 2004 e Auth Code e Hame On Card eA Account bum ve Username test eA Invoice hum 3 a Register p Tix Type All e Exclude Void true x Payment Type 411 PU status Approved PH Ref Total Amount 11 If you want to download the transaction list in the XML format select XML in the Report Format field and click Download and a screen will appear similar to the example shown below lt RichDBDS gt lt TrxDetailCard gt lt TRX_HD_Key gt 1573 lt TRX_HD_Key gt lt Invoice_ID gt
61. options that are host based you will not see these features for those payment types A batch is a collection of transactions Usually a merchant has one batch per day or per shift Batch has two types open batch and closed batch An open batch or current batch is a batch that has not yet been settled On the contrary a closed batch is a batch that has already been settled To submit settle the transactions in the current batch the End of Day function comes into place Current Batch Current Batch consists of two parts transaction summary and transaction details which are grouped by the payment method The summary provides an overview of transactions in the current batch The transaction details enable you to further explore and perform more tasks on each transaction 1 Click on the Current Batch folder 2 Click on the Summary link and a list will appear similar to the example shown below Payment Type Deposit Amt Deposit Oty METI Return Qty Met Amt Met Oty AMEX 0 00 0 00 0 00 CARTBLANCH 0 00 0 00 0 00 DINERS 0 00 0 00 0 00 DISCOVER 0 00 0 00 0 00 JAL 0 00 0 00 0 00 JCB 0 00 D 0 00 0 0 00 D MASTERCARD 1 00 1 0 00 D 1 00 1 VISA 2 00 1 0 00 0 2 00 1 DEBIT 0 00 0 0 00 0 0 00 0 ECHECK 0 00 0 0 00 0 0 00 0 0 00 0 0 00 0 00 EBT totals saoo S sooo IO s300 a Pa Pa 30 Note The current batch summary lists transactions by payment types the to
62. opyright treaties as well as other intellectual property laws and treaties The SOFTWARE is licensed not sold GRANT OF LICENSE Hyvpercom Payment Solutions a division of Hypercom USA hereby grants you Licenses a limited nonexclusive non transferable dido ia Il ml mm m 1 m mem i z J o m oo m ms m mom mm m mm 1 mm mm mas m dm m ml Te m m sl A In order to continue please accept this license agreement Logon as a Merchant After you logon to the system as a merchant a menu bar will appear on the screen as shown below It contains a list of options Virtual Terminals Recurring Billing Current Batch End of Day Closed Batches Find Transactions Manage Users Tools Preferences Email and Logout The Manage Users feature 1s discussed in this chapter All other features will be discussed in the following chapters Logged In As jevangelista Pivotal Payments tH P IV OT A L ty PIVOTAL PAYMENTS a Virtual Terminals Pivotal Payments 685 Cathcart L Current Batch Suite 1000 1 Find Transactions Montreal Quebec Canada zn Manage Users Tools c Preferences H E Emai gateway_sales pivotalpayments com A Logout setup Opivotalpayments com Pivotal Payments 685 Cathcart Suite 1000 Montreal Qu bec Canada Powered by SmartPayments Virtual Terminal Credit Process Sale PreAuth or ForceAuth transactions on credit card Debit Process
63. ovider and log out of the Pivotal Payments Payment Server User Access Control By verifying the requesting party s IP Internet Protocol address and country the Access Control preference grants or denies access to a merchant user account All IPs and all countries are allowed accesses by default 1 Click on the Preferences folder 2 Click on the Access Control link and a screen will appear similar to the example shown below Ps Allowed Al Countries Allowed All MA Validate IP Address When Logging In ll validate Country When Logging In 58 Note Validating IP and validating country have identical steps to follow 3 To validate IP Country check Validate IP Country Address When Logging In and a screen will appear similar to the examples shown below Yalidate IP Address When Logging In DENY All IP s EXCEPT Those Listed Below Use This Option ALLOW All IP s EXCEPT Those Listed Below Denied IP List Remove Selected Remove All Validate Country When Logging In DENY All Countries EXCEPT Those Listed Below f Use This Option ALLOVY All Countries EXCEPT Those Listed Below Deny All Unknown Countries Denied Country List Remove Selected Selected nr All Note There are two options e DENY ALL IPs Countries EXCEPT Those Listed Below e ALLOW ALL IPs Countries EXCEPT Those Listed Below The default settings for both IP and country are ALLOW Besides for country all unknown countri
