PayLeap Guide. One Stop



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PayLeap Guide One Stop PayLeap does it all. Take payments in person? Check. Payments over the phone or by mail? Check. Payments from mobile devices? Of course. Online payments? No problem. In addition to credit cards, PayLeap handles debit cards, checks, cash, ACH transactions, gift cards, you name it. And only PayLeap lets consumers use their debit card and PIN to pay online. Here you ll learn how it all works.

Introduction PayLeap is a leading payment gateway platform with over 4000 clients and $237 million in annual transaction volume. PayLeap provides merchants with a single source payment solution inclusive of both a payment gateway and merchant processing account. Our gateway is loaded with feature functionality including client data storage, recurring subscription billing, tokenized cardholder data vault. Enhanced fraud tools, electronic invoicing and more. PayLeap recently joined forces with Acculynk, a industry leader specializing in Internet PIN Debit (IPD) technology. PayLeap delivers merchants and developers a unique ability to provide a one-stop Gateway + Merchant Account Solution with personal, one-on-one customer support and a variety of different payment solutions.

Agenda Electronic Payments 101 Who are the players? Authorization flow PCI what you need to know What is Interchange? What is a merchant account? What does a merchant services account and why do I need one? How are they different? How do I choose the right merchant account? What is a Payment gateway? How it works Why it s important How to compare payment gateways About PayLeap Features and Functionality Pricing Contact

Electronic Payments 101 Who Are the Players? Associations Payment Card Industry (PCI) Card Issuer Merchant / Business Cardholder / Consumer Shopping cart Payment gateway Personally selected by merchant Merchant provider

Payment Authorization Flow Consumer Merchant Approve Decline Processor Issuing Bank Card Associations

The Card Associations Associations are worldwide payment service organizations composed of member institutions. They Do: Manage their respective brands Develop new products and create advertising and promotion programs to support their brand Conduct clearing and settlement processing of transactions (known as interchange ) Set and enforce rules and regulations governing their bankcards, such as operational procedures, interchange procedures, and graphic design approval of their cards Allow licensed, participating banks to issue cards to their members They DO NOT: Issue credit cards Create policies for solicitation of new cardholders or merchants Establish criteria for evaluating applicants Set credit limits offered to cardholders Determine procedures for billing customers

PCI - What You Need to Know Payment Card Industry (PCI) is an independent body that was created by the major payment card brands (Visa, MasterCard, American Express, Discover and JCB) Payment Card Industry Data Security Standards (PCI-DSS) is a set of requirements designed to ensure that all companies that process, store or transmit credit card information maintain a secure environment. These standards focus on improving payment account security throughout the transaction process Sample violations of PCI-DSS Storing credit card data in an unsecured environment Emailing invoices via unsecured payments page Failure to truncate credit card receipts Processing e-commerce transactions with a non-pci certified shopping cart or gateway For more information, visit www.pcisecuritystandards.org

The Card Issuer The card Issuer is responsible for the cardholder account program, which encompasses nearly all aspects of cardholder account activities, ranging from acquiring new customers to billing current ones. tm The Issuer s responsibilities include: Acquisition and marketing of new accounts Processing application; establishing credit limits and policies Overseeing design, manufacturing, and embossing of inventory cards Handling of issuing and reissuing of cards Overseeing PIN Numbers Maintaining authorization file Providing customer service

Merchant Merchants are the businesses that accept payments. Different merchant types have different needs in how they accept those payments: e-commerce, face to face, over the phone or mail, recurring, invoicing via email, mobile e-commerce Mail / phone Retail mobile B2B invoicing Memberships

Consumer Consumers are the cardholders that make purchases and payments. They demand flexibility in how they can make those payments.

