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First Data Global Gateway Virtual Terminal® User Guide

1. 3 1 7 Recurring Payment aka Periodic Bills From the Virtual Terminal page use the Recurring Payment section allows you to schedule credit card or check payments for future dates Recurring Payment Recurring Payment Yes Charge the Customer Once Every ee v Beginning 07 vii 14 2010 End After Payments Retry Transaction Times if transaction fails before notification Initiating a Recurring Payment To establish a recurring payment 1 Complete all of the required fields on the Virtual Terminal POS page 2 Select Sale as the Transaction Type in the Credit Card Information section 3 Inthe Recurring Payment section check YES next to Recurring Payment Charge the Customer Enter how often you want to charge the customer in this field 1 Choose a number from one 1 to 99 with no decimal point 2 Select Day s Week s Month s or Year s in the dropdown list For example to charge the customer once a year enter the number one 1 and select Year s in the dropdown list To charge the customer every 6 months you would enter the number six 6 and select Month s in the dropdown list Note When a recurring payment is initially set up and or modified address credit card billing expiration date etc the Virtual Terminal automatically submits an authorization for 0 00 e tis NOT done before each payment installment issued to a customer e Itis NOT done if the first payment is scheduled the same day the
2. All of the fields on the First Data Global Gateway Virtual Terminal POS page are required to process a transaction The fields outlined in RED are required 5 8 1 Choosing Content To choose fields you want to appear on your Virtual Terminal pages click the appropriate checkbox in the Display Field column Click a checkbox to add a field if there is no check in the checkbox Click a checkbox to remove a field if there is a check in the checkbox When you are finished making your selections click the SUBMIT button on the bottom of the page A confirmation message at the top of the page will appear if the change was successful First Data Global Gateway Virtual Terminal User Guide v2 4 85 When you want to restore the default settings click the Get Defaults button at the bottom of the page then click the SUBMIT button If you remove all the fields within a particular section the entire section is removed from the Virtual Terminal pages 5 8 2 Changing Required Fields You can change which fields are required on your Virtual Terminal page For example you require an email address for all your customers You can make the Email Address field required by checking the appropriate box in the Required Field column Make your selections then click the SUBMIT button Note For the account administrator or the customer to receive any type of automated email notification an email address must be input into the Email Address field on the POS
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4. Contact Customer Support at 888 477 3611 to set up your initial multi store administrator ID and password 5 4 2 Configuring a Multi Store Report Structure 5 4 A 1 Logging On Click the Administrator Login link on the First Data Global Gateway Virtual Terminal login page 2 Mouse over Administration in the Main Menu Bar and click View Hierarchy in the popup menu or from the Administration section click View Hierarchy on the Side Menu Bar The Hierarchy Level Definition page appears View Hierarchy Hierarchy Level Definition for Test CSI Hierarchy Corporate HQ User Defined 1 2 Store 2 Store User VA User Modify Level Names After receiving your initial multi store administrator password the hierarchy tree should contain only three levels the Top level the Store level and the User level Until you create your hierarchy the Modify Hierarchy Definition link appears on the bottom of the Hierarchy Level Definition page 5 4 2 2 Configuring Levels 1 Click the Modify Hierarchy Definition link This link will only be visible prior to customizing your hierarchy After you set up your hierarchy delete everything in the hierarchy in order to set up a new hierarchy The Modify Hierarchy Level Definition page appears 2 Only the top level will contain a name To add levels to the tree enter the name of the level into the fields provided Work from the top down Level names can include corporate country region or division Lea
5. The First Data Global Gateway Virtual Terminal displays the following fields in the Order Information section You must enter all required fields to complete the transaction Order Number This field is the number assigned to the order You can assign a number to a transaction in this field Each order number must be unique The First Data Global Gateway Virtual Terminal automatically generates an order number when you do not enter a number in this field Purchase Order Number Enter a purchase order number in this field when there is a purchase order number to assign to the transaction You can use the same purchase order number for multiple transactions Invoice Number This field is the number assigned to the invoice Enter a number in this field to assign a number to the transaction for invoicing purposes Subtotal The subtotal is the amount of the purchase before Tax VAT if applicable and Shipping charges If you chose any products from the Product Catalog the subtotal is automatically calculated when you click the Update Subtotal button Shipping Amount This field is the shipping charge you want to assign to the order Enter the amount to charge for shipping the order in this field Tax This field is the sales tax assigned to the order Enter the amount of tax to apply to the order If you have the tax percentage feature enabled enter the tax percentage to apply to the order If the order is tax exempt and the Tax
6. a First Data N First Data Global Gateway Virtual Terminale User Guide Version 2 4 1 1 1 1 1 1 1 3 Table of Contents Introduction First Data Global Gateway Virtual Terminal Overview 1 1 Processing Transactions 1 2 Managing Your Account 1 3 Managing Multiple Stores 1 4 First Data Global Gateway Connect 1 5 Gateway Status Browser Compatibility Navigating the First Data Global Gateway Virtual Terminal 3 1 Main Menu Bar 3 2 Main Page Content 1 3 3 Side Menu Bar 1 3 4 Information Menus 1 3 5 Shortcut Links 4 Logging In 5 Logging Out 6 Testing Transactions 1 1 1 1 1 1 2 3 1 1 2 Configuration and Devices 2 1 1 Compatible Devices 2 1 2 Configuration 2 1 3 Notes 2 2 Using the MagTek Mini Swipe Card Reader 3 Virtual Terminal 3 0 1 Knowing the Virtual Terminal Section 3 0 2 Transactions 3 1 Credit Card Transactions 3 1 1 Continue or Clear Form 3 1 2 Printing a Receipt 3 1 3 Using the Product Catalog 3 1 4 Order Information 3 1 5 Credit Card Information 3 1 6 Customer Information 3 1 7 Recurring Payment 3 1 8 Shipping Information 3 1 9 Comments 3 1 10 Transaction Results 3 1 11 AVS Codes 3 1 11 1 About AVS Codes 3 1 11 2 AVS Code Definitions 3 1 12 Card Codes 3 1 13 Using the Card Code 3 1 14 Card Code Definitions 2 Check Transactions 3 2 1 E commerce Transactions 3 2 2 Telephone Order Transactions 3 2 3 Processing Check Transactions 3 2 3 1 P
7. 3 2 1 eCommerce Transactions Internet Check Acceptance ICA When processing e commerce check transactions the merchant must obtain electronic authorization from the consumer to debit the account Before the merchant Web site or system submits the payment for processing it must present the customer with an Authorization Form where consent language is displayed along with an Authorize button and a Cancel button The Authorize button continues with the transaction The Cancel button may present the customer with other payment options but it cannot continue to process the check transaction The authorization form must include e Merchant s DBA name e Transaction amount e The date on or after which the consumer account will be debited e The date of the consumer s authorization e The merchant s customer service phone number e Consent language that is text that specifically states that the customer is authorizing the merchant to debit the customer s bank account 3 2 2 Telephone Order Transactions Check By Phone CBP Requirements for a telephone order include the same information and consent language as retail and mail order transactions The difference is that the merchant has the option to tape record the customer s authorization and retain the recording as proof of authorization for a period of four years For an oral authorization to be valid the originator must state clearly that the consumer is authorizing an ACH debit entr
8. Add as many choices as needed by entering each one in the Choice field and clicking ADD gt Your choices will appear in the list on the right side of the screen in the order you entered them 5 5 1 3 Change the Order To change the order of your choices select one of the choices then click on the up or down arrow to move the choice up or down in the list 5 5 1 4 Submit the Option After you enter your option name and all the choices you can submit the option Click the Save Options button to add the option to the item Your option appears in the Options Summary table on the lower half of the screen The option is assigned a number in the column The name appears in the Option Name column All the choices appear in a dropdown list in the Option Choices column The dropdown list of choices is displayed on the Virtual Terminal page 5 5 1 5 Delete an Option If you need to delete any of your options click the checkbox next to the option name in the first column of the Options Summary table Click on the Delete Selected button located below the table 5 5 1 6 Changing an Option To make changes to an option you must delete it Then enter the option as a new option with your changes in the Add an Option section 5 6 Customizing Receipts To customize your receipts mouse over Administration in the Main Menu bar and click Receipt in the popup menu or from the Administration section click Receipt on the Side Menu Bar First Da
9. E commerce ECI or electronic commerce consists of the buying and selling of products or services over electronic systems such as the Internet and other computer networks Electronic Check Acceptance ECA With electronic check acceptance ECA the check is electronically submitted as a check The check is no longer usable and the paper check must be voided The customer signs and receives a paper receipt ECA services may include a check guarantee service ECA is used for retail payments only Field A field is an area on a web form or software application where you can enter information relevant to the name of the field For example you would enter the zip code in the field named zip code Firewall A firewall is a hardware or software device which is configured to permit deny or proxy data through a computer network which has different levels of trust A firewall protects the resources of a private network from users of other networks First Data Global Gateway Connect The First Data Global Gateway Connect service is an e Commerce solution using a hosted payment page This eliminates some of the complexity and is great for a merchant with limited resources or expertise Forced Ticket A Forced Ticket transaction is a credit card transaction for authorizations you obtained over the phone It requires a reference number or approval code that you should have received when you made the phone authorization Hierarchy A term used to describ
10. Ticket Only e Return e Credit e Purchasing card Level 2 The First Data Global Gateway Virtual Terminal automatically runs all credit card batches at 10 30 PM MST 3 1 Credit Card Transactions From the Virtual Terminal page you can process credit card Sale Authorize Only and Forced Ticket transactions To reach this page any time click Virtual Terminal on the Main Menu Bar The Virtual Terminal page has no Side Menu Bar For Ticket Only Return and Credit transactions mouse over Virtual Terminal on the Main Menu Bar and click the respective link on the popup menu First Data Global Gateway Virtual Terminal User Guide v2 4 17 Note You may not have access to credit transactions depending upon your User permissions The following sections are available when making credit card transactions on the Credit Card tab Complete all required fields in the sections to process a credit card transaction e Select Products from Catalog e Order Information e Credit Card Information e Customer Information e Shipping Information e Recurring Payment e Comments 3 0 1 How to perform a Credit Card Transaction When your account set up is completed you can begin accepting credit cards for payment Follow the steps stated below to process a credit card transaction All fields outlined in RED on the Virtual Terminal POS Page are required to process a transaction 1 On the Home screen mouse over the VIRTUAL TERMINAL button
11. a real time response will be provided by TeleCheck on whether or not a check is accepted Based on the response from TeleCheck a transaction can be marked either as SUBMITTED or DECLINED If the check was declined for credit reasons a message will appear with some information for the consumer including a phone number for the customer to call with questions When this occurs you must give the information word for word to the consumer If the check was submitted successfully the transaction status will be SUBMITTED If an error occurred the reason for the error will appear here If the error was due to data entry you may have an opportunity to re enter the data Transaction Date amp Time This section is the date and time of transaction This is helpful for finding the transaction in reports The date will be in the format mm dd yy Transaction Origin The Transaction Origin is how the order was received e Mail Order Telephone Order you received the order over the phone or through the mail e Retail face to face the customer and card are present e Electronic Commerce internet you received the order through the Internet or email First Data Global Gateway Virtual Terminal User Guide v2 4 43 Transaction Type For all TeleCheck transactions the transaction type will be TeleCheck Approval Code This section is the approval code for the transaction This code is a reference number You may be asked for this r
12. a virtual point of sale terminal is a computer program that performs the same functions as a physical point of sale terminal Void To void a transaction is to cancel a payment transaction Merchants can void transactions prior to settlement Once the transaction has settled the merchant First Data Global Gateway Virtual Terminal User Guide v2 4 96 has to perform a return or credit to reverse the charges and credit the customer s card WAN A WAN is a wide area computer network that spans a relatively large geographical area Typically a WAN consists of two or more local area networks LANs Computers connected to a wide area network are often connected through public networks such as the telephone system They can also be connected through leased lines or satellites Web Server A web server is a computer program responsible for accepting HTTP requests from clients and serving HTTP responses along with optional data contents The responses are usually web pages such as HTML documents and linked objects images etc XML XML is the Extensible Markup Language which is a universal format for the representation of documents and data It is classified as an extensible language because it allows its users to define their own tags Its primary purpose is to facilitate the sharing of structured data across different information systems particularly through the Internet First Data Global Gateway Virtual Terminal User Guide v2 4 97 ras F
13. button again 3 1 4 Order Information Use the Order Information section to enter any information related to the order such as the total amount or order number The First Data Global Gateway Virtual Terminal displays the following fields in the Order Information section Enter all required fields to complete the transaction Order Number This field is the number assigned to the order Manually enter a number in this field to assign a number to the transaction Each order number must be unique If you do not enter a number in this field the FDGG Virtual Terminal automatically generates an order number when Purchase Order Number Enter a purchase order number in this field when there is a purchase order number to assign to the transaction You can use the same purchase order number for multiple transactions Invoice Number This field is the number assigned to the invoice Manually enter a number in this field to assign a number to the transaction for invoicing purposes Subtotal The subtotal is the amount of the purchase before Tax VAT if applicable and Shipping Charges If you chose any products from the First Data Global Gateway Virtual Terminal User Guide v2 4 22 Product Catalog the subtotal is automatically calculated when you click the Update Subtotal button Shipping Amount This field is the shipping charge you want to assign to the order Enter the amount to charge for shipping the order in this field Tax
14. gt button Save the file to your computer First Data Global Gateway Virtual Terminal User Guide v2 4 69 5 Administration Use the Administration section to manage your account and customize the Virtual Terminal settings You can perform any of the following functions in the Admin section e Manage Users e Change your password e Set Basic Fraud settings e Customize Virtual Terminal content e Customize the Product Catalog e Customize Receipts e Customize Connect pages e Setup your multi store hierarchy Users who do not have permission to manage other users cannot issue password resets 5 1 Fraud Management Tools To assist you in identifying and mitigating risk inherent in all credit card transactions we have integrated Basic Fraud management tools into the Virtual Terminal solution The Basic Fraud management tools give you the opportunity to decide what level of risk is comfortable for you To access the Basic Fraud settings mouse over Administration in the Main Menu Bar and click Basic Fraud Settings 5 1 0 1 Basic Fraud Settings Basic Fraud settings are standard in the Global Gateway Virtual Terminal at no additional cost Basic Fraud Settings allow you to manage a limited number of transaction elements to prevent further fraudulent or competitive purchasing attempts Automatically Block transactions by e Credit Card Number Block an individual s name Block Domain names Block IP and Class C addre
15. CVV2 card verification value and CID card identification number respectively It is always the final group of numbers printed on the back signature panel of the card New North American MasterCard and Visa cards feature the card code in a separate panel to the right of the signature strip American Express cards have a four digit code printed on the front side of the card above the number referred to as the CID Card Issuing Bank A financial institution or bank that issues a credit debit or purchasing card to a business or consumer The card issuing bank has an address on file for the card which the Address Verification System AVS compares to the address given to the merchant Chargeback A chargeback is a forced refund to the customer through your bank account Chargebacks can occur with any type of business whether it is online or at an actual store location Each fraudulent credit card transaction typically results in a chargeback Credit card associations penalize merchant banks for chargebacks Naturally the bank passes the fines on to the responsible merchant and these penalties can be severe While consumers are provided with a certain degree of protection if their credit card numbers are stolen and misused Internet merchants First Data Global Gateway Virtual Terminal User Guide v2 4 91 are fully liable for all transactions because Internet transactions are classified as card not present Check Number The check number i
