MySagePay User Guide
Contents
1. MySagePay User Guide Table of Contents 2 0 2 1 2 2 2 3 2 4 Zo 2 6 2 2 8 2 9 2 10 3 0 3 1 SZ 3 0 3 4 3 5 4 0 5 0 6 0 Welcome to MySagePay Logging into MySagePay What you will see Settings My Account Settings AVS CV2 3D Secure Restrictions Valid IPs Change Log Users Pay Methods Surcharges Transactions Transactions Summary Settlement Bulk Actions Invalid Search Card Machine Transactions Terminal K OQ CO N OOA Ol O 11 11 12 13 14 16 16 21 21 22 ZS 24 25 26 Page 2 of 27 1 0 Welcome to MySagePay MySagePay is your own administration area that allows you to manage your Sage Pay account without needing your own management software You are able to view all of your transactions create and define reports search for customer transactions process phone based orders and much more In this guide we will outline everything your MySagePay admin panel can do and how you can do it Every account with Sage Pay has 2 versions of MySagePay available to them a Test and a Live area Both the Test and Live systems look and work in the same way In this guide we will provide information that can be used on either platform 1 1 Logging into MySagePay The first thing you will need to do before you can use your MySagePay is to log in To do this you must go to the MySagePay login page The URLs that you will need to enter into your browsers for MySagePay are2. or a percentage of the transaction Add Surcharge Select Payment Type Fayment Type Currency Surcharge Type Fixed Percentage ba Walue Once the surcharge has been added to your account it will then be added to the value of the transaction once the shopper reaches the payment pages or when you are processing the transaction through the MySagePay terminal Page 14 of 27 Surcharges can only be used to recover the charges that are imposed on your company by your merchant bank Any surcharges you add to your account cannot exceed those transactional charges For e commerce transactions you must be using Protocol 3 0 for surcharges to work on your account Page 15 of 27 3 0 Transactions The transactions section is where you will manage the day to day activity of your Sage Pay account Here you will be able to see all transactions that are processed through your account manage those transactions perform voids and refunds and manage your settlement The transactions section gives you five options to manage your transactions e Transactions e Summary Settlement e Bulk Actions e Invalid Each of these options will allow you to completely manage all of the transactions that have been processed through your account 3 1 Transactions The transactions section is where you will be able to view all of the transactions that have been processed through your account MySagePay Pr
3. MySagePay the following day There are no actions that you can take with the transactions that appear in this section The details of the transactions processed through your card machine are for information purposes only If you do not have your card machine provided by Sage Pay you will not have any transactions in this section Page 25 of 27 6 0 Terminal The terminal is the only section of your MySagePay account that enables you to process transactions Before you can use the Sage Pay terminal you must first have a MOTO mail order telephone order merchant number assigned to your account If you have this in place already you will be able to use the Sage Pay terminal Once you have selected the terminal section you are able to enter the details of your shopper in as they are provided and process a transaction Sign out MySagePay Transactions Terminal Card Machine Transactions Settings Search Terminal Use the Terminal to process mail order telephone order MOTO payments Billing Address Delivery Address Advanced First name visa Visa visa SS CD Last name Amount Currency GBP v Phone number Card number Email address Payment Type Address line 1 Expiry date mmyy Address line 2 a CV2 Town City 3 or 4 digit security code on back of card Post zip code Name on card Country United Kingdom X Cardtype Surcharge Default Y Make Delivery Address same as Biling Address Total Amount Desc
4. Pages logo If you have provided Sage Pay with your company logo it will be displayed to you here This is the logo that will appear on your Sage Pay payment pages 2 3 AVS CV2 AVS Address Verification System and CV2 Card Verification Value are two of the fraud prevention tools that are available to you when you have an account with Sage Pay The AVS fraud prevention tool checks the numerical values in the customer s address and postcode against the details that are held with the card issuing bank to ensure they match The CV2 uses the three digit security code on the reverse of the card to ensure it matches with the card details that are provided In this section you are able to turn the AVS and CV2 fraud prevention checks on and once turned on you are able to apply rules to the account l Sign o MySagePa Transactions Terminal Card Machine Transactions Settings Search P Sign out y g y My Account AVS CV2 Administration Settings Turn AVS CV2 checking ON and OFF against your account and manage the rules against the AVS CV2 checks AVS ICV2 3D Secure AVS CV2 checking is ON Restrictions All transactions currently send the address postcode and CV2 numerics to the bank for validation Valid IPs Change Log Users You do not have any rules Pay Methods Add rule Surcharges Page 7 of 27 Adding a rule A rule is a setting that you can use to define how the results of your AVS and CV2 checks will be used by the Sage Pay syst
