United Payment Services My Merchant Console Connect SecurePAY User Guide

Transcription

1 United Payment Services My Merchant Console Connect SecurePAY User Guide. 1

2 United Payment Services, Inc ( United Payment Services ) has made efforts to ensure the accuracy and completeness of the information in this document. However, United Payment Services disclaims all representations, warranties and conditions, whether express or implied, arising by statute, operation of law, usage of trade, course of dealing or otherwise, with respect to the information contained herein. United Payment Services assumes no liability to any party for any loss or damage, whether direct, indirect, incidental, consequential, special or exemplary, with respect to (a) the information; and/or (b) the evaluation, application or use of any product or service described herein. United Payment Services disclaims any and all representation that its products or services do not infringe upon any existing or future intellectual property rights. United Payment Services owns and retains all right, title and interest in and to the United Payment Services intellectual property, including without limitation, its patents, marks, copyrights and technology associated with the United Payment Services. No title or ownership of any of the foregoing is granted or otherwise transferred hereunder. United Payment Services reserves the right to make changes to any information herein without further notice. 2

3 TABLE OF CONTENTS TABLE OF CONTENTS INTRODUCTION AND OVERVIEW UNITED CONNECT BUSINESS SUITE OF PAYMENT SOLUTIONS SECUREPAY FEATURES GETTING STARTED INSTALLING AND CONFIGURING SECUREPAY SECUREPAY QUICK SETUP GLOBAL SETTINGS BUTTONS & LINKS GLOBAL SETTINGS: MY MERCHANT CONSOLE SETTINGS: GENERAL SETTINGS PROCESSING SETTINGS SETTINGS: LOGO SETTINGS: SECUREPAY SETTINGS: SECUREPAY : GENERAL SETTINGS: SECUREPAY : CHECKOUT FIELDS SETTINGS: SECUREPAY : CUSTOMER WEB ACCESS SETTINGS: SECUREPAY : COUNTRY SUPPORT SETTINGS: SECUREPAY : LAYOUT AND COLORS SETTINGS: SECUREPAY : PRODUCTS SETTINGS: SECUREPAY : RECEIPT OPTIONS SETTINGS: SECUREPAY : SHIPPING AND HANDLING PER ORDER HANDLING FIXED COST DOMESTIC SHIPPING FIXED COST GLOBAL SHIPPING PRICE BASED SHIPPING EXAMPLE: SALES ONLY IN THE USA PRICE BASED SHIPPING EXAMPLE: SHIPPING INTERNATIONALLY REGIONS OF THE WORLD SETTINGS: SECUREPAY : STATE SALES TAX BUTTONS & LINKS: ADDING BUTTONS TO YOUR SITE USING THE DEFAULT SECUREPAY BUTTON IMAGES VIEW CART ADD TO CART BUTTON ADD TO CART BUTTON PRICE BASED SHIPPING ADD TO CART BUTTON FIXED COST SHIPPING (INSIDE US) ADD TO CART BUTTON FIXED COST SHIPPING (INTERNATIONAL) ADDING A HANDLING CHARGE PER ITEM OVER RIDING TAX CHARGES ON A PRODUCT USING THE PRODUCT NUMBER TAG ORDER FORMS BUILDING AN ORDER FORM CUSTOMIZING YOUR ORDER FORM DIRECTING CUSTOMERS TO AN ORDER FORM DIRECT LINK

4 6.3.2 DIRECT LINK WITH DOMAIN FORWARDING LINK FROM AN A LINK FROM THE MERCHANT S WEBSITE AN IFRAME HOSTED ON A MERCHANT S WEBSITE APPENDIX I: ADVANCED TOPICS WEBSITE INTEGRATION OPTIONS STANDARD CONNECTION PARTIAL FRAME FULL FRAME DOMAIN NAME FORWARDING OPTIONS DOMAIN NAME FORWARDING FORWARDING WITH MASKING APPENDIX II: INPUT TAGS AND FORMATS REQUEST TAGS PRODUCT LEVEL TAGS ORDER LEVEL TAGS APPENDIX III: LIST OF COUNTRIES AND REGIONS APPENDIX IV: BUTTONS AND LINKS VIEW MY CART BUTTONS ADD TO CART BUTTONS BUY NOW BUTTONS DONATE BUTTONS MY ACCOUNT BUTTONS PAY NOW BUTTONS PROCEED TO CHECKOUT BUTTONS... 51