16. Data Virtual Terminal The Main Menu Bar above utilizes tools to help you manage your account REPORTS View your transaction reports to update yourself on the success of your store Reports include charts and graphs helpful for business visualization and presentations SUPPORT Perform support related activity View support manuals for First Data Global Gateway products View Frequently Asked Questions FAQs Contact support online Download files First Data Global Gateway Virtual Terminal User Guide v2 4 6 Process administrative activity Access Fraud Management Tools Change password Add or delete users Configure your Multi Store reporting Enter items into your product catalog Customize receipts Customize payment page settings First Data Global Gateway Connect only Customize Virtual Terminal content 1 1 3 Managing Multiple Stores When you have multiple accounts with different store numbers you can view consolidated reports by setting up a multi store reporting structure In order to set up multi store reporting you must obtain a separate administrative account login Contact support at 1 888 477 3611 to get your initial multi store admin login ID and password 1 1 4 First Data Global Gateway Connect If your account is set up for the First Data Global Gateway Connect you can customize it using the Administration section in the First Data Global Gateway Virtual Terminal See Virtual Terminal Conne
17. If your return amount is less than the order total make corrections as appropriate 5 When you have finished with the Order Information fields change any other fields related to customer contact information payment information or comments Then click the CONTINUE gt gt button A new page appears 6 On the new page click the Submit button to confirm all entries are valid otherwise click the Return to POS button to make the appropriate changes If any fields are missing or incorrect the Return page will reappear with an error message A warning graphic indicates the incorrect or missing fields Make the appropriate changes and then click the CONTINUE gt gt button 3 5 Credit Transactions From the Virtual Terminal section make a Credit transaction when you need to credit a customer s credit card for an order that occurred outside of the First Data Global Gateway Virtual Terminal There is some inherent risk of fraud with a Credit transaction so not every merchant or User has permission to perform Credit transactions If you do not see Credit listed in the Side Menu Bar or popup menu of the Virtual Terminal section the User does not have permission to perform a Credit transaction or the Credit form has not been added to your Virtual Terminal forms Contact your processor s merchant services department to enable the function if you need to perform Credit transactions and do not have the option If you have permission to perform C
18. Order Detail Report the following information is displayed e Order ID Number and Order Date Time the order ID number you selected and the date and time the order was made e Billing Address Information section this section displays the User ID shipping status and the customer s company name and address If the customer s name and e mail address were supplied you can click on the customer s name to send an email to the customer e Shipping Address Information section this section displays the name of the person and address where the order was shipped First Data Global Gateway Virtual Terminal User Guide v2 4 60 e Contact Information section shows the customer s telephone number email address fax number and IP address If an email address was supplied you can click on the customer s email address to send an email to the customer e General Info General information about the order e Where they learned about you The next part of the report includes subtotal shipping tax return if applicable and total amounts The last portion of the report is a transaction history which shows all transactions related to the order The summary information shown includes e Date e User ID e Type of transaction e Card number e Expiration date e Approval code e Amount of the transaction e Comments 4 4 Transactions Reports To view the Transactions Reports mouse over Reports on the Main Menu Bar and click Transactions on t
19. This field is the sales tax assigned to the order Enter the amount of tax to apply to the order If you have the tax percentage feature enabled enter the tax percentage to apply to the order If the order is tax exempt and the Tax Exempt checkbox is present select the checkbox See Customizing Virtual Terminal Content on page 85 to set up the tax percentage calculation VAT for international orders This field is the Value Added Tax VAT assigned to international orders In some cases you may not need to charge the VAT The First Data Global Gateway Virtual Terminal explains more about the field when click the question mark icon with your mouse Total Amount The Total field displays the sum of the Tax VAT if applicable Shipping charges and Subtotal 3 1 5 Credit Card Information The First Data Global Gateway Virtual Terminal displays the following fields in the Credit Card Information section of the Virtual Terminal page needed to complete a credit card Sale Authorize Only or Forced Ticket transaction You must enter all required fields to complete the transaction All required fields are outlined in RED on the POS page If the user attempts to submit a transaction for processing and does not complete a required field the transaction will not be submitted for processing The user is returned to that field on the POS page Transaction Origin The Transaction Origin is how the order was received Choices are Mail Ord
20. a transaction A card code mismatch blocks the transaction The card code is circled Mail order Telephone Order MO TO and other transactions when the card is not present have higher fraud rates than face to face transactions To reduce fraud 1 Use the card code 2 Always enter a card code if on the card when processing an authorization for MO TO and e commerce transactions 3 For retail transactions you may want to enter the card code printed on the card to help ensure the authenticity of the card By using the Card Code results in conjunction with the Address Verification Service AVS helps you make a more informed decision whether to accept or decline a transaction 3 1 13 Using the Card Code Enter the card code on the Virtual Terminal page when processing an order The First Data Global Gateway Virtual Terminal compares the card code with the code from the card issuing bank The results of this comparison show in the transaction approval code The following string is a typical transaction result 0097820000019564 YNAM 1 2345678901 234567890123 The last alphabetic character in the middle M is a code indicating whether the card code matched the card issuing bank s code 3 1 14 Card Code Definitions Gard Code mMm Card code matches N Cad code does not match First Data Global Gateway Virtual Terminal User Guide v2 4 34 Gard Code P N processed S Merchant has indicated that the card code i
21. action by clicking on the appropriate radio button If you select Reject Order you must choose whether to reject the order by IP address or by credit card number When you reject an order by IP address subsequent orders from that IP address are blocked When you reject an order by credit card number subsequent orders using that credit card number are blocked 4 Click the SUBMIT button to complete the task A screen listing the results will appear If you choose to reject an order by IP address or credit card number the Basic Fraud Settings page appears This page displays all the IP addresses and credit card numbers you have currently blocked from your store The IP addresses or credit card numbers from the order s you just blocked should appear on this list To block more transactions or to remove blocked transactions use the corresponding controls on the Basic Fraud Settings page For more information on changing your fraud protection settings see Basic Fraud Settings on page 70 4 3 0 4 Email If the customer s name is underlined you can email that customer by clicking on the customer s name 4 3 0 5 Viewing Details View the details of any order by clicking on the associated order number View all orders processed by a customer by clicking the User ID link If there are more orders in the report than will fit on the current page click on the page number to go to that page Viewing an Order Detail Report When viewing an
22. bar and click Download Center on the popup menu or from the Support section click Download Center on the Side Menu Bar The download center lets you download useful files such as a store PEM file 6 14 Contact Information If you have read the documentation and cannot find the answer to your question you can contact Support at globalgateway support firstdata com or 1 888 477 3611 You can find this information in the Virtual Terminal information menu on the right side of the Support main page First Data Global Gateway Virtual Terminal User Guide v2 4 89 Glossary Account Number The account number for a checking or savings account is a unique number that identifies the customer s account The account number appears on the check next to the transit routing number The numbers are usually separated by a non alphabetic non numeric symbol ACH ACH is an abbreviation for Automated Clearing House Automated Clearing House ACH is the name of an electronic network for financial transactions in the United States ACH processes large volumes of both credit and debit transactions which are originated in batches ACH allows merchants to accept payments from a customer s checking or savings account Acquiring Bank An acquiring bank is a bank which provides a service to its business customers allowing them to accept card payments for goods and services Address Verification System The Address Verification System AVS is a system that checks t
23. element i STORE STORE STORE STORE STORE STORE STORE E1 E3 wi w2 w3 wa Example Multi store Hierarchy In the diagram above when you log in with the multi store ID and password for the Corporate Headquarters element your reports would include transactions for all stores in the structure If you were to log in with the ID and password for the Eastern region you would only see transactions from Stores E1 E2 and E3 4 1 1 Accessing Multi Store Reports 1 Click on the Administrator Login link on the regular First Data Global Gateway Virtual Terminal login page 2 Enter your multi store administrator ID and password Click the Login button 4 Mouse over Reports in the Main Menu Bar and choose any of the available reports in the popup menu 5 Follow the instructions for viewing each individual report o 4 2 Transaction Charts To view transaction charts mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar The Transaction Reports page appears Four graphical chart types are helpful for visualizing orders sales and presentations First Data Global Gateway Virtual Terminal User Guide v2 4 50 4 2 0 1 Chart Types You can view your reports in the following chart types e Detail Bar e Summary Bar e Pie e Strip 4 2 0 2 Viewing Transaction Charts 1 On the Transaction Reports page choose Generate a Chart a
24. enter the number Reference Number for Forced Ticket For Forced Ticket transactions only enter the reference number associated with the transaction in the Reference Number box The Reference Number field will not appear unless you have chosen Forced Ticket as the transaction type Typically the reference number is given over the phone with the authorization 3 1 6 Customer Information Use the Customer Information section on the Point of Sale page to enter any contact information for the customer such as the customer s ID number name and address The First Data Global Gateway Virtual Terminal displays the following fields in the Customer Information section You must enter information in all required fields to complete the transaction Customer ID Number The customer ID number is a unique identification number for the customer First Data Global Gateway Virtual Terminal User Guide v2 4 25 Customer Name Enter the customer s full name in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required Billing Company Enter the customer s company name in this field This field can contain alphanumeric characters only Billing Street Address Enter the customer s billing address in
25. entered correctly 4 Manually enter the Card Expiration Month and Year 5 Fill out the remainder of the form including customer name billing and shipping address as desired Swiping the card does not automatically collect or store these fields The MagTek reader is compatible with PCs only First Data Global Gateway Virtual Terminal User Guide v2 4 16 3 Virtual Terminal In the First Data Global Gateway Virtual Terminal you can enter transactions from the Virtual Terminal section Click Virtual Terminal on the Main Menu Bar to access the Virtual Terminal page This page lists Sale Authorize Only and Forced Ticket transactions types For Ticket Only Return and Credit transactions mouse over Virtual Terminal and click the respective link on the popup menu You can also click the respective link on the Side Menu Bar when it is present 3 0 1 Knowing the Virtual Terminal Section All required fields are outlined in RED Click CONTINUE to progress to the next page If there is missing or incorrect information you will be returned to the POS screen and the fields with the missing or incorrect information will be marked with a Make the appropriate corrections to the fields then click the CONTINUE gt gt button again Anywhere there is a next to a field hold mouse over the icon to learn more about the field 3 0 2 Transactions The Virtual Terminal can perform these transaction types e Credit Card e Check e
26. log out of the First Data Global Gateway Virtual Terminal Click the Logout link at the top of the page when you are finished using the application gt First Data After ten 10 minutes of inactivity the FDGG Virtual Terminal logs out the User 1 6 Testing Transactions You can process transactions for free using The Virtual Terminal Demo http www firstdata com qg gg demo _ pop htm For testing purposes use the following test credit card numbers e 411111111111 1111 for Visa e 5419 8400 0000 0003 for MasterCard 601 1000993010978 for Discover e 372700997251009 for American Express Once your account is active transaction fees will apply For details contact your merchant account provider Please delete all of your test orders when you are finished First Data Global Gateway Virtual Terminal User Guide v2 4 14 2 Configuration and Devices If you will be swiping credit cards then you will need to configure these external devices before you start using the First Data Global Gateway Virtual Terminal Compatible devices with the First Data Global Gateway Virtual Terminal are e Cherry keyboard card reader e MagTek Mini Swipe card reader e Cherry Keyboard Reader 2 1 1 Compatible Devices The following devices have been tested and certified for use with the First Data Global Gateway Virtual Terminal e Cherry G81 8000LABUS e Cherry MY1900 The following devices are compatible with the First Data Global Gat
27. purchasing the subtotal calculates automatically based on the price of the items selected To customize your product catalog mouse over Administration in the Main Menu Bar and click Product Catalog in the popup menu or from the Administration section click Product Catalog on the Side Menu Bar On this page you can e Add items e Delete items e Add Options to items 5 5 0 1 ADD Items Enter information about your item in the fields in the Add an Item section For each item enter the e ltem ID e Description e Filename e Unit Cost When you have entered all the relevant information for your item click the ADD ITEM button First Data Global Gateway Virtual Terminal User Guide v2 4 82 The item appears in your Catalog in the table in the Product Catalog Items section You can add up to 200 items 5 5 0 2 DELETE Items Select the item or items you want to delete in the checkbox next to the item Click the DELETE SELECTED button The item s you just selected are removed from the Catalog table When you delete an item you delete the item and all the options for that item There is no way to retrieve the item after you delete it other than to re enter all the information about the item and its options For more information on using the product catalog see Using the Product Catalog on page 21 5 5 1 Adding Options to Items When you have entered items into your product catalog you may need to specify certain features a
28. recurring payment cycle is set up First Data Global Gateway Virtual Terminal User Guide v2 4 28 Beginning Enter the month day or year you want to begin charging the customer in this field The transactions can begin on the current date If you set the start date as the current date the first transaction processes immediately You cannot set a start date in the past End After Enter the number of payment installments you want to charge the customer in this field Retry Transaction Enter the number of times the First Data Global Gateway Virtual Terminal is to retry the transaction before the Admin is contacted The default number is three 3 but you can enter any number with no decimal point from one 1 to five 5 For Example A recurring transaction is declined and the number in this field is three 3 The First Data Global Gateway Virtual Terminal runs the transaction the following day The transaction is attempted two 2 additional times each subsequent day if it continues to be declined The First Data Global Gateway Virtual Terminal sends the Admin an email after the third attempt and decline It will continue attempting the transaction on a daily basis even after it sends the email unless the admin takes action to stop the transaction 3 1 8 Shipping Information The Shipping Information shows where the product s are to be sent The First Data Global Gateway Virtual Terminal displays the following fields in the Shippi
29. screen All fields related to Product Catalog items and Recurring Payments cannot be required 5 8 3 Setting Defaults You can set default values for your fields on the Virtual Terminal page For example if you consistently have sales of the same amount you might want to set the default value of Total Amount to that specific amount When you process an order with the First Data Global Gateway Virtual Terminal the Total Amount is populated with the default value Defaults can be numbers or letters so you can enter names in the fields as well Click the SUBMIT button after you set your default values A confirmation message appears 5 8 4 Turning Auto Calculation On Off The First Data Global Gateway Virtual Terminal can calculate the subtotal and total amount for products selected for an order When you are processing an order with this feature enabled you can select products from your product catalog and enter values for tax and shipping charges The Subtotal and Total Amount fields calculate for you If a default value for the Total Amount is chosen the auto calculation feature will override the default total amount To enable the auto calculation feature select the Yes radio button in the Auto calculate Sub Total amp Total Fields section To turn this feature off select the No radio button 5 8 5 Tax Percentage On the Virtual Terminal page enter the sales tax percentage instead of the amount of sales tax to add Select Per
30. section Select the radio button next to the desired time period 3 Click the appropriate checkbox to show only unshipped orders or to show only approved orders in the Report Options section e By default the Only Show Unshipped Orders checkbox is not checked and the Only Show Approved Orders checkbox is checked so the report will show approved orders only both shipped and unshipped e f both checkboxes are not checked the report will display all orders both shipped and unshipped including declined recurring and Authorize Only transactions with future start dates e If the Only Show Unshipped Orders checkbox is checked the report will show all unshipped orders First Data Global Gateway Virtual Terminal User Guide v2 4 57 5 6 e f both checkboxes are checked the report will show only all approved unshipped orders Choose how many orders will appear on each page of the report in the dropdown list in the Report Display section Add and Delete the data fields you want to show in your results and save the configuration The system default setting shows all available fields Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in using the multi store administrator ID 4 3 0 2 The Orders Received Report The Orders Received Report s
