Virtual Terminal Solution

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Transcription:

Virtual Terminal Solution VersaPay

Table of Contents Introduction 1 How to Process a Transaction 2 Storing and Reusing a Customer s Credit Card Number 5 Setting up Automatic Recurring Billing 9 Hosted Payment Page Solution i

Introduction The virtual terminal is a web site designed to replace the physical credit card processing terminal you see in restaurants and stores. It allows the merchant to log onto a secure page and enter a customer s credit card information and process one or many transactions. Profile Management The virtual terminal can store your customers credit card information in a PCI certified data-center so that you do not have to worry about the risk of storing customer s personal information on your computers or in your office. Their information can be easily and quickly recalled at any time to facilitate future billings. Recurring BIlling The virtual terminal can also automatically bill your customers on any schedule you choose to facilitate the payment of monthly or weekly recurring fees. The merchant can supply a number of different schedules including daily, weekly or monthly.

How to Process a Transaction 1. Log onto securevar.paymentech.com with your username and password.

2. Next, the merchant inputs the credit card information of the customer, the amount and the order number and presses Authorize & Capture

3. A receipt is displayed that can be emailed to the merchant and or the customer.

Storing and Reusing a Customer s Credit Card Number 1. The merchant enters the customers credit card information and checks the box Add to Profile Management and supplies the Customer s Name for future lookup. The merchant finishes by pressing Authorize and Capture

2. The transaction is processed and the merchant should click Add Profile.

3. The merchant may choose to store additional information on the customer if they wish and should finish with clicking add. 4. A permanent profile has now been created and stored in the virtual terminal so that you can bill the customer again without needing to ask for their credit card. To bill the customer next time.to bill this customer the next time you can search for their profile by clicking search profile and providing any of the information you entered in step 3. Alternatively, you can just type the customers profile number (that you can arbitrarily assign to each profile, in this

example we ve used the customers telephone number) into the Profile Auto Suggest field and click on the appropriate record. 5. Once the profile is selected, their credit card information is automatically populated and all you have to supply is the amount and click Authorize and Capture.

Setting up Automatic Recurring Billing 1. The merchant supplies the customers credit card information, checks Add to Profile Management and checks Add to Managed Billing - Recurring. The merchant may specify defaults that will automatically be applied, for example, if the merchant always bills monthly for membership these defaults can be specified in the Administration section of the Virtual Terminal. The merchant can also override these defaults and indicate when and for how long the customer should be automatically billed.

2. The transaction is processed and displayed to the merchant. The merchant then clicks Add Profile and the recurring billing profile is created.

3. The merchant then confirms that the billing profile is correct and clicks add. Now the customer will be automatically billed according to the schedule supplied.

Sales Demo Merchant Information for the Virtual Terminal To begin your demonstration, please go to the following URL: https://securevar.paymentech.com/manager You will first come to a logon screen. The logon requires two data elements: User Name: salesdemoid Password: demopassword04 Once logged in you can begin your demonstration. The merchant account provided allows access to all of the Virtual Terminal functionality. You can process transactions, view open batch, settle batches and review history. 1.1 Card Numbers Please use the below credit card account numbers listed below to process transactions. Card Type Card Number Visa 4012888888881 Visa Purchasing Card II 4055011111111111 MasterCard 5454545454545454 MasterCard Purchasing Card II 5405222222222226 American Express 371449635398431 Discover 6011000995500000 Diners 36438999960016 JCB 3566002020140006 1

2.0 Test Conditions The information provided in the sections below provides you with the test data to run transactions and receive a specified response. You control the various responses you receive by varying the data (Amount, AVS & CVD) in the authorization request. These responses are independent of one another. 2.1 Amounts and generating approvals/errors in the test system On any Virtual Terminal Authorization or Authorization-Capture (AC) request, you can change the system response by simply varying the transaction amount. A transaction in the amount of $1.00 for example will return an approval. Varying the cents as described in the table below will generate the following response conditions: Amount Auth Response Response XX.00 00 Approved XX.01 05 Do Not Honor XX.02 01 Call/Refer to Card Issuer XX.03 04 Pickup XX.04 19 Re-enter Transaction XX.05 14 Invalid Credit Card Number XX.06 74 Invalid Expiration Date XX.07 L5 Invalid Issuer XX.10 03 Invalid Merchant Number XX.12 13 Bad Amount XX.13 12 Invalid Transaction Type XX.16 43 Lost / Stolen Card XX.21 06 Other Error 2

2.2 ADDRESS VERIFICATION [AVS]: To generate any of the valid AVS response conditions, simply vary the ZIP code in the request. Any or no value can be placed in the remaining ZIP fields without affecting the AVS response. Using any value in the table below will give you the associated response code. AVS Zip AVS Response Response 11111 F Zip No Match / Zip4 No Match / Locale match 33333 G No match at all 44444 6 System unavailable or time-out 55555 7 Address information unavailable 66666 H Zip Match / Locale match 77777 X or Z Zip Match / Locale no match 88888 4 Issuer does not participate in AVS 2.3 CARD VERIFICATION DATA [CVV2, CVC2 & CID]: To generate any of the valid CVD value response conditions, simply vary the CVD value in the request. Using any value in the table below will give you the associated response code. CVD Value CVD Response Response 111 M CVV Match 222 N CVV No Match 333 P Not processed 444 S Should have been present 555 U Unsupported by issuer 666 Spaces Not present when issuer 3