PVT - VC. Payment virtual terminal (virtual checkout) Version: 1.1 Date: 26/01/2009

Transcription

1 PVT - VC Payment virtual terminal (virtual checkout) Version: 1.1 Date: 26/01/2009 This document is the exclusive property of MONEXT. Any reproduction or use by a third party without previous written agreement from Monext is unlawful.

2 CONTENTS 1 INTRODUCTION... 3 PURPOSE OF DOCUMENT... 3 FOREWORD... 3 CONTACTS... 3 FORMALISM USED IN THIS DOCUMENT... 3 FORMALISM OF THE VARIOUS SCREENS CONNECTING TO THE VIRTUAL CHECKOUT... 5 Connection screen... 5 Password expiry page THE VC'S VARIOUS FUNCTIONS... 7 MAIN MENU... 7 CREATE WALLET FUNCTION... 8 Initialising wallet creation... 8 Selecting a payment method Entering the card data of a payment method Create wallet summary SIMPLE PAYMENT FUNCTION Initialising simple payment Selecting a payment method The payment method selection screen lets you choose the payment method you wish to use Entering the card data of a payment method Error screen Summary of a simple payment PAYMENT IN N-INSTALMENTS Initialising payment in N-Instalments Selecting a payment method Entering the card data of a payment method Error screen Summary of a payment in N-instalments /24

3 1 INTRODUCTION Purpose of document The VC, Virtual Checkout, as its name suggests, is an electronic payment application online. It is targeted at salespeople who wish to record payments for their activities via a secure web interface. This document will explain all the functions VC has to offer. The summary displays a detailed view of each function to make searching easier. Foreword This document is the exclusive property of Monext. Any reproduction or use by a third party without previous written agreement from Monext is unlawful. Monext, community and international trademark exclusive to Monext SAS and/or group companies. Payline is a community and international trademark exclusive to Monext PLC and/or group companies. Contacts For assistance, advice or any questions you may have, contact Payline Assistance at: support.payline@monext.fr Telephone number Mail Rue Claude Nicolas Ledoux Pôle d'activités d'aix-en-provence B.P F Aix-en-Provence Cedex 3 If you notice any errors in this document, please send us an with precise details of the error or problem. Please give the document reference, the document date (indicated on the first page of the document) and page number(s). Revision log The table below lists the latest modifications made to the document. Date Issue Modifications 20/08/ Original issue 26/01/ Document update Formalism used in this document Wording used in the manual unknown salesperson ID. An expression in italics and between quotation marks Back An expression with a border Meaning Indicates that it is displayed on the screen Represents a button on the screen Formalism of the various screens 3/24

4 Elements found in all VC screens The golden chip denotes a field that must be filled in. The RESET button can be found on the various screens of the VC and enables you to reset non-mandatory fields of a form back to default values. This button enables you to cancel current operations and return to the main menu page. This button enables you to continue the current operation. It takes you on to another page where you will be asked to enter more information. The finish button takes into account all processes carried out and redirects the user towards the menu page. This button is used to save all processes carried out. This button is used to validate all processes carried out. This is a radio button which is used to select an option. With radio buttons you cannot make multiple selections. With tick boxes you cannot make multiple choices. 4/24

5 2 Connecting to the Virtual Checkout Access to the VC requires authentication. The page below is displayed to users accessing the VC. It is used so that the user can be identified; therefore his salesperson ID, user ID and password are required here. After clicking on the Connect button the IDs will be checked via the validity solution, followed by access to the home page. Connection screen The payment terminal constantly carries out checks on the various fields of the pages that come up. If a field is not filled in, the system displays the same page again, the pre-loaded form with the data already entered along with the message xxx: mandatory field. Therefore if the user enters a false salesperson ID, a message will appear saying unknown salesperson ID. If the login and/or the password is entered incorrectly, a message saying ID/password: entered incorrectly" will be displayed on the page. After 3 successive authentication errors, the user s profile will be locked. A locked user who tries to log on will receive the following message: Your account has been locked for security reasons. Please contact your administrator. If the user s password has expired, they are sent on to the Password expiry page: Password expiry page 5/24

6 This page enables you to define a new password after your old one has expired. On the same page, you will find the rules to be complied with for creating a valid password. For you new password to be registered by the system click on the Save button. When the system authenticates you, it will take you to the screen to selecting a VC if you have configured several VCs. You have to select a VC from the list of (activated) VCs which you have access to. If an operator's list of VCs is limited to one element, this page is skipped and you will go straight to the main menu screen. 6/24