31. service to a larger system For example a number of plug ins for the Mozilla Firefox browser enable it to display different types of audio or video files Point of Sale POS Point of Sale POS purchasing a product from the merchant and the merchant is processing the payment transaction POS is commonly used to refer to the payment terminals or software merchants use to process the payment transaction Protocol A Protocol is a set of guidelines or rules that help in governing an operation on the Internet and communications over it There are several different protocols HTTP is the protocol used for the Internet Purchasing Card A purchasing card is a corporate card used by some companies for their business purchases When a customer pays for goods or services using a purchasing card the following information must be included with the order information This information is optional for a regular credit card transaction An indication of whether the order is tax exempt The amount of tax applied to the order If the order is tax exempt the tax amount should be zero A purchase order number associated with the order One purchase order can apply to several individual orders to allow for delivery of goods over time If there is not a purchase order associated with the order the customer must supply some value for the order Recurring Payment The capability to charge customers on a recurring basis according to merchant defined rules Gateway p
32. the First Data Global Gateway Virtual Terminal server which adds the name to your list of blocked names The First Data Global Gateway Virtual Terminal places the new name in the Names Already Blocked list If the blocked person attempts to purchase anything at your store the transaction will be blocked Add as many names as you want by repeating the same process You may want to enter all different versions of that name that you can think of 5 1 3 2 Remove a Blocked Name 1 Select the name in the Names Already Blocked list 2 Click the lt DELETE button Upon removal from your blocked name list the person can purchase at your store Delete as many blocked names as you need by repeating the same process 5 1 4 Blocking Domain Names From the Basic Fraud Settings page use the Block Domain Name section to enter the domain name or email address you want to prevent from purchasing at your store If you have any domain names or email addresses already on your blocked domain names list they will automatically appear in the list labeled Domains Already Blocked 5 1 4 1 Add a Domain Name 1 Enter the domain name or email address you want to block in the Domain Name to Block field 2 Click the ADD gt button Spaces and or dashes are optional When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server The servers add the domain name or email address to your list of blocked domain n
33. the chart and select Save Image As First Data Global Gateway Virtual Terminal User Guide v2 4 53 The totals for each transaction type are summarized in a table below the chart which lists e Number of Approved Transactions the number of approved transactions of the transaction type e Percentage of Total Approved Transactions the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e Percentage of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Average Transaction Amount the average of all the transaction totals for the transaction type e Net Settle Amount the net amount for all transactions of the transaction type Negative amounts are in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart 4 2 3 Pie Chart To view a pie chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart 4 2 1 renee a Pie Chart In the Transaction Reports section select Generate a Chart and select Pie Chart as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can ente
34. 0 4926 56 706 39 Ticket 8 126 01 o 0 00 8 126 01 Void Check o 0 00 o 0 00 o 0 00 void Sale 0 00 0 00 0 00 TOTAL 3 892 84 4906 56 417 00 4987 57 309 84 The maximum number of rows allowed is 499 499 If your reports exceed the maximum allotted number of rows this message will appear IMPORTANT Your report exceeds more than 500 000 rows of data please narrow the parameters of the search criteria 4 5 1 Viewing the Transaction Summary Report 1 Select options in the Display Transactions Summary section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 2 Select any of the named time periods or enter a range of dates to view in the For This Time Period section Select the radio button next to the time period chosen 3 Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is twenty five 25 4 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID First Data Global Gateway Virtual Terminal User Guide v2 4 63 4 5 1 1 Authorization Summary Table The first table that appears in the Transaction Summary report shows the following summary information for each selecte
35. 34567890123 The AVS compares the numeric portion of the street address and the zip code with the information on file with the card issuing bank If the AVS code indicates the address or zip code does not match the transaction can still completed However you increase your exposure to fraud It is important to know that AVS has some limitations e The AVS system is not always reliable bad results can be triggered unnecessarily because people move or report five digit zip codes and some report nine digit zip codes This may generate a response stating that the address matches but the zip code does not match e The AVS system does not process most addresses outside the United States If you decide to ship only to addresses with good AVS results you will leave out most international orders First Data Global Gateway Virtual Terminal User Guide v2 4 32 It is recommended you display a message similar to this one for AVS code mismatches We are unable to process your credit card payment at this time If you still want to purchase this product or service please call us at 1 800 Now you can obtain more information from the customer to verify why the address did not match such as recently moved city changed zip codes etc You can ship your product through registered mail with a return signed receipt to ensure proper delivery 3 1 11 2 AVS Code Definitions The table lists the descriptions for AVS codes you might receive The l
36. 37 PM 1 1 00 Showing 1 2 of 2 Results Found Credit Card Batches Report 4 6 2 Voiding Orders The Current Batch report allows you to void orders by selecting them then clicking on the Void Selected Transactions button at the bottom of the page How to Void Orders 1 Click the Current Batch button to display the Current Batch report First Data Global Gateway Virtual Terminal User Guide v2 4 65 2 Select the orders you want to void by clicking on the corresponding checkboxes in the left column 3 Click the Void Selected button at the bottom of the page The Void Transaction Results page appears Each order you chose to void appears on the list Only non voided orders can be settled 4 7 Check Batches To view check batch reports mouse over Reports on the Main Menu Bar and click Batches on the popup menu or from the Reports section click Batches on the Side Menu Bar The check batch report shows the date range you selected under the report title To view a list of check batches follow the steps below 1 Select Check Batch Status as the Report Type in the Batch Report Type section 2 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period chosen 3 Choose how many batches you want to appear on one page from the dropdown list in the Report Display section The default is 25 4 Click the GENERATE
37. 5 00 456 Widget Two 4 00 783 Widget Three 2 00 Add items Selected Products Description Options Unit Cost Filename Extended Cost Widget One Widget Two 789 Widget Three e Add Products page Use the Product Catalog table to add products and the Selected Products table to remove products you have already added Adding Products 1 Enter the quantity of the product to order in the Qty field First Data Global Gateway Virtual Terminal User Guide v2 4 21 2 Enter any options if available in the Options dropdown list Options are descriptions of the product such as the color or size 3 Click the Add Items button The First Data Global Gateway Virtual Terminal now displays the product you added in the Selected Products table Removing Products 1 Select the checkbox next to the product you want to remove from the order 2 Select the checkbox in the checkbox column heading to remove all products listed 2 Click the Delete Items button The product is removed from the order When you are finished selecting products for the transaction click the Return to POS button to return to the Virtual Terminal page The First Data Global Gateway Virtual Terminal displays a table containing all the products selected for the transaction Click the Update Subtotal button to populate the Subtotal field in the Order Information section with the subtotal amount To change the product selections click the SELECT PRODUCTS gt gt
38. Bar 4 0 1 Navigation Within the Reports section most screens contain the GENERATE REPORT gt gt button which performs a search for the information requested 4 0 2 Credit Card Numbers As a security feature only the first four and last four digits of the credit card number are displayed in your reports The first four and last four digits are the Credit Card Identification CCID numbers They are usually active links you can select to display information about all transactions involving that card number 4 0 3 Reports These report types are available e Transactions Reports Charts and Summaries e Orders e Batches Credit Card and Check e Item Sales Report e Sales Tax Report e Periodic Bills Report First Data Global Gateway Virtual Terminal User Guide v2 4 48 E Report Microsoft Internet Explorer Ele gdt yiew Favorites Tools Help Q ex x a JO search she Favorites O 2 B fa LJ a 3 3 Address 4 http d jph91c1 8080 ipc servlet LPCReport i Links auth jec wiley jccchandtr ccNasher CPT FDC Service Req G FirstWeb Logn FWReq G LPCIndex ooo Radar 1D Traffic Welcome 111920 SOUTHERN NEVV TECHNICAL 1 Logout Change Password fl First Data nungincs in avoiy ramacnon Global Gateway Virtual Terminal eS R Virtual Terminal Support Administration Transactions Processed Run Another Transaction Report gt gt Prepared For Time Frame 03 01 2010 03 31 2010 Ex
39. CARD No STATUS DECLINED ORDER NUMBER 8989389 Qty Unit Cost Extended Cost 1 10 025 00 10 025 00 SUBTOTAL 10 025 00 TOTAL 10 034 25 AGREE TO PAY ABOVE AMOUNT ACCORDING TO CARD ISSUER SIGNATURE X Bob Bridgestone RETURN POLICY Full refund within 60 days less packing and shipping charges if not damaged or soiled waa yH artinArt com Transaction Receipt When you have printed all the receipts close the receipt window by clicking on the Close Window button at the bottom of the receipt window First Data Global Gateway Virtual Terminal User Guide v2 4 20 3 1 3 Using the Product Catalog The Product Catalog acts as a cart or catalog with the Virtual Terminal The Product Catalog contains unit costs descriptions item numbers and the file names about your products To enable this feature you first need to enter merchandise information into the product catalog database For more information on entering your product catalog see Customizing the Product Catalog At the top of the Virtual Terminal page click the SELECT PRODUCTS gt gt button to access the Product Catalog When you click the SELECT PRODUCTS gt gt button the First Data Global Gateway Virtual Terminal displays the Add Products page This page is divided into two parts the Product Catalog table and the Selected Products table Add Products Product Catalog item E Unit Qty ID Description Options Cost one 123 Widget One
40. Change Password link in the upper right corner of the application The Change Your Password page appears when you first sign up for an account with the FDGG Virtual Terminal you are provided with a temporary password Temporary passwords will be valid for only thirty 30 minutes after they are issued We suggest you change your password regularly 5 2 1 Choosing a Password Security specialists recommend that you avoid using common words or numbers as passwords Avoid words or numbers that might be associated with you like your name or your date of birth First Data Global Gateway Virtual Terminal User Guide v2 4 74 5 2 2 Password Handling There are several different security measures in place to help ensure that your account information is secure and compliant with Payment Card Industry PCI guidelines Password guidelines are listed below e Password length must be at least seven 7 characters and contain at least one 1 letter and one number e Passwords expire every ninety 90 days e Passwords cannot be re used When changing a password the password you select cannot be among the previous four 4 passwords for your account e After 6 consecutive failed login attempts a 30 thirty minute temporary account lockout will occur 5 2 3 Changing Your Password 1 Type your current password in the Current Password field 2 Type your new password in the New Password field 3 Type the password again in the Enter New
41. Exempt checkbox is present select the checkbox See Customizing Virtual Terminal Content on page 85 to set up the tax percentage calculation VAT for international orders This field is the Value Added Tax VAT assigned to international orders In some cases you may not need to charge the VAT The First Data Global Gateway Virtual Terminal explains more about the field when you roll over the question mark icon with your mouse First Data Global Gateway Virtual Terminal User Guide v2 4 38 Total Amount The Total field displays the sum of the Tax VAT if applicable Shipping charges and Subtotal 3 2 5 Check Information From the Virtual Terminal page just below the Main Menu Bar click the Check tab to show the Check Information section and make check transactions The First Data Global Gateway Virtual Terminal displays the following fields in the Check Information section needed to complete a check transaction You must enter information in all required fields to complete the transaction Check Image Your Name 1234 Street Address DATE L City State Zip Code PAY TO THE ORDER OF DOLLARS Bank Financial Institution Momo EATEN 1278 00ean Routing Number Check Account Number Enter the correct numbers into the fields for the values labeled above Transaction origin The transaction origin is how you received the transaction such as e commerce or telephone Account Type The check type is
42. For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field 3 1 9 Comments From the Virtual Terminal page use the Comments section to enter optional notes about the transaction Comments are visible in your reports to help you with your transaction management if you use them effectively In the Comments field enter any comments you may have about the order 3 1 10 Transaction Results The transactions results page shows the details of an individual transaction Transaction Status This field displays the status of the transaction such as Approved Declined or Blocked First Data Global Gateway Virtual Terminal User Guide v2 4 30 Transaction Date amp Time This field displays the date and time of the transaction This is helpful for finding the transaction in reports The date will be in the format DD MM YY The time displays in Military Time Transaction Reference Number This field displays the reference number for the transaction which is used to identify an authorization when a sale is completed HH MM Transaction Type This field displays the type of transaction you made Transaction types displayed are e Sale charges the customer s card immediately when the batch is settled e Authorize Only reserves funds on the customer s card but does not complete the transaction e Forced Ticket completes a voice autho
43. Orders 4 8 Item Sales Report 4 8 1 Viewing Item Sales Statistics 4 9 Sales Tax Report 4 9 1 Viewing Sales Tax Reports 4 10 Periodic Bills Report 4 10 1 Viewing Active Periodic Bills 4 11 Downloading Report Data 5 Administration 5 1 Fraud Settings 5 1 0 3 Card Codes 5 1 2 Blocking Credit Card Numbers 5 1 2 1 Add a Credit Card Number 5 1 2 2 Remove a Blocked Credit Card Number 5 1 3 Blocking Names 5 1 3 1 Add a Name 5 1 3 2 Remove a Blocked Name 5 1 4 Blocking Domain Names 5 1 4 1 Add a Domain Name 5 1 4 2 Remove a Blocked Domain Name 5 1 5 Blocking IP Class C Addresses 5 1 5 1 Add an IP or Class C Address 5 1 5 2 Remove an IP or Class C Address 5 1 6 Setting the Maximum Purchase Amount 5 1 7 Setting Autolockout and Duplicate Lockout Times 5 2 Changing Your Password 5 2 1 Choosing a Password 5 2 2 Password Handling 5 2 3 Changing Your Password 5 3 Managing Users 5 3 1 Adding Users 5 3 2 Deleting Users 5 3 3 Resetting User Passwords 5 3 4 Setting User Permissions 5 4 Multi Store Reporting 5 4 1 Setting Up Multi Store Reports 5 4 1 1 Preparation 5 4 2 Setting Up Multi Store Report Structure 5 4 2 1 Logging On 5 4 2 2 Setting Up Levels 5 4 2 3 Adding Elements to the Tree Structure 5 4 2 4 Adding Login Information 5 5 Customizing the Product Catalog 5 5 0 1 To Add Items 5 5 0 2 To Delete Items 5 5 1 Adding Options to Items 5 5 1 1 The Option Name 5 5 1 2 Add Choices 5 5 1 3 Change the Order 5 5 1 4 Su
44. Password Again field 4 Click the SUBMIT button If you input your password incorrectly you will be asked to re enter the information For added security the error message will not specify which entry is at fault When you successfully changed your password either enter the main Administration section to configure permissions Basic Fraud Settings and or chose any of the menu entries available on the Main Menu Bar at the top of the screen or in the Side Menu Bar 5 3 Managing Users To manage users click Administration in the Main Menu bar and then click Manage Users on the Side Menu bar You can have multiple users for one store Each user can log in with a User ID password and permissions First Data Global Gateway Virtual Terminal User Guide v2 4 75 Manage Users Add delete and manage current user settings Current 1039999999 UserName User Account Options 1 frduser upload_user41 upload_user42 upload_user43 user user2 users Reset Password Reset Password Reset Password Reset Password Reset Password Reset Password Reset Password Reset Password Set Permission Set Permission Set Permission Set Permission Set Permission Set Permission Set Permission Set Permission 1039999999 fadminuser Set Fraud Permission ADD USER ADD MULTI USERS UPLOAD USERS Delete User Delete User Delete User Delete User Delete User Delete User Delete User De
45. RE STORE E1 E3 wi w2 w3 we Multi store hierarchy From the above hierarchy a user logging in for the Eastern region would see data for stores E1 E2 and E3 Logging in with the corporate headquarters user ID and password would allow you to see data for all stores including data for each region 5 4 1 Setting Up Multi Store Reports 5 4 1 1 Preparation Before you begin setting up the multi store hierarchy you should know 1 How many levels you want in your hierarchy Draw a diagram of your organizational structure and determine how many levels you will need and what you want to name each level What elements do you want at each level For example if you define a Region level you might have an Eastern and a Western region Which stores do you want to assign to each element For example you could assign three stores to the Eastern region and four stores to the Western region The store number and the store administrator s User ID and password for each store you add to the hierarchy You will need to confirm the administrator s login information in order to add the store to the tree It is a good idea to have your tree drawn out with space to record the login ID and password for each element at each level of the tree A comprehensive diagram shows First Data Global Gateway Virtual Terminal User Guide v2 4 80 1 How many and where the levels and elements are needed in your tree 2 The administrator logins for every store
46. REPORT gt gt button to view your report For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID To view all the orders in the current batch click on the Run Current Batch button You will see the Current Check Batch Report The Check Batch report shows the following e Date the batch dates Click the Current Batch button to view the check transactions in the batch e Count the total number of transactions in the batch e Response contains no data e Total the total dollar amount of the batch 4 7 1 Voiding Orders The Current Batch report allows you to void orders by selecting them and then clicking on the Void Selected button at the bottom of the page You can only void orders that have not been settled How to Void Orders 1 Click the Current Batch button to display the Current Check Batch report First Data Global Gateway Virtual Terminal User Guide v2 4 66 2 Select the orders you want to void by clicking on the corresponding checkboxes in the left column 3 Click the Void Selected button at the bottom of the page The Void Transaction Results page appears Each order you chose to void appears on the list You can only void orders that have not been settled 4 8 Item Sales Report To view products sales reports mouse over Reports on the Main Menu Ba