5 1. INTRODUCTION AND OVERVIEW U nited Payment Services is the premier provider of electronic transaction processing for every type of business. We offer a complete suite of business solutions including: proprietary United Connect payment software, credit card processing, debit/atm card processing, check guarantee services, as well as gift and loyalty card processing. This guide provides details on Connect SecurePAY, United Payment Services customizable hosted checkout application for your business to securely accept payments from your customers directly via your website, or your online auction in a real time fashion, 2x. The payment page can be customized to your business look and feel as well as control the information collected from the customer. When combined with Connect Customers, your customers can login in and checkout in an Amazon like fashion, securely storing the credit card information for future payments. Below are some of the highlights of the SecurePAY system: Completely customizable look and feel including uploading your company logo Customer Receipt includes your logo and can be automatically saved to.pdf Securely imbed in iframe to seamlessly integrate into your existing website Feature rich ConnectCART shopping cart Automated TAX calculations Multiple Shipping calculation options Seamlessly integrates with all other United Connect Services. 1.1 UNITED CONNECT BUSINESS SUITE OF PAYMENT SOLUTIONS The United Payment Services direct merchant offerings are provided by the proprietary United Connect Business Suite of Payment Solutions. This suite of solutions offers the merchant a selection of secure merchant tools that they can connect to their merchant account to best meet the Payment Processing needs of their business. MY MERCHANT CONSOLE IS A SECURE ONLINE MERCHANT WEBSITE ( WHERE A MERCHANT IS ABLE TO VIEW AND MANAGE ALL OF THEIR UNITED CONNECT SERVICES WITH A SINGLE LOGIN. CONNECT REPORTS GIVES THE MERCHANT ONLINE ACCESS TO ALL ASPECTS OF THEIR MERCHANT ACCOUNT. DURING THIS ECONOMIC DOWN TURN, BUSINESSES NEED TO KEEP THEIR EYE ON EVERY PENNY, CONNECT REPORTS DOES EXACTLY THAT, ALLOWS A MERCHANT TO TRACK A TRANSACTION FROM INITIAL AUTHORIZATION ALL THE WAY TO DEPOSITED INTO THEIR BANK ACCOUNT. CONNECT VT THIS MODULE GIVES THE MERCHANT AN ONLINE VIRTUAL TERMINAL (VT) WHICH ALLOWS A MERCHANT TO KEY IN TRANSACTIONS (INCLUDING DATA LEVEL II). CONNECT CUSTOMERS THIS MODULE IS A WEB BASED SECURE HOSTED CUSTOMER PAYMENT INFORMATION MANAGER (CPIM) PROVIDING A MERCHANT WITH A COMPREHENSIVE SYSTEM TO MANAGE AND STORE ALL CUSTOMER PAYMENT INFORMATION IN A PAYMENT CARD INDUSTRY (PCI) COMPLIANT MANNER. 5

6 CUSTOMER WEB ACCESS (CWA) BY USING THE CWA, MERCHANTS CAN ALLOW CUSTOMERS TO SECURELY LOG IN AND MAINTAIN THEIR OWN CREDIT CARD INFORMATION ON FILE. CWA INTEGRATES CUSTOM SKINS TO MATCH THE MERCHANT S WEBSITE, SO CUSTOMERS FEEL MORE SECURE. PERFECT FOR RECURRING CUSTOMERS! MERCHANTS BIG AND SMALL CAN NOW HAVE AMAZON LIKE CHECKOUT. CONNECT SECUREPAY SECUREPAY IS UNITED PAYMENT SERVICES CUSTOMIZABLE PAYMENT PAGE FOR MERCHANTS TO SECURELY COLLECT PAYMENT FROM THEIR CUSTOMERS IN A REAL TIME FASHION, 2X. THE PAYMENT PAGE CAN BE CUSTOMIZED WITH THE MERCHANT S LOOK AND FEEL AS WELL AS CONTROLLING THE INFORMATION COLLECTED FROM THE CUSTOMER. CONNECTCART TODAY, EVERYONE IS SHOPPING ONLINE. ACCEPTING CREDIT CARDS AND CHECKS ONLINE IS EASY AND SECURE WITH A UNITED PAYMENT SERVICES CONNECTCART. EASILY BOLTS ONTO ANY WEBSITE REGARDLESS OF THE PROGRAMMING LANGUAGE. 6