What are Interchange Fees? MasterCard and Visa are at the center of the transaction process, maintaining the flow of funds between issuers and acquirers. Interchange makes it possible for the issuing banks and acquiring banks to exchange information, transactions, and money on a standardized basis. During Interchange, fees are deducted by the issuer from the transaction amount and the net amount is paid by the issuer to the acquirer. These are called Interchange Fees. Interchange has hundreds of rate categories based on risks and rewards. SIC Code or industry description Different rates for Card Present (CP) and Card Not present (CNP) A FEW EXAMPLES: Card Types Description Interchange Rates Visa Retail Face-to-face swiped transaction 1.51% + $.10 Visa Rewards Rewards card purchase 1.95% + $.10 Visa Commercial Business card purchase 2.95% + $.20 Visa ecommerce Online transaction 1.80% + $.10

Breakdown of Transactions Costs $100 Visa / MasterCard Purchase $97 Net Amount to Merchant $ 3 Fee Charged by Processor $2.38 Interchange fee $0.40 Process or fee $0.22 Assessment fee to Visa / MasterCard Process or fee $0.40 Interchange fee to Issuing Bank $2.38 (80%)

Additional Fees to Be Aware of Merchant processors have many ways to compensate for their lowest advertised pricing: Authorization Fee Address Verification Fee (A.V.S.) Chargeback & Retrieval Fee T & E (AMEX) Auth & Proc Fee Ancillary Comm & Network Fee Hardware & Software Fee IRS Fee Reporting Fee Gateway Fee ACH Reject Fee Batch Fee Annual Membership Fee Intl / Cross Border Fee Minimum Monthly Fee Statement Fee Voice/VRU Auth Fee PCI Fee Reporting Fee

What is a Merchant Account and Why Do I Need One? A full merchant account allows a business to accept credit/debit cards in a variety of environments (ie; online, retail, B2B mobile). Agreement established with a registered ISO or merchant acquirer affiliate with a sponsoring bank. The average American cardholder has roughly four bank cards. Credit card purchase volume has been expanding about 15% annually for the last five years Plastic dominates the world of internet shopping. This breakdown demonstrates how people pay for online purchases. 85% Credit card online 10% Check mailed 2% Credit card via phone 1% Credit card via mail

What is an Aggregator? Merchant Aggregators / Payment Aggregators Share one large account with many different merchants. Service providers through which merchants can process their payment transactions typically on a website or mobile device. Allow merchants to accept credit card and bank transfers without having to setup a merchant account with a bank or card association. Provides the means for facilitating payments from the consumer via credit cards, stored value accounts or bank transfer to the merchant. The merchant is paid by the aggregator.

Aggregator Pros and Cons PROS Usually easy to set up Easy to understand flat pricing (i.e. 2.95% + $.30 cents) Low or no monthly fee CONS Funding delays (up to 6 mos frozen account) Monthly transaction volume limits Consumers directed away from website to third party payments page increasing risk of site abandonment Consumer doesn t see the merchant name on bank statement, resulting in increased heartburn with chargeback disputes Lack of customer service support Google PayPal account frozen

How do I choose the right merchant account? What to be aware of: Startup fees Teaser rates with no disclosed fees Term contacts and early termination fees Non-PCI compliant solutions Inflated interchange downgrades Obsolete software and hardware Equipment leasing Many processors claim they eliminate the middle man but still use third party providers

What is a Payment Gateway? A secure application service provider that encrypts sensitive online data for the purpose of enabling internet payments A gate that swings between the shopping cart software and the merchant account provider An online portal to process mail order/telephone order (MO/TO) A virtual terminal can eliminate the need for a physical credit card machine

How a Payment Gateway Works Merchant Consumer Payment Gateway Vault Issuing Bank Card Networks

Why a Payment Gateway is Important Encrypts and transmits sensitive cardholder data allowing it to pass safely from the merchant to the associations and acquiring banks for an approval or decline. Reliability / compatibility / connection / uptime Security features and settings to minimize fraud Provides reporting data Manage customer transactions Provides front end portal to process MO/TO transactions

How to Compare Payment Gateways Start by asking questions: Is it integrated into your shopping cart or payment application? Is the merchant account included? What fraud tools are included? Are there setup fees or additional costs for add-on features/functionality? Is the user interface intuitive and easy to use? What payment types are accepted? (credit, debit, check/ach, gift cards) Can I use it for both ecommerce and retail transactions? Is a virtual terminal included? Is it PCI compliant?