47. Terminal User Guide v2 4 31 Credit Card Number Card type and last four 4 digits of the card used to purchase the goods and services Expiration Date Expiration date of the purchasing card Customer Contact Information Customer s Name Billing Address Country and Email Address 3 1 11 AVS Codes For non swiped transactions the First Data Global Gateway provides Address Verification System AVS codes to help protect you from costly chargebacks and fraud Some credit cards such as Discover MasterCard and Visa request the use of AVS when you are processing card not present i e MO TO or e commerce transactions When performing a credit card Sale or Authorize Only transaction the First Data Global Gateway Virtual Terminal compares the customer s address you entered on the Virtual Terminal page with the address the card issuing bank has on file for the customer In order to take advantage of AVS you must enter the first line of the customer s billing address and the zip code For retail keyed transactions you only need to enter the customer s zip code The AVS code tells you how well the two addresses match If the transaction is approved you will find the 3 digit AVS code in the middle of the Approval Code on the Transaction Result page 3 1 11 1 AVS Codes The following string is a transaction result code The AVS code is the first 3 letters in the middle of the number 009782000001 9564 YNAM 123456789012
48. Transaction Reports section Select Generate a Chart and select Bar Chart Summary as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A bar chart summary shows a colored bar for each transaction type The chart indicates the total dollar amount for each transaction type over a specified time The transaction types are on the horizontal X axis The transaction dollar amounts are on the vertical Y axis The bars show the total amount for each transaction type over the full time period specified Transaction Type Summary For 943474 10 19 2008 10 26 2008 i D O z Pre Auth Ticket Periodic Check Reto Sale Vd Renm Vd Check Vd Summary Bar Chart Clicking on a bar will display a full list of transactions for that transaction type To download the chart for later use right click on
49. a Global Gateway Virtual Terminal User Guide v2 4 94 Password A password is a form of secret authentication data that is used to control access to a resource It is recommend that users change their password frequently and do not share it with anyone to prevent unauthorized access to their accounts Payment Gateway A payment gateway is an e commerce application service that authorizes payments for e businesses and online retailers It is the equivalent of a physical POS Point of sale terminal located in most retail outlets Payment gateways encrypt sensitive information such as credit card numbers to ensure that information passes securely between the customer and the merchant PDF File PDF is short for Portable Document Format It is the file format created by Adobe Systems in 1993 for document exchange PDF is used for representing two dimensional documents in a device independent and display resolution independent fixed layout document format Internet users need an Adobe Acrobat viewer to open a PDF file which can be downloaded free at http www adobe com Periodic Billing Periodic billing is recurring payments or the capability to charge customers on a recurring basis according to merchant defined rules Gateway products allow a merchant to charge a customer s card in exchange for products and services one or more times every day week month or year Plug In A plug in is a hardware or software module that adds a specific feature or
50. account The account information is entered in an online payment form and no check is used The customer may or may not sign a payment form In either case the merchant needs a documented record of the customer s authorization to transfer funds from the account ICA includes an electronic receipt There is no check guarantee service with ICA ICA is typically used for mail orders telephone orders MO TO or e commerce transactions but may also be used for retail Internet Service Provider ISP An Internet service provider ISP is a business or organization that provides consumers or businesses access to the Internet and related services An ISP can also host a web site IP Address IP address is short for Internet Protocol address An IP address is a number that is used to identify a specific computer on a network or on the Internet The format of an IP address is written as four numbers separated by periods Each number can be from zero 0 to 255 For example 1 160 10 240 could be an IP address Issuing Bank The financial institution or bank that issues a credit debit or purchasing card to a business or consumer The issuing bank has an address on file for the card which the Address Verification System AVS compares to the address given to the merchant Level A level is a single tier in the hierarchy or organizational tree structure for multi store users The top level 1 is typically the root or corporate level containing one 1 ele
51. ain brackets dashes or spaces This will cause a decline message This field is required for check transactions Fax Enter the customer s fax number in this field This field cannot contain brackets dashes or spaces This will cause a decline message Email Enter the customer s email address in standard email format such as name server com name server net name server org or name university edu To send a transaction receipt to a customer the User must input the customer s email address 3 2 7 Shipping Information The Shipping Information section to enter information shows where the order will be sent First Data Global Gateway Virtual Terminal User Guide v2 4 41 The First Data Global Gateway Virtual Terminal displays the following fields in the Shipping Information section You must enter information in all required fields to complete the transaction Same as Billing If the shipping address and billing address are the same select the checkbox If the shipping address and billing address are different do not check this checkbox Shipping Type Enter the type of shipping you will use for the order Up to 36 alphanumeric characters are allowed in this field i e Federal Express US Postal Service and UPS Ground Ship to this Person Enter the person s full name where the order will be shipped in this field Shipping Street Address Enter the shipping street address in this field There are two lines prov
52. al Gateway Reports Transactions Choose from several different reporting options below to monitor Product information E your gateway processing activity Only the first four and last four The Virtual Terminal may look diferent Transaction Summary i oe 5 digits of the credit card number will be displayed in reports however processes payments as quickly Orders and securely as before Transaction Reports View tra c vty by date range with the option to select from four gra es a x Item Sales Report Transaction Reports gt Sales Tax Report Batches Periodic Bills Report Transaction Summary Reports View transaction summary by Virtual Terminal Support date range Email Us Transaction Summary Reports gt Call Support 24 Hours a Day 7 days a week Order Reports View orders received by 1 888 477 3611 by time or date range You can also confirm shipment credit the entire amount of orders or reject orders from this report Order Reports gt Batch Reports View previously run batches complet amount totals by date Batch Repos gt item Sales Report View lists of items sold from the Product Catalog item Sales Report gt Sales Tax Report View sales tax amounts by state and date range ales Ta Periodic Bills Report View and modify recurring trar information Periodic Bills Repo First Data Global Gateway Virtual Terminal User Guide v2 4 12 1 4 Logging In In order to use the First Data Global Gateway Virtu
53. al Terminal you need to log in Returning Merchant 1 arwn Type the following URL into your Internet browser http www firsdata com eCommerce ra First Data Welcome to the First Data Global Gateway tore Number ser ID If Store Number amp User ID are the same leave User ID blank Password Virtual Terminal Support Frequently Asked Questions Virtual Terminal Manual Email Us Call Support 24 Hours a Day 7 days a week 1 888 477 3611 Enter the 10 digit store number in the Store Number field Leave the User ID field blank Enter your password in the Password field Click the Login button First Time User After your account is loaded into our system you will receive an automated Welcome Email from secure secure linkpt net describing the steps needed to complete the activation process for your account This email contains the following items required to log In First Data Global Gateway Virtual Terminal User Guide v2 4 DBA Name Store Name a 6 or 10 digit numeric value User ID Instructions to call support at 1 888 477 3611 to receive your temporary password 13 You will be asked to accept the Global Gateway User Agreement Click Accept Agreement on the Global Gateway User Agreement After logging in you can begin processing transactions using the First Data Global Gateway Virtual Terminal immediately 1 5 Logging Out To protect your account it is important to
54. ames and email addresses The First Data Global Gateway Virtual Terminal places the new name in the Domains Already Blocked list If the blocked email address or domain name is used to purchase anything at your store the transaction will be blocked Add as many domain names and email addresses as you want by repeating the same process First Data Global Gateway Virtual Terminal User Guide v2 4 72 5 1 4 2 Remove a Blocked Domain Name 1 Select the domain name or email address in the Domains Already Blocked list 2 Click the lt DELETE button Upon removal from the Blocked Domain Name list the domain name or email address can make purchases at your store Delete as many domain names and email addresses as needed by repeating the same process 5 1 5 Blocking IP Class C Addresses From the Basic Fraud Settings page use the Block IP Address or Class C Address section to enter the IP or Class C address of the person or organization you want to block from purchasing at your store If you have any IP or Class C addresses already on your blocked list they will automatically appear in the list labeled IPs Already Blocked An IP or Class C address is a number that identifies a specific computer on a network or on the Internet The format of an IP address is four numbers separated by periods Each number can be zero to 255 For example 1 160 10 240 could be an IP address 5 1 5 1 Add an IP or Class C Address 1 Enter the IP or Class C add
55. bmit the Option 5 5 1 5 Delete an Option 5 5 1 6 Changing an Option 5 6 Customizing Receipts 5 6 1 Customizing Your Receipts 5 8 Customizing Virtual Terminal Content 5 8 1 Choosing Content 5 8 2 Changing Required Fields 5 8 3 Setting Defaults 5 8 4 Turning Auto Calculation On Off 5 8 5 Tax Percentage 6 General Support 6 10 Manuals 6 11 6 12 6 13 6 14 FAQ Online Support Form Download Center Contact Information Glossary 1 Introduction The First Data Global Gateway Virtual Terminal is a secure payment gateway solution is an FDC hosted web application that enables any Internet connected PC to process Point of Sale and Mail Order Telephone Order MOTO credit card and check transactions The First Data Global Gateway Virtual Terminal allows you to e Process credit card and check transactions e Identify and prevent fraud e Generate and review transaction reports e Find technical support If you do not have the First Data Global Gateway Virtual Terminal you can try the demo http www firstdata com eCommerce 1 1 First Data Global Gateway Virtual Terminal Overview 1 1 1 Processing Transactions The First Data Global Gateway Virtual Terminal solution enables any internet connected PC to process credit card and check transactions for any location with internet access 1 1 2 Managing Your Account With the First Data Global Gateway Virtual Terminal you can manage everything from one location a First
56. bout an item from which your customers can select For example if you sell t shirts or shoes you may need to add the size and color You can do this in the First Data Global Gateway Virtual Terminal by adding options to your items Add options to items on the Product Catalog page in the Admin section To enter options for a specific item 1 Locate an existing item in the Catalog table in the Product Catalog Items section in the lower half of the Product Catalog page 2 Click the Add Edit button in the Options column The Add Options to Item page appears The name of the item you are adding options for appears at the top of this page Add Options To Item Item Widget Three Use this form to add or remove items from your product catalog These items can then be optionally selected when you run transactions Options can also be added to each item Add an Option Option Name U Option Choice First Data Global Gateway Virtual Terminal User Guide v2 4 83 5 5 1 1 The Option Name To add an option i e size and color you first need to give ita name Enter the option name in the Option Name field 5 5 1 2 Add Choices You need to enter choices for the option For example if your option name is Color choices might be White Red Yellow or Blue Enter your first choice for the option in the Option Choice field then click the ADD gt button Your first choice should appear in the list on the right side of the screen
57. centage in the Default column for the Tax field in the Other First Data Global Gateway Virtual Terminal User Guide v2 4 86 Fields section Alternatively enter a default sales tax percentage value in the Default column Selecting Exempt sets the default tax rate of zero First Data Global Gateway Virtual Terminal User Guide v2 4 87 6 General Support Use the Support section to find help and support about the First Data Global Gateway Virtual Terminal The Support section contains links to the e Product manuals e Frequently asked questions FAQ e Support hotline and email e Online Support Form e Download Center The Online Support Form and Download Center are part of the First Data Global Gateway Virtual Terminal application but the product manuals and FAQs are on First Data web sites that are not part of the First Data Global Gateway Virtual Terminal application There are two ways to reach the manuals and FAQs e Use the Main Menu Bar or Side Menu Bar to link to a general support page where you can find the manual or FAQ for a particular product e Click Support on the Main Menu Bar and use the buttons on the main Support page to link directly to the manual or FAQ page To access the First Data support page where you can find all support material for a particular product mouse over Support in the Main Menu Bar and click Virtual Terminal Support Connect Support or Global Gateway API Support in the popup menu or from the S
58. ct User Manual for complete Connect solution instructions 1 1 5 Gateway Status To check the status of the Gateway click the link on the lower right hand side of the Login Page The Gateway Status link displays the maintenance schedule present and future status of the payment gateway 1 2 Browser Compatibility The following Internet browsers are compatible with the First Data Global Gateway Virtual Terminal e Microsoft Internet Explorer V6 0 or higher e Firefox V2 0 or higher Enable JavaScript and cookies to use the First Data Global Gateway Virtual Terminal and adjust the screen resolution to 800 by 600 pixels or higher 1 3 Navigating the First Data Global Gateway Virtual Terminal The First Data Global Gateway Virtual Terminal uses two primary navigation tools First Data Global Gateway Virtual Terminal User Guide v2 4 7 Main Menu Bar Welcome 1039999999 REGINA DRAY FASHIONS CHDEY Logout Change Password ra First Data Intelligence n Global Gateway Virtual Terminal Reports Support Side Menu Bar Home Administration Manage Users Change Password Basic Fraud Settings Fraud FlexDetect Virtual Terminal Content Product Catalog Receipt There are three ways to reach a specific page in a section 1 Click the section s name on the Main Menu Bar This method is accessible from anywhere in the application 2 Click a section s name item on the Main Menu Bar to reach the section s main page an
59. ction data from multiple accounts and stores numbers into one report In order to use multi store administration and reports you will have to set up an organizational structure or hierarchy for your payment gateway stores For information on setting up multi store reports see Setting Up Multi Store Reports on page 80 There are two basic concepts to setting up a tree structure Levels and Elements e Levels refer to a branch in the tree e Elements are single nodes or components on a branch in the tree To set up your structure first define the levels and then add elements to each level Each element has its own multi store user ID and password You can see data for all stores below the element when you log in with that element user ID and password First Data Global Gateway Virtual Terminal User Guide v2 4 78 Example 1 COMPANY LEVEL element element The levels and elements in a multi store hierarchy For Example You have two stores with 23 transactions for store 1 and six 6 transactions for store 2 The top level would show 29 transactions total and the totals for each store The next level is the Store Level If Store 1 had three employees taking orders and Store 2 had two employees taking orders each Store report would show the breakdown of the number of transactions generated by each employee First Data Global Gateway Virtual Terminal User Guide v2 4 79 Example 2 STORE STORE STORE STORE STORE STO
60. ctions The store name is also needed for using the API and other products Ticket Only A Ticket Only transaction is a post authorization transaction that captures funds from an Authorize Only transaction Funds are transferred when your batch of transactions is settled If you enter a larger total for the Ticket Only transaction than was specified for the Authorize Only transaction the Ticket Only transaction may be blocked If you enter a smaller amount than was authorized an adjustment is made to the Authorization to reserve only the smaller amount of funds on the customer s card for the transaction Transit Routing Number A transit routing number is a nine digit bank code used in the United States which appears on the bottom of checks This code is used by the Automated Clearing House to process direct deposits and other automated transfers URL URL is short for Uniform Resource Locator The URL is the address for documents and other pages on the Internet The first part of the address indicates what protocol to use and the second part specifies the IP address or the domain name where the resource is located User ID For accounts with multiple users each individual user will be assigned a User ID The user will need this User ID along with the store name and password to log in to the system Virtual Virtual is often used on the Internet to denote a web based program that functions similarly to a physical device or system For example
61. d last four The Virtual Terminal may look different digits of the credit card number s will be displayed in reports however processes payments as quickly Orders and securely as before Transaction Reports View transaction activity by date range with the option to select from fo aphical chart A eric Transaction Reports Sales Tax Report Transaction Summary Batches Periodic Bills Report Transaction Summary Reports View transaction summary by Virtual Terminal Support date range Email Us Transaction Summary Reports gt Call Support 24 Hours a Day 7 days a week Order Reports View orders received by time or date range You 4 888 477 3611 can also confirm shipment credit the entire amount of orders o reject orders from this report Order Reports Batch Reports View previously run batches complete witt amount totals by date Batoh Repos gt item Sales Report View lists of items sold from the Product Catalog item Sales Report Sales Tax Report View sales tax amounts by state and date range Periodic Bills Report View and modify recurring transaction information Periodic Bills Report The main page content for the Reports section is above in the red box Note The main Virtual Terminal page shows a transaction processing page instead of links to other Virtual Terminal pages First Data Global Gateway Virtual Terminal User Guide v2 4 9 1 3 3 Side Menu Bar The Side Menu Bar is located on the left