7 3 The VC's various functions In this section we will go through the Virtual checkout s various functions. It has three functions which are simple payment, payment in N-instalments, and create wallet. Let s start with the Main menu. Main menu The screen below presents the VC s main menu. It lists the various functions defined in the administration centre for a given VC and operator. The Simple payment function represents the normal style VC payment. The Payment in N instalments, as its name suggests, enables the user to pay in several instalments. The Create wallet function enables the user to create their own wallet. The aim of a wallet is to record customer information in view of developing loyalty and avoiding them from having to enter their personal data again next time they pass an order. Let us now go on to a detailed explanation of each function. We will begin the presentation by introducing the create wallet function. 7/24

8 Create Wallet Function The create wallet function enables you to create a customer wallet. The aim of a wallet is to record customer information in view of developing loyalty and avoiding them from having to enter their personal data again next time they pass an order. To create a wallet, go to the Main menu page, click on the Create wallet link, the page below will come up; enter the information required to create your wallet. An example is given on the screen below. Initialising wallet creation A golden chip in front of a field means that it's filling in is mandatory. The various fields are checked and in case of an error, the system returns the pre-loaded form with the data already entered and requests a correction. Customer reference This if the reference for the customer, it is unique. It serves as an external reference for the customer wallet in the Payline base. It is mandatory for creating a wallet Last name, First name Mandatory data. The last and first names of the wallet creator. , Telephone, Mobile, Address, Post code, City, Country Customer information. It will be saved and used for recognising the customer. When the user fills in the form and clicks on the Continue >> button, the customer reference is checked before being saved in the database. If the user selects a customer reference that already exists, the following screen comes up. Error creating wallet 8/24

9 You may then click on the << Back button to return to the wallet initialisation page and change the customer reference. Once the customer reference is correct and therefore unique, the user is sent on towards the payment method selection page below. 9/24

10 Selecting a payment method This screen enables you to select a payment method. It includes a reminder of payment related data: Card holder, customer reference as well as the list of payment methods associated to this VC. By default, no payment method is selected. The choice of a payment method is required. In order to do this, click on the radio button facing the picture of the card you wish to use, then click on the Continue >>.button. You will then be redirected towards a page asking you to enter the data concerning your payment method. NB: If the amount to be paid does not enable the use of a certain card or if the card is not compatible with this type of operation, the card will not be shown in the list. 10/24

11 Entering the card data of a payment method This page is used to enter the data of the payment method which you have assigned to your wallet. All fields on this page are mandatory. They include: - a reminder of the data related to payment: Card holder, customer reference - The data fields related to the payment method selected during the previous phase. All these fields are mandatory. One click on the Continue >> button enables the system to record your payment information and sends you on to the next page which is a summary of the process. 11/24

12 Create wallet summary This screen shows: - a reminder of the data related to the process: Card holder, customer reference. - The data of the wallet created (owner, address, card no., expiry date) - An field so you to a summary of the process to the customer. The field contains the address entered during the initialisation phase if applicable The user may also replace the address if necessary. - So that the can be sent, the box must be ticked. It is un-ticked by default. This is the end of the presentation for the create wallet function. We will now carry on with the Simple payment function 12/24

13 Simple payment Function With the VC s Simple payment function, online customers can pay for their goods all in one go. To access the page, go to the main menu, click on Simple payment, the page below is displayed and you will be asked to fill in the various fields. An example of this process is given on the screen below. Initialising simple payment Last name, First name, Reference, Amount Are all mandatory fields. If a field is not filled in, the system displays the same page again, the pre-loaded form with the data already entered along with the message xxx: mandatory field. address, Telephone no, Mobile no Are not mandatory fields. If they are filled in however, a check is made on these fields: If the address contains a syntax error, the message "' incorrect entry" is displayed. If the amount entered isn t in the correct decimal format, the message Amount: incorrect format is displayed. When you click on the Continue >> button you will be taken to the screen for selecting the payment method you wish to use. 13/24

14 Selecting a payment method The payment method selection screen lets you choose the payment method you wish to use. It includes a reminder of payment related data: Card holder, customer reference as well as the list of payment methods used by this VC. By default, no payment method is selected. The choice of a payment method is required. In order to do this, click on the radio button facing the picture of the card you wish to use, then click on the Continue >> button. You will then be redirected towards a page asking you to enter the data concerning your payment method. NB: If the amount to be paid does not allow a certain card to be used, the card in question will not appear in the list. 14/24

