Authorize.Net Mobile Application

Transcription

1 Authorize.Net Mobile Application User Guide Authorize.Net Developer Support Authorize.Net LLC Ver.2.0

2 Authorize.Net LLC ("Authorize.Net") has made efforts to ensure the accuracy and completeness of the information in this document. However, Authorize.Net 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. Authorize.Net 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. Authorize.Net disclaims any and all representation that its products or services do not infringe upon any existing or future intellectual property rights. Authorize.Net owns and retains all right, title and interest in and to the Authorize.Net intellectual property, including without limitation, its patents, marks, copyrights and technology associated with the Authorize.Net services. No title or ownership of any of the foregoing is granted or otherwise transferred hereunder. Authorize.Net reserves the right to make changes to any information herein without further notice. Authorize.Net Trademarks Advanced Fraud Detection Suite Authorize.Net Authorize.Net Your Gateway to IP Transactions Authorize.Net Verified Merchant Seal Automated Recurring Billing echeck.net FraudScreen.Net Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July 2011 ii

3 Contents About This Guide...1 Audience For This Guide...1 Document Organization...1 Feedback...2 Introduction...3 Features...3 Merchant Benefits...4 Using the Authorize.Net Mobile Application for the First Time...5 Downloading the Authorize.Net Mobile Application...5 Accepting the Terms and Conditions...7 Account User Types...7 Product Type...8 Logging In to Your Account...8 For New Accounts...8 For Existing Accounts...9 Authorizing the Device for Use...9 Enable Transaction Details API...10 Review Payment Form Settings...11 Setting Up the Authorize.Net Mobile Application...12 Updating Merchant Information...13 How to Use the Authorize.Net Mobile Application to Accept Payments...15 Adding Items for Purchase...15 Reviewing the Order...16 Entering Payment Information...18 Completing the Purchase Transaction...19 Confirmation of the Successfully Completed Transaction...20 Sending an Receipt of Transaction...21 Address Verification Service (AVS) Settings...22 Logging out of the Authorize.Net Mobile Application...23 Managing Transactions...24 Viewing Historical Transactions...24 Refunding or Voiding a Transaction...27 Voiding a Refund...28 Searching Transactions...30 Updating Merchant Settings...30 Deleting the Mobile Application...30 Merchant Requirements...31 Access to the Authorize.Net Mobile Application...31 Reminders of Use for Merchant...31 Mobile Aplication User Guide Authorize.Net, a CyberSource solution July 2011 iii

4 Contents Policy for Collection of Customer Information...31 For More Information...32 Mobile Aplication User Guide Authorize.Net, a CyberSource solution July 2011 iv

5 1 Chapter 1 About This Guide The Authorize.Net Mobile Application enables merchants to easily and securely accept payment from consumers, using a mobile device. This Authorize.Net Mobile Application User Guide provides an overview of the Authorize.Net Mobile Application available for select devices on the Apple Inc. ios platform including iphone, ipod touch and ipad. It includes information about how the Authorize.Net Mobile Application works, the benefits and features of the Authorize.Net Mobile Application, and the requirements with which participating merchants must comply. It also describes how a merchant can download, set up and use the Authorize.Net Mobile Application to accept payments and manage those transactions from the Authorize.Net Mobile Application. Audience For This Guide This document is intended for Authorize.Net merchants with an Authorize.Net Payment Gateway account seeking to download and use the Authorize.Net Mobile Application. Document Organization Chapter 1, About This Guide Chapter 2, Introduction: overview of the Authorize.Net Mobile Application s features. Chapter 3, Using the Authorize.Net Mobile Application for the First Time: how to download and set up the Authorize.Net Mobile Application. Chapter 4, How to Use the Authorize.Net Mobile Application to Accept Payments: how to use the Authorize.Net Mobile Application to enter transactions. Chapter 5, How to Manage Transactions: how to view transaction history, change merchant settings and search, and refund or void transactions. Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

6 Changes Chapter 6, Merchant Participation Requirements: overview of merchant eligibility and participation requirements. Feedback If you have any comments or suggestions about the Authorize.Net Mobile Application, please contact If you have any comments or suggestions about this document, please contact Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