62. d telephone order check transactions City Enter the customer s city town or township name in this field This field is required for Internet mail and telephone order credit card transactions This field is required for Internet and telephone order check transactions State or Province For United States addresses this field is the customer s state For an international address this field is the customer s province First Data Global Gateway Virtual Terminal User Guide v2 4 40 When you enter a province or select any country other than the United States the State field will be blank This field is required for Internet mail and telephone order credit card transactions This field is required for Internet and telephone order check transactions Country Enter the customer s country in this field The United States is the default country If you do not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank This field is required for Internet mail and telephone transactions Zip Postal Code For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field This field is required for Internet mail and telephone order credit card and check transactions Phone Enter the customer s phone number in this field This field cannot cont
63. d then click a section s name is the dropdown menu Some main pages do not have links to other pages in the section 3 To reach another page in the current section click the page s name on the Side Menu Bar 1 3 1 Main Menu Bar The Main Menu Bar is located near the top left of the application It contains links to the main sections of the First Data Global Gateway Virtual Terminal This menu bar is always present in the application Click on a link in the Main Menu Bar to access the corresponding section Mouse over any menu bar item to see the links to specific pages in that section The four primary links on the Main Menu Bar are e Reports e Support e Administration e Virtual Terminal First Data Global Gateway Virtual Terminal User Guide v2 4 8 Welcome 943474 Logout Change Password gt First Data Inteligence in every transaction Global Gateway Vulternnt i Support Administration 1 3 2 Main Page Content Some sections have a main page that contains links to each page in that section You can reach a section s main page by clicking that section s link in the Main Menu Bar Welcome 943474 Logout Change Password ra First Data inteligence in every transaction Global Gateway SS Virtual Terminal Support Administration Home v Reports Global Gateway Reports Transactions Choose from several different reporting options below to monitor Product kaformetion your gateway processing activity Only the first four an
64. d transaction type over the specified time period e Approved shows the total number and the total dollar amount for approved transactions e Declined shows the total number and the total dollar amount for declined transactions e Total shows the total number and the total dollar amount for all transactions The totals for each column are listed at the bottom of the table 4 5 2 Approved Summary Table The second table that appears in the Transactions Summary report displays summary information for each payment type such as credit card type over the time period specified The totals for each column are listed at the bottom of the table Transaction Summary Report Run Another Transaction Report Prepared For Time Frame 10 01 2008 10 31 2008 Authorization Summary Approved Declined Total Type Amount Amount Amount Sale 0 000 8 1069353 8 10 693 53 Auth 0 000 0 00 0 0 00 TOTAL 0 0 00 8 10 693 53 8 10 693 53 Approved Summary by Card Type Visa Master Card Total Type aes li Amount Amount Sale 0 000 0 06 Anth 000 0 0 00 TOTAL 0 0 90 0 0 00 0 Transaction Summary Report 4 6 Credit Card Batches Reports To view credit card batch reports mouse over Reports on the Main Menu bar and click Batches on the popup menu or from the Reports section click Batches on the Side First Data Global Gateway Virtual Terminal User Guide v2 4 64 Menu Bar The Credit Card Batches re
65. e Card Level Il Transactions A purchasing card is a corporate card used by some companies for their business purchases When a customer pays for merchandise using a purchasing card the following information must be included with the order information This information is optional for a regular credit card transaction e An indication of whether the order is tax exempt e The amount of tax applied to the order If the order is tax exempt the tax amount should be zero e A purchase order number or customer code associated with the order One purchase order or customer code can apply to several individual orders to allow for delivery of merchandise over time If there is not a purchase order associated with the order the customer must supply some value for this field such as a department number expense code or project number Processing a Purchase Card Level Il transaction in the First Data Global Gateway Virtual Terminal is the same as processing a credit card transaction You must enter values for the Purchase Order Number and Tax fields For more information about processing credit card transactions see Credit Card Transactions on page 17 Use the following pages to process purchasing card transactions e The Virtual Terminal page to process Sale Authorize Only Pre Authorization or Forced Ticket Post Authorization purchasing card transactions e The Ticket Only page to process a purchasing card Ticket Only transaction e Th
66. e Return page to process a purchasing card Return transaction e The Credit page to process a purchasing card Credit transaction for an order received outside of the First Data Global Gateway Virtual Terminal First Data Global Gateway Virtual Terminal User Guide v2 4 46 For example the procedure for a purchasing card Sale transaction would follow the same process as a credit card Sale transaction You must enter a value for the Purchase Order number and the Tax fields 3 7 Manually Run Credit Card Batch To manually run your current credit card batch mouse over Virtual Terminal on the Main Menu Bar and click Manually Run Batch on the popup menu or from the Virtual Terminal section click Manually Run Batch on the Side Menu Bar if it is present 3 7 0 1 To Manually Run the Credit Card Batch 1 Click the Run Batch button after you have clicked Manually Run Batch 2 Click the Continue button in the dialog box The operation may take several minutes 3 Wait for the batch run to complete Regardless of whether you manually run the batch the automatic batch run for the day will still occur at 10 30 PM MST Any transactions that occurred after your manual run will be included in the automatic batch run First Data Global Gateway Virtual Terminal User Guide v2 4 47 4 Reports Use the Reports section to generate reports on Internet store activity from several different perspectives To view your reports click Reports on the Main Menu
67. e the organizational tree structure for multi store reports Merchants describe their organization by defining an org chart in the form of a tree structure The structure is used for combining store reports into groups at different levels The term hierarchy refers to the entire organizational tree structure containing levels and elements HTML HTML is short for HyperText Markup Language HTML is a markup language used to structure text and multimedia documents and to set up hypertext links between documents used extensively on the Internet Other than manually entering transactions using the virtual POS terminal HTML is the simplest way to send payment transactions to the payment gateway HTTP HTTP Hypertext Transfer Protocol is a communications protocol used to transfer or convey information on the Internet For example when you enter a URL in your browser it sends an HTTP command to the web server directing it to receive and transmit the requested web page Hyperlink A hyperlink is a reference or navigation element in a document or web page linking to another section of the same document or web page or to another document or web page that may be on a different web site First Data Global Gateway Virtual Terminal User Guide v2 4 93 Internet Check Acceptance ICA Internet Check Acceptance ICA is the type of check service provided on the payment gateway ICA uses the Automated Clearing House ACH to transfer funds from the customer s
68. e zip code in the data field named zip code DDA Number The DDA demand deposit account number is the deposit account held at a bank or other financial institution for the purpose of securely and quickly providing frequent access to funds on demand Dial Up Connection A dial up connection is a way to access the Internet through a telephone line A modem is connected to a computer and a telephone line to dial into an Internet service provider s ISP node to establish a modem to modem link which is then routed to the Internet The speed of dial up connections is usually slower than other Internet access options Digital Certificate A digital certificate is an electronic certificate that establishes the merchant s credentials for performing business on the Internet Itis an encrypted set of information issued by an Internet certification authority such as Thawte Digital certificates are required for merchants who choose to use the API For other products the merchant does not need a digital certificate Domain Name A name that identifies a computer or computers on the internet These names appear as a component of a web site s URL such as microsoft com This type of domain name is also called a hostname First Data Global Gateway Virtual Terminal User Guide v2 4 92 DSL DSL Digital Subscriber Line is a technology for bringing fast Internet service to homes and small businesses over the wires of a local telephone network E commerce ECI
69. ed examine the reader to verify it is configured correctly If the reader is configured correctly and you are still unable to auto populate the card may be unreadable Remove the check in the Yes checkbox in the Are You Swiping the Card field and enter the credit card number manually Expiration Date This field is the expiration date of the credit card Select the appropriate dates from the dropdown lists The first list is the month and the second is the year month year Expiration Date First Data Global Gateway Virtual Terminal User Guide v2 4 24 Credit Card Code The card code is a three 3 or four 4 digit number usually found on the back of the customer s credit card on the same line as the signature For American Express cards this number is located on the front of the card This field is optional however it provides additional security which is advantageous The First Data Global Gateway Virtual Terminal explains more about the field when you roll over the question mark icon with your mouse Swiping a Credit Card You have two options 1 Enter the card number manually or 2 Swipe the credit card through a reader attached to your computer When the card is present and you have the appropriate reader select the Yes checkbox Do not select the Yes checkbox for transactions where the card is not present CNP When the card is present Face to Face it is more secure to swipe the card than to
70. ed Transactions the number of approved transactions of the transaction type Percentage of Total Approved Transactions the percentage of the total approved transactions that were of the transaction type Total Amount the sum in US dollars of all the order totals for the transaction type Percentage of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type Average Transaction Amount the average of all the transaction totals for the transaction type Net Settle Amount the net amount for all transactions of the transaction type Negative amounts are shown in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart First Data Global Gateway Virtual Terminal User Guide v2 4 55 4 2 4 Strip Chart To view a strip chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart 4 2 f 1 Viewing a Strip Chart Inthe Transaction Reports section select Generate a Chart and select Strip Chart as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time
71. eference number if you need to refer to this transaction in the future 3 3 Ticket Only Transactions From the Virtual Terminal section you can make a Ticket Only transaction only after you run an Authorize Only transaction The Ticket Only transaction completes the Authorize Only transaction Running an Authorize Only transaction reserves funds but does not charge the customer s card To charge the card you must either mark the order as shipped in an Orders Received Report or perform a Ticket Only transaction A Ticket Only transaction is often referred to as a Post Authorization transaction 3 3 1 Performing a Ticket Only Transaction 1 Hold your mouse over Virtual Terminal on the Main Menu bar and then click Ticket Only on the popup menu 2 Enter the Order number for the Authorize Only transaction If you do not have your order number you can find it in your reports 3 After you enter the order number click the Retrieve Order button A new page appears with several populated input fields related to the order Review these fields to ensure you have selected the correct order 4 Ifthe order is correct click the CONTINUE gt gt button A new page appears If the order is not correct click on your browser s Back button to return to the previous page and retrieve an alternate order 5 On the new page click the Submit button to confirm all entries are valid otherwise click the Return to POS button to make the appropriate change
72. er Telephone Order you received the order over the phone or through the mail Retail Face to Face the customer and card are present Electronic Commerce internet you received the order through the Internet or email First Data Global Gateway Virtual Terminal User Guide v2 4 23 Transaction Types Select the type of transaction you are going to make Choices are e Sale charges the customer s card immediately when the batch is settled e Authorize Only reserves funds on the customer s card but does not complete the transaction e Forced Ticket completes a voice authorization transaction The default for this field is Sale Cards Accepted The supported card types are credit card types the merchant accepts An image for each supported card is shown The First Data Global Gateway Virtual Terminal automatically detects the card type based on the account number Credit Card Number When the card is not present this field is used to enter the credit card number Do not enter any dashes or spaces in this field When the card is present and you have the appropriate card reader place your cursor in the Credit Card Number field Swipe the card through the reader The Credit Card Number field automatically populates All other required fields except Transaction Origin and Transaction Type become optional because the customer s data is entered from the reader If this field does not auto populate when the card is swip
73. etters in the credit card columns are the third letter of the AVS code and vary depending on the type of credit card you are using apep a OO Code Express Y Y P Ny Zz z z z Onlythezipcodematches N Address information not verified for domestic transaction R etry system unavailable Service not supported fe Aei N S JAVYS not allowed for card type Address verification has been requested but not received Global non AVS participant Normally an international transaction Street address matches for international transaction Postal code not verified Street address and Postal code not verified for international transaction Street address and Postal code match for international transaction Street address and Postal code match for international transaction UK Only Address information not verified for international transaction Street address and Postal code match for international transaction Postal codes match for international transaction Street address not verified x xX R a i bl hall E First Data Global Gateway Virtual Terminal User Guide v2 4 33 3 1 12 Card Codes The card code is a three 3 or four 4 digit security code For Visa MasterCard and Discover the number typically appears at the end of the signature panel For American Express the number appears on the front of the card This security card program helps validate that a genuine card is used during
74. eway Virtual Terminal e Cherry G8x 7xxx All Models e Cherry G80 1950 All Models e Cherry G8x 8xxx All Models 2 1 2 Configuration The following setup is for Cherry keyboard 7000 or 8000 model credit card readers Please direct your support questions on your keyboard to the support department at Cherry Electronics 1 Goto a DOS prompt On Windows 95 98 NT or 98se Click on Start gt Programs gt MS DOS Prompt On Windows 2000 or XP Go to Start gt Run and type in CMD or Command in the window 2 Do the following to enter program mode e First press and hold the Ctrl Alt Shift keys on the right side of the keyboard e While holding these three keys press and hold the Ctrl Alt Shift keys on the left side of the keyboard e Release all six keys at the same time Press J 1 Y enables track 1 Press J 2 Y enables track 2 Press V 5 defines header 1 Then press the Enter key in the Num Pad section 6 Press V 6 defines header 2 Then press the Enter key in the Num Pad section aeo First Data Global Gateway Virtual Terminal User Guide v2 4 15 7 Press W 5 Defines terminator 1 Then press the Enter key in the Num Pad section 8 Press W 6 Defines terminator 2 Then press the Enter key in the Num Pad section Press the Space Bar to exit program mode 10 Close the DOS prompt window 2 1 3 Notes e The Enter key on the numeric keypad is programmable If you have programmed this key it will not wor
75. follow the rules that apply to these types of transactions by reviewing Check Transactions Once you have instituted practices in your business to ensure these requirements are met you are ready to process check transactions 3 2 3 1 Processing TeleCheck Transactions From the Virtual Terminal page click the Check tab to process check transactions The following sections are available on the Check tab when making check transactions You must complete all required fields in the sections to make a check transaction e Order Information e Check Information e Customer Information e Shipping Information e Comments When you are finished entering all the required information click the CONTINUE gt gt button If there are data entry errors or any required fields are missing the same page will reappear with an error message and all incorrect or missing fields are flagged with a warning graphic Make any necessary corrections and then click the CONTINUE gt gt button A confirmation page appears when you do not have any errors Review the data and make corrections if needed by clicking on the Return to POS button Otherwise click the SUBMIT button The Transaction Status page for checks appears First Data Global Gateway Virtual Terminal User Guide v2 4 37 3 2 4 Order Information From the Virtual Terminal page use the Order Information section to enter any information related to the order such as the total amount or order number
76. hart When you click the square a full list of transactions for that transaction type is displayed To download the chart for later use right click on the chart and select Save Image As The totals for each transaction type are summarized in a table below the chart which lists e Number of Approved Transactions the number of approved transactions of the transaction type e Percentage of Total Approved Transactions the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e Percentage of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Average Transaction Amount the average of all the transaction totals for the transaction type e Net Settle Amount the net amount for all transactions of the respective transaction type Negative amounts are in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart First Data Global Gateway Virtual Terminal User Guide v2 4 52 4 2 2 Summary Bar Chart To view a summary bar chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart 4 2 2 1 Viewing a Summary Bar Chart 1 Inthe
