Section 3: Getting To Know The Administration Area
The Administration area is where you go to manage and monitor your transactions and all services associated with your account.
When you login to your administration area, you will see links to all sections of your account. This will vary depending upon the type of account you have with us and what additional services you selected. Below we will provide you with an overview of all possible areas. Optional services that can be subscribed to are marked ‘(optional)’.
News and Announcements
This section is used to announce new services and beta testing programs, indicate when service upgrades will be performed, and provide any other important news that pertains to transaction/service processing with our company and services.
Transaction Administration
This section is used to review basic transaction info, process voids and returns (through automated methods), manually authorize and return funds, assemble and commit batches (settle transactions) and review batches of settled transactions.
Virtual Terminal
This section is used to manually authorize and return funds.
Order Database
This section is for reviewing and retrieving order details, including those placed from your website, manually submitted orders, and membership sign-ups.
QuickBooks Module
The QuickBooks Module allows you to export orders from your Order Database in a format that can be uploaded to QuickBooks as either an Invoice or Cash Sales Receipt. This makes tracking of sales and reconciliation on your transactions faster and easier.
Graphs/Reports
This section allows to you generate reports and graphs of your transactions and company progress.
Email Management
This section allows you to create, modify, and delete customer confirmation emails. These templates are used when a matching rule is met with the transaction and an email confirmation is needed. This allows you to offer different email confirmations to your customers when different conditions are met (such as ordering a specific product/service or when the total is greater than some dollar amount).
Recurring Administration (Optional)
This optional service provides automatic recur billing, installment billing and/or real-time password authentication management features.
Billing Presentment (Optional)
This optional service provides a comprehensive invoice presentation and payment solution, to simplify your invoice based payment needs.
Fraud Track
This section allows you to control your AVS, CVV, and IP Address Frequency Check settings. Additionally, this feature provides access to a company-wide credit card negative database, which provides you the ability to add known fraudulent, stolen or charged back credit card numbers to our negative database. Card numbers entered in this negative database will not be able to be used on any account in our system. This helps reduce fraudulent transactions for all merchants using our payment gateway services.
Fraud Track 2 (Optional)
This optional service provides all features of the standard Fraud Track service and includes many extra options that assist in filtering possible problematic or fraudulent transactions. This service includes IP address blocking, email domain blocking, bank bin number blocking, as well as many other transaction filtering options.
Security Administration
This section allows you to control the security of your administration area. You can create alternate usernames, which can access specific sections of your administration area and are assigned differed security levels. You can also register your server’s IP address to allow remote operations from outside our server’s admin areas. You can change your password(s) and restrict methods of transaction submission. New features are added periodically.
Edit Contact/Billing Information
This section allows to you to edit your company’s contact information, such as company address, phone numbers, email address contacts and technical assistance contacts.
Billing Authorization
This provides you a printable billing authorization form to allow for billing of your monthly fees, additional/optional services and/or custom programming.
Testing Mode
This activates a testing mode that can be used to test the integration of various services with your web site. The test mode will not affect real transactions and can test each response condition (success, badcard, and problem). This test mode however does not test your merchant processing ability; it just tests the integration of various web site based services by forcing the transaction to a predefined result.
Documentation / FAQ
This section contains links to service and feature documentation. This section also links to our Online FAQ (Frequently Asked Questions) section, which can help find answers to commonly asked questions, issues and problems. These features will assist in integration, problem solving, and addressing your issues in a faster more efficient manner.
API & Cart Download
This section allows you to download several available APIs and direct connection modules for various programming languages and operating systems. We also offer several add-on modules for various 3rd party shopping carts that support our payment gateway.
Integration
This section provides you access to basic integration instructions for your site and to help get started faster with our most popular services.
Generate Order Forms
This is one of many wizards available for your use. This wizard creates a stand-alone order form for a small number of products your company is offering for a one-time charge. Submissions from these order forms go directly to the payment gateway for secure online payment. This is what we refer to as ‘Smart Screens’.
Payment Script Features
This section allows you to customize your payment script on our secure server. You should find all the fields necessary to apply your site’s color scheme, upload your logo/background image and set other settings.
Payment Script Shipping Rules
This section allows you to set up custom shipping schemes for your account, which can be used if you are using our secure payment pages.
Help Desk
This section allows you to securely submit your support questions, issues, problems, feedback and ideas to our support staff. We recommend you check our documentation and Online FAQ sections first to see if your issue or question is addressed there.
Online Help
These links appear next to the various services providing you additional information for that associated service or feature.
Gateway Status
You may check our gateway status page at any time to see the current status of our gateway and associated merchant bank processors.