7 Chapter 2 Introduction The Authorize.Net Mobile Application enables Authorize.Net merchants to easily and securely accept payment from customers. The Authorize.Net Mobile Application supports devices on the Apple ios platform, such as the iphone, ipod touch, and ipad. The Authorize.Net Mobile Application provides existing Authorize.Net merchants with another tool for accepting card payments in addition to the standard channels. Features The Authorize.Net Mobile Application provides the following features: Uses existing Authorize.Net account login ID and password to securely access the Authorize.Net Payment Gateway through the Authorize.Net Mobile Application on a mobile device. Accepts credit, signature debit, and prepaid card payments from any major payment networks (such as Visa, MasterCard, American Express, Discover). Establishes settings with a simple one-time configuration that enables merchants to set a default tax rate, turn Tips ON or OFF, and edit business information shown on the receipt. Itemizes individual items for purchase. Captures shipping details for goods that will be shipped to the customer. Sends an receipt of the transaction to the customer s specified address after transaction completion. Manages transactions originated by the device such as Voids (voiding of unsettled transactions) and Refunds (refunding of settled transactions). Tracks the history of all purchase and void/refund transactions or searches for specific transactions originated from the device. Securely manages and controls permissions for multiple devices. Provides a streamlined mobile experience with the merchant s Authorize.Net Payment Gateway account. Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

8 Chapter 2 Introduction Merchant Benefits The Authorize.Net Mobile Application provides merchants with the following advantages: Integrates with existing Authorize.Net Merchant Interface tools that are accessible online Enhances the point of transaction by providing the customer with an additional payment option regardless of the merchant s location (subject to wireless and WiFi availability) Leverages existing iphone, ipad and ipod touch devices without the up-front costs of wireless POS Available as a free download from Apple App Store and itunes Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

9 Chapter 3 Using the Authorize.Net Mobile Application for the First Time This chapter provides information on the following: Downloading the Authorize.Net Mobile Application Accepting the Terms and Conditions Account User Types Product Type Logging In to Your Account Authorizing the Device for Use Enable Transaction Details API Setting Up the Authorize.Net Mobile Application Updating Merchant Information Downloading the Authorize.Net Mobile Application Merchants with an Authorize.Net Payment Gateway account can access the Authorize.Net Mobile Application in the following ways: Download from an ios device: Access the Authorize.Net Mobile Application directly from Apple's App Store using an iphone, ipod touch, or ipad Download from itunes on a PC or Mac: Using an existing itunes account, you can download the Authorize.Net Mobile Application on a PC or Mac, and then synchronize it to your ios device When the download is complete, the ios device s home screen displays an icon for the Authorize.Net Mobile Application. Note The Authorize.Net Mobile Application is available for the ipad; however, it has not been specifically optimized for this device. This limitation should not affect any functionality or performance of the Authorize.Net Mobile Application. Mobile Application User Guide Authorize.Net, a CyberSource solution July

10 Chapter 3 Using the Authorize.Net Mobile Application for the First Time Figure 1 Icon for the Authorize.Net Mobile Application When you launch the Authorize.Net Mobile Application, the Authorize.Net splash screen appears. Figure 2 Authorize.Net Mobile Application Splash Screen Mobile Application User Guide Authorize.Net, a CyberSource solution July

11 Chapter 3 Using the Authorize.Net Mobile Application for the First Time Accepting the Terms and Conditions The first time you launch the Authorize.Net Mobile Application, you are asked to accept the Terms and Conditions specific to the Authorize.Net Mobile Application. You will continue to be subject to your existing Authorize.Net Payment Gateway Merchant Service Agreement. Figure 3 Terms and Conditions Screen You can also view a copy of the Authorize.Net Mobile Application terms and conditions at Account User Types The Authorize.Net Payment Gateway account includes the following account user types: Account Owner: An Account Owner is the top level user, has irrevocable access to all features of the Merchant Interface, and manages all other user accounts. Only an Account Owner can create another Account Owner. Account Administrator: By default, an Account Administrator has all Merchant Interface permissions except for the ability to enable or disable payment gateway services or manage Account Owner user accounts. Transaction Manager: By default, a Transaction Manager can perform all transaction processing functions in the Merchant Interface. Mobile Application User Guide Authorize.Net, a CyberSource solution July