7 1.2 SECUREPAY FEATURES Here at United Payment Services, we are doing everything we can to keep things simple and still provide Merchants with a robust ecommerce solution to meet all their needs. ConnectCART The SecurePAY includes ConnectCART, a feature rich online shopping cart that supports an unlimited number of products. Customized Website Integration SecurePAY can be customized for each merchant with the merchant s corporate look and feel. Use your color scheme, your logo, your contact numbers, and your store name. SecurePAY can be used stand alone and bolted onto your website, or can be seamlessly integrated using IFrame technology. We only show the credit cards you accept, the countries you select to do business with, and the shipping options you choose. We collect sales tax in any state you set up. FREE 1 page Ecommerce Website SecurePAY allows you to create a web page which securely lists your products allowing your customers to purchase items quickly and easily online even if you don t have a website. Customer Receipts When a purchase is completed, your customer will get a detailed receipt including your logo. This receipt can be printed by the customer directly or and can be automatically saved to.pdf. In addition, both you and your customer will receive an automatic receipt of each order. Automated Tax Calculations Tax can be calculated in any state in the country, simply logon to and select the states in which you wish to charge Sales Tax. Enter the Sales Tax Rate for the selected state, and you re ready to go. Shipping Calculations SecurePAY offers two options for calculating shipping: Fixed Cost Shipping Price Based Shipping International Sales & Shipping We only allow sales to the countries you specify, and we charge at the rates you specify. See the Settings: SecurePAY : Country Support section for details. Flexible Handling Options Merchants can charge a Handling charge two ways. Per Order Handling adds a dollar amount to each of your orders when the customer checks out. Merchants can also charge a handling charge on a per item basis. For instructions, please see the Adding a Handling Charge Per Item section. In either case, the customers only see one total labeled Shipping and Handling where all charges are included. Security We maintain the highest level of payment card industry (PCI) compliance available, so you can be confident that most stringent security measures are in place to protect your business. 100% of the SecurePAY utilizes secure socket layer (SSL) technology. This guarantees all data is encrypted and secure.

8 2. GETTING STARTED Connect SecurePAY has a variety of configuration options to best suit the needs of every merchant. United Payment Services has created 3 How To Guides to walk you through the set up process step by step. These guides include: Advanced Configuration Guide Standard Configuration Guide Simple Configuration Guide To help you decide which configuration would work best for your company, please read the steps below to find the recommended configuration guide. 1. Do you have an existing website with products and want to configure it with Add To Cart buttons? If Yes: + Do you want to keep your website s existing look and feel during the checkout? If Yes: Use the Advanced Configuration Guide (Skip the remainder of the steps) If No: Use the Standard Configuration Guide (Skip the remainder of the steps) If No continue to Do you have a domain name you want to use for SecurePAY? If Yes use the Simple Configuration Guide and set up domain name forwarding using the instructions provided in the guide (Skip the remainder of the steps) If No continue to If the previous scenarios do not apply to you or you will be ing your customers for payment (no website involved), use the Simple Configuration Guide and skip over the domain name forwarding option in the guide. 8

9 3. INSTALLING AND CONFIGURING SECUREPAY S etting up your SecurePAY is easy. When your merchant account is made live, you are set up with the default options, and for many merchants, there s not much more to add. There are two parts to your SecurePAY System: 1. Global Settings The Merchant Console where you log on and make global changes to your SecurePAY system (here s where you can choose your colors, upload your logo, etc.) Everything about the Merchant Console settings is explained later in this document. 2. Buttons & Links Add the buttons to drop on your website or create purchase links for messages. These buttons provide the control of your SecurePAY System. Once you ve set up in these two places, you re ready to go! 3.1 SECUREPAY QUICK SETUP The following are the basic items that need to be set up to get SecurePAY up and running: GLOBAL SETTINGS Login to Set up your information under Administration > Settings > General Set up your Home URL under Settings > SecurePAY > General Set up your Shipping Options under Settings > SecurePAY > Shipping and Handling Add Sales Tax where required under Settings > SecurePAY > State Sales Tax BUTTONS & LINKS Decide how you will be selling your products: Option 1: Merchants selling products from their website OR Add View Cart and Add to Cart buttons to website (see Buttons & Links: Adding Buttons to your Site) Option 2: Merchants selling from the Online Order Form Build Order Form An order form is often used by merchants who do not have a website (see Building an Order Form) 9

