Merchant Console User Guide November 2013 CRXE-MCNT-MCON-UG07
Contents Welcome... 2 Logging in... 3 Dashboard... 5 Transaction Reports... 7 Filtering a Report... 9 Exporting Reports to Excel... 10 Viewing Transaction Details... 11 Viewing Transactions by Card Number... 13 Processed Transactions Report... 14 Statements... 15 Support Information... 16 1
Welcome Credorax, a high-tech Acquirer, is a Principal Member of Visa Europe and MasterCard and a PSD-licensed financial institution. Credorax acquiring solutions are powered by epower TM, the Credorax proprietary payment platform for unified transaction processing and acquiring. This platform is built to optimise the payment and acquiring lifecycle process and is designed to deliver real time authorisation processing, efficient transaction clearing and settlement, and high approval rates in a PCI DSS Level 1 secured environment. This user guide will walk you through the key features of the Credorax Merchant Console. It includes a step-by-step description of how to fully access and leverage your transactional data through the console. For more information about Credorax, please visit: www.credorax.com. 2
Logging in 1. Access www.credorax.com and click Merchant Access. 2. The Merchant Access page opens. Click the Merchant Console Login button. 3
3. The login page for the merchant console opens. Enter your Merchant ID, User Name and Password as provided to you by Credorax. Then enter the Verification Token and click Submit. The console opens with the Dashboard tab on top. 4
Dashboard The dashboard provides a quick snapshot of merchant activity for a given date. It shows: Approved and declined transactions. Total gross volume of transactions. 5
To select a date: Click the date box, select the date, and click Generate. The dashboard refreshes to display the transactions for the selected date. 6
Transaction Reports In the Reports tab you can generate various types of reports. The Maintenance tab of the Reports page enables generating transaction reports. To generate transaction reports: Click the Reports tab. The Reports page appears with the Maintenance tab on top. By default, the last 32 transactions are displayed. All transactions are shown with their respective operation code. 7
You can choose to show the last 32, 64 or 128 transactions. Under Filter Criteria, set Last to the desired number of transactions. You can also filter by date. Under Filter Criteria choose Within interval and select the date range for which to show data. You can search for transactions occurring during the last six months. 8
Filtering a Report You can filter a report by any of the following: Transaction type Country Campaign Status Language Product Processor Affiliate Card Type Currency To filter the report: Click the desired filter, choose or enter the desired parameter, and click Generate at the bottom of the page. 9
You can also search for specific transactions using the Narrow Criteria section. You can search according to the following criteria (note that the corresponding epower API field name is provided in parentheses): Merchant Ref # (h9) Merchant Order # (a8) Card holder email (c3) Card holder name (c1) Card number (b1) - To use this search parameter, enter the truncated card number, including the first digit of the card number, three asterisks and the last four digits of the card number. For example: 4***8563. Amount (a4) To use this search parameter, enter a range for the amount. After you choose the filter criteria for the report, click Generate to generate the report. The report is displayed on the screen. Exporting Reports to Excel You can also export the displayed report to Excel by clicking Export. 10
Viewing Transaction Details To view transaction details: Click the transaction ID in the transaction report. The transaction details screen displays the transaction details. 11
The key-interest fields include: Transaction ID Transaction type Date and time stamp Transaction status Issuer response code A response code of 00 indicates approval. Declined transactions show the decline response code. CVV match AVS verification 3D secure response Card holder geo location Card holder IP Truncated card number 12
Viewing Transactions by Card Number To view a list of all transactions performed using the same card number: Click the card number on the transaction details screen. The transactions by card number page displays the full history of purchases made using that card. 13
Processed Transactions Report To download reports of processed transactions, access the Reports tab and click Chargebacks, Retrieval Requests, Processed Transactions. You can download reports for processed transactions, retrieval requests, and chargebacks. You can select to download reports for today, and up to the seven previous days. Select the number of days to include in the report and click the required report type. The report is downloaded and saved in CSV format. 14
Statements A new statement will be available in the Merchant Console as soon as a payment is issued to you. To download your statements: 1. Select Reports > Merchant Statements. 2. A list of statements is displayed in the Merchant Statement screen. Note that: MID indicates the MID number (level 4) to which the statement refers. From and To indicate the statement period start and end dates. Merchant indicates the merchant name. 3. To download a statement, locate the desired statement in the list. Click Download PDF to download the statement. Save the file on your computer 4. Click Download CSV to download a set of CSV files with the statement data. A ZIP file containing the CSV files is downloaded. Save the file on your computer. Statements are available in the Merchant Console as of October 2013. Statements are available on the Merchant console up to 6 months back. 15
Support Information US: +1.617.715.1977 UK: +44.20.3608.1288 Email: support@credorax.com CREDORAX IS A FULLY LICENSED FINANCIAL INSTITUTION PROVIDING SMART ACQUIRING, ISSUING AND EMONEY SERVICES. LICENSED IN ALL 27 EU COUNTRIES, CREDORAX IS A PRINCIPAL LEVEL MEMBER OF VISA EUROPE AND MASTERCARD WORLDWIDE. CREATED NOVEMBER 2013 16