Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
merchant:existing_merchant:selfcare_system:virtual_terminal [2018/07/19 14:30]
127.0.0.1 external edit
merchant:existing_merchant:selfcare_system:virtual_terminal [2019/02/22 13:41]
thiago123 [Enhanced Data]
Line 6: Line 6:
 The **Virtual Terminal** provides merchants with the ability to execute manual card transactions. This is especially useful in a Mail Order / Telephone Order (MOTO) environment. Virtual Terminal is accessible directly from the main menu. The **Virtual Terminal** provides merchants with the ability to execute manual card transactions. This is especially useful in a Mail Order / Telephone Order (MOTO) environment. Virtual Terminal is accessible directly from the main menu.
  
-Sample ​**Getting Started with VT** window: +**Getting Started with VT**
 %virtual_terminal %virtual_terminal
  
Line 16: Line 15:
   * **Pre-Authorization** - standard pre-authorization form.   * **Pre-Authorization** - standard pre-authorization form.
   * **Pre-Auth Completion** - the form to complete an existing pre-authorization.   * **Pre-Auth Completion** - the form to complete an existing pre-authorization.
-  * **Subscription** - the form for manual subscription processing.+  * **Subscription ​Payment** - the form for manual subscription processing.
   * **Refund** - the form to process a refund if you know a transaction'​s Order ID.   * **Refund** - the form to process a refund if you know a transaction'​s Order ID.
  
 Additionally,​ after finalizing a transaction,​ the receipt page is presented and you can also void or refund the transaction at this stage by clicking on the "​**Refund**"​ or "​**Void**"​ button in the bottom right corner. Additionally,​ after finalizing a transaction,​ the receipt page is presented and you can also void or refund the transaction at this stage by clicking on the "​**Refund**"​ or "​**Void**"​ button in the bottom right corner.
- 
-If your Terminal is enabled for Secure Cards and Subscriptions,​ you can also **Save Card** or **Create Subscription** from the transaction details page. If you select one of these options the %SelfCare System is going to create the Secure Card based on the details of the transaction and if you desire to create a subscription,​ besides creating the Secure Card, you are going to be redirected to the subscription creation page with a few fields already filled. 
  
 It is also possible to print the **Merchant Copy** or **Cardholder Copy** of the transaction'​s receipt, if needed and depending on the languages configured on the platform, you can also choose in what language the receipt should be. It is also possible to print the **Merchant Copy** or **Cardholder Copy** of the transaction'​s receipt, if needed and depending on the languages configured on the platform, you can also choose in what language the receipt should be.
  
 %merchant_selfcare_virtualTerminal_receiptPage %merchant_selfcare_virtualTerminal_receiptPage
 +
 +If your Terminal is enabled for Secure Cards and Subscriptions,​ you can also **Save Card** or **Create Subscription** from the transaction receipt. If you select one of these options the %SelfCare System is going to create the Secure Card based on the details of the transaction and if you desire to create a subscription,​ besides creating the Secure Card, you are going to be redirected to the subscription creation page with a few fields already filled.
 +
 +Another interesting feature you can have with Virtual Terminal is the possibility of adding enhanced data to a transaction during or after a Sale, Offline Sale or Pre-authorization,​ to try achieving lower charging fees from your Acquirer. The use of this feature depends on your Acquirer providing support for it, so consult our support team to see if you can use it.
  
 \\ \\
Line 33: Line 34:
  
 \\ \\
-Sample ​**Standard Sale** ​window: +**Standard Sale**
 %standard2_sale_image %standard2_sale_image
  
Line 46: Line 46:
 Clicking the ‘**Perform Sale**’ button starts the processing of transaction when all required details are entered. Clicking the ‘**Perform Sale**’ button starts the processing of transaction when all required details are entered.
  
 +\\
 ===== Offline Sale =====  ===== Offline Sale ===== 
  
Line 56: Line 57:
 %merchant_selfcare_virtualterminal-offlinesale %merchant_selfcare_virtualterminal-offlinesale
  
 +\\
 ===== Pre-Authorization ===== ===== Pre-Authorization =====
  
 This will bring-up the form with fields identical to the Standard Sale but clicking on the “**Perform Pre-Auth**” will process the transaction as a pre-authorisation. A successful pre-authorised transaction will have to be completed later. This will bring-up the form with fields identical to the Standard Sale but clicking on the “**Perform Pre-Auth**” will process the transaction as a pre-authorisation. A successful pre-authorised transaction will have to be completed later.
 \\ \\
-\\ 
-Sample **Pre - Authorization** window: 
  
 +**Pre - Authorization**
 %pre_authorization_image %pre_authorization_image
  
Line 88: Line 89:
   * **Void** – this will void the pre-authorization transaction and a confirmation box will be displayed.   * **Void** – this will void the pre-authorization transaction and a confirmation box will be displayed.
  