77. he billing address of the credit card provided by the user with the address on file at the credit card company The gateway provides an AVS code in each approved transaction result that tells you how well the two addresses match If they match there is a lower probability of fraud if there is a discrepancy in either the address or zip code the probability of fraud is higher Merchants can use AVS codes to help protect themselves from chargebacks and fraud Antivirus Software Antivirus software consists of computer programs that attempt to identify deter and eliminate computer viruses and other malicious software Antivirus software typically uses two different techniques to accomplish this Examining scanning files to look for known viruses matching definitions in a virus dictionary Identifying suspicious behavior from any computer program which might indicate infection Such analysis may include data captures port monitoring and other methods Because of the risk of computer viruses doing harm to your computer files antivirus software is recommended for all Internet users Application Programming Interface API First Data Global Gateway API is a tool that allows a merchant to create a customer commerce solution Our Application Programming Interface API allows you to add payment functionality to custom built web sites or online applications Authorization Performing an authorization reserves funds on a customer s credit card An authori
78. he popup menu or from the Reports section click Transactions on the Side Menu Bar to view reports 4 4 1 Viewing the Transactions Processed Report 1 Select Generate a Report from the dropdown list in the Transaction Reports section 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you chose 4 Add and Delete the data fields you want to show in your results and save the configuration The system default setting shows all available fields 5 Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 6 Click the GENERATE REPORT gt gt button to view the report With Additional Search Options PO Number Start with Invoice Number Start with First Data Global Gateway Virtual Terminal User Guide v2 4 61 For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID The Transactions Processed report shows the following information about each transaction e Order the number associated
79. heduled to occur For example m1 indicates the transaction is scheduled to occur once a month Installments the number of installments required for the transaction Failure Threshold the number you authorized to attempt a declined transaction See Recurring Payment on page 28 for more information Recent Failures the number of recent transaction failures related to the recurring transaction Next Bill Date the next date the recurring transaction is scheduled to occur Downloading Report Data The First Data Global Gateway Virtual Terminal gives you the option to download all report data to enter into spreadsheets or databases You can download charts by right clicking on the image then selecting Save Image As To download the data you first need to generate the report 1 Mouse over Reports on the Main Menu Bar and click on the report you want to view on the popup menu or from the Reports section click on the report you want to view in the Side Menu Bar Choose your desired timeframes and other parameters then click the GENERATE REPORT gt gt button to view the report If you are looking at a transaction chart you can view the data related to any of the bars pie slices or lines on the chart by clicking on that bar pie slice or line When the data appears on the report choose the desired format from the dropdown list next to the EXPORT gt gt button Choices are e CSV Comma delimited e XML Click the EXPORT gt
80. hes with that user removed from the list 5 3 3 Resetting User Passwords If a User forgets his her password and you need to reset it do the following Click the Reset Password link next to the user who needs a new password Enter a password for your new user in the Enter Password field Enter the password again in the Enter Password Again field Click the SUBMIT button AOD The user can change the temporary password by using the Change Password link at the top right corner of the application 5 3 4 Setting User Permissions You can set User permissions such as viewing reports processing transactions and issuing credits First Data Global Gateway Virtual Terminal User Guide v2 4 77 Change User Permissions UserName user4 View Reports Process Transactions Issue Credits Running Batches Basic Fraud Settings Access Admin Virtual Terminal Content Admin Product Catalog Admin Receipt EER EP eee Admin Connect SUBMIT 1 Click the Set Permission link next to the user name The Change User Permissions page appears 2 Click the appropriate checkboxes to turn on or off permissions for the user You can control the user s access to View Reports Process Transactions or Issue Credits 3 Click the SUBMIT button Note Choosing Full Credit Card View may affect PCI Compliance responsibilities 5 4 Multi Store Reporting Multi Store reporting gives the administrator the ability to combine transa
81. hows the following information First Data Global Gateway Virtual Terminal User Guide v2 4 Select click on the associated Select checkbox to select one or more orders Shipped shows Y if the order has been shipped or N if the order has not been marked as shipped Retail shows Y if the order was a retail order or N if the order was not retail Order the number associated with the order Click on the order number to view order details User ID the ID number associated with the order The number is also a link to view all the orders placed by a particular customer Date the date the order was made Shows the most recent order first The time period selected for the report will be shown under the report title Name the name of the person who placed the order Click on the name to send email to the customer Amount shows the amount of the order if already shipped If the order has not been shipped the amount will be 0 00 58 Amount totals are displayed at the bottom of the columns Report Microsoft Internet Explorer gt File Edit View Favorites Tools Help Go X x aA A JO search She Favortes O B eS Ga LJ rel i 3 i Address http n3dvwb002 8080 pc servlet LPCReport i Links Auth jec wiley CCChandTr CCNashBr CPT FDC Service Req GE Firstweb Login FWwReq LPCIndex G O0o amp Radar T0 Welcome 111920 YLP Logout Change Password a4 First Data Intelligence in e
82. ided City Enter the city town or township name where you will ship the order State or Province For United States addresses enter the customer s state where you will ship the order For an international address enter the customer s province where you will ship the order When you enter a province or select any country other than the United States the State field will be blank Country Enter the customer s country in this field United States is the default country If you do not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank Zip Postal Code For United States addresses enter the 5 digit zip code in this field First Data Global Gateway Virtual Terminal User Guide v2 4 42 For international addresses enter the appropriate international postal code in this field 3 2 8 Comments Use the Comments section to enter optional notes about the transaction Comments are visible in your reports to help you with your transaction management if you use them effectively 3 2 9 Transaction Status for Checks After you complete a check transaction the Transaction Status page appears This page contains all the information you entered plus any additional information The status for the transaction is shown in the Transaction Information section which contains the following fields Transaction Status During a check transaction
83. imes section to enter auto lockout and the duplicate lockout time The Auto Lockout time is the amount of time in minutes before blocked customers can make transactions at your store again When Auto Lockout is enabled duplicate transactions from the same IP address or credit card are blocked The field is used to set the time period the IP address and credit card will remain blocked If this value is set to zero automatic lockout based on IP and Credit Card is turned off The default setting is off The Duplicate Lockout time is the length of time in minutes duplicate transactions are restricted from your store If two transactions are identical and they both occur within a length of time less than the specified duplicate lockout time both are blocked automatically If this value is set to zero automatic lockout based on duplicate transactions is turned off The default setting is zero 0 minutes To change your auto lockout or duplicate lockout time enter a time in the Auto Lockout Time or Duplicate Lockout Time field respectively then click the SUBMIT button The system will display a confirmation message when the new lockout times are in place 5 2 Changing Your Password To change your password mouse over Administration in the Main Menu Bar and click Change Password in the popup menu or from the Administration section click Change Password on the Side Menu Bar You can also change your password from any page by clicking the
84. ions the number of approved transactions of the transaction type e Percentage of Total Approved Transactions the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e Percentage of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Average Transaction Amount the average of all the transaction totals for the transaction type e Net Settle Amount the net amount for all transactions of the transaction type Negative amounts are shown in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart 4 3 Orders Received Report To view Orders Received reports mouse over Reports on the Main Menu Bar and click Orders on the popup menu or from the Reports section click Orders on the Side Menu Bar The Orders Report page appears 4 3 0 1 Generating an Orders Report 1 On the Order Reports page select an option in the Display Orders By section You can view orders sorted by e Time e Credit Card Number e User ID and Time e Order number You can enter a user ID a partial card number an order number transaction types or card types to include in the report 2 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period
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86. k correctly in the above instructions You must follow the manufacturer s instructions for reverting to the factory settings e The G81 8000 does not have a programming sequence to reset to factory default Bar code configuration may be restored but you must reprogram each of the other keyboard features to return to factory settings For support regarding your Cherry keyboard please contact Cherry Corporation Cherry Electronics 800 510 1689 www cherrycorp com 2 2 Using the MagTek Mini Swipe Card Reader MagTek Mini Swipe card readers are available in Wedge and USB designs If you are using a USB mini swipe reader the device must be in Keyboard Emulation Mode First Data Global Gateway Virtual Terminal users with MagTek wedge card readers are advised to take the following steps to ensure a successful transaction 1 Verify that the MagTek wedge card reader is plugged into the PC where the keyboard is usually plugged in Plug the keyboard into the MagTek cord 2 On the Virtual Terminal page in the First Data Global Gateway Virtual Terminal e For Transaction Origin choose Retail face to face from the dropdown list e Click the Yes checkbox for the Are you swiping the card field 3 Hold the Shift key or press the Caps Lock key prior to swiping MagTek Mini Swipe defaults to lower case while the First Data Global Gateway Virtual Terminal looks for upper case Holding the Shift or Caps Lock key ensures upper case characters are
87. lete User You can only manage users if your user ID and password were provided when the store account was set up Users who do not have permission to manage other users will not see Manage Users on the Side Menu bar From the Manage Users page you can e Add users e Delete users e Reset user passwords e Set user permissions 5 3 1 Adding Users 1 Click the ADD USER button located at the bottom of the page The Add New User screen appears 2 Enter a unique user ID for the new user in the Name field 3 Enter a password for your new user in the Enter Password field First Data Global Gateway Virtual Terminal User Guide v2 4 4 Enter the password again in the Enter Password Again field 5 Click the SUBMIT button to create the new user The Current Users list appears showing the new user on the list 6 Upload a file to add multiple users click UPLOAD USERS 7 users Reset Password Set Permission Delete User 8 user4 Reset Password Set Permission Delete User ADD USER ADD MULTI USERS UPLOAD USERS The user can change his her password by using the Change Password link at the top right corner of the application 5 3 7 Deleting Users Click the Delete User link located next to the user you want to delete A dialog box appears stating that this operation will delete the user you selected 2 Click OK to delete the user or click Cancel if you do not want to delete the user When the User is deleted the page refres
88. lude in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID First Data Global Gateway Virtual Terminal User Guide v2 4 51 A detailed bar chart shows a colored bar for each transaction type The chart indicates the total dollar amount for each transaction type for each month of the time period specified The dates for the time period are shown on the horizontal X axis The transaction dollar amounts are shown on the vertical Y axis The transaction types are shown on the Z axis The bars show the total amount for each month for each transaction type Transaction Type Totals For 943474 10 19 2008 10 26 2008 H sale E check E Ticket E Periodic Pre Auth B Reetun BB Sale Void E Return Void E check Void amp z 4 oO Fa O a 10 19 10 20 10 21 10 22 10 23 10 24 10 25 Days Detailed Bar Chart You can see a separate chart and totals for each transaction type by clicking on any of the associated colored squares on the right side of the c
89. ment The lowest level of the tree is always the User level the next level up from the lowest is the Store level Merchants define the number of levels and names of each level for their own organization up to 10 total levels Local Area Network LAN A local area network LAN is a computer network covering a small geographic area like a home office or group of buildings The defining characteristics of LANs in contrast to Wide Area Networks WANs include their much higher data transfer rates smaller geographic range and lack of a need for leased telecommunication lines Log In To log in is the process by which individual access to a computer system is controlled by identification of the user in order to obtain credentials to permit access It is an integral part of computer security A user can log in to a system to obtain access and then log out when the access is no longer needed Log Off To log off aka to log out sign out or sign off is to close off one s access to a computer system after previously having logged in To log out of the system click the Logout link in the top right corner of the application To prevent unauthorized users from accessing their account merchants should always log off and close the browser window when they are finished using the system Multi Store Multi stores are multiple accounts with different store numbers Network A network is a group of two or more computer systems linked together First Dat
90. nd select a chart type in the Transaction Reports section You can view your transactions in a bar chart pie chart strip line chart or you can view a summary bar chart report 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID 4 2 1 Detail Bar Chart To view a detailed bar chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart 4 2 1 1 Viewing a Detail Bar Chart 1 Inthe Transaction Reports section select Generate a Chart and select Bar Chart Detail as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to inc
91. ng Information section Enter information in all required fields to complete the transaction Same as Billing If the shipping address is the same as the billing address selecting this checkbox will cause the corresponding fields from the billing information to be copied into the shipping section If the shipping address is different from the billing address do not check this checkbox Shipping Type Enter the type of shipping you will use for the order up to 36 alphanumeric characters Examples are Federal Express US Postal Service and UPS Ground Ship to this Person Enter the product recipient s full name First Data Global Gateway Virtual Terminal User Guide v2 4 29 Shipping Street Address Enter the shipping street address in this field There are two lines provided City Enter the city town or township name where you will ship the order State or Province For United States addresses enter the customer s state where you will ship the order For an international address enter the customer s province where you will ship the order When you enter a province or select any country other than the United States the State field will be blank Country Enter the customer s country in this field United States is the default country If you do not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank Zip Postal Code
92. not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank This field is required for Internet mail and telephone transactions For retail transactions it is not required Zip Postal Code For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required Phone Enter the customer s phone number in this field Brackets dashes and spaces are optional This field is required for check transactions only Fax Enter the customer s fax number in this field Brackets dashes and spaces are optional Email This field holds the email address used to send the customer and merchant a copy of the transaction receipt Email transaction receipts confirmations cannot be sent to the merchant admin or customer if an email address is not entered First Data Global Gateway Virtual Terminal User Guide v2 4 27 Enter the customer s email address in standard email format such as name server com name server net name server org or name university edu
93. number to your list of blocked card numbers The First Data Global Gateway Virtual Terminal places the new card number in the Numbers Already Blocked list Repeat steps 1 and 2 to add as many card numbers as you want by repeating the same process 5 1 2 2 Remove a Blocked Credit Card Number 1 Select the card number in the Numbers Already Blocked list 2 Click the lt DELETE button Upon removal from your blocked card list the card number can be used at your store Delete as many blocked card numbers as you need by repeating the same process 5 1 3 Blocking Names From the Basic Fraud Settings page use the Block Person s Name section to enter the name of the person you want to block from purchasing at your store If you have any names already on your blocked names list they will appear in the list labeled Names Already Blocked First Data Global Gateway Virtual Terminal User Guide v2 4 71 To block a person by name you must enter the name as it appears on the credit card So for example if you block the name John Redenbacher from your store Johnny Redenbacher John Samuel Redenbacher or John S Redenbacher would not be blocked You will block all persons with the same name as the person you want to block 5 1 3 1 Add a Name 1 Enter the name you want to block in the Person s Name to Block field 2 Click the ADD gt button Spaces and or dashes are optional When you click the ADD gt button the change is submitted to
94. ouse over Reports on the Main Menu Bar and click Periodic Bills Report on the popup menu or from the Reports section click Periodic Bills Report on the Side Menu Bar 4 10 1 Viewing Active Periodic Bills 1 2 3 Select how you want to view periodic bills in the Display Periodic Bills By section Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 Click the GENERATE REPORT gt gt button to view the report The Periodic Bills report shows the following information about your recurring transactions Cancel select this checkbox next to each transaction you want to cancel Click the Cancel Selected button to cancel the transaction Modify click the radio button next to each transaction you want to modify Click the Modify Selected button to modify the transaction Order the number associated with the order Click on the order number to view order details Card Route Number the first four and last four digits of the credit card number Click the link to view all transactions for the card number Exp Date the expiration date of the credit card Amount the amount of the transaction Start Date the beginning date of the recurring transaction First Data Global Gateway Virtual Terminal User Guide v2 4 68 4 11 Periodicity the time period between transactions showing the number of times per month day week or year the transaction is sc