12 Chapter 3 Using the Authorize.Net Mobile Application for the First Time Product Type Authorize.Net Payment Gateway accounts are classified as one of two unique product types: Card Present (CP) and Card Not Present (CNP). The Authorize.Net Mobile Application functions with only CNP accounts at this time. If the Authorize.Net Mobile Application is enabled with a Card Present account, transactions processed through the Authorize.Net Mobile Application will fail with the following reason response code: Transaction Failed. Transactions of this market type cannot be processed on this system. (87) To view your Authorize.Net product type, follow these steps: 1 Log in to your account at using your login ID and password. 2 Click Account from the main toolbar. 3 Click Merchant Profile. 4 Refer to Product Type under Business Information. Note Reason Response Codes may be displayed in parentheses within the Authorize.Net Mobile Application when an error occurs during processing. To view reasons for the specific error, follow these steps: 1 Go to 2 Click Response Reason Code Tool. 3 Enter the error code from the Authorize.Net Mobile Application (for example, 87). 4 Click Submit. Logging In to Your Account After you accept the Terms and Conditions, the Welcome screen appears. For New Accounts If you download the Authorize.Net Mobile Application without an existing Authorize.Net account, you still see the Welcome screen. You can learn more about becoming an Authorize.Net merchant by: Tapping the URL at. the bottom of the Welcome screen, which opens a Web browser and directs you to the main Authorize.Net website. Tapping the phone number at the bottom of the Welcome screen, which calls the Authorize.Net sales department. Mobile Application User Guide Authorize.Net, a CyberSource solution July

13 Chapter 3 Using the Authorize.Net Mobile Application for the First Time For Existing Accounts If you have an existing Authorize.Net Payment Gateway account, enter the same login ID and password that you use to log on to the online Authorize.Net Merchant Interface. After you successfully log on, a message appears, confirming that your login attempt was successful. Firsttime downloads on a new device require approval of the device before any transactions can proceed. For more information, see the section Authorizing the Device for Use. Figure 4 New Device Approval Message Authorizing the Device for Use After you download the Authorize.Net Mobile Application and enter your login ID and password, you will see a message indicating that use of the Authorize.Net Mobile Application on that device is pending approval by the Account Administrator. An Account Owner or Account Administrator can approve other Owners, Administrators, or Transaction Managers. The Authorize.Net Mobile Application can be authorized for use by all users except Account Analysts. An Account Owner or Administrator can take the following steps to approve the Authorize.Net Mobile Application for use on devices: 1 Log on to the Authorize.Net Merchant Interface using your existing Authorize.Net login ID and password. 2 In the Account menu, choose Settings. Mobile Application User Guide Authorize.Net, a CyberSource solution July

14 Chapter 3 Using the Authorize.Net Mobile Application for the First Time 3 In the Security Settings section, choose Mobile Device Management. A screen appears, showing mobile devices that are active or pending approval for that account (see Figure 5). 4 Choose the device, and click Enable Device. Figure 5 : Mobile Device Management Screen From Online Merchant Interface As soon as the device is enabled, it can be used to accept payments by any Account Owner, Administrator or Transaction Manager with valid Authorize.Net login credentials. Enable Transaction Details API From the Authorize.Net Mobile Application, you can view transaction history for transactions submitted for that user account on that device. To enable this functionality, you must first enable the Transaction Details API from the Merchant Interface by following these steps: 1 Log in to your account at 2 Enter your login ID and password. 3 Click Account. 4 Click Transaction Details API. 5 Enter your Secret Answer. 6 Click Enable Transaction Details API. The default setting of the Transaction Details API feature on the Merchant Interface is set to OFF, which prevents you from seeing the history of transactions made on the Authorize.Net Mobile Application or from accessing the Void or Refund functions that pertain to those transactions. Mobile Application User Guide Authorize.Net, a CyberSource solution July