5. REPEAT or REPEATDEFERRED transactions Default Landing Page Search Transactions Settings Terminal When adding users or amending users any changes that you will make will appear in the change log so you can monitor the changes you have made 2 9 Pay Methods The Pay Methods screen shows you all of the card types and currencies that can be accepted on your Sage Pay account If you would like to know what your account can accept you need to select this page and all of the information will be displayed for you MySagePay Sign out View the payment methods and currencies that are available on the payment pages and set up your PayPal Express Checkout account for use with Sage Pay European payments Other FERT Transactions Terminal Card Machine Transactions Settings Search P My Account Payment Methods Settings AVS CV2 if you wish to amend or add a payment method or currency please contact supponi sagepay com 3D Secure Restrictions Your account is set up to accept the following payment methods Valid IPs Cards Change Log isa visa visa SS CD M Users Pay Methods Surcharges Use PayPal Express Checkout witt Sage Pay Your primary PayPal email address tion quide Change my PayPal account Along with the card types and currencies you are also able to set up your PayPal account to be used on your Sage Pay account here Page 13 of 27 All you need to do within your MySagePay to set up PayPal is click
6. The settlement screen gives you a list of all batches that have been sent to your bank along with the volume and values of each If you want to view the contents of each batch you can do by clicking on the batch and a list of the transactions included will appear as a pop up Page 21 of 27 Batch Detail Report for batch id 12345 with GBP currency Vendor Tx Code Type System Amount Inc Sur Payment Type VPS Authcode Bank Authcode Sagepay 12345 Payment F 100 00 GBP MasterCard 01 01 01 00 00 00 Sagepay 12345 Payment F 100 00 GBP Visa Debit Delta 01 01 01 00 00 00 Row 1 to 2 of 2 rows show hide columns Print fnendly Export to CSV You can then use the settlement totals displayed here to reconcile with your bank statements 3 4 Bulk Actions If you are using the Deferred payment method the bulk actions screen can be used to perform actions on more than one transaction at a time With the deferred payment type you have two actions you can take Release or Abort Transactions Terminal Card Machine Transactions Settings Search Transactions Bulk Actions Summary Perform Aborts and Releases on more than one transaction at a time Settlement Bulk Actions Invalid Received Vendor Tx Code Card Name Amount Inc Surcharge CV2 Add PC 3D Fraud No transactions available for bulk actions A Release will enable the transaction to be sent for settlement and allow the funds to be taken from the shoppers a
7. all transactions from that country will be blocked Afghanistan S Aland Islands Albania Algeria American Samoa To block a country you will need to select it from a list provided by Sage Pay To find out more please look at our website Blocked Issuing Countries By selecting a country to block you will prevent any cards that are issued in that country from being able to make a purchase through your account Add a blocked issuing country Choose one or more country from the list Once added all transactions made with cards issued from that country will be blocked Afghanistan Aland Islands a Albania Algeria American Samoa x To block an issuing country you will need to select it from a list provided by Sage Pay For more information you can go to the Sage Pay website Page 10 of 27 2 6 Valid IPs If you are using the Sage Pay Server or Direct method of integration you will need to submit a valid IP address to Sage Pay in order for your transactions to be accepted by our systems Sign out MySagePay Transactions Terminal Card Machine Transactions Settings Search P My Account Valid IPs Settings avsicv2 Any IP addresses added here should be only for those servers at your site which directly connect to either Server or Direct AVSICYV 3D Secure Your current valid IP addresses Restrictions Valid IPs IP Address Subnet Mask Description 010 001 000 000 000 000 000 000 Added via Mini Admin