10 . GLOBAL SETTINGS: MY MERCHANT CONSOLE S tarting a Merchant Account and adding a Payment Solution can sometimes be a complicated, frustrating experience. At United Payment Services, we are doing everything we can to keep things simple and still provide Merchants with all the variety of options they need. Once you get the e mail with the subject Welcome to SecurePAY System, you ll have your username and password, which will allow you to log on to your merchant console and set up your SecurePAY System. To begin setting up, simply go to Enter your username and password, and you will be allowed into your console. Below are descriptions of each of the links off your Merchant Console. These can all be found under the ADMINISTRATION tab. To change your settings, select a link, choose your options, and click Update at the bottom of the page..1 SETTINGS: GENERAL These are the general and processing settings SETTINGS In this section, merchants can choose to send receipts to themselves or their order handling staff by adding an address to the Merchant Address (es): textbox. (Place a ; between addresses if using more than one). There are also various other settings, mouse over the help icons for an explanation of each. IMPORTANT: The From Address should be a real, monitored address so customers can reply to the address on the receipt with any questions..1.2 PROCESSING SETTINGS In this section, merchants can set their SecurePAY system to operate in test mode. In this mode, all transactions processed by the website will go to United Payment Services as test transactions. IMPORTANT: Merchants need to be very careful to take the system OUT of test mode when the testing is complete!.2 SETTINGS: LOGO Here you can upload a logo to use on your Transaction Receipts, Order Receipts and the SecurePay header. To upload the logo file click Browse and select the file from your file system, then click Upload. IMPORTANT: Files must end in either.gif or.jpg If file you are uploading has the same name as file already stored, existing file will be overwritten. Images should be approximately 60x200 pixels (2 pixels/inch). Logos can be larger or smaller, but that size generally looks the best. If you have a logo on your existing website, the same one can often be used. 10

11 .3 SETTINGS: SECUREPAY These are the settings for SecurePAY..3.1 SETTINGS: SECUREPAY : GENERAL This section contains general SecurePAY information. IMPORTANT: This is where you will find your SecurePAY Store Number, the number assigned by United Payment Services to identify your store. (This number is necessary when adding buttons & links) SecurePAY Default Checkout Page has the following options: Cart Best option for Merchants using the ConnectCART but not using the Customer Web Access (CWA) Order Form Best option for Merchants without a website or with limited web development knowledge. Default Payment Type Some merchants only authorize customers credit cards the time of purchase, (but the money is not captured, meaning the money is reserved on the customer s credit card, but will be actually taken from their account later). Merchants who decide to be AUTH_ONLY log on to their SecurePAY system and control which orders should have the credit card charged (usually when an item is ready to be shipped). This feature has an added benefit of minimizing chargeback s, since most stolen credit cards are cancelled within 2 hours. Home URL This is the URL of the merchant website. It is generally something like SETTINGS: SECUREPAY : CHECKOUT FIELDS We provide several order level optional checkout fields so you can collect additional information from your customers during checkout. You can control which fields are shown to collect, which are mandatory, and where they should appear in the checkout process. Additionally, you can control the name as it appears to your customer for each field. Finally, you can supply a tooltip message for each field which will be displayed to your customer when they mouse over the help icon. Below is a sample set of checkout fields: Field Name Label Visibility Location ToolTip Customer Number Customer Number: Show Additional Information Duty Duty: Show Order Form Customer number associated with your account. Enter the duty amount included in the total amount. Invoice Number Invoice Number: Show Order Form The invoice number assigned to this payment. Purchase Order Number Purchase Order: Show Additional Information Shipping Shipping: Show Order Form Tax Tax: Show Order Form Tax Exempt Tax Exempt: Show Order Form Your purchase order or cardmember reference number. Enter the shipping amount included in the total amount. Enter the tax amount here. This will be added to the total. Indicates whether the transaction is tax exempt. 11