15 Chapter 3 Using the Authorize.Net Mobile Application for the First Time If you do not enable this feature, you will not be able to view transaction history on the Authorize.Net Mobile Application. Note An Owner or Administrator has the ability to see Settings and History screens as part of the Authorize.Net Mobile Application s Manage feature. If the Transaction Details API remains in the OFF position, the Owner/Administrator sees only the Settings screen. As part of the Authorize.Net Mobile Application s Manage feature, a Transaction Manager can see only the History screen. If the Transaction Details API remains in the OFF position, the Transaction Manager cannot see the Manage feature on the Authorize.Net Mobile Application and will instead have access to a Links screen, which contains the Authorize.Net Mobile Application Terms and Conditions as well as a link to this user guide. Review Payment Form Settings The Payment Form settings in the Merchant Interface enables users to specify certain fields as being required when transactions are submitted to Authorize.Net. Because the fields passed to Authorize.Net from the Authorize.Net Mobile Application are already defined, you may experience transaction errors (Reason Response Code 33) if you have other fields selected as Required on the Payment Form settings. To prevent these errors, log in to the Merchant Interface and review the Payment Form settings: 1 Log in to your account at using your login ID and password. 2 Click Account from the main toolbar. 3 Click Payment Form under Transaction Format Settings. 4 Click Form Fields. 5 Uncheck all selected fields in the Required column. 6 Click Submit. Changes made to the Payment Form settings will affect any software solution that posts transactions to Authorize.Net using the Advanced Integration Method (AIM), Direct Post Method (DPM) or Server Integration Method (SIM) integration method. Contact your developer to ensure that other solutions are not adversely affected by these changes. Note Reason Response Codes may be displayed in parentheses within the Authorize.Net Mobile Application when an error occurs during processing. To view reasons for a specific error, follow these steps: 1 Go to 2 Click Response Reason Code Tool. 3 Enter the error code (for example, 33). 4 Click Submit. Mobile Application User Guide Authorize.Net, a CyberSource solution July

16 Chapter 3 Using the Authorize.Net Mobile Application for the First Time Setting Up the Authorize.Net Mobile Application After you have successfully logged on, if you log on with Account Owner or Account Administrator credentials, you are directed to the Set Up screen, from which you can either update the Authorize.Net Mobile Application settings, or skip the setup step to begin accepting payments. If you log on with Transaction Manager credentials, then you will be taken to the screen to begin accepting payments. Figure 6 Successful Login Message for Account Administrator or Owner If you select Update Settings Now, the Tips & Tax screen appears, on which you can do the following: Turn Tips to ON or OFF, to indicate whether the merchant will provide customers the option to include a tip Turn Sales Tax to ON or OFF, to set a tax rate that will be applied to all items in the transactions Establish a specific tax rate using the selector wheel The default setting for both the Sales Tax and Tips features is OFF. Account Owners and Administrators can update or change these settings at any time after the initial setup process. Transaction Managers do not have the ability to change these features within the Authorize.Net Mobile Application. Mobile Application User Guide Authorize.Net, a CyberSource solution July

17 Chapter 3 Using the Authorize.Net Mobile Application for the First Time Figure 7 Tips & Tax Screen After the Tips & Tax screen has been adjusted, you can tap Continue to go to the Merchant Info screen. Updating Merchant Information This screen enables you to update the business information already associated with the Authorize.Net account. After your first login, the Authorize.Net Mobile Application is prepopulated with the existing information from the Merchant Interface, but it can be updated or edited to the specific Authorize.Net Mobile Application. The following attributes can be modified from this screen and will also appear in the receipt for this transaction: Business name Business street address City State Zip Code Business phone number Business address This information appears on the receipt header that customers receive for their transactions. Mobile Application User Guide Authorize.Net, a CyberSource solution July