64. ow Control Software Parity Even Stop Bits 1 Data Bits 7 cave 63 Setting up a Check Reader The payment server s virtual terminal currently works with serial checker reader and check image reader such as Magtek MICR Imager 1 Click on the Check Reader link in the Initial Device Setup screen lard Check Reader Setup Reader Check Reader Type Mone Check Reader Save 2 Select a check reader type from the drop down list 3 Edit the settings accordingly and click the Save button to save your settings Refer to Input Device Setup Parameter Card Check Reader Setup Reader Check Reader Type Serial Reader V Finpad COM Port Setup Check Com Port Reader Baud Rate Flows Control Changing User Password 1 Click on the Preferences folder 2 Click on the Password link and a screen will appear similar to the example shown below 64 Change Password MSPuPartner Number 100 RP endor Number 129 RP User Mame test myMerchant Change Password 3 Input the current password in the Old Password field 4 Input your new password in the New Password field 5 Confirm your new password by inputting it into the Enter New Password Again field 6 Click on the Change Password button the Reset button clears the contents in the fields Setting Security The Security preference is to set security for functions performed at the merchant user level The user security level is assigned when ea
65. own below 28 4 Enter the gift card information 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear Print Receipt Date 3 27 004 Time 1 33 PM POT Trans Type Deactivate Account ds Til Exp Date 1210 Issuer sittiLoyalty Entry Method Manual Result APPROVED AuthCode Message sitCardBalanceAmount 10 00 PNRaef 3516 Gift Card Inquire 1 Click on the Virtual Terminals folder 2 Click on the Gift Cards Link 3 Click on the Inquire tab shown below Inquire Clear 4 Enter the gift card information 5 Click Process the Clear button lets you clear the form without processing the transaction and a receipt similar to the example below will appear 29 Print Receipt Date Ayo O14 Time 1 32 PM POT Trans Type Inquire Account ll Exp Date 1210 Issuer aitt Loyalty Entry Method Manual Result APPROVED AuthCode Message aitCardBalanceAmount 10 00 PNRaef 3515 Ch 3 Batches and Settlement How to create and settle batches In this chapter we will discuss the payment server s batch and settlement features mainly Current Batch End of day and Closed Batches These features are there for merchants with terminal based payment processors Terminal based processor requires merchant to store the authorized transactions ocally until the merchant captures and submits them for settlement Remember that if you have payment
66. ransaction Summary in Chapter 4 4 Click Submit and a screen will appear similar to the example shown below 33 AREA Batch ID Settle Time Net Trx Net Amt Detail Summary Detail Summary Detail Summary Detail Summary Detail Summary Detail Summary SBO0561 ACCEPTED GBO0559 ACCEPTED GBO0556 ACCEPTED GBO00554 ACCEPTED GBO00551 ACCEPTED GBOOS50 ACCEPTED 6 26 2004 10 52 12 AM 6 26 2004 12 00 39 AM 1 6 25 2004 4 22 19 PM 16 6 24 2004 3 19 48 PM 1 6 24 2004 2 04 57 PM 18 6 24 2004 12 00 21 AM 1 2 00 9 90 457 88 1 00 92 00 1 00 12244536 To view the batch summary click on the Summary link and a screen will appear similar to the example shown below Batch Summary Payment Type Deposit Amount Deposit Count Return Amount Return Count AMEX 202 91 4 0 00 n DISCOVER 1 00 1 0 00 n MASTERCARD 1 00 1 0 00 n VISA 339 54 g 85 57 1 TOTALS 544 45 15 86 57 1 Note The summary displays the batch s total number and amount of both deposit and return transactions grouped by payment types 6 To view the batch details click on the Detail link and a screen will appear similar to the example shown below 0 will fill everything on one page Ref Customer ID Inv Date becas Status Items per page 19 Report Format XML Result Payment Account Account Approval Auth Amt Capture User Register a vw A A Y A Y TO d Type a d Type A d a Y a wv Code a