12 .3.3 SETTINGS: SECUREPAY : CUSTOMER WEB ACCESS Connect Customers provides a merchant with a comprehensive system to manage and store all Customer Payment Information in a Payment Card Industry (PCI) compliant manner. It also allows customers to store payment and shipping information so when they return to a website, they can check out easily. Customers securely log in and maintain their own credit card information on file. Merchants big and small can now have Amazon like checkout. These settings are available and necessary if you also have out Connect Customers service. They provide the ability to control your customer logins, credit card expiration notification, in addition to providing customizable templates for customer s, recurring terms, and page templates. Click on the help icons for further information..3. SETTINGS: SECUREPAY : COUNTRY SUPPORT Merchants have several options when it comes to selling to global locations: Option 1 Sell and ship only in the United States (choose USA only ) Option 2 Sell and ship to all countries (choose All countries ) Option 3 Sell and ship to specific countries (choose USA & Specific Countries ) and then check only those countries to which you want to sell. Hint: if you wish to sell to almost all countries, choose All international countries then update, the change the pull down to Specific Countries Listed Below and take off those countries you don t want, and update again..3.5 SETTINGS: SECUREPAY : LAYOUT AND COLORS This is where you set the overall look and feel of the SecurePAY system. The page section is where you can set the SecurePAY system frames options and the system theme (or color scheme). The header section is where you can set whether to show the separator. Templates are used to control the exact look and feel of the header and order form pages..3.6 SETTINGS: SECUREPAY : PRODUCTS SecurePAY products are created to be displayed on the hosted order form (see the Building an Order Form section for details). On this page you can manage multiple products. To add a new product, click the Add new product button and enter the product name, number, price, select if the product is active, and if the product quantity or price is editable. When done, click the Add button. Click the Edit link to edit an existing product, or click the red X icon to delete an existing product. Each column in the Products table is sortable by clicking on a column header text. 12

13 .3. SETTINGS: SECUREPAY : RECEIPT OPTIONS This is where you configure the settings for your customer s receipts after they are finished checking out. Select if you wish to use the default SecurePAY receipt page or your own. If you select your own page, you will need to provide a website address for approved and declined transactions. If you are using the default SecurePAY receipt page, you can choose if you want a link to appear under the receipt to take the customer back to your site. Here you can also customize the text displayed for that link and where the link will take your customer..3.8 SETTINGS: SECUREPAY : SHIPPING AND HANDLING Once you ve decided how to charge for shipping and to which countries you wish to sell your products, setting up shipping options is a snap. If a merchant wants to have a set amount charged for shipping and handling on all orders, Per Order Handling is the method they should use. If a merchant wishes to specify the shipping cost for each individual item, Fixed Cost Shipping is available. For those merchants who charge shipping according to the cost of an order, Price Based Shipping is available to them. Each of these shipping solutions is listed below and in the following sections to help merchants choose which option is best for them. Shipping Method Per Order Handling Fixed Cost Shipping Price Based Shipping Description Per Order Handling is not necessarily a shipping method, but will automatically add the set dollar amount to each order. This charge will be displayed as one total labeled Shipping and Handling. Per Order Handling should be used if the merchant wants to designate a set dollar amount to be charged for all orders. (NOTE: If a Per Order Handling amount is set, it will ALWAYS be charged even if another shipping method is being utilized.) Fixed Cost Shipping allows the merchant to set a shipping cost for each individual item. The shipping cost is integrated with each individual item s HTML code and is added to the total automatically. Price Based Shipping implements set shipping costs based on the cost of the order. These shipping costs can also be set based on the shipping method (overnight, ground) or the destination region PER ORDER HANDLING Per order Handling adds a dollar amount to each of your orders. The customers only see one total labeled Shipping and Handling where the per order handling amount is included with the shipping charges. IMPORTANT: If you have tags included to have per product handling and per order handling, BOTH will be charged to the customer. 13