18 Chapter 3 Using the Authorize.Net Mobile Application for the First Time Any changes you make to the business information are applied only to the Authorize.Net Mobile Application on that particular device. These changes are not stored in the online Merchant Interface. Figure 8 Merchant Info Screen If you want to update the business information on the Authorize.Net Mobile Application with the information maintained in the Authorize.Net Merchant Interface, tap Import Your Account Details. When this step is complete, tap Done and you will be directed to the Add Items screen, where you can accept a payment. Mobile Application User Guide Authorize.Net, a CyberSource solution July

19 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments This chapter outlines how to enter transactions with the Authorize.Net Mobile Application: Adding Items for Purchase Reviewing the Order Entering Payment Information Completing the Purchase Transaction Confirmation of the Successfully Completed Transaction Sending an Receipt of Transaction Address Verification Service (AVS) Settings Logging out of the Authorize.Net Mobile Application Adding Items for Purchase The standard screen for the Authorize.Net Mobile Application is the Add Item screen, shown in Figure 9 below. Mobile Application User Guide Authorize.Net, a CyberSource solution July

20 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments Figure 9 : Add Item Screen From this screen, you can enter an itemized list of goods and services by doing the following: 1 Enter the price (required). 2 Enter the item description (optional). If you do not provide an item description, the default description is Goods/Services. 3 Tap Add Another Item to continue adding itemized entries to this transaction. 4 Tap Cancel to cancel the entire transaction. After you have completed this process, tap Done to continue to the Order Summary screen. Reviewing the Order The Order Summary screen enables both you and the customer to review the items added to the purchase transaction. Figure 10 below shows an example. Mobile Application User Guide Authorize.Net, a CyberSource solution July

21 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments Figure 10 Order Summary Screen #1 From this screen you can do the following: Edit the item description by tapping that field Edit the item price by tapping that field Delete an item by tapping the red icon Edit the sales tax for the purchase transaction by tapping the tax rate. This displays the selector wheel, from which you can choose the desired tax rate. (You must have previously turned ON the Sales Tax feature before you can edit the sales tax. See Setting Up the Authorize.Net Mobile Application on page 12 for more information.) Add notes about the transaction in the Notes field Specify a shipping address and/or a shipping charge if an item will be shipped to the customer Return to the Add Item screen by tapping Add Item on the left side Cancel the entire transaction by tapping Cancel Tap Continue to proceed to the Payment Card screen If the Shipping feature is turned ON, a list of fields appears, enabling you to capture specific shipping information specifically applicable to that transaction (see Figure 11). In addition, a line item is provided for shipping transactions, in which you can enter the shipping charge. Merchants may collect shipping addresses by means of the Authorize.Net Mobile Application only when they are shipping a product to a customer. Should a merchant collect a customer s shipping Mobile Application User Guide Authorize.Net, a CyberSource solution July

22 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments address or any other personally identifiable information for the purpose of shipping a product to the costumer, the merchant may not use such information for any purpose other than product shipment. Only collect shipping information for orders that will ship physical goods to the customer. Figure 11 Order Summary Screen #2 After you review the Order Summary screen, tap Continue to enter payment information. Entering Payment Information Use this screen to enter the valid card number and expiration date for this transaction. The CVV2 value is optional, and you can proceed with the transaction without it; however, we recommend using it. The Authorize.Net Mobile Application supports credit, signature debit, and prepaid card payments from major payment networks. Note The CVV2 number is the unique three- or four-digit security code on the card. This number appears on the back of most cards. For American Express credit cards, it is located on the face of the card. Mobile Application User Guide Authorize.Net, a CyberSource solution July

23 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments Figure 12 Payment Card Screen To add or edit items from the Payment Card screen, tap Back to return to the Order Summary screen. You can also cancel the transaction by tapping Cancel. After you enter payment information, tap Continue to proceed to the Review & Authorize screen. Completing the Purchase Transaction From the Review & Authorize screen, the customer can do the following: Enter a tip amount if the Tip feature is enabled (optional) Confirm the final transaction amount Provide a signature Tap Authorize to complete payment of the transaction Mobile Application User Guide Authorize.Net, a CyberSource solution July

