MySagePay
Contents
1. Enter your Vendor Name in this field as well Password Enter your Admin password in this field When you have successfully logged in as the Administrator you will see the following screen Satine soot My Sage Pay A einewirabor ASHES bot ooount Laat TAr ane eee pij ee the dalali pclae mii he Sage Pay pimai rmmirii gii kajan F tes Se f ID Secure ch Resiicions Username igepzy Vale IPs Eel ack Change Log Emad validation statue higi Vataduted Lines Receive updates and commentatione ho Pay heii Emi Sor Ghaiged Primary Admin Pakira e Encryption Password My Sage Pay bat accessed on STW PSS 42 Updated 16 01 2014 Page 6 of 48 To create a new user click on the Users section circled in red signout My Sage Pay My Account Settings User Administration AVS ICV2 Click a rowe to update or perform an action against an account or expand a row to views permissions and settings 3D Secure Restrictions Username Locked Out Logged In Valid IPs Sagepay x wv Surcharges New user Click on the button The next screen will ask for a user name and password for the new account You will also be able to choose what account privileges and MySagePay access rights the new user will have You will also have the option to set the default landing page the user will be presented with when they log in When you have entered the required information click the button to create the new user Updated2. Pay Methods Surcharges cmo a Please note that surcharges should only be used to cover your costs and not as a revenue generator Sage Pay cannot be held responsible for any surcharges that are applied to your account Adding a default Surcharge You can add a default surcharge to a particular payment type so an additional amount is automatically added each time a payment is accepted using that Payment type To do this click the button for the below screen to pop up Add Surcharge Payment Type i Select Payment Type m Currency Surcharge Type Fixed Percentage pn Value Select the payment type you wish to apply the surcharge to If you can accept different currencies through that payment type you can then specify the currency which you would like the surcharge to apply to Select whether you wish to apply a fixed value or a percentage and enter the value You don t need to add the special characters such as or Once you have finished click the Add button to save Continue the process if you wish to add surcharges to other payment types Updated 16 01 2014 Page 47 of 48 Search What can I search for search can be used if you want to locate a particular transaction In the search box highlighted in red below you can enter any part of the customer s name or address to return transactions matching any of the criteria you have entered You must enter data into the search field and
3. MySagePay User Manual Contents About this guide coerce ers atte tticn sare ce cee amaarse puemeneonmeee sen geueaoune suena tenweeseteaseeqieasens 4 OUTING SAS saan pce nese eacecetsdesscseecesecececaceceeceeseseeee 5 JTS SO sts E E E E E E A A E ET 5 Accessing MYSAGCPAY wie i ss2suierainiieineeraveaninessaccadeniacdseebanwnnwawanslAcnedvnedundedecsesbedesaednaees 5 SUDPOMEC DIOWSENS espais renin r E E A E EOE EEE EEE AE 5 The Administrator ACCOUN eoria ERE EEAO 5 Creating user accounts occ ccc ec cece cece cece eec eee eeeeeececeseeseeeseeceeesseceeeseeeeeeneeneees 6 Forgotten user account details ccc ccc ccc ecc eee ee eee e een eee ees eeseeeeeseeeeeeeeenenneeas 8 Administering user ACCOUNTS 00 ccc ec cece cece eec eee eece eee eee eee eee eee eee eeseeeeeeeeeeeeeeseeneees 9 The Transactions AU Ce aires sec cpcacineasacawanannwacaceenaccuenaseecsneecoaveviesaneunaseeecsssucusau 10 What is the Transactions area fOr 0 ccc cc ccc cece ee cece eee eeee eee eeeeeeneeeeeneeeneenees 10 Tansa TOI Sarco Sea vtioeraseeue cen E cocunandusn eres eaaenaten T 11 eie TS FOO UM ON e cee strc cep E A AEE 11 Advanced VE DO GIN scissa Ea EENET ETEei RENE 11 Transaction Total SUMMATMIES ccc ccc ccc ce cce eee c eee e eee eeee eee eeeeeeseeeeeedeeeeeneeenennees 12 Changing the columns displayed cccccc ccc cccceccce cee eeee eee eeeeeeeeceeeeseeeneeaeeeneenes 13 FO Bierce meine ae ar