14 FIXED COST DOMESTIC SHIPPING Merchants using the Fixed Cost shipping model simply send a code with the shipping cost for each item. Shipping costs are added to the total by the SecurePAY System automatically. For example, if a customer orders two items, one with a $2 shipping cost and one with a $5 shipping cost, the customer would be charged $ for shipping in addition to the cost of the order. (See the Add To Cart Button Fixed Cost Shipping (Inside US) section for more details) FIXED COST GLOBAL SHIPPING All international shipping splits the world into 8 regions outside the US, which are described in the table in the Regions of the World section. For each product, merchants choose a flat rate for shipping to each region of the world. When an international customer purchases an item from the website, they are automatically billed the flat rate for each of the products they have purchased. (For an example, please see the Add To Cart Button Fixed Cost Shipping (International) section) Note: If a merchant chooses to ship internationally, then there must be a tag on each product with the international shipping costs, or international shipping costs for that item will be $ PRICE BASED SHIPPING EXAMPLE: SALES ONLY IN THE USA The simplest way for a merchant to implement Price Based Shipping is to set up a table of price ranges and the associated shipping charges for each range. STANDARD SHIPPING Price US $0 $10 $3.00 $10.01 $50 $12.00 $50.01 $100 $1.00 $ $20.00 In this example, the merchant is only selling inside the USA, so costs are filled out for only the US Column. In the table on the right, if this is the only table implemented, this example an order which costs $56.5 would have a shipping charge of $1.00. This shipping charge is added to the order as the customer checks out. However, many merchants want to provide customers with multiple shipping options such as standard shipping, 2 nd day air or overnight shipping. In this case the merchant would set up three tables: Standard Shipping (shown above) 2 nd Day Air (example below) Overnight Shipping (example below) OVERNIGHT Price US $0 $50 $0.00 $ $ nd DAY AIR Price US $0 $15 $8.00 $15.01 $25 $18.00 $25.01 $50 $25.00 $ $35.00 Using this example, if a customer has an order which costs $56.5, they would be able to choose from 3 shipping options: Standard Shipping $1.00, 2 nd Day Air $35.00, or Overnight $

15 PRICE BASED SHIPPING EXAMPLE: SHIPPING INTERNATIONALLY Merchants using Price Based shipping also have the choice to ship internationally. Price Based shipping for international orders works the same way as for domestic orders. For each price level, the merchant gives a shipping cost for each region. Price US $0 $10 $3.00 $0 $0 $5 $ $15 $15 $0 $25 $10.01 $50 $12.00 $9 $9 $1 $15 $2 $2 $9 $3 $50.01 $100 $25.00 $53 $53 $18 $19 $28 $28 $53 $38 $ $50.00 $8 $8 $3 $ $53 $53 $8 $63 Above is an example of the type of table a merchant using international price based shipping might use. This table is by no means an accurate reflection of cost to ship items overseas. To obtain that information, merchants will have to speak to their individual carriers REGIONS OF THE WORLD Merchants can choose whether or not to allow international shipping, and can also choose which countries to ship to. The world is broken up into 9 regions, listed below: Region Region Number United States 0 Africa 1 Asia 2 Canada 3 America Europe 5 Middle East 6 Australia and the Mexico SETTINGS: SECUREPAY : STATE SALES TAX Select the states in which you wish to charge Sales Tax. Also enter the Sales Tax Rate for the selected state. Only enter the number which represents the Sale Tax Rate. For example, if a state has a.25% Sales Tax Rate, enter.25 (without the percent sign). NOTE: If you have some products which are not taxable, you override taxes in your add to cart button. See the Over riding Tax Charges on a Product section for details. 15

16 5. BUTTONS & LINKS: ADDING BUTTONS TO YOUR SITE S etting buttons only looks hard. All you really need to do is decide how you want to charge for shipping and handling, then copy them from the examples listed below, and cut and paste them onto your website. Once you get used to the code, you ll see how easy it is! Each button is in fact a small form. Each form passes the required information from your website to our secure servers. The form has information about the store number, the product chosen, its price and the shipping parameters. In the following examples, we will use a store number of HINT: Sometimes, with web design programs such as Front Page, it is necessary to Copy from the examples, paste into Notepad, then copy again and paste to the Front Page HTML view to ensure that everything stays text. 5.1 USING THE DEFAULT SECUREPAY BUTTON IMAGES To get our merchants moving quickly, United Payment Services provides button images in a variety of colors. Merchants are not required to use our buttons, but sometimes it s just easier and faster. All Button images can be found in the Appendix IV: Buttons and Links section, or at: NOTE: Your Store Number can be found under Settings > SecurePAY >General 16

17 5.2 VIEW CART The easiest button is the view cart button. You can have as many of these buttons as you like, and can place them on any page on your website. The text in GREEN will need to be edited to reflect the product or action of the button. All view cart buttons have the same format: Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="viewcart"> Line <input type="image" src=" my cart black.jpg" border="0"> Line 5 </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not a View Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats Line : This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links Line 5: This line closes the form (or button) and does not require any editing. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="viewcart"> <input type="image" src=" my cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 1

