PAYware Mobile Online Portal. User Guide

Transcription

1 PAYware Mobile Online Portal User Guide

2 1 Contents 1 Features & Technical Requirements 2 Navigating the Online Portal 3 Using the Online Terminal 3 Receipts can be printed from the Online Portal 4 Search Current Transactions 4 Tip Adjust for Restaurant configurations 5 Completion Transactions (after Pre-Auths) e.g. Book &Ship 5 Extensive Reporting 6 Transaction Search from History 6 Transaction Search Results 7 Recurring or Customer Database Billing 7 Settlement Options Manual or Auto and Search for previous 8 Settlement Reporting 8 Account Admin 9 Device Manager allows for Custom Receipts 9

3 Simple, Easy-To-Use Features Access via any PC/Mac with Internet access Ability to process, settle, and void transactions manually using the online terminal Consolidated reporting for all transactions View and report on transactions by day, by settled or unsettled status, by individual phone, etc. Smart Settlement, automatically detects errors in settling, quarantines those errors and resubmits until the settlement file is successfully transmitted Customer database to use for flexible scheduling of recurring and installment billing Customize receipt layout including the use of HTML graphics Ability to Activate/Deactivate iphone devices Compliance and Support Meets and maintains all Payment Card Industry Data Security Standards (PCI DSS) mandates for payment security through automatic updates 24 x 7 Customer Support Technical Requirements PC Mac Internet Browser Internet Explorer 5.5 or higher Safari 5.0 or higher 2

4 Navigating the Online Portal Transaction Processing Allows you to process transactions using the Online Terminal, perform Tip Adjustments, perform Completion Adjustments, and perform Void Reprint/Search. Reports Allows you to access the different reporting functions (reports are detailed records of the transactions you have processed) Recurring Billing Allows you to set up customers for recurring or installment billing Settlement Allows you to access the different settlement functions, manual, auto, for all device transactions. Account Admin Allows you to view/edit information specific to your accounts Help Allows you to access help information; full manuals online Using the Online Terminal Enter the available information. Items in bold are required, but additional items i.e. AVS and CVV may affect net transaction rates and are suggested entries. 3

5 Receipts can be printed from the Online Portal Once completed a pop up window will appear displaying the receipt and it will give you the option to print. Search Current Transactions Select Transaction Processing from the top toolbar then Transaction Search to Search by: Transaction Type Transaction ID Transaction Amount 4

6 Tip Adjustment for Restaurant configurations Enter tip amount Completion Transactions (after Pre-Auths) e.g. Book &Ship Enter any shipping or other charges here to complete 5

7 Extensive Reporting From the Reports tab you can access: Transaction Search Transaction Detail Open Batch Summary Unsettled Transactions Pre-settlement Discount Tip IRS Tip Open Tab Server Totals/Details Unadjusted Tip Restaurant Use Only Transaction Search from History Select Reports from the top toolbar then Transaction Search to search all previous transactions. 6

8 Transaction Search Results All Reports allow for exporting in multiple formats along with icon indicators of status and click through ability for drill down capabilities. Recurring or Customer Database Billing The Recurring Billing feature allows you to automatically bill customers on a recurring or installment basis. This could be used to extend additional payment options backed by their credit card. Cardholders can receive a receipt via when the account is charged from the customer database. 7

9 Settlement Options Manual or Auto and Search for previous From the Settlement tab you can setup your automatic settlement, request a settlement now, search for prior settlements as well as error reports. Settlement Reporting 8

10 Account Admin Account Admin can be used to set up additional users, security roles, change account information, setup devices (iphone sleeves),and create receipts. Device Manager allows for custom Receipts Device Manager under the Account Admin tab allows you to set up custom receipts for each device. Generic HTML 9

11 Merchant Services accounts subject to approval, including credit and risk approval and the acceptance of the terms and conditions related to such service. See Merchant Services Fee Schedule for complete details. All trademarks or brand names are the properties of their respective holders. BBVA Compass is a trade name of Compass Bank, a Member of the BBVA Group. Compass Bank, Member FDIC.