15 Entering the card data of a payment method This screen enables you to enter the information related to your payment method. This screen shows: - a reminder of the payment related data in the first part of the form: Order reference, Amount to be paid, Card holder - The data fields related to the payment method selected during the previous phase; all these fields are mandatory. Once you have entered this information, click on the Continue >> button - Click on the << Back button to make alterations to the previous pages. In case payment fails, the user is directed to the Error! Referral source not found screen below. 15/24

16 Error screen If the information entered is correct, after clicking on the Continue >> button you will be automatically redirected towards a page displaying a summary of your payment. 16/24

17 Summary of a simple payment The page below shows the summary of the simple payment completed. This screen shows: - a reminder of the data related to payment: order reference, Amount to be paid, Card holder, transaction no. - The Receipt with a Print ticket button for printing. - An field to a summary to the customer. The field contains the address entered during the initialisation phase if applicable The user may also replace the address if necessary. - So that the mail can be sent, the box must be ticked. It is un-ticked by default. When you click on the RESET button, the form is reinitialised to its default setting. Clicking on the Finish >> button validates your payment and takes you back to the main menu. In addition to the two functions already presented, the virtual checkout has a third one, payment in N instalments. The rest of this manual will be dedicated to how this function is presented. 17/24

18 Payment in N-instalments Payment in N-instalments, as its name suggests, enables customers to pay in several instalments. If you wish to pay in several instalments, via the main menu page, click on Payment in N-instalments; the page below will appear where you can fill in the various areas presented. An example of a payment registration is given on the screen below. Initialising payment in N-Instalments In this scenario, no customer reference is entered. A wallet is created implicitly. Once you have entered the number of instalments you want to pay in and how frequently, click on the Calculate instalments button. Below this button you will then see the various instalments, the date and the amount due for each of them. Last name, First name, Reference, Currency, Amount, Number of instalments Are all mandatory fields. If a field is not filled in, the system displays the same page again, the pre-loaded form with the data already entered along with the message xxx: mandatory field. The number of instalments indicates how many separate payments you will have to make. The periodicity indicates how frequently you want to pay; e.g. monthly, quarterly, etc. Payment dates: are the dates at which you wish to make payments. address, Telephone no, Mobile no These are not mandatory fields. If they are filled in however, a check is made on these fields: If the address contains a syntax error, the message "' incorrect entry" is displayed. If the amount entered isn t in the correct decimal format, the message Amount: incorrect format is displayed. 18/24

19 When you click on the Continue >> button you will be taken to the screen for selecting the payment method you wish to use. Select your payment method and click on the Continue >> button. Selecting a payment method The screen above enables you to select a payment method. It includes a reminder of payment related data: Card holder, Amount, customer reference as well as the list of payment methods used by this VC. By default, no payment method is selected. The choice of a payment method is required. To select a payment method, click on the radio button next to the picture of the card you wish to use, then click on the Continue >> button. You will then be redirected towards a page asking you to enter the data concerning your payment method. NB: If the amount to be paid does not authorise the use of a certain card or if the card is not compatible with this type of operation, the card will not be shown in the list. 19/24

20 Entering the card data of a payment method This screen enables you to enter the information related to a payment method. This screen shows: - a reminder of the data related to payment: Order reference, Amount to be paid, Card holder - The data fields related to the payment method selected during the previous phase; all these fields are mandatory. Once you have entered this information, click on the Continue >> button. - Click on the << Back button to make alterations to the previous pages. In case payment fails, the user is directed to the Error! Referral source not found screen below. 20/24

21 Error screen The error is specified in the yellow section at the top of the screen. Once the error has been corrected or once you have entered the correct information, clicking on the << Back button will redirect you automatically towards the payment summary page. 21/24

22 Summary of a payment in N-instalments 22/24

23 This screen shows: - a reminder of the data related to payment: order reference, Amount to be paid, transaction no., Card holder. - The bill book includes the date, the amount and the status of the various instalments for your payment. - The Receipt with a button to print it out. - An field so you can a summary of the process to the customer. The field contains the address entered during the initialisation phase if applicable The user may also replace the address if necessary. - So that the can be sent, the box must be ticked. It is un-ticked by default. So that the system registers all payment processes, click on the << Finish button. This is the end of the Virtual Checkout (VC) presentation. We hope this document will help you to master the application and make future payments much simpler. 23/24

24 Payline, community and international trademark exclusive to Monext SAS and/or group companies /24