24 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments Figure 13 Review & Authorize Screen If the customer would like to cancel the transaction while at the Review & Authorize screen, tap Back to return to the Payment Card screen, and then tap Cancel. Confirmation of the Successfully Completed Transaction After the customer taps Authorize and the transaction has successfully completed, the Authorize.Net Mobile Application displays a Thank You screen. Mobile Application User Guide Authorize.Net, a CyberSource solution July

25 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments Figure 14 Thank You Screen The Thank You screen shows a summary of the transaction including the date and time the transaction was completed, the components (such as subtotal, sales tax, tip, shipping charge), and the total amount charged. A unique Transaction ID is generated and appears with the transaction status, which is standard for Authorize.Net transactions. After you review the Thank You screen, choose one of the following actions: Tap Receipt to send the customer a receipt by Tap Accept New Payment to begin a new transaction If the transaction results in an error, you receive the same error codes that are applicable to standard Authorize.Net transactions. Please refer to the online Response Reason Code Tool ( for further detail about these codes. Sending an Receipt of Transaction This feature allows the customer to provide an address to receive a receipt by . It is not a requirement for the customer to provide this information. If a customer prefers not to provide his or her address for delivery of the transaction receipt, a merchant must comply with applicable laws, regulations, and the agreement with the acquirer pertaining to the provision of receipts for Mobile Application User Guide Authorize.Net, a CyberSource solution July

26 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments debit and credit card transactions, which may include providing a customer a paper receipt. If a customer declines to receive a receipt in any form, you do not need to provide a receipt. If the customer would like to receive an receipt, tap Receipt and enter the customer s address. The is sent from the Authorize.Net gateway on your behalf. If the customer replies to this , the reply is sent to the address associated with your Authorize.Net Payment Gateway account. The receipt includes: Merchant name Merchant city and state Transaction date Transaction amount Transaction payment type (such as Visa, MasterCard) Transaction type (Purchase, Void, Refund) Item description (The default is "Goods/Services" or any text you have entered in this field at the time of purchase) Cardholder Identifier: last 4 digits The footer of the will include the following required statement: Retain this copy for statement verification. To begin a new transaction, tap Accept New Payment, and the Add Item screen appears. To return to the Thank You screen, tap Cancel. Address Verification Service (AVS) Settings The Address Verification Service (AVS) is designed by payment processors to help detect suspicious payment card transactions. The AVS compares the billing address provided by the cardholder with the cardholder billing address on file at the payment card issuing bank. The processing network then sends an AVS response code with the results of the comparison to the payment gateway. Based on your AVS rejection settings in the Merchant Interface, the transaction is accepted or rejected. Transactions that are rejected will display a transaction status of Declined (AVS Mismatch) in the Authorize.Net Mobile Application. Currently, AVS is not supported because billing addresses cannot be entered into the Authorize.Net Mobile Application. To prevent AVS Mismatch Declines, log in to the Merchant Interface and change the AVS settings pertaining to the rejection of transactions when a billing address is not submitted: 1 Log in to your account at using your login ID and password. 2 Click Account from the main toolbar. Mobile Application User Guide Authorize.Net, a CyberSource solution July

27 Chapter 4 How to Use the Authorize.Net Mobile Application to Accept Payments 3 Click Address Verification Service. 4 Uncheck filter B. 5 Click Submit. Changes made to the AVS settings will affect any transaction submitted to Authorize.Net using the Advanced Integration Method (AIM), Direct Post Method (DPM) or Server Integration Method (SIM) integration method. Contact your developer to ensure that other solutions are not adversely affected by these changes. Logging out of the Authorize.Net Mobile Application You can log out of the Authorize.Net Mobile Application from the Settings screen, where the Logout button appears in the upper right corner. After you tap Logout, a message appears, asking you to confirm that you want to log out of the Authorize.Net Mobile Application. As a safety measure, the Authorize.Net Mobile Application automatically logs off: When the Authorize.Net Mobile Application is idle for 30 minutes, and After every eight-hour interval, regardless of the Authorize.Net Mobile Application s use. If you use the Authorize.Net Mobile Application after it is idle for 30 minutes, you will not be asked to log in until you request the Authorize.Net Mobile Application to perform an action (such as send a payment from the Review & Authorize screen or view the History screen). In the event that you are required to log in after tapping Authorize in the Review & Authorize screen, you are then asked if you would like to resume your previous session. All basket information should be available to you but not previously entered payment information, because this information is not stored on the device. If you are using an ios device without multitasking functionality (for example, some ipod models, iphone 3G, iphone original), and you are in the Authorize.Net Mobile Application with an active session and tap the device s home button, the device s home screen appears and the Authorize.Net Mobile Application closes. The next time you open the Authorize.Net Mobile Application, you will have to log in using your login ID and password. Mobile Application User Guide Authorize.Net, a CyberSource solution July