 +\\
 %pre3_auth_completion_image %pre3_auth_completion_image
  
Line 106: Line 108:
 Please note that two transactions with the same order ID are displayed in the **Open batch** list when outside of the 15% range transaction is completed. This list will contain a reversal of the original Pre-Auth transaction and a new Sale transaction with a status assigned by %CompanyName depending on the processing result. ​ Please note that two transactions with the same order ID are displayed in the **Open batch** list when outside of the 15% range transaction is completed. This list will contain a reversal of the original Pre-Auth transaction and a new Sale transaction with a status assigned by %CompanyName depending on the processing result. ​
  
 +\\
 ===== Refund ===== ===== Refund =====
  
 The "​**REFUND**"​ option can be found under "​**VIRTUAL TERMINAL**"​ tab in the %SelfCare. This function allows you to process instant Refunds for all Virtual Terminal transactions. A search form will be displayed where you can search for a transaction using Order ID or Unique Ref number. After a transaction has been found, a result window will be displayed: The "​**REFUND**"​ option can be found under "​**VIRTUAL TERMINAL**"​ tab in the %SelfCare. This function allows you to process instant Refunds for all Virtual Terminal transactions. A search form will be displayed where you can search for a transaction using Order ID or Unique Ref number. After a transaction has been found, a result window will be displayed:
  
-Sample ​**Refund** ​window: +**Refund**
 %virtual_refund_image %virtual_refund_image
  
Line 123: Line 125:
 %virtual2_refund_image %virtual2_refund_image
  
 +\\
 +===== Enhanced Data =====
 +
 +If your terminal is enabled to use Enhanced Data (Level 2 or Level 3), your virtual terminal Sale, Pre-Auth and Offline Sale initial screens will come with an additional action: ADD ENHANCED DATA.
 +
 +**Standard Sale**
 +%selfcarevirtualterminal-sale-initial
 +\\
 +
 +If you decide not to use this option, you might provide it later on, when the receipt is presented, or even using the Open Batch.
 +\\
 +
 +**Standard Sale - Add Enhanced Data Before Authorization**
 +%selfcarevirtualterminal-sale-addenhanceddata
 +\\
 +
 +If you decide not to use this option, you might provide it later on, when the receipt is presented, or even using the Open Batch.
 +\\
 +
 +**Standard Sale - Receipt**
 +%selfcarevirtualterminal-sale-receipt-initial
 +\\
 +
 +If you decide not to use this option, you might provide it later on, when the receipt is presented, or even using the Open Batch.
 +\\
 +
 +**Standard Sale - Receipt - Add Enhanced Data After Authorization**
 +%selfcarevirtualterminal-sale-receipt-addenhanceddata
 +\\
 +
 +Even if you decide not to use the option above, you can always go the Open Batch and Add the enhanced data before the transaction is settled.
 +\\
 +
 +<WRAP center important 100%>
 +**ENHANCED DATA CAN ONLY BE ADDED BEFORE SETTLEMENT**
 +
 +The enhanced data can only be added before the settlement of a transaction. So, if a transaction is moved to the closed batch, you loose your opportunity to try lower fees with your Acquirer. To avoid that, you should consider using a default template for enhanced data with the autofill feature. ​
 +
 +For more information on the template feature, consult the **[[merchant:​existing_merchant:​selfcare_system:​settings:​enhanced_data_templates|Enhanced Data Templates]]** section.
 +</​WRAP>​
 +
 +<WRAP center important 100%>
 +**ENHANCED DATA AUTOFILL**
 +
 +If your terminal is configured to use the autofill feature with the enhanced data feature, the gateway is always going to try to apply the available default template to the transaction'​s enhanced data.
 +
 +For more information on the template feature, consult the **[[merchant:​existing_merchant:​selfcare_system:​settings:​enhanced_data_templates|Enhanced Data Templates]]** section.
 +</​WRAP>​
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International