18 5.3 ADD TO CART BUTTON IMPORTANT: Product Names in the buttons must ALWAYS be unique and can NEVER contain or The add to cart button works the same way as the view cart button, and once you have one working, the rest are simple to create and fast to implement. Below are a few examples along with explanations of each. Again, you can have as many add to cart buttons as you like, and can place them on any page on your website. This is a basic Add To Cart button. The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="image" src=" to cart black.jpg" border="0"> Line </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links Line : This line closes the form (or button) and does not require any editing. IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 18

19 5.3.1 ADD TO CART BUTTON PRICE BASED SHIPPING With Price Based Shipping, a table of shipping costs is already logged with the United Payment Services server (see section Error! No bookmark name given.). These shipping costs will be automatically added to the total when the customer checks out and/or selects a shipping method. Since the shipping costs are already set in SecurePAY, no additional code is needed. The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="image" src=" to cart black.jpg" border="0"> Line </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links Line : This line closes the form (or button) and does not require any editing. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="purchase"> <input type="hidden" name="productprice" value="8.5"> <input type="hidden" name="productname" value="carpenter Hammer"> <input type="image" src=" to cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. IMPORTANT: Additional tags are not required for merchants who are using Price Based Domestic or International Shipping 19

20 5.3.2 ADD TO CART BUTTON FIXED COST SHIPPING (INSIDE US) With Fixed Cost Shipping, the merchant provides the price to ship each item within the code. The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="hidden" name="productshippingcost" value="1.50"> Line <input type="image" src=" to cart black.jpg" border="0"> Line 8 </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the product shipping cost. This will need to be edited to equal the shipping cost of the product associated with the button. Line : This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links Line 8: This line closes the form (or button) and does not require any editing. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="purchase"> <input type="hidden" name="productprice" value="8.5"> <input type="hidden" name="productname" value="carpenter Hammer"> <input type="hidden" name="productshippingcost" value="1.50"> <input type="image" src=" to cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 20

21 5.3.3 ADD TO CART BUTTON FIXED COST SHIPPING (INTERNATIONAL) With Fixed Cost Shipping, the merchant provides the price to ship each item internationally within the button code. This is for customers who specify shipping on a product by product basis. For each region of the world, each product tag would have a shipping cost (example follows this merchant sells internationally to Costa Rica, Israel and Nigeria (all products must have a complete shipping label) Region 1 Africa Region 2 Asia Region 3 Canada Region America Region 5 Europe Region 6 Middle East Region Australia and the Region 8 Mexico FORMAT: <INPUT type="hidden" name="shipping Cost" value="africa Asia Canada CentralandSouthAmerica Europe MiddleEast SoutheastAsia Mexico" > The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="hidden" name="productshippingcost" value="1.50"> Line <input type="hidden" name="internationalproductshippingcost" value=" " > Line 8 <input type="image" src=" to cart black.jpg" border="0"> Line 9 </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the product shipping cost. This will need to be edited to equal the shipping cost of the product associated with the button. Line : This is the international product shipping cost. This will need to be edited to equal the shipping cost of each region. Line 8: This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links Line 9: This line closes the form (or button) and does not require any editing. 21

22 .3.3 ADD TO CART BUTTON FIXED COST SHIPPING (INTERNATIONAL) CONT. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="purchase"> <input type="hidden" name="productprice" value="8.5"> <input type="hidden" name="productname" value="carpenter Hammer"> <input type="hidden" name="productshippingcost" value="1.50"> <input type="hidden" name="internationalproductshippingcost" value=" " > <input type="image" src=" to cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 22

23 5. ADDING A HANDLING CHARGE PER ITEM IMPORTANT: If you add per product handling and per order handling, BOTH will be charged to the customer. A handling charge is an optional charge to the customer to cover insurance, handling of bulky items, etc. If this tag is zero or missing, the cart assumes handling will not be charged on this item. Merchants can also choose to add handling charge on every order. For instructions on this type of handling charge, please see the Per Order Handling section. The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="hidden" name="producthandling" value="2.10"> Line <input type="image" src=" to cart black.jpg" border="0"> Line 8 </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the product handling price. This will need to be edited to equal the cost of the handling of the product associated with the button. Line : This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links Line 8: This line closes the form (or button) and does not require any editing. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="purchase"> <input type="hidden" name="productprice" value="8.5"> <input type="hidden" name="productname" value="carpenter Hammer"> <input type="hidden" name="producthandling" value="2.10"> <input type="image" src=" to cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 23

