Section 6: How to Process Transactions

There are several ways available to process transactions.

TO MANUALLY AUTHORIZE:

1 - Go into your Merchant Administration Area. (https://{your-secure-payment-server-domain}/admin)

2 - Click on the ‘Virtual Terminal’ link.

3 - Enter information in the fields provided

-– Billing information
-– Card Number
-– Expiration Date
-– Amount
-– Type of Operation (set to Authorize)

All other fields are optional. It is not necessary to enter an order ID. If left blank, one will be created for you. If you choose to use your own order ID, please insure that it is unique.

4 - Click ‘Submit Payment’ button.

5 - A screen is displayed showing the transaction’s outcome.

Important Notes:

If your submission results in an error (bad card number, invalid expiration date, or insufficient credit), verify that the information is typed correctly. If you are still receiving errors, and you are sure the data entered is correct, the transaction cannot be processed.

AVS and CVV is verified at time of the manual authorization. Their response codes are provided for your information. By default, our system will not react to the AVS/CVV responses. You are responsible to verify the AVS and/or CVV response codes and to manually void those authorizations you do not wish to keep.

TO ISSUE A RETURN:

1 - Go into your Merchant Administration Area. (https://{your-secure-payment-server-domain}/admin)

2 - Click on ‘Transaction Administration’ link.

3 - Go to ‘Card Query Void Returns’ area and enter the order ID # of the transaction in the field provided.

Remember to select a date range to surround date of the transaction. (returns can not be processed this way on transactions that are over 6 months old)

4 - Click the ‘Submit Query’ button

5 - On the next page, click on the colored Order ID #. This will bring up details of the transaction.

6 - You will then see a ‘Do Return’ button; enter in the amount you wish to return in the provided field.

* Insure that you leave the ‘usd’ in the box and do not use a negative number.

7 - Click the ‘Do Return’ button to issue a return to the credit card # associated with the transaction.

Notes:
Typically a return does not need to be batched for it to settle. If you are uncertain if a return went through successfully, do not try it again. Do a new search using the ‘Card Query Void Return’ function to bring up the details of the transaction to see if the transaction went through. The Order ID number should now have a return associated with it.

If the transaction has not yet been settled, you will be given an option of Void. You can only void transactions that have not been settled. Voiding a transaction will prevent it from ever being settled.

Only 1 automated return is allowed per successful transaction. If a second return is required, you must manually return the funds via the Transaction Administration’s ‘Manual Authorizations Returns’ feature or in the Virtual Terminal.

If you void a ‘return’ transaction, the ‘return’ transaction’s status will not change. Instead, the status will remain as ‘pending’ for the life of the transaction. This means when you review a voided ‘return’ at some later date, the transaction’s status will still show as ‘pending’.
If you attempt to perform an automated return on an authorization that is more than 6 months old, it will not settle. Its status will be ‘pending’. If you need to return funds to a customer who purchased from you 6 or more months ago, please follow the instructions for manually returning/crediting funds to a customer’s credit card in QA20011210184040.

HOW TO SETUP A WEBSITE FOR PROCESSING:

The two most used services are below. They are easy to integrate and take little time to setup. Both of which are done via easy to use online interfaces and wizards. These will help you get started with basic service integration.

Basic Order Form Integration:
(Single order form that goes directly for online payment.)

1 - Log into your admin area (https://{your-secure-payment-server-domain}/admin).
2 - Click the ‘Generate Order Forms’ link.
3 - Follow the on-screen instructions.
4 - Take the saved web page, and publish to your site.

Shopping Cart Integration (Optional Service):
(Multiple order forms with shopping cart.)

1 - Log into your admin area (https://{your-secure-payment-server-domain}/admin).
2 - Click the ‘EasyCart Shopping Cart’ link.
3 - Activate the shopping cart if necessary.
4 - Login to the shopping cart admin area.
5 - Scroll down to the ‘Instructions’ section.
6 - Follow the step-by-step getting started guide for 1st time EasyCart users.

If you are trying to integrate another service, please see the ‘Documentation/FAQ’ sections of the administration area (https://{your-secure-payment-server-domain}/admin) for necessary instructions. If you do not find the documentation you are looking for, please let us know via the Online Helpdesk, so we can point you to the necessary documentation and instructions.