67. rnt 1 00 street 123 Zip 12345 Result Approved AuthCode VITAL Message MO MATCH Avo Response M Note You can perform two more tasks on this individual credit card transaction Void and Repeat Sale Because this transaction still sits in the current batch unsettled you can void it Batch Upload Batch Upload Functionality PC Charge and Text Formats There is a feature to allow a merchant to do a manual batch upload through the web interface This may be desired if the merchant s POS application is not easily able to integrate directly with the Payment Server In such a case the application can output transactions to a flat file which can be uploaded to the Payment Server To access Batch Upload within the Payment Server go to Tools Batch Upload When you click on this option the following page will open 31 Batch File Upload nce a batch file has been uploaded please note that changes in reports will not be reflected immediately because the server processes batch files every hour on the hour Batch File Upload File Format Tab Delimited Upload File Note that the File Format option defaults to Tab Delimited but also has an option for PC Charge dat File Often a merchant s application will be outputting a simple Tab Delimited text file see below for details but a merchant using PC Charge will need to import a file in PC Charge s dat format both formats are available Notice the text at the top of
68. tal number and amount of both deposit and return transactions and the net amount and quantity of all transactions 3 To view the credit card details click on the Credit link To view the debit care details click on the Debit link To view the EBT details click on the EBT link and a list will appear similar to the example shown below Report Format XML Download Name Type Status Approval Auth Amt Capture User Regist a Y a Y a Y Code a v A Y Amt a via v a Y Items per page 110 Refresh 0 will fill everything on one page Ref Inv Result Payment Account Account av Aa Y v Type v a Y Type Dh a 3 31 2004 2 36 10 APPROVAL PM VITAL APPROVAL VITALS APPROVED VISA Visa TUE RE E b i b Sale VITAL 1 00 1 00 vital2 1 1511 123i i 3 31 2004 1 23 08 appRovED VISA Visa detect 11 1 Sale VITALS 1 00 1 00 vital2 1 4 Click on the transaction s Ref link to further display the detail of the transaction 5 Notice if you see beneath the link it means a receipt with signatures is captured for this transaction To view the receipt click on the icon and a screen will appear similar to the example shown below Print Receipt nid transaction 238817 Date 9 26 2004 Time 10 23 53 AM POT Trans Type sale Repeat a SALE transaction eser EM OT Charge Amount to account Account 5454 hock RGR ck E RR EE D EL D ke Exp Date OS04 Entry Method Manual Auth Amt 1 00 Total A
69. this transaction 46 Capture PreAuth Transactions The procedure of capturing a Pre Auth credit card transaction is also called PostAuth It is the completion of a PreAuth transaction To do so first locate the transaction through the steps described earlier in this chapter Then click on the transaction s Ref link A Capture task box will appear to the right of the transaction detail Print Receipt Capiure d Time 10 57 AM PDT ug Yes Capture Amount Trans Type Authorization Auth Amt 1 00 Total Amt 0 00 Repeat a SALE transaction Account is MINI Charge Amount 0 00 to account Exp Date 0509 Issuer DINERS Yes Charge Account Name Jane Doe Invoice Street Zip Entry Method Manual Result APPROVED AuthCode 007801 Message APPROVAL PNRef 1563 C Result A SResponse Address Match No Zip Match 1 To change the capturing amount edit the amount field 2 Click Yes Capture Amount and a screen similar to the example below will appear Capture Amount 1 00 Response OK Result APPROVED Authcade VITAL Message APPROVAL PNRef 24763 CommercialCard False Click here to qo ta the Current Batch Report to view this transaction Ch 5 Recurring Billing How to configure transactions for recurring billing The Recurring Billing functions allow merchants to bill customers on a recurring basis Each day a batch process runs automatically and processes all the recurring transactions sch

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