28 Chapter 5 Managing Transactions The Authorize.Net Mobile Application enables you to view previous transactions made with the associated Authorize.Net account. This chapter explains the following topics: Viewing Historical Transactions Refunding or Voiding a Transaction Voiding a Refund Searching Transactions Updating Merchant Settings Viewing Historical Transactions From the Authorize.Net Mobile Application, you can view transactions submitted through the Authorize.Net Mobile Application on the device for that user account if you have enabled the Transaction Details API. You can view transactions made using the Authorize.Net Mobile Application on your device or from the online Merchant Interface. To view the transactions from the Authorize.Net Mobile Application, you can open the History section from the Add Items screen by tapping Manage, which opens the Manage screen, which contains the Settings and History tabs. (See Figure 15). Note An Account Owner/Account Administrator can see Settings and History screens as part of the Authorize.Net Mobile Application s Manage feature. A Transaction Manager can see only the History screen, assuming the account s Transaction Details API is enabled. Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

29 Chapter 5 Managing Transactions Figure 15 : History Screen Tapping the History tab automatically refreshes the status of all transactions made through the Authorize.Net Mobile Application for a particular user account. This process may take a few seconds to complete. If you have been idle in this screen and want to refresh the status of the transactions, tap Refresh. You can choose the following types of transactions: Settled transactions: this option displays purchases that have already settled as part of the standard Authorize.Net settlement process Unsettled transactions: this option displays purchases or refunds that are pending settlement Voided transactions: this option lists voided transactions, which are defined as unsettled transactions that were cancelled before settlement Refunded transactions: this option lists those settled transactions that were refunded to the original card To view the specific transactions that were made through the Authorize.Net Mobile Application for a particular user account, you can: Tap one of the transaction types. A list of all the qualifying transactions appears (see Figure 16) Tap the transaction you wish to see. The transaction detail screen appears (see Figure 17) Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

30 Chapter 5 Managing Transactions Figure 16 Transaction List Example Figure 17 Transaction Detail Screen Example Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

31 Chapter 5 Managing Transactions The transaction detail displays the status for each transaction, consistent with the Authorize.Net standard for classifying transactions: settledsuccessfully: denotes transactions that are approved and have settled successfully refundsettledsuccessfully: applies to refunded transactions that have settled successfully refundpendingsettlement: applies to refunds that are awaiting settlement voided: refers to transactions that were cancelled successfully declined: denotes that the transaction was declined by a customer s issuing bank generalerror: rendered when the transaction results in an error The transaction detail display for purchases or voids is similar to the Thank You screen. This screen includes: Merchant's business information Date and time of the transaction Itemized list of goods or services including price and description Sub-total amount Sales tax, if applicable Tip, if applicable Shipping, if applicable Total amount that was charged to the card However, when a transaction is refunded, only the following information is provided: Merchant's business information Date and time of the transaction Total amount that was charged to the card Refunding or Voiding a Transaction You can refund or void a transaction by choosing the appropriate transaction, which opens the Transaction Detail screen. This screen includes a Refund button for settled transactions, and a Void button for unsettled transactions. After you tap the Refund or Void button, a message appears asking you to confirm the refund or void. Tap OK to approve this action. A message appears, confirming that the refund or void was completed successfully. Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