8. e y gt ag y My Account 3D Secure Administration Settings AVSICV2 Turn 3D Secure checks ON and OFF for all transactions processed against your account and manage the rules against the 3D Secure checks d V 3D Secure 3D Secure checking is ON Restrictions All transactions will be checked to ensure they are 3D secure compliant and if so will be passed to the issuing bank for authentication valid IPs Turn off Non compliant cards will simply have the authorisation request processed Change Log Users You do not have any rules Pay Methods Add rule Surcharges Page 8 of 27 Adding a rule Similar to the AVS CV2 fraud prevention tools you are able to set your own rules that will define how Sage Pay use the results of the 3D Secure checks with your transactions You can decide when 3D Secure is applied to transactions and if you would like the transactions to be accepted or rejected based on the 3D Secure results x Add a new 3D secure rule Start Walue Lo End Walue For transactions within this range W Perform the 3D secure authentication Accept non 30 secure cards to be authorised Accept authorisations when MPI errors occur Accept cards from non 30 secure issuers to be authorised Accept 3D secure failures to continue for authorisation When adding a rule you will need to select a start price and end price and what you would like to see accepted or rejected for each If you would like to add a 3D Secure rule full detai
9. 0 00 1 100 00 500 00 Viss 6 600 00 1 100 00 500 00 Payment 6 600 00 0 0 00 6 600 00 Refund 0 0 00 1 100 00 1 100 00 El smoke 510 00 0 0 00 510 00 El Credit 5 510 00 0 0 00 510 00 Viss 5 510 00 0 0 00 510 00 Payment 510 00 0 0 00 510 00 You can drill down through your transactions from successful and failed to e commerce or MOTO to users and card types This also provides you with the volumes and values of the transactions for analysis 3 3 Settlement The settlement section of your MySagePay account shows you the details of all of the transactions that were sent to your bank and the funds transferred from your shopper s account to your own At the end of each day Sage Pay take all of the transactions that were processed and collect them into a Batch This batch is then sent to your merchant bank for the funds to be moved from your shopper s account to your own 7 Sian o MySagePa Transactions Terminal Card Machine Transactions Settings Search SR Du y g y Transactions Summary Settlement Report from to report range Any Weekly Monthly Annua lly Settlement Invalid Acquirer Batch ID Date Currency No of Payments Payment Val No of Refunds Refund Val Total Trans Net Amt PayPal 12345 29 01 2014 GBP 3 100 00 0 0 00 3 100 00 Bank Of Scotland 12345 29 01 2014 GBP 1 100 00 0 0 00 1 100 00 PayPal 12345 30 01 2014 GBP 3 100 00 0 0 00 3 100 00 Bank Of Scotland 12345 30 01 2014 GBP 1 100 00 o 0 00 1 100 00
10. Change Log Users Pay Methods Surcharges The Valid IP section allows you to manage the IP addresses you would like Sage Pay to accept transactions from If a transaction request is received by Sage Pay from an IP address that is not on your valid list it will be rejected by our system More information on adding IP addresses to your Sage Pay account can be found on our website If you are using the Sage Pay virtual terminal to process transactions or the Form method of integration you will not need to use this section of MySagePay 2 7 Change Log The change log provides a list of all of the changes that have been made to your MySagePay admin panel since you began using your account You will be shown changes to rules restrictions and users Transactions Terminal Card Machine Transactions Settings Search MySagePay My Account Setting Account Change Log AVSICV2 View all of the activity against your Sage Pay account Click on a grid column to re order the results 3D Sec Restrictions Date Time Descri ption Username Valid IPs 09 12 2013 09 55 13 553 User nick has been updated christoph Change Log 09 12 2013 09 54 54 530 User nick has been unlocked christophe 09 12 2013 09 44 58 217 User nick has been updated christophe Users 09 12 2013 09 42 58 893 User nick has been locked christophe Pay Methods 09 12 2013 09 42 27 693 User nick has been unlocked christophe Surcharges 09 12 2013 09 42 18 923 User nick has been lock
11. TEST Server https test sagepay com MySagePay LIVE Server https live sagepay com MySagePay After reaching the login page you will be able to enter your details and log into your account Sign In Vendor Name Loo Username Password Forgotten your password Forgotten your username Need help Page 3 of 27 Users If you are logging into your MySagePay for the first time you will need to use the main administrative credentials that were given to you by us These details include a Vendor name and an administrative password If you do not have your administrative password to hand e mail support sagepay com with your vendor name and we will re send the details through to you When logging in for the first time as the administrative user both your Vendor Name and User Name are your Vendor Name If you are logging in as your own User the vendor name will be your Sage Pay vendor name and your Username and Password will be the details you created More information on logging into MySagePay can be found on our website 1 2 What you will see Now that you have logged into your MySagePay admin panel you will be presented with a number of tabs along the top of the page that you can use to manage your account Transactions Terminal Card Machine Transactions settings Search If you are logged into your MySagePay as the administrative user you will only be able to access the Settings tab on the page To access