95. page of that section The example above shows the main page of the Reports section First Data Global Gateway Virtual Terminal User Guide v2 4 10 1 3 4 Information Menus Some pages display a set of informational menus on the right side of the page Welcome 1039999999 REGINA DRAY FASHIONS CHDEV Logout Change Password ra First Data nierioencein eve ransacton EN Global Gateway Reports Administration CREDIT CARD Order Information Order number Purchase Order number Invoice Number Subtotal Shipping Amount Tax VAT for international orders Total Amount Credit Card Information Transaction Origin Transaction type Cards Accepted Credit Card Number Expiration Date Credit Card Code Swiping the card Customer Information Customer ID Number Customer name Billing company Billing street address city State Country ZipPostal Code Phone Fax Shipping Information Same as Billing Shipping Type Ship to this person Denotes a Required Field Tax Exempt it tax Avat shipping included Sale v Tt Se ies ss OS mama Code not on card or Province Select one v United States There are three sections to the Information Menu e Product Information General information about the First Data Global Gateway Vi
96. periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A strip chart shows a colored line for each transaction type The chart indicates the total dollar amount of each transaction type over the specified time period The dates for the time period are shown on the horizontal X axis The transaction amounts are shown on the vertical Y axis The line follows the total amount for each transaction type Strip Totals For 943474 10 19 2008 10 26 2008 H Sale E Virtual check E Ticket E Periodic Pre auth B Retwn WE Sale Void Retwn Void E check Void v Fag O e 0 10 19 2008 10 26 2008 Period Strip Chart You can see a separate chart and totals for each transaction type by clicking on any of the associated colored squares on the right side of the chart To download the chart for later use right click on the chart and select Save Image As First Data Global Gateway Virtual Terminal User Guide v2 4 56 The totals for each transaction type are summarized in a table below the chart which lists e Number of Approved Transact
97. port All Report Data 6SV Comma delimited v Printer Friendly View Fraud i n Payer Invoice PO CardRoute Exp EE Met ie e gs p am pas o 167 16 105 239 127722B715C 6271EDC8 SECTEOF2 167 16 105 239 Y OK757C2001 577433 0348 2010 09 46 42 AM 221 Accepted Immediate 111920 Sale 4012 0026 12 2010 70 00 Y OK755C2001577431 03 18 2010 09 32 24 AM 490 Accepted Immediate 111920 Sale 4012 0026 12 2010 0K749C2001 577430 0318 2010 09 19 58 AM 353 Accepted Immediate 111920 Sale 4012 0026 12 2010 Y OK748C2001577429 03 18 2010 09 18 17 AM 113 Accepted Immediate 111920 Sale 4012 0026 12 2010 PAGE TOTAL Eo VISA TOTAL 239 00 OVERALL TOTAL 238 0 Showing 1 4 of 4 Results Found 3 Local intranet 4 1 Multi Store Reports Multi store reports work similar to regular reports The only difference is the report will show transactions from multiple stores as defined in the organizational structure set up in the Administration section To view more about setting up multi stores see Setting Up Multi Store Reports on page 80 To view multi store reports in the FDGG Virtual Terminal you must have a separate multi store administrative login ID and password First Data Global Gateway Virtual Terminal User Guide v2 4 49 There is a login ID and password for every element in the tree when you log in as one of those elements you are able to see reports for all the stores included below the
98. port shows the date range you selected under the report title 4 6 1 Credit Card Batches 1 Select Credit Card as the Report Type in the Batch Report Type section 2 Select any of the time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period chosen 3 Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 4 Add and Delete the data fields you want to show in your results and save the configuration The system default setting shows all available fields 5 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID To view all the orders in the current batch click on the Run Current Batch button You will see the Current Batch Report The Credit Card Batches report contains the following information e Date the batch dates Click the Current Batch button to view the transactions in the batch e Count the total number of transactions in the batch e Response contains no data e Total the total dollar amount of the batch Credit Card Batches Prepared For Time Frame 10 15 2008 10 21 2008 1 10 21 2008 01 14 32 PM 4 00 10 1 7 2008 03 52
99. r a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A pie chart shows a colored pie slice for each transaction type The chart indicates the percentage of each transaction type over the time period specified First Data Global Gateway Virtual Terminal User Guide v2 4 54 The pie slices show the total percentage for each transaction type Transaction Type Summary For 943474 10 19 2008 10 26 2008 E Sale check E Ticket W Periodic OW Pre Auth B Retwn Wi Sale Va Retwn Vd check Vd Pie Chart You can see the total dollar amount for each transaction type by holding your mouse over any of the associated colored pie slices Clicking on a slice will display a full list of transactions for that transaction type To download the chart for later use right click on the chart and select Save Image As The totals for each transaction type are summarized in a table below the chart which lists Number of Approv
100. r and click Item Sales Report on the popup menu or from the Reports section click Item Sales Report on the Side Menu Bar This report will only be helpful if you are using the Product Catalog feature 4 8 1 Viewing Item Sales Statistics 1 If you want to view sales of a specific item select Specific Item ID and enter the item s identification number in the text box If you want to view sales for all items select All Items 2 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 3 Click the GENERATE REPORT gt gt button If there have been sales of the specified product s within the timeframe chosen the Item Sales Report will appear For multi store reports You can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list available only if you are logged in with you multi store administrator ID The Item Sales report lists the following e Identification Number e Name description e Number of Units Sold e Percentage of total units sold product specific e Percentage of total sales percentage all orders in this timeframe were from sales of this item e Total amount of all sales of this item Click on the Item ID number to see a list of all orders which included sales of this item 4 9 Sales Tax Report To view sales tax reports mouse over Report
101. r depending on whether the transaction is e eCommerce e Retail or Mail Order e Telephone Order During a check transaction a real time response will be provided by TeleCheck on whether or not a check is accepted Based on the response from TeleCheck a transaction is marked as Submitted or Declined If a check transaction is declined this error message appears The merchant is responsible for providing the text message in its entirety to the consumer It is recommended the merchant should either seek another form of payment or choose not to accept the order from the customer Error message We are sorry that we cannot accept your check at this time Our decision is based in whole or in part on information provided to us by TeleCheck We encourage you to call TeleCheck at 1 877 678 5898 or write TeleCheck Customer Care at P O Box 4513 Houston TX 77210 4513 Please provide TeleCheck your driver s First Data Global Gateway Virtual Terminal User Guide v2 4 35 license number and the state where it was issued and the complete banking numbers printed on the bottom of your check Under the Fair Credit Reporting Act you have the right to a free copy of your information held in TeleCheck s files within 60 days from today You may also dispute the accuracy or completeness of any information in TeleCheck s consumer report TeleCheck did not make the adverse decision not to accept your check and is unable to explain why this decision was made
102. redit transactions you will see Credit in the Virtual Terminal popup menu and in the Side Menu Bar of the Virtual Terminal section Use the Credit function only for orders received outside of the First Data Global Gateway Virtual Terminal Use the Return function to do a credit for any First Data Global Gateway Virtual Terminal orders 3 5 1 To Perform a Credit Transaction 1 Hold your mouse over Virtual Terminal on the Main Menu Bar and click Credit on the popup menu to display the Credit page Required fields here are First Data Global Gateway Virtual Terminal User Guide v2 4 45 similar to those on the Virtual Terminal page when making a credit card transaction 2 Enter all the appropriate and required fields for your Credit transaction then click the CONTINUE gt gt button A new page appears 3 On the new page click the Submit button to confirm all entries are valid otherwise click the Return to POS button to make the appropriate changes If any fields are missing or incorrect the Credit page reappears with an error message The incorrect or missing fields are highlighted in RED Make the appropriate changes and then click the CONTINUE gt gt button again A confirmation page appears Review the information then click the Submit button A final Transaction Result page appears indicating the transaction was approved or declined For more information about transaction results see Transaction Results on page 30 3 6 Purchas
103. ress you want to block in the IP Address to Block field 2 Click the ADD gt button Spaces and or dashes are optional When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server which adds the address to your list of blocked names The First Data Global Gateway Virtual Terminal places the new address in the IPs Already Blocked list If a purchase is attempted from a blocked address the Blocked IP setting will prevent the transaction Add as many addresses as you want by repeating the same process 5 1 5 2 Remove an IP or Class C Address 1 Select the IP or Class C address in the IPs Already Blocked list 2 Click the lt DELETE button Upon removal from your blocked address list the person can purchase at your store Delete as many addresses as you need by repeating the same process 5 1 6 Setting the Maximum Purchase Amount From the Basic Fraud Settings page use the Maximum Purchase Amount section to enter the maximum amount for a purchase Any transactions for your store above this amount will be blocked The default maximum purchase amount for a single transaction is 99 999 99 First Data Global Gateway Virtual Terminal User Guide v2 4 73 To enter a maximum purchase limit enter the amount in the Maximum Purchase Amount field Then click the SUBMIT button 5 1 7 Setting Auto lockout and Duplicate Lockout Times From the Basic Fraud Settings page use the Set Lockout T
104. rization transaction Approval Code The approval code is a string of numbers and letters An example of an approval code is 009782000001 9564 YNAM 12345678901 234567890123 e The first six 6 digits 009782 is the Approval Number e The next ten 10 digits 0000019564 are the Reference Number e The first three alphabetic characters in the middle YNA are the AVS Code e The last alphabetic character in the middle M is a code indicating whether the card code matched the card issuing bank s code This code may or may not be present depending on whether the card code was passed and the service was available for the type of card used For Visa these codes are e M CVV2 Match e N CVV2 does not match e P Not processed e S Merchant has indicated that CVV2 is not present on the card e U Issuer is not certified and or has not provided Visa encryption keys The remaining portion of the approval code 123456789012345678901 23 is the Leaseline Transaction Identifier LTD Not all transactions have an associated Leaseline Transaction Identifier If the transaction was Declined for any reason ask for another card and refer customers to their bank or credit card company The remaining portion of the transactions page contains this information Order Number This number is auto generated by the FDGG if the merchant has not manually inputted his own number to identify the transaction First Data Global Gateway Virtual
105. rocessing TeleCheck Transactions 3 2 4 Order Information 3 2 5 Check Information OONNNNNO OO OD 3 2 6 Customer Information 3 2 7 Shipping Information 3 2 8 Comments 3 2 9 Transaction Status for Checks 3 3 Ticket Only Transactions 3 3 1 Performing a Ticket Only Transaction 3 4 Return Transactions 3 4 1 Performing a Return Transaction 3 5 Credit Transactions 3 5 1 To Perform a Credit Transaction 3 6 Purchasing Card Transactions 3 7 Manually Run Credit Card Batch 3 7 0 1 To Manually Run the Credit Card Batch 4 Reports 4 0 1 Navigation 4 0 2 Credit Card Numbers 4 0 3 Reports 4 1 Multi Store Reports 4 1 1 Accessing Multi Store Reports 4 2 Transaction Charts 4 2 0 1 Chart Types 4 2 0 2 Viewing Transaction Charts 4 2 1 Detail Bar Chart 4 2 1 1 Viewing a Detail Bar Chart 4 2 2 Summary Bar Chart 4 2 2 1 Viewing a Summary Bar Chart 4 2 3 Pie Chart 4 2 3 1 Viewing a Pie Chart 4 2 4 Strip Chart 4 2 4 1 Viewing a Strip Chart 4 3 Orders Received Report 4 3 0 1 Generating an Orders Report 4 3 0 2 The Orders Received Report 4 3 0 3 Confirming Shipment Crediting Orders or Rejecting Orders 4 3 0 4 Email 4 3 0 5 Viewing Details 4 4 Transactions 4 4 1 Viewing the Transactions Processed Report 4 5 Transactions Summary 4 5 1 Viewing the Transaction Summary Report 4 5 1 1 Authorization Summary Table 4 5 2 Approved Summary Table 4 6 Credit Card Batches Reports 4 6 1 Credit Card Batches 4 6 2 Voiding Orders 4 7 Check Batches 4 7 1 Voiding
106. roducts allow a merchant to charge a customer s card in exchange for products and services one or more times every day week month or year Return A Return transaction returns funds to a customer s credit card for an existing order on the system To perform a return you need the order number which you can First Data Global Gateway Virtual Terminal User Guide v2 4 95 find in your reports After you perform a Return for the full order amount the order will appear in your reports with a transaction amount of 0 00 Sale A sale transaction immediately charges a customer s credit card when the batch of transactions is closed Secure Shell SSH Secure Shell SSH is a network protocol that allows data to be exchanged over a secure channel between two computers Secure Sockets Layer SSL Secure Sockets Layer SSL is cryptographic protocols that provide secure communications on the Internet such as transmitting credit card data and other data transfers Settlement Settlement is the completion of a payment transaction When a transaction is settled it has been funded and the monies deposited in the merchant account Store Name The store name also called storename or store number is a six to ten digit number needed to identify the merchant The store name is given to the merchant in the Welcome E mail Merchants need the store name user ID and password to access the Virtual POS Terminal as well as reports admin and customization fun
107. rt for web browser a browser is a software application that enables a user to display and interact with text images videos music and other information typically located on a web page at a web site on the Internet Cable Modem A cable modem is a type of modem that provides access to the Internet through the cable television infrastructure Cable modems are primarily used to deliver broadband Internet access taking advantage of unused bandwidth on a cable television network If the cable network is shared with many other Internet subscribers Internet access speed may go down Card Code The card code is the card security code sometimes called Card Verification Value or Code CVV or CVC It is a security feature for credit or debit card transactions giving increased protection against credit card fraud This code also known as a CCID or Credit Card ID is often asked for by merchants to secure transactions when the card is not present usually occurring over the Internet by mail fax or over the phone The payment gateway will compare the card code with the code on file at the card issuing bank Results of this comparison will show in the transaction approval code Using the card code results in conjunction with the Address Verification Service AVS you can make better informed decisions about whether to accept transactions MasterCard Visa and Discover credit and debit cards have a three digit code called the CVC2 card validation code
108. rtual Terminal e Virtual Terminal Support links and information about getting help with the application e Other Info product information First Data Global Gateway Virtual Terminal User Guide v2 4 Product Information The Virtual Terminal may look different however processes payments as quickly and securely as before Virtual Terminal Support Frequently Asked Questions Virtual Terminal Manual Email Us Call Support 24 Hours a Day 7 days a week 1 888 477 3611 Printing Tips For users using Internet Explorer 6 and higher we recommend printing in landscape view for reports For an optimum printing experience we recommend installing Internet Explorer 7 and then selecting Shrink to Fit under the Print Preview setting Please remember to frequently change your Virtual Terminal password Passwords are setto expire every 90 days and can be changed in the Administration section of the Virtual Terminal 3 Change Password 11 Click the Find out more click one of the Information Menus to get more details on that menu 1 3 5 Shortcut Links The links in the upper right corner provide more shortcuts e Merchant Identification Number e Logout log yourself out e Change Password change your password Welcome 943474 Logout Change Password fal First Data Inteligence in every transaction Global Gateway Vitualtemini lh Support Administration gt _ Allee ry Reports Glob
109. s If any fields are missing or incorrect the Ticket Only page will reappear with an error message A warning graphic indicates any incorrect or missing fields Make the appropriate changes and then click the CONTINUE gt gt button again A final Transaction Result page appears indicating whether the transaction was approved or declined and displaying all the transaction information For more information about transaction results see Transaction Results on page 30 3 4 Return Transactions From the Virtual Terminal section you can credit a customer s credit card when the customer makes a return First Data Global Gateway Virtual Terminal User Guide v2 4 44 3 4 1 Performing a Return Transaction 1 Hold your mouse over Virtual Terminal on the Main Menu Bar and then click Return on the popup menu A page appears with a field for the order number If you do not know the order number you can find it in your reports 2 When you have located the order number enter it in the Order field then click the Retrieve Order button A page appears showing all the existing information for that order 3 Review these fields to ensure you have selected the correct order If the order is incorrect click on your browser s Back button to return to the previous page and retrieve an alternate order 4 Ifthe order is correct enter the amount to return in the appropriate fields By default the fields will be populated with the total amount of the order
110. s a number unique to each check The check number is always found in the top right corner of the check The check number is only provided as a reference to process the ACH transaction Commerce Service Provider CSP The commerce service provider CSP supplies businesses with the tools and services they need to buy and sell products and services over the Internet and to manage their online enterprises CSPs can generally host a secure web site that could be connected to a secure payment gateway for selling products or services over the Internet Credit A Credit transaction returns funds to a customer s credit card on orders without an order number This transaction is intended for returns against orders processed outside the system Credit transactions are marked as Returns in your reports Credit Card A credit card is a card usually plastic that assures a seller that the person using it has a Satisfactory credit rating and that the issuer will see to it that the seller receives payment for the merchandise delivered CVC2 The CVC2 is the card validation code or card code for MasterCard See the definition for card codes for more information CVV2 The CVC2 is the card verification value or card code for Visa cards See the definition for card codes for more information Data Field A data field is an area on a web form or software application where you can enter information relevant to the name of the field For example you would enter th