4. signout My Sage Pay Transactions Terminal settings Search Transactions Summary Settlement Repot from 21 07 2012 to 20 08 2012 report range Any Daily Weekly Monthly Annually Settlement i Acquirer Batch ID Date Currency No of Paymen Payment Val No of Refunds Refund Val Total Trans Net Amt it American Expre 2949 25 08 2010 GBP 5 88 34 0 0 00 5 86 34 Lloyds TSB Car 10872 2608 2010 GBP 263 6 915 89 3 41 15 206 6 o74 74 PayPal 10876 2N 082010 GBP To 2 307 94 0 0 00 TG 2 097 94 American Expre 2950 25 08 2010 GBP 3 632 37 0 0 00 3 632 37 Lloyds TSB Car 10876 25 08 2010 GBP 276 7 636 09 0 0 00 276 7 636 09 PayPal 1087 25 08 2010 GBF T2 1 650 52 0 0 00 T2 1 650 52 American Expre 2951 30 08 2010 GBP 1 17 96 0 0 00 1 17 98 Lloyds TSB Car 10880 30 082010 GBP 262 7 033 49 0 0 00 262 7033 49 PavPal 10873 30 08 2010 GBP 9i 2 09 67 0 0 00 91 2 009 67 Print friendly Export to CSV From this list you will be able to access further information about each transaction that has been sent for settlement Simply click on the transaction to open up the Transaction details Updated 16 01 2014 Page 22 of 48 Bulk Actions This report displays your deferred transactions that are awaiting release If you do not have the deferred payment type on your account you will not see any information in this section If you have any transactions that have not been released you will be presented with a list of transactions that you
5. 16 01 2014 Page 7 of 48 The new user account will now be listed on the main user screen If you ever need to unlock a user account change the Account Privilege MySagePay access or delete a user account you can do so through this area of MySagePay as long as you have Administration privileges When you have created the new user account you should then log out and log back in with the new user account details Important Note When you login with the new user account you will need to use your Vendor Name in the Vendor Name field The user name you created should be entered in the User Name field You will also need to enter the password you created for this account Forgotten user account details Should you ever forget your username or password you can now retrieve this information automatically N B You will need to ensure that you have added and verified an email address against your username before you can start using this feature If you have not done so you will need to contact the account administrator to either reset your password or remind you of your username To do this simply click on one of the links on the sign in Sign In page and then follow the instructions to either reset your password or have your username sent to you Vendor Name Sy Usemame Password Lost your password Lost your usemame Need help Updated 16 01 2014 Page 8 of 48 Administering user accounts Accounts with access t
6. OOTT NSC UK TAX 40 REF 27 08 2012 23 36 10 INVALID 4020 information received from an invalid IP address Refund 5 00 GBP Ss OOTT NSC ROW NTAX 39 REF 27 08 2012 23 34 38 INVALID 4020 information received from an Invalid IP address Refund 25 96 GBP S 406227821909 19 06 2012 12 09 41 INVALID 4020 Information received from an Invalid IP address Payment 11 45 GBP S sagepay 120619062440 100070016 19 06 2012 11 25 24 INVALID 4020 information received from an Invalid IP address Payment 11 45 GBP S sagepay 120619095852 638262536 19 06 2012 10 59 10 INVALID 4020 Information received from an Invalid IP address Payment 11 45 GBP sS 4 120427094736 27 04 2012 09 47 55 INVALID 4020 Information received from an Invalid IP address Payment 19 50 GBP S 11 04 04 2012 10 14 33 INVALID 4020 Information received from an Invalid IP address Payment 399 99 GBP S 47384_1332329483 21 03 2012 12 06 54 INVALID 4020 Information received from an invalid IP address Payment 544 43 GBP S 481595_1332329490 21 03 2012 11 33 57 INVALID 4020 Information received from an Invalid IP address Payment 544 43 GBP S 934893_1332327820 21 03 2012 11 16 05 INVALID 4020 information received from an Invalid IP address Payment 361 24 GBP S 934893_1332327820 21 03 2012 11 08 39 INVALID 4020 information received from an Invalid IP address Payment 524 48 GBP sS 934393_1332327820 21 03 2012 11 06 00 INVALID 4020 information received from an Invalid IP address Payment 524 48 GBP S 9