12. ame and address Y Successful Payment SagePay 140204115737 399 Summary Transaction Summan Additional Details i f Successfully authorised transaction Authorisation Details Customer name Sage Pay Fraud Results Customer email not provided Related Transactions Completed 04 02 2014 11 58 44 237 Amount inc Surcharge 100 00 GBP Surcharge 0 00 GBP Description Terminal Payment taken by SagePay Sage Pay unique ID 616S5A4C58 82BA B0FA 9E86 36350EF3587E Billing Address Delivery Address Cardholder Address 88 SagePay Street Sage 38 SagePay Street SagePay Pay SagePay TE412ST 88 SagePay Street TE412ST United Kingdom SagePay United Kingdom TE412ST United Kingdom Billina phone Delivery phone not provided not provided os Additional Details here you will be shown details of the IP address used if the transaction has been refunded and the basket contents Page 18 of 27 Summary Additional Details Authorisation Details Fraud Results Y Successful Payment SagePay 140204115737 399 Additional Details Related Transactions Refunded No Repeated ClientIP 193 128 190 039 User Started 04 02 2014 11 58 42 650 Completed Gift Aid No The customer did not check the System used gift aid box Callback URL None Client location Shopping basket No shopping basket provided No chris 04 02 2014 11 58 44 237 Terminal Country United Kingdom Region England City Newcastle Up
13. ccount and credited to your own Page 22 of 27 An Abort will cancel the transaction and prevent any funds from being taken This is used if you no longer wish to process the transaction If you have a large amount of deferred transactions processed through your account then bulk actions will save a lot of time by being able to release or abort multiple transactions at one time 3 5 Invalid The Invalid section of MySagePay provides you with a list of the invalid transactions that have been processed through your account An invalid is a transaction that has not been able to be registered with the Sage Pay system due to errors with the information that is being provided to us Transactions Terminal Card Machine Transactions Settings Search Sign out MySagePay Transactions Summary Invalid Transactions Report from 19 02 2014 to 18 03 2014 report range Any Daily Weekly Monthly Annually Settlement Bulk Actions VendorTxCode Received Status Detail Type Amount Inc Surchar System Invalid No transactions found for the specified date range This is commonly caused by the transactions being sent to Sage Pay by an IP address that has not been added to the account or if the shopper has entered details that would cause an error to occur Another example of this is if the shopper enters test test com as the email address the double will cause an error as it is no longer a valid email address Although this informati
14. de transaction type amount and last four digits of the card MySagePay will then return a list of all transactions processed through your account that match your search criteria The search section can be used anytime you want to locate a transaction that is on your account Page 24 of 27 5 0 Card Machine Transactions lf Sage Pay provide your business with your Card Machines along with your Website and Phone based transactions you will be able to view the transactions that have been processed through your card machine here Transactions Terminal Card Machine Transactions Settings Search P Sign out MySag e Pay Transactions Card Machine Transactions from 06 01 2014 to 05 02 2014 report range Any Hourly Daily Weekly Monthly Annually result All Success Failure Merchant Client Type Received Amount Currency Cashback Payment Type Bank Authcode Card Number This page is designed to display transactions processed using Sage Pay card machines Please note that dial up PSTN card machine transactions will not appear No card machine transactions were found in your account To learn more about Sage Pay s card machine solutions please visit our website call 0845 111 4466 or email us All transactions that have been processed through your card machine will appear in this section and NOT in the transaction section of your MySagePay Once the transactions have been processed through your card machine they will appear in