111. s not present on the card Issuer is not certified and or has not provided encryption keys x Mo response from the credit card association was received A blank response indicates no code was sent and there was no indication the code was not present on the card 3 2 Check Transactions TeleCheck Services TeleCheck Internet Acceptance and TeleCheck Phone Acceptance are a means of processing automated clearinghouse ACH transactions using the Internet or a phone line ACH transactions debit a customer s account and transfer the funds to a merchant s account For TeleCheck contact your merchant service provider See Processing Check Transactions on page 37 for information about performing check transactions There are specific rules that apply when initiating a debit to a consumer s bank account that the merchant must follow These rules are established and maintained by the National Automated Clearing House Association NACHA They are published periodically in ACH Rules A Complete Guide to Rules amp Regulations Governing the ACH Network Note Itis the merchant s responsibility to understand and abide by the published rules and regulations In all cases the merchant must provide the customer with a receipt detailing the transaction The merchant can disable sending the receipt but take steps to provide a receipt printed faxed or emailed to the customer prior to the check settlement date The rules for authorization diffe
112. s on the Main Menu Bar and click Sales Tax Report on the popup menu or from the Reports section click Sales Tax Report on First Data Global Gateway Virtual Terminal User Guide v2 4 67 the Side Menu Bar The Sales Tax report shows the date range you selected under the report title and lists the total at the bottom of the report 4 9 1 Viewing Sales Tax Reports 1 4 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you chose In the For These States section select a state from the dropdown list or select ALL States to view a report on all states Hold down the Shift key then click to select several states in a row such as Alabama through Arkansas Hold down the Ctrl key then click to select states in different parts of the list such as Alabama and California Select any option or combination of options to customize your report in the Options section You can choose to show municipalities to show only states with taxes collected and or to show only states with orders Click the GENERATE REPORT gt gt button to view your report For multi store reports You can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list available only if you are logged in with you multi store administrator ID 4 10 Periodic Bills Report To view Periodic Bills reports m
113. select POINT OF SALE Click Credit Card or Check tab Select a product from the Products Catalog if applicable Select RETURN TO POS Enter the SUBTOTAL amount and applicable TAX Select Transaction Type Enter Credit Card Number and Exp Date Enter Customer information Select CONTINUE 0 On Please Confirm Order screen to review order select RETURN TO POS for changes or SUBMIT to process transaction 11 Transaction Result page select NEXT TRANSACTION or SHOW RECEIPT AH OONAORWN The Virtual Terminal can process Credit Card transactions in dollar amounts ranging from zero dollars 0 00 to 99 999 00 The merchant is charged his normal transaction fee for a 0 00 or Zero Authorization transaction amount 3 1 1 Continue or Clear Form After you have completed all the required fields for performing the transaction correctly click the CONTINUE gt gt button at the bottom of the Virtual Terminal page To erase all information you have entered and begin again click the CLEAR FORM button When you click the CONTINUE gt gt button any appears on the Virtual Terminal page with an error message First Data Global Gateway Virtual Terminal User Guide v2 4 18 All required fields are outlined in RED Click CONTINUE to progress to the next page If there is missing or incorrect information you will be returned to the POS screen and the fields with the missing or incorrect information will be marked with a Make the appropria
114. side of the screen It contains menu items relevant to the current section selected in the Main Menu Bar The items in this menu correspond to the topics on the popup menu that appears when you mouse over that section s Main Menu Bar link a First Data virtual Terminal Administration Home Reports Transactions oose from several different reporting opt Product Information activity Only the first four and last fou The Virtual Terminal may look different Transaction Summary however processes payments as quickly Orders and securely as before Batches Item Sales Report Sales Tax Report Periodic Bills Report Transaction Summary Reports View transactic ary by Virtual Terminal Support jate range ee Email Us Call Support 7 24 Hours a Day 7 days Order Reports ew orders receiv y time or 1 1 688 477 3611 can also confir if j reject orders from th gt Batch Reports View previously amount totals by date Batoh F item Sales Report View li Catalog Sales Tax Report View sales ta range b Periodic Bills Report View and modify recurring transactio information The Side Menu Bar does not appear on the main Virtual Terminal page The name of the current section appears highlighted in the Side Menu Bar Click the section name to view the main page of the section Click the other links in the Side Menu Bar to view pages within the section Note You can also navigate within a section by clicking on links from the main
115. sses Set a maximum purchase amount Set auto lockout and duplicate lockout times Transactions blocked by the Basic Fraud Settings list are not sent for authorization On the Basic Fraud Settings page Click the e View Current Fraud Settings to review settings e Edit Fraud Settings to adjust settings First Data Global Gateway Virtual Terminal User Guide v2 4 70 5 1 0 3 Address Verification Codes Minimize potential Basic Fraud attempts by viewing the Address Verification Response If the address or zip code does not match the card issuing bank s address or zip code on record there is a higher probability of Basic Fraud For more information about AVS codes see AVS Codes on page 32 5 1 0 4 Card Codes CVV CVV2 Minimize potential Basic Fraud attempts by using the card code field For more information about card codes see Card Codes on page 34 5 1 2 Blocking Credit Card Numbers From the Basic Fraud Settings page use the Block Credit Card Numbers section to enter the credit card numbers that you do not want used at your store If you have already blocked credit card numbers those numbers will appear in the list labeled Numbers Already Blocked 5 1 2 1 Add a Credit Card Number 1 Enter the card number you want to block in the Card Number to Block field 2 Click the ADD gt button When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server which adds the card
116. ta Global Gateway Virtual Terminal User Guide v2 4 84 This Information fields can be added or deleted from a receipt e Signature Line Transaction Type Transaction Origin Indicator Credit Card information Customer Name Address Shipping amp Billing Check Routing number Customizing Your Receipts 1 Choose the Printer Type If you do not have a printer set up specifically for receipts select Normal 2 Enter your receipt header in the Receipt Header field Enter up to 24 characters This text appears towards the top of your receipt 3 Enter your receipt footer in the Receipt Footer field Enter up to 100 characters This text appears at the bottom of your receipt 4 Enter your return policy in the Return Policy field Enter up to 100 characters 5 Click the SUBMIT button If the change is successful the following message appears at the top of the screen Your settings have been changed successfully If this message does not appear you should click the SUBMIT button to try the change again Whenever you return to this screen your current customized text should appear in the Receipt Header Receipt Footer and Return Policy fields 5 8 Customizing Virtual Terminal Content To customize fields shown on the Virtual Terminal page mouse over Administration in the Main Menu Bar and click Virtual Terminal Content in the popup menu or from the Administration section click Virtual Terminal Content on the Side Menu Bar
117. te corrections to the fields then click the CONTINUE gt gt button again If all entries are valid the Confirmation page appears Review the information and if necessary click the RETURN TO POS button to make any corrections Otherwise click the SUBMIT button The Transaction Result page appears after you click the SUBMIT button on the Confirmation page The Transaction Result page contains all the information you entered and the Transaction Information section For more information about the Transaction Result page see Transaction Results on page 30 3 1 2 Printing a Receipt Merchants can reprint and or resend via email any receipt for a selected transaction from the Transactions Report page Select the desired transaction which opens the Order Detail Report page To print the transaction s receipt 1 Click the Show Receipt button at the bottom of the Transaction Result page The receipt window opens with the transaction receipt 2 Click the Print Receipt button at the bottom of the receipt window to print the receipt First Data Global Gateway Virtual Terminal User Guide v2 4 19 YOURPAY DEMO ACCOUNT 123 DEMO ST DEMO CA 93001 8885551212 Store 1001158219 04 21 10 09 02 36 AM eCommerce Sale Wes Hartin Art Studio Billing Address Shipping Address Bob Bridgestone Bob Bridgestone 2010 Rock Lane 2010 Rock Lane Bedrock OH 44120 Bedrock OH 44120 Credit Card Information CREDIT CARD NUMBER Visa 4111 SWIPE
118. this field There are two lines provided The second line is always optional This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required City Enter the customer s city town or township name in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required State or Province For United States addresses this field is the customer s state For an international address this field is the customer s province When you enter a province or select any country other than the United States the State field will be blank This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required First Data Global Gateway Virtual Terminal User Guide v2 4 26 Country Enter the customer s country in this field United States is the default country If you do
119. upport section click the corresponding item on the Side Menu Bar Note This takes you to a First Data web site that is not part of the First Data Global Gateway Virtual Terminal application 6 10 Manuals Click Support on the Main Menu Bar to open the main Support page then click one of the PDF Manual buttons to access the First Data Support web site containing links to PDF manuals for all products e http www firstdata com en_us customer center merchants support first data global gateway api software landing content product 1 Note The page with the PDF links is a First Data web site that is not part of the First Data Global Gateway Virtual Terminal application For detailed instructions on all First Data Global Gateway solutions please refer to each product s respective manual First Data Global Gateway Virtual Terminal User Guide v2 4 88 6 11 FAQ Click Support on the Main Menu Bar to open the main Support page then click one of the FAQ buttons to access the First Data Support web site containing links to FAQs for all products 6 12 Online Support Form To open the online support form mouse over Support on the Main Menu Bar and click Online Support Form or from the Support section click Online Support Form on the Side Menu Bar Fill out the form and submit it When you submit the form an email is sent to the support department 6 13 Download Center To open the Download Center mouse over Support on the Main Menu
120. ve all the fields you do not need blank 3 Click the Update Hierarchy button at the bottom of the page The Hierarchy Level Definition page appears showing all the levels you entered 5 4 2 3 Adding Elements to the Tree Structure 1 Click on the level name to view it A new page appears showing the current elements in the next level down First Data Global Gateway Virtual Terminal User Guide v2 4 81 2 Click the Add link to add an element to the level The Add Element page appears Enter a name for the element Enter a password for the element in the two fields provided Click the Submit button A page appears with the new element region in the list aeo 5 4 2 4 Adding Login Information There is a login ID and password for the element located at the top of the page 1 Record the ID and password for the element 2 Give the ID and password to only those who require access at this level They will only see the information for the stores under that element in the tree 3 Repeat the steps in Adding an Element to the Tree Structure as necessary to add other elements to the level When you reach the Store level enter this information when prompted e Store Number e User ID for that store the one issued when the store was initially set up e Current password for that store number and user ID 5 5 Customizing the Product Catalog Using the Product Catalog saves time when configuring a sale As multiple items are gathered for
121. very transaction Global Gateway Virtual Terminal SS Sa Virtual Terminal rf Administration Current Batch Run Another Batches Report Export All Report Data CS Comma delimited Ee eee ee eee oe Exn Date FraudScore Approval amount 167 16 105 239 1277211670C 6458B2F0 69698552 03 8 2010 09 18 17 AM 111920 Sale 4012 0026 12 2010 113 Y OK748C2001577429 55 00 CO 16716105 239 1277225715C 6271EDC8 6EC7E0OF2 03 18 2010 09 46 42 AM 111920 Sale 4012 0026 12 2010 221 Y OK757C2001577433 70 00 167 16 105 239 127721E5BC2 2983901C 1254466E 03 18 2010 09 32 24 AM 111920 Sale 4012 0026 12 2010 490 0K755C2001577431 58 00 C 16716105 239 1277212F7C0 2749454 3356180E 03M8 2010 09 19 58 AM 111920 Sale 4012 0026 12 2010 353 OK749C2001577430 56 00 PAGE TOTAL Eg ad Showing 1 4 of 4 Results Found Agreement 4 Local intranet Example Orders Received Report 4 3 0 3 Confirming Shipment Crediting Orders or Rejecting Orders You can confirm shipment credit the entire amount of the order s or reject order s by IP address or credit card number from this report To perform any of these three tasks follow the steps below 1 Select order s by clicking the checkbox next to the order in the column on the left First Data Global Gateway Virtual Terminal User Guide v2 4 59 2 Click the Work with Selected Orders button The Selected Order Menu screen appears 3 Select an
122. where the funds are such as Personal Checking Personal Savings or Business Checking Drivers License Enter the customer s Driver s License number Drivers License State Enter the state where the driver s license was issued Bank Name Enter the name of the bank where the check will be processed First Data Global Gateway Virtual Terminal User Guide v2 4 39 Bank State Enter the state where the bank is located Social Security Number Enter the customer s social security number This is an optional field 3 2 6 Customer Information Use the Customer Information section on the Virtual Terminal page to enter any contact information about the customer Enter information in all required fields to complete a transaction Customer ID Number The customer ID number is a unique identification number for the customer Customer Name Enter the customer s full name in this field This field is required for Internet mail and telephone order credit card transactions This field is required for Internet and telephone order check transactions Billing Company Enter the customer s company name in this field This field can contain alphanumeric characters only Billing Street Address Enter the customer s billing address in this field There are two lines provided The second line is always optional This field is required for Internet mail and telephone order credit card transactions This field is required for Internet an
123. with the Order Click on the Order Number to view order details e Date the date the order was placed The most recent order is displayed first The time period you selected for the report is displayed under the report title e User ID the ID number associated with the order The number is also a link to view all the orders made by a particular customer e Type the type of transaction e Payer Auth if applicable the payer s authorization code e Invoice the order s Invoice Number e PO the Purchase Order number for a purchasing card transaction e Trans ID the Identification number for the transaction e Card Route Number a link to view all transactions processed with that credit card number e Exp Date the expiration date of the credit card e Approval the approval code of the transaction If approved the Approval code includes Address Verification System AVS results If a specific transaction was declined the reason it was declined is shown here e Amount the amount of the transaction Transactions Processed Run Another Transaction Report gt Prepared For Time Frame 01 01 2009 05 31 2010 Export All Report Data CSV Comma delimited Printer Friendly View Fraud Fraud Disposition Payer CardRoute Exp frau a Tyne guth Moce Number Date Approval Amount Void 05 20 2010 11 02 28 AM 100 Accepted Immediate Raghu 654321 123456 4012 0026 12 2019 Y 0K512C0004346354 V YMX 11 00 Sale A
124. y to his account and express the terms of the authorization in a clear manner If the merchant is not recording the conversation the merchant must send written notification to the consumer confirming the verbal authorization prior to settlement Web Service API email receipts fulfill the requirement to send written notification but if the merchant chooses not to use them please note that the notification must include the following information First Data Global Gateway Virtual Terminal User Guide v2 4 36 e Merchant s DBA Name e Date on or after which the consumer account will be debited e Date of the consumer s authorization e Merchant s customer service phone number e Consent language similar to that below Sample Verbal authorization for telephone order transactions On insert today s date insert customer s First and Last Name authorizes an electronic debit in the amount of insert amount This withdrawal will be processed using the regular banking system If your payment is returned unpaid you authorize us or our service provider to collect the payment and your state s return item fee of Returned Check Fees http www firstdata com support telecheck returned _check returned_ check _fees htm by electronic funds transfer s or draft s drawn from your account Do you agree and authorize the payment 3 2 3 Processing Check Transactions Before you begin processing TeleCheck transactions make sure you understand and
125. zation does not charge the card until you perform a Ticket Only transaction or confirm shipment of the order The period during which funds are reserved may be as little as three days or as long as several months Authorize Only An Authorize Only transaction reserves funds on a customer s credit card An Authorize Only transaction does not charge the card until you perform a Ticket Only transaction and confirm shipment of the order using an option available in the Reports section Authorize only transactions reserve funds for varying periods depending on the issuing credit card company s policy The period may be as little as three days or as long as several months For your protection you should confirm shipment as soon as possible after authorization First Data Global Gateway Virtual Terminal User Guide v2 4 90 Batch A group of credit card or check transactions that are submitted together to the payment gateway for settlement On the payment gateway batches are submitted automatically once a day Blocking and Limiting If you suspect certain transactions might be fraudulent you can block further purchases by blocking credit card numbers persons names domain names and IP addresses or Class C addresses from purchasing at your store You can limit the amount that any customer can spend at your store by setting a maximum purchase amount You can set how long automatic lockouts and duplicate lockouts will continue to be blocked Browser Sho

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First Data Global Gateway Virtual Terminal® User Guide