24 5.5 OVER RIDING TAX CHARGES ON A PRODUCT Some merchants have some products which are not subject to sales tax, while other items are. For products which are not taxed, simply add a line to the Add to Cart button as shown in yellow below. The servers will automatically not charge tax for this item. The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="hidden" name="producttaxexempt" value="yes"> Line <input type="image" src=" to cart black.jpg" border="0"> Line 8 </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the product tax exempt field. This will need to be edited to display Yes if the product is tax exempt. Line : This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links. Line 8: This line closes the form (or button) and does not require any editing. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="purchase"> <input type="hidden" name="productprice" value="8.5"> <input type="hidden" name="productname" value="carpenter Hammer"> <input type="hidden" name="producttaxexempt" value="yes"> <input type="image" src=" to cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 2

25 5.6 USING THE PRODUCT NUMBER TAG The Product Number Tag uniquely identifies each product to the SecurePAY System. Most merchants use the SKU (Stock Keeping Unit) for their products (the customers do not generally see this number). The Product Numbers are not required to be unique, however it is generally a good idea. Product Numbers are Alphanumeric (numbers and letters) with possible symbols: [space] &. The text in GREEN will need to be changed to reflect the product or action of the button. Line 1 <FORM method="post" action=" Line 2 <input type="hidden" name="storenumber" value="100001"> Line 3 <input type="hidden" name="method" value="purchase"> Line <input type="hidden" name="productprice" value="8.5"> Line 5 <input type="hidden" name="productname" value="carpenter Hammer"> Line 6 <input type="hidden" name="productnumber" value="3 HE 01"> Line <input type="image" src=" to cart black.jpg" border="0"> Line 8 </FORM> Line 1: This line begins the form (or button) and does not require any editing. Line 2: This line defines the store number associated with the button. You will need to change this to YOUR store number which can be located under Settings > SecurePAY > General. Line 3: This is the button s action. This will only need to be edited if the button is not an Add To Cart button. A full list of button actions can be found under Appendix II: Input Tags and Formats. Line : This is the price of the product. This will need to be edited to equal the price of the product associated with the button. Line 5: This is the name of the product. This will need to be edited to equal the name of the product associated with the button. Line 6: This is the product number. This will need to be edited to equal the identifying number of the product associated with the button. Line : This is the image associated with the button. A full list of button images can be found under Appendix IV: Buttons and Links. Line 8: This line closes the form (or button) and does not require any editing. Sample Code (copy/paste) <FORM method="post" action=" <input type="hidden" name="storenumber" value="100001"> <input type="hidden" name="method" value="purchase"> <input type="hidden" name="productprice" value="8.5"> <input type="hidden" name="productname" value="carpenter Hammer"> <input type="hidden" name="productnumber" value="3 HE 01"> <input type="image" src=" to cart black.jpg" border="0"> </FORM> IMPORTANT: The Line text is for explanation purposes only. Do not include Line when copying the code to your website. 25

26 6. ORDER FORMS O rder Forms are used by merchants to have customers pay invoices, make donations, buy services, or purchase a limited number of items. Merchants who do not have a website can still create an online payment system. Merchants with websites can use both the Connect CART allowing customers to purchase items from their website with a shopping cart and an Order Form for larger customers to pay invoices, for example. Important: Merchants using the order form should have their default checkout page set to Order Form so customers or potential customers will see the order form prior to logging in to the SecurePAY system. 6.1 BUILDING AN ORDER FORM Login to MyMerchantConsole.com Choose Settings > SecurePAY > Products Add your products (see Settings: SecurePAY : Products for details) 6.2 CUSTOMIZING YOUR ORDER FORM If you would to customize the top of the text displayed at the top of the order form, go to Settings > SecurePAY > Layout & Colors and choose the Layout and Theme you wish to use. 6.3 DIRECTING CUSTOMERS TO AN ORDER FORM Customers can be directed to an Order Form in a variety of ways: A direct link (customer types in URL) A direct link (customer types in URL) with domain forwarding A Link from an A Link from the merchant s website An IFrame hosted on a merchant s website In all cases, the Default Checkout Page under Settings > SecurePay > General has to be set to order form DIRECT LINK With a direct link, the customer will type in: STORE NUMBER DIRECT LINK WITH DOMAIN FORWARDING With a direct link and domain forwarding, the merchant has a domain name which forwards to the proper URL. For example: the customer will type in: and the customer is diverted to STORE NUMBER 26