15. e main user set up by Sage Pay Page 5 of 27 2 2 Settings The settings enable you to change the details of your account and apply certain restrictions You have four options in this section Sign out MySagePay Transactions Terminal Card Machine Transactions Settings Search P My Account Display amp General Settings Settings p a g View and edit your current Sage Pay account settings view your payment pages logo AVSICV2 3D Secure Restricted domains Language Settings Restrictions You currently have no restricted domains ica B valid IPs If you have a list of restricted domains then users may only change their email addresses to ones with Current Language Selected is EN English domains from this list Change Log To change the language displayed on your payment pages please press edit Users Pay Methods Surcharges Ada Edit Account settings Your payment pages logo Company display name JarrowontheWittle com Full homepage URL _ http test sagepay com Support email address Send HTML emails Yes Default Terminal currency GBP To change the logo displayed on your payment pages please e mail the new logo in GIF format to support sagepay com Payment page templates Maximum size is 200 pixels wide by 100 pixels high i Restricted Domains This is where you are able to add specific e mail domains to your account that once applied force users to have e mail addresses that use the domains listed F
16. ed christophe 09 12 2013 09 40 12 70 User nick has been updated christophe 09 12 2013 09 38 38 920 User nick has been updated christophe 09 12 2013 09 36 46 30 User nick has been added christophe 09 12 2013 08 55 46 User lucia has been deleted christophe 09 12 2013 08 55 43 User mi has been delete christophe 09 12 2013 08 55 39 560 User b has b deleted christop 05 12 2013 15 49 56 320 User L h dded christoph 05 12 2013 1 9 1 User Marcel has been added christop 05 12 2013 11 14 29 390 User b s been added christopher 05 12 2013 10 10 46 323 User j been deleted christop 05 12 2013 09 54 58 81 User been added christoph 05 12 2013 09 54 05 930 Us hris has bee ted christopher Page 11 of 27 If you would like to check when anything was amended within your MySagePay account the change log is where this will be checked Along with the changes made it also provides you with the date and times of any changes to your account 2 8 Users Here you are able to manage all of the User profiles for your MySagePay panel You are able to add and remove users and change permissions of existing users in your account Sign o MySagePa Transactions Terminal Card Machine Transactions Settings Search Sign out yS geray My Account gt User Administration Settings AVSICV2 Click a row to update or perform an action against an account or expand a row to view permissions and settings VorUy 3D Secure Restrictions Username Locked Out Logged In
17. ems From only performing the checks to rejecting transactions based on the results you can decide what you want to do with the results on the account Add a new AVS CV2 rule Enter the range for all transactions to which this rule applies Start value End value f For transactions within this range Accept DATA NOT CHECKED bank or card scheme don t check values Accept ADDRESS MATCH ONLY CV2 check fails Address check succeeds Accept SECURITY CODE MATCH ONLY Address fails CV2 check succeeds Accept NO DATA MATCHES both CV2 and AVS checks fail When setting your rules you can have as many or as few as you would like To set a rule all you need to do is pick a start price and end price range anything from 0 00 100 000 00 and select what you would like to accept For full details on how to set your AVS CV2 rule base you can visit the Sage Pay website 2 4 3D Secure 3D Secure is another fraud prevention tool that is available to you when using Sage Pay The 3D Secure scheme is managed by Verified by VISA and MasterCard Secure Code and is password protection for your shoppers If you have 3D Secure enabled on your account your shoppers will be required to enter the password they have assigned to their card in order to process a transaction 3D Secure is available to e commerce transactions ONLY and does not apply to telephone orders Sign 0 MySagera Transactions Terminal Card Machine Transactions Settings Search
18. i SageP valid IPs 5 agePay x Sagepay x x Change Log Users Pay Methods Surcharges The main screen provides you with an overview of your users you are then able to select any user to amend the details and permissions By selecting the user you want to amend you will be able to change all permissions for the user along with the passwords and e mail addresses assigned You are also able to delete the users by selecting them Adding new users is also done here by clicking add new user you will be able to create new details for people within your business so they can access your MySagePay admin panel All users should have their own MySagePay credentials user accounts SHOULD NOT be shared Page 12 of 27 Add new user Username First name Last name Email address Confirm email address Receive updates and communications Enter password j Confirm password Password Strength Sagepay The minimum password length required is 8 characters To improve security on your account we recommend a strong password that contains at least one uppercase letter A Z one lowercase letter a z one number 0 9 and one special character S _ ij 2 Account Privileges View All transactions RELEASE and AUTHORISE transactions _ VOID transactions My Sage Pay Access W Search L Settings Admin settings Terminal Transactions REFUND transactions ABORT and CANCEL transactions E
