ONLINE MERCHANT PORTAL USER GUIDE

Transcription

1 ONLINE MERCHANT PORTAL USER GUIDE MARCH 2015

2 Content 1. Introduction Payments History Getting Started Registration Logging into Your Account Home Page Page Features and Orientation Navigation Menu Filtering Retrieved Data Date and Time Merchant Location Data Filtering Messages & Notification Account Settings User Account Password Change Users Adding New Users Editing / Removing Users Payments Fees Interchange Transactions Summary Pending Holds / Transactions Pending Debit Balance Statements Invoices Merchant Locations FAQ When Do the Settlements Appear? Forgotten Password? Any Questions? Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 2

3 1. Introduction Online Merchant Services (Merchant Portal) provides you with payments, transactions and held transactions overview and also allows you to download your statements in.pdf format. This is very useful to reconcile and to review your payments and transactions which were submitted to Global Payments. It offers fast access to time-sensitive financial information and flexibility not available through paper reporting. All data is updated daily, individual transactions are shown with all corresponding details. While checking your payments and transactions, you can perform the following: View payments between any time range View summaries for selected payments View transactions that make up a payment Verify the successful receipt of your transactions Search in financial data Sort data by individual payment, transaction date, payment date, location, amount, terminals etc. View financials for all (or selected) locations Data Analyses - Export and download financial information directly to your PC, and use popular spreadsheet applications to analyze your data Payments History Financial history is stored in Merchant portal for 2 years. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 3

4 2. Getting Started To be able to use Merchant Portal you need to register first Registration Click on the link: LOGIN and choose New user registration. You will be directed to the following screen: Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 4

5 Fill in the required data related to the user, contact details, bank account and communication setting, below are few helpful tips: Merchant number (MID) is stated on the Merchant Portal Welcome letter Bank account number is stated on merchant boarding application form Send statements via the portal will send your statements via to the address defined in , in the language that you specified in Statement language. Send invoice via portal will send your invoice to the address specified in . Customer services contact details can be found at the bottom of the registration page. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 5

6 2.2. Logging into Your Account Once logged into the Merchant Portal, you can access your account 24 hours a day. Click on the Merchant Portal web link LOGIN and enter your Username + Password. Then click on Login. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 6

7 3. Home Page After you log into your account, the first page that will appear is the home page. It is the launching pad to all Merchant Portal services which provides you with quick access to tasks that you may need to perform. Directly from the home page, using the big square icons you can access the following sections: Payments Transactions Statements Pending Users Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 7

8 4. Page Features and Orientation This section describes what is shown on the screen while viewing your financial information on Merchant Portal. The main menu represented by a small icon list (2) or the application logo (1) is always visible on the left side and you are always just one click away from returning to the home page or selecting other section. The page layout for viewing your financial information is identical, regardless of which section you are using. The upper area of the page represents search criteria (5) and the information of the currently used section (3). The upper right corner shows a user name (4) and offers access to user settings, messages and notifications. The center pane (6) provides the summary overview of selected data. Retrieved data (7) shows the breakdown of transactions (or other data) matching your search criteria. You can change the number of shown items on one page in the right bottom corner (10). Under the list of retrieved data, in the middle, there is a result set navigation bar (9). Export (8) it allows you to export selected data to.xls or.csv format. The bottom left side (11) informs you on the application version being used at the particular time and the bottom right side (12) offers a language mutation. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 8

9 4.1. Navigation Menu Financial information can be located easily through the navigation menu on the left side of the screen. Payments, Transactions, Statements, Pending and Users are accessible directly from this menu. By clicking on the logo you will be navigated to home page. the 4.2. Filtering Retrieved Data Retrieved data can be filtered by entering search criteria. To show or hide filter area click on Filter button in the left upper corner of the filter pane Date and Time The date and the time can be entered manually or by clicking on the calendar icon and selecting the date from the pop-up calendar Merchant Location In order to select a location, click on the Merchant location column and a drop-down list of all the assigned locations will appear. The selected locations are shown in the upper box (1) and at the same time they are distinguished by different color in the drop down box (4). The location which is currently focused by the cursor is also highlighted by different color (3). Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 9

10 It is possible to select or unselect all available entries in the drop-down list by clicking the button Check all or Uncheck all (2). When entering a name of a location or a part of it, the drop-down list is refreshed and it shows only data matching the entered name. E.g. in the picture below entering para resulted: The selected location can be removed from the list simply by clicking on the x symbol on the right side of the name. When selecting more locations at the time, not all of them may appear on the list. Therefore there is number of the non-shown locations at the end of the list of selected locations. But all the selected locations are considered in the search criteria. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 10

