How To Use The Elavon Payment Gateway Virtual Terminal On A Credit Card Over The Phone

Transcription

1 Elavon Payment Gateway- Virtual Terminal User Guide Version: v1.0 Page 1

2 Table of Contents 1 About This Guide Purpose Audience Related Documents Terminology Conventions 5 2 Virtual Terminal Logging In Password Reset Putting Through a Credit Card Payment 8 Page 2

3 1 This section outlines the purpose and aim of the guide, target audience, any source materials or terminology used, and a general document description. Please note that this document is regarded as confidential and is for customer use only. It has been supplied under the conditions of your payment-processing contract. 1.1 Purpose The purpose of this guide is to provide all of the details required to use the Elavon Payment Gateway Virtual Terminal. 1.2 Audience The target audience for this guide is merchants who take credit card payments over the phone. 1.3 Related Documents In addition to this guide, you can also refer to the following documents in the Elavon Payment Gateway documentation set for information about the Elavon Integration service: Elavon Integration Response Codes Reporting User Guides Page 3

4 1.4 Terminology Term Acquiring Bank Transaction Authorisation Batches Settlement Settled Description The bank with which you have a merchant services contract. A request for a credit or debit card authorisation or refund. The process of submitting the request to your bank, for card issuer authorisation - authorisation to debit. The process of collecting all valid authorisations for your account and submitting these to the bank for settlement. When the acquiring(your) bank pay/move the funds into your account. Batches of transactions which have been settled. Pending All transactions that have not yet settled - these could be simply pending, failed or transactions with the delayed settle flag set on. Online Terminal Account Variable Ref Refund Rebate A facility for processing a transaction online. The merchant services account - e.g. internet or mail order, telephone order. A reference that you can send to us during the authorisation request process. A transaction that refunds monies to the cardholder and will debit your account - it is processed in the same way as an authorisation. A refund is not dependent on an original transaction. Similar to refund except that it is dependent on an original authorisation. The amount can be up to 115% of the original amount. You do not need to know the card details to perform a rebate. Page 4

5 1.5 Conventions Elavon Payment Gateway documentation uses the following conventions: Note: Tips or advice for the user. Caution: Important note. Potential financial impact. The following table outlines the main formatting conventions used in this guide: Convention Description Example Blue Italic or Plain Type Hyperlinks and crossreferences. For more information see Table 1. Italics Names of other guides. Elavon Integration Developer s Guide. Courier New Courier New BOLD CAPS Program code, screen messages, directory files, and file names. Placeholder for element names, field values, or user input. Error and warning messages. <comments></comments> card_holder_name. 101 / REFERRAL B. Page 5

6 2 Virtual Terminal Virtual Terminal is a solution for merchants taking credit card payments over the phone, either in a small office or a larger operation such as a call centre. The Virtual Terminal application allows an agent to enter credit card details and order information, then authorise the credit card for payment. This chapter describes the following: Logging In. Password Reset. Putting Through a Credit Card Payment. 2.1 Logging In The Virtual Terminal is also accessible through your internet browser at: The Log In screen is displayed. To Log In: 1. In the, enter your company name as supplied by Elavon Payment Gateway. 2. In the Username field, enter your username. 3. In the Password field, enter your password. 4. Click log in. Page 6

7 2.2 Password Reset Click here to start password reset process. In order to reset your password select Forgot Your Password as above. The below screen will then display: To reset the password: 1. In the Client id field, enter your client id name as supplied by Elavon Payment Gateway. 2. In the Username field, enter your Username. 3. In the Address field, enter your registered address. 4. Click submit. 5. You will then receive an with a link to reset your password. Page 7

8 2.3 Putting Through a Credit Card Payment Once valid login details are entered the Credit Card Payments Screen is displayed. Note: See the table 1 below for valid entries to each field on the screen. 1. In the Order ID field, enter a unique Order ID, or select Automatic Order ID. 2. In the Account field, enter the sub-account name. This will normally be available as a drop down option. 3. In the Amount field, enter the value of the transaction and select the relevant currency from the drop-down menu. 4. In the Product field, enter a product code. 5. In the Var Ref field, enter a reference. 6. In the Customer field, enter a customer number. 7. In the Cardholder Name field, enter the cardholder name. 8. In the Cardnumber field enter a valid debit/credit card number. 9. In the Expiry Date field, select a valid month and year from the drop down menu. 10. In the Security code field, enter the CVV2/CVC code. This is the secure code found on the back of the card. Page 8

9 11. In the comment field, enter a comment. 12. In the House/Apt Number Field, enter the customers House/Apt number. 13. In the Post Code Field, enter the customers post code. 14. Click Process. This authorises the credit card and processes the payment. Note: Please be aware that "" means a space. The mandatory fields are marked with a star; these are required in order for the transaction to process. Field Explanation Format Length Order ID * Amount * The order number must always be unique. For example, you could use an invoice number or a unique reference with your company for the transaction. The amount must never contain decimal places; it is in cent value i.e. to process 10.00, type 1000 for ALL currencies. a-z A-Z 0-9 _ Card Number * The card number Customer Name * The card holder name. a-z A-Z 0-9 _ Security Code You can enter the security code, the 3 digit number on the back of the card, also. If you don t have this you can select No Code Comment 1 Free text field; can be used to store information that will be relevant for your own reconciliation purposes. a-z A-Z 0-9 ' ", +. _ - & \ % ( ) * : $ & # [ ] = Customer Number Free text field; can be used to store information that will be relevant for your own reconciliation/reporting purposes. a-z A-Z 0-9 _., 0-50 Product ID Free text field; can be used to store information that will be relevant for your own reconciliation/reporting purposes. a-z A-Z 0-9 _., 0-50 Variable Ref Free text field; can be used to store information that will be relevant for your own reconciliation/reporting purposes. a-z A-Z 0-9 _., 0-50 House/Apt Number Enter the House/Apt Number. a-z A-Z 0-9,. - / 0-30 Post Code Enter the Post code. a-z A-Z 0-9,. - / 0-30 Page 9

10 If the card is declined, a Process Failed message is displayed. Page 10

11 If the card is authorised for the payment, a message is displayed showing the authorization code. Click Clear to clear the screen, making it ready for a new authorisation. Page 11

12 All these additional fields are displayed with the Authorisation Details in the transaction details screen in Reporting. Page 12

13 Elavon Financial Services Limited is registered in Ireland Number Registered Office: Block E, 1st Floor, Cherrywood Business Park, Loughlinstown, Co. Dublin, Ireland. Elavon Financial Services Limited is regulated by the Central Bank of Ireland. United Kingdom branch registered in England and Wales under the number BR Elavon Merchant Services is a trading name of Elavon Financial Services Limited. Directors: Kurt Adams (USA), John Collins, Craig Gifford (USA), Bryan Calder (USA), Pamela Joseph (USA), Declan Lynch, John McNally, Malcolm Towlson Page 13