19. int friend z Export to CSV Page 16 of 27 You are able to obtain a full list of your transactions or if needed you can refine your date range by using the options along the top of the screen If you are having difficulty locating the transaction you can refine your search further by selecting the advanced button Refine your report from 21 12 2013 report range Any Hourly result All Payment Type Account type VSP auth code x 20 01 2014 Weekly Monthly Annually Failure Transaction type Vendor tx code Amount inc Surcharge Last 4 digits Once selected you will be able to narrow your search further You can enter the amount card type payment type account type e commerce MOTO or Continuous Authority and the last four digits of the card that was used for the transaction All transactions processed through your account be they successful or failed will appear in this section The transaction list will show transactions that meet the criteria you have defined however you are also able to change the information that is displayed in the transaction list By selecting the cog in the top left hand corner of the transaction list you will be given a full list of details you can have selected Select the columns you wish to show in your grid Transaction ID Customer Name Type Vendor Tx Code Success System Account Type Amount inc Surcharge Surcharge Payment Type Last 4 Digits Recei
20. ls on how to do so can be found on the Sage Pay website 2 5 Restrictions The restrictions section is where you can manage IP addresses countries and cards you would like to prevent from processing transactions through your account There are four options to choose from when deciding what you would like to block Blocked IP Addresses Here you can block specific or ranges of IP addresses from being able to process transactions through your account Add a blocked IP address Enter the IP address and subnet mask you wish to block Both the IP address and subnet mask should be zero padded e g 127 000 000 001 Once added all transactions from the IP address subnet mask range will be blocked Subnet mask More about Blocking IP Addresses can be found on our website Page 9 of 27 Blocked Card Ranges By entering the first 9 digits of a specific card you will prevent any card beginning with those numbers from processing a transaction through your account Add a blocked card range Enter the first 9 digits of the card number you wish to block Once added all transactions within that card range will be blocked If you would like to Know about blocking card ranges please go to our website Blocked Countries Blocking a country will stop any transactions from being accepted when the IP address used is from a country you have blocked Add a blocked country Choose one or more country from the list Once added
21. minal Use the Terminal to process mail order telephone order MOTO payments Billing Address Delivery Address Advanced Unique Tx code Sagepay 12345679 Transaction type PAYMENT v Reference Apply AVS CV2 checks Perform checks if enabled on account Apply Rules if they exist Force AVS CV2 checks regardless of account settings Apply Rules if they exist Disable AVS CV2 checks and Rules for this transaction only Force AVS CV2 checks but disable Rules for this transaction Sign out MySagePay visa visa visa SS CD Amount Currency GBP v Card number j Payment Type Expiry date mmyy gt CV2 3 or 4 digit security code on back of card Name on card Cardtype Surcharge Default Total Amount Description Terminal Payment taken by chris Once you are happy with all of the customer details you will move over to the right hand side of the screen and enter the amount and confirm the currency for the transaction You will then enter the customer s card details and select make payment This will process the transaction and once completed add it to the transactions section within your MySagePay Page 27 of 27
22. on Tyne ISP Sage uk Ltd Domain Uu net Authorisation Details This screen shows the merchant number used for the transaction along with the authorisation code and the settlement details The card information such as the address card type and last 4 digits can be found here Summary Additional Details Authorisation Details Fraud Results Related Transactions Y Successful Payment SagePay 140204115737 399 Authonsation Details Acquirer Lioyds TSB Cardnet Merchant number 540436511111112 Bank authcode 999777 VPS authcode 6290959 Attempt 1 Account type M Settlement info This transaction has not been settled Cardholder name SagePay C n address 88 SagePay Street TE412ST Last4digits 0006 Additional card details Credit Card Sage Pay Test Visa GB Fraud results A breakdown of the fraud prevention checks and result for Address Postcode and Security Code as well as the 3 Man fraud score and the 3D Secure results Page 19 of 27 Y Successful Payment SagePay 140204115737 399 Summary 3D Secure Additional Details Authorisation Details 3D secure applied 2D Secure checks were DISABLED for this transaction 3D secure status NOTCHECKED Fraud Results a Attempt 0 Related Transactions ECI result Unknown result type CAVV UCAF result XID No XID returned AVS amp CV2 AVS CV2 applied Default AVS CV2 check and rules applied if they were active on the account at the