7. Select the Fh button to be prompted with the below display Add a blocked card range Card range You can use this section to add a specific card range that you want to block from ordering through your Sage Pay account Blocked Issuing Countries Select te button to be prompted with the below display Add a blocked issuing country Select You can use this section to add a blocked issuing country that you want to block from ordering through your Sage Pay account Every customer with a card issued in this country will be blocked from ordering Updated 16 01 2014 Page 42 of 48 Valid IP Addresses You can use this section to add or remove IP Addresses on your account This should be the external IP Address of your server Transactions My Account Settings AVS CV2 3D Secure Restrictions Valid IPs Change Log Users Pay Methods Surcharges Terminal Settings Search P Valid IPs Any IP addresses added here should be only for those servers at your site which directly connect to either Server or Direct Your current valid IP addresses IP Address Subnet Mask Description 010 001 000 000 000 000 000 000 Sage50 Open IP 193 112 145 200 255 255 255 000 VSPAccess Added IP Select the Add button to be prompted with the below display Add a valid IP address IP address Subnet mask signout My Sage Pay m You need to enter the IP address and the subnet mask of your server and select Add t
8. added Perform Checks Fail Mon 3D Cards Fail Mon 30 Issuers Fail 3D Check Failures F ross 17709 2010 12 59 25 3D Secure checks enabled ross 177092010 12 48 10 3D Secure checks disabled ross 177092010 12 48 06 3D Secure checks enabled ross 17092010 12 47 47 3D Secure checks disabled ross 177092010 12 47 46 3D Secure checks enabled ross 1709 2010 12 46 56 3D Secure checks enabled ross 17092010 12 46 52 3D Secure checks disabled ross we Updated 16 01 2014 Page 44 of 48 Users This section displays a list of all the users that have been set up on the Sage Pay account For further information on this section please go to Administering User Accounts on Page 7 of this document simot My Sage Pay Transactions Terminal Settings Search My Account Selling User Administration AVSICV2 Click a row to update or perform an action against an account or expand a row to wiew permissions and settings 3D Secure Username Locked Out Logged In Valid IPs adam x x Change Log adamt x x Users alicia x x Pay Methods andy x x Surcharges annig x x anne x x anthony x x becca x x carl x x carsten x x chris x x chrisg x x dank x x wt New user Updated 16 01 2014 Page 45 of 48 Pay methods This section provides information on how your Sage Pay account is set up to accept payments You will also be able to set up and manage the PayPal payment option icome moe from sagepay Sign out My Sage Pay Transactions Terminal Sett
9. contain additional information Updated 16 01 2014 Page 31 of 48 Export You can use this option to view your transactions in Excel or export to a CSV format This is particularly useful if you need to use or access transaction information outside the MySagePay admin area and also allows you to filter transactions by currency or other values contained within this file select the button in the bottom left hand corner of the screen Then use the following option to view the transaction information in an Excel format Opening SagePayCMTReport_130320_114952082 csv xs You have chosen to open EL SagePayCMTReport_130320_114952082 csv which is a Microsoft Excel Comma Separated Values File 238 bytes from http localhost 8080 What should Firefox do with this file Open with Microsoft Excel default Save File Do this automatically for files like this from now on OK Cancel Updated 16 01 2014 Page 32 of 48 settings What is the Settings area for The Settings section is used to manage your Sage Pay account or administer your user accounts To access the Settings area select the Settings tab highlighted below in red Peo oe Emor Sa REL Oy Transactions Tenminal Search A Sign oul Mi y Sa g e Pay My Account My Account Details Settings 4 View and edi ihe delais associated with your Sage Pay usar login AVSICV2 3D Secure Restrictions Usermame moe vald IPS Nam
10. shopping basket and the goods ordered if provided Only displayed on deferred transactions Only available for transactions using the Server integration method Updated 16 01 2014 Page 17 of 48 Authorisation Details The Authorisation Details section shows the card and cardholder details and the authorisation details obtained during the transaction You will also be able to see the merchant account details for the transaction Y Successful Payment Tsagepay 120820133528 238 Summary Authorisation Details Additional Details Authorisation Details Merchant number Fraud Results Bank authcode Related Transactions Attempt Account type Settlement info Cardholder name Card address Last 4 digits Additional card details Acquirer VPS authcode NatWest Streamline 607 76655 999778 1542364 1 Mi This transaction has not been settled Sage Pay 407 St John Street EC iv