11 4.3. Data Filtering The data in columns can be filtered by double-clicking on the column header as shown below. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 11

12 5. Messages & Notification There are two icons in the right upper corner: Attention icon brings you to the notification screen Mail icon brings you to the message screen The message screen contains messages from Global Payments addressed to you. There is a tab with a read or not read yet messages. The notification screen shows information about your last login date etc. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 12

13 6. Account Settings The user s settings can be accessed by a click on the right upper corner user icon & name. The Settings button offers to view and change user's account details User Account View or edit user details. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 13

14 6.2. Password Change The password can be changed on the second tab Password. Enter your current password, type in a new password, retype the new one and confirm by Save. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 14

15 7. Users This section shows users account details and provides modifications including password resetting. Using the filter pane, the matching results are shown below it. Additional user details can be edited by clicking on the user entry: 7.1. Adding New Users A new user can only access merchant locations assigned to his account. Enter user details, assign a role and confirm by Save. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 15

16 PLEASE NOTE: A new user can only have Secondary account role assigned. The Primary account role is assigned automatically to the main user in the registration process. A user with a Secondary account can't add another user Editing / Removing Users If you wish to edit or delete a user, click on the user in the user entry and in the upper left corner click on Edit / Remove. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 16

17 8. Payments The Payments section offers a review of payments which were paid already or which are about to be paid (already with the specified payment day). Use search criteria to view your payments e.g. select a merchant for which you want to view the payments. You can select one, more or all your assigned merchants. Then select a date range (the date to has a default setting with the current date which is changeable) and click on Search, a payment breakdown will appear. By clicking on a payment entry, a list of its transactions will pop up. To see the transaction details, click on a transaction entry. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 17

18 8.1. Fees Fees tab presents the payment summary table, with overview of gross and net amount, fees and total amounts split per card products. In the case of multicurrency acceptance, the fees tab is grouped by currency. Only those card products are shown on the list for which at least one payment in the payments tab exists with regard to filter criteria (filter criteria are the same for both tabs - payments and fees tab) Interchange ++ Interchange ++ splits the fee into three partial fees: Interchange fee, Scheme fee, Acquirer fee. Interchange part is shown only for those card products which support it. Therefor the table might not contain I++ fees for all card products. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 18

19 9. Transactions This section contains all the authorized transactions which were sent from your POS terminal excluding the ones which are held for some reason (these can be found in the Pending section). The search option unlike in the Payments section is sorted by Terminal, Card type, Gross amount range, Reference Number, Invoice Number and Authorization code. The date range refers to the transaction date. Transaction details are shown as a pop-up screen when clicking on a particular transaction entry. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 19

20 9.1. Summary Summary tab provides transactions summaries per merchant. Both tabs, Transactions and Summary shares the same search criteria. In the case of multicurrency acceptance the summary section is grouped by the currency. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 20

21 10. Pending Holds / Transactions Pending The Pending section shows transactions which are held for some reason and were not paid yet. A transaction might be put into hold for e.g. the fraud detection system, etc. Held transactions can be filtered and viewed alike other transactions Debit Balance Debit Balance shows the current merchant s debt towards Global Payments. This debt is created by a minus transaction (refund or chargeback) in the amount higher than the sum of all other plus transactions for a particular day. The transaction details will pop up by clicking on a transaction entry. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 21

22 11. Statements First tab of this section provides statements in.pdf format which can be downloaded and saved to PC. The statements can be filtered by selecting a merchant or more merchants at the time and the date range. Statements are available in language set in the registration process + English language. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 22

23 11.1. Invoices Second tab provides the invoices which, based on the agreement with particular merchant, are created by the portal and are placed here. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 23

24 12. Merchant Locations Merchant locations page provides summary of all merchant locations while allowing to click on each entry and show available details. Standard search available with the possibility to sort by location criteria. Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 24

25 13. FAQ When Do the Settlements Appear? Settlements appear on Merchant Portal the day after they are processed Forgotten Password? In case you forgot your password click on Forgotten password on the login page. A window with a control question will pop up. Answer the control question and click Generate new password. A one-time password will be sent to your which you provided in the registration process. You will be prompted to change your one-time password after your first log in to Merchant Portal Any Questions? If you need any assistance with Merchant Portal, please contact our customer services via e- mail podpora-obchodniku@gpe.cz or call Global Payments Europe, s.r.o., V Olšinách 80/626, Praha 10 Strašnice, Česká republika 25