23. on is helpful there are no actions that you can take within MySagePay for invalid transactions This area of MySagePay is for information only Page 23 of 27 4 0 Search lf you want to find a specific transaction that has been processed through your account you have the ability to use the search section to locate this The search screen allows you to enter any part of the shopper s name surname provides the best results or address numerical details to locate a specific transaction Sign out MySagePay Transactions Terminal Card Machine Transactions Settings Search 2 Transaction Search Enter any part of a customer s name or address y paota customers ames p All GBP EUR JPY Success Type Received Customer Name Amount Inc Surchi CV2 Add PC 3D Fraud Screening Release Abort Refund Re Enter any full word in the customer s name or addresses to find them If the Sage Pay systems return too many results or not the results you were looking for you are able to refine the search further by selecting the advanced button in the top right hand corner of the screen Refine your report from 21 12 2013 to 20 01 2014 report range Any Hourly Daily Weekly Monthly Annually result All Success Failure Payment Type Transaction type Account type Vendor tx code Amount inc Surcharge VSP auth code Last 4 digits You will then be able to refine the search further by entering the card type authorisation co
24. on the PayPal option in the bottom right hand of the screen and enter your PayPal e mail address This will then link your PayPal account to the Sage Pay systems You will also need to make a number of changes to your PayPal account directly in order to enable it to be used with us To find out what settings you need to amend have a look at our PayPal set up article 2 10 Surcharges Surcharges allow you to apply additional charges to cards that are being used by your shoppers on your Sage Pay account z X Sion out M Sa ePa Transactions Terminal Card Machine Transactions Settings Search ii y g y My Account Surcharges Settings i 3 aVSICV2 Surcharges can be set up based on payment type and currency for transactions made through bly Sage Pay In order to also apply these surcharges to your payment pages you need to upgrade to Protocol V 3 0 AVSICV You can find more information regarding this integration here or contact customer services on 0845 111 44 55 3D Secure Terms amp conditions You must ensure that any surcharges set up comply with laws of your country Restrictions Valid IPs Your Default surcharges m nt vme f a y Change Log No surcharge applies to any other payment type enabled on your account Users Payment Type Currency Fixed Percentage Pay Methods No surcharges found Surcharges You are able to set a surcharge for each card type that is accepted on your account The amount can either be fixed a set amount
25. or example if you add Sage Pay com to the list users can only change their email addresses to name sagepay com Add a restricted domain Add a domain to your list of restricted domains below e g sagepay com If you have a list of restricted domains then users may only change their email addresses to ones with domains from this list esras Language Settings This is where you are able to choose the language of your payment pages Once selected your payment pages will then display to the customer in the language you have selected select Language Select Language EN English x Account Settings The account settings allow you to change the details for your company that are displayed to your customers You are able to change your company display name your homepage URL and your support e mail address Page 6 of 27 Edit display amp general settinas Company display name j SagePay Your full homepage URL i www sagepay com Your support email address j Sag B pay Sagepay com Send HTML emails to customers W Default currency in Terminal GBP Fayment page templates Defaut Address read only Noaddress Custom Also if you have telephone payments enabled on your account you are able to change the default currency Alongside this you can also activate your customised payment pages here If we have added your customised payment pages to your account you are able to switch them on in this section Payment