32 Chapter 5 Managing Transactions Voiding a Refund After you refund a purchase transaction, the Details screen displays a Void button instead of a Refund button. This Void button enables you to void the unsettled refund transaction you have just requested. If you tap Void, the unsettled refund transaction request is cancelled, and the original purchase transaction remains. Figure 18 Example of a Settled Transaction Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

33 Chapter 5 Managing Transactions Figure 19 Example of a Successful Refund Figure 20 Example of a Successful Void of Refund Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

34 Chapter 5 Managing Transactions Searching Transactions You can search for specific transactions from the History screen, using the Transaction ID. After you enter a valid Transaction ID, the Details screen for that transaction appears. Updating Merchant Settings You can access your settings at any time by tapping Manage from the Add Item screen, then tapping the Settings tab. From this screen, you can do any of the following: Set the Tips feature to allow customers to provide a tip Set the Sales Tax feature to OFF or ON, which will be applied to purchases If Tax is set to the ON position, the selector wheel is available for you to set the tax rate This Settings screen also contains two links: Terms and Conditions on the Authorize.Net website This Mobile Application User Guide on the Authorize.Net website Deleting the Mobile Application To delete the Authorize.Net Mobile Application from your device, follow these steps: 1 Find the Authorize.Net Mobile Application icon on your device s home screen. 2 Press and hold the icon until a small x appears in the top left corner of the icon. 3 Tap on the x next to the Authorize.Net Mobile Application icon. 4 Select Delete to delete the application and all of its data. The Authorize.Net Mobile Application icon is removed from the home screen. Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

35 Chapter 6 Merchant Requirements This chapter lists the requirements that merchants must meet in order to use the Authorize.Net Mobile Application, and regulations with which merchants are expected to comply. Access to the Authorize.Net Mobile Application To use the Authorize.Net Mobile Application, you must have have executed an Authorize.Net Payment Gateway Merchant Services Agreement and either an e-commerce or MOTO (Card Not Present) Authorize.Net Payment Gateway account. If you have a Retail (Card Present) Authorize.Net Payment Gateway account, please contact your Merchant Service Provider to establish an e-commerce account to access the Authorize.Net Mobile Application. A merchant with either an e-commerce or MOTO (Card Not Present) Authorize.Net Payment Gateway account must also have an appropriate ios device (iphone, ipod touch, or ipad) with appropriate connectivity from a wireless carrier or WiFi provider, as applicable, to allow for use of the Authorize.Net Mobile Application. Reminders of Use for Merchant The Authorize.Net Payment Gateway Merchant Service Agreement and the Authorize.Net Mobile Application Terms and Conditions govern the use of your Authorize.Net Payment Gateway account and your use of the Authorize.Net Mobile Application, respectively. Both the agreement and the terms and conditions require you to comply, at your expense, with all laws, policies, guidelines, regulations, ordinances, orders of any governmental boy and/or rules applicable to your use of the Authorize.Net services including, without limitation, the rules promulgated by the credit card networks and the Federal Trade Commission, and all laws and regulations governing the security, privacy, collection, retention and use by Merchant of consumer data, including, without limitation, financial information, card account numbers, and all other personally identifiable consumer information. Policy for Collection of Customer Information You may collect shipping addresses by using the Authorize.Net Mobile Application only if you are shipping a product to a customer. Should you collect a customer s shipping address or any other Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July

36 Chapter 6 Merchant Requirements personally identifiable information for the purpose of shipping a product to the customer, you may not use such information for any purpose other than product shipment. To facilitate compliance with this requirement, the Authorize.Net Mobile Application provides a feature that can be turned ON or OFF for shipping goods. If the item will be shipped, you can set the feature to ON, and then collect the relevant information to successfully ship the item. If the feature is OFF, you should not collect this kind of information. Note You can access the Notes field to capture any information about the transaction that you think is necessary, but you must not use this field to store any personally identifiable information about the customer. In the case of an receipt, the customer s address can be captured only when the Authorize.Net Mobile Application asks for it after the transaction has been completed, subject to the customer's request for an receipt. For More Information For more information about this product, including availability and pricing, contact your Merchant Service Provider or Authorize.Net. Authorize.Net Mobile Application User Guide Authorize.Net, a CyberSource solution July