PayLeap The Next Gen Payment Gateway Launched in 2010 The only payment gateway to offer Internet Pin Debit Easy to use interface Advanced fraud tools Customer management (wallet) Electronic invoicing and collection Recurring billing and tokenization LeapLock Secure Checkout Customizable hosted payments page

The PayLeap Interface

Enhanced Fraud Tools / Risk Management Risk Management Transaction Key Velocity Settings Daily, Weekly, Monthly Fraud Controls IP Address Blocker Country Blocker Duplicate Detection CVV Check AVS Settings Check Verify 24

Customer Management (digital wallet)

Electronic Invoicing Paper invoicing is time consuming, labor heavy and prone to errors. Electronic Invoicing benefits: Reduces pain points no more paper, stamps, or snail mail Makes process efficient, safe, secure Eliminates multiple data entry errors while expediting the approval process Ability to send invoices based on schedules payment plans. The Invoicing section Allows storage and management of customers info including payment and contract information Allows easy submission of new payments or recall billing details Enables the ability to create and send email invoices to customers for payment of goods or services

Recurring Billing and Tokenization (SCM) PayLeap provides tools to store and manage customers personal and payment information in an easy and secure way: Just enter the customer s unique ID (token) in the PayLeap Merchant Interface, and the merchant can quickly recall information and initiate payment transactions without having to collect the same data from the customer over and over. Our process is easier for both the merchant and their customers

LeapLock Secure Checkout LeapLock is an innovative hosted payment acceptance method using a patentpending secure technology, which creates a branded on-demand secure payment form in the payer s browser. Benefits of LeapLock: User remains on the host site for payment submission for an optimal user experience. Sensitive card information section is handled behind the scenes by PayLeap for transport and storage. 100% control over user experience is retained by merchant. Reduces the risk to a company brand which could be associated with a credit card breach. No disruptive URL redirect for online payments. Website analytics stats are still in control by the merchant. No change to alternative payments pages is necessary. Reduces merchant requirements for PA-DSS certification. 28

PaySecure Internet PIN Debit (IPD) Technology As the consumer clicks each individual number of their PIN, the graphical PIN pad scrambles. The actual PIN is not sent or recorded by the merchant. Instead, PaySecure captures the coordinates of the PIN for encryption. Bank branded. No enrollment. No redirection. No downloads. No new password. No hardware. 3600+ Active Websites using IPD. 29

Compare Our Features Questions? Don t hesitate to call us.

PayLeap for e-commerce PayLeap for e-commerce merchants includes: e-commerce Account Recurring Billing Secure Vault Storage Custom Payments Form Custom Branding Online Dashboard Virtual Terminal PayLeap s included growth advantage tools: Gift Card Issuing & Processing Live Training & Support Traditional Merchant Account ACH / Check Processing 31

PayLeap for face to face merchants PayLeap for face to face merchants includes: Recurring Billing Gift Card Issuing & Processing Secure Vault Storage Live Training & Support Traditional Merchant Account Custom Payments Form Custom Branding PayLeap s included growth advantage tools: e-commerce Account Online Dashboard ACH / Check Processing Virtual Terminal 32

Questions & Contact Information Questions? Don t hesitate to call us. Jenn Sales, New Account Specialist Phone: (877) 472-9532 x 233 Email: jsales@payleap.com Andy Crisp, Sales Manager Phone: (877) 472-9532 x 123 Email: acrisp@payleap.com Online: http://payleap.com Developer site: http://developer.payleap.com/