26. ription Terminal Payment taken by chris The first screen of the terminal is for your shoppers billing information such as name billing address and postcode Along with this you will also see tabs for Delivery Address and Advanced the delivery address tab is so you can enter an alternate address if the shopper would like the goods delivered elsewhere Page 26 of 27 Transactions Terminal Card Machine Transactions Settings Terminal Use the Terminal to process mail order telephone order MOTO payments Billing Address Delivery Address Advance d First name i Last name i Phone number Address line 1 i Address line 2 Town city i Post zip code j Country i United Kingdon v 7 De ivery Address is same as Billing Address Sign out MySagePay visa visa vise SB CD Amount i Currency GBP v Card number i Payment Type Expiry date mmyy i CV2 3 or 4 digit security code on back of card Name on card Cardtype Surcharge Default Total Amount Description Terminal Payment taken by chris The advanced tab enables you to change the unique transaction code Vendor Tx code for the transaction change the payment type that is being used and add a reference to the transaction You are also able to make changes to your fraud prevention tools for specific transactions without having to add or remove any features for all customers Transactions Terminal Card Machine Transactions Settings Ter
27. the other tabs in your MySagePay you will need to be logged into the account as a user you have created Page 4 of 27 2 0 Settings The settings area of MySagePay is where you will manage the users restrictions and fraud prevention tools available on your account Once on the settings tab all of the available sections of your account you are able to manage will be listed on the left hand side of the screen In this section we will cover each section and run through the options that are available to you 2 1 My Account The My Account section allows you to change the details of the user that you are currently logged into the account as You are able to create a new password for our user and add an e mail address to the user SO you Can receive updates and communications from us Sign o MySagePa Transactions Terminal Card Machine Transactions Settings Search Sign out ys geray My Account My Account Details Settings View and edit the details associated with your Sage Pay user login AVS CV2 3D Secure My account settings Restrictions h valid IPs Username chris Name Change Log Email address Receive updates and communications No Pay Methods Homepage _ transactions msp Surcharges y password Login password My Sage Pay lastaccessedon 20 01 2014 11 32 20 If you are logged in as the administrative user you are not able to change the password You can only change passwords for users that you have created not th
28. time Address numerics v MATCHED Post code value o MATCHED CV2value MATCHED Fraud Screening Fraud Screening Results Data sent to The 3rd Man Awaiting analysis Check back in an hour Total fraud score 0 Related transactions Here you will see any other transactions that have been processed that relate to the original transaction Refunds and repeat transactions will be displayed here Y Successful Payment SagePay 140204115737 399 Summary Additional Details Y Successful Refund REFSagePay 140204115737 399 744 Authorisation Details Fraud Results Related Transactions Amount inc Surcharge System used Started 100 00 GBP Surcharge 0 00 GBP Server 04 02 2014 12 22 04 890 User chris VPS authcode 6292374 Bank authcode 999777 Page 20 of 27 3 2 Summary The Summary section enables you to view a complete breakdown of the transactions that were processed through your account 7 z Sign out MySagePa Transactions Terminal Card Machine Transactions Settings Search 9 y g y Transactions i report range Any Monthli Annusll Summary Report from 05 01 2014 to 04 02 2014 p g ny nnuslly Settlement Bulk Actions Transaction Breakdown Volume In Value In Volume Out Value Out Total Volume Net Value Invalid Successful 11 1 12 E G8P 11 1 110 00 1 100 00 12 1 010 00 MOTO 11 1 110 00 1 100 00 12 1 010 00 SagePay 6 600 00 1 100 00 500 00 Credit 6 60
29. ved VPS Authcode Bank Authcode CV2 Add PC 3D Fraud Screening Action Batch ID Abort Release Refund Repeat Username Fraud Screening Score Fraud Screening ID Billing Name Billing Address Delivery Name Delivery Address Card Name Card Address PProTXxXid Reference SECI A Deselect A Once you have selected which fields you would like to be included they will then appear for each transaction on the list Page 17 of 27 Exporting If you would like a copy of your transaction list you can do so by clicking on either the Print Friendly or Export to CSV buttons This will provide you with a copy of the transaction list that can be exported to Excel in CSV format or a printable version Transaction Details Along with viewing your transactions you are also able to manage them here Once you have located the transaction you are able to perform certain actions depending on the transaction type and the date it was made To perform any actions on transactions processed through your account you must first click on the transaction to bring up the transaction details screen All options available to perform on the transaction will then be displayed in the bottom right of the pop up Once the transaction detail has loaded you will also see a number of options down the left hand side of the screen These options are Summary a breakdown of the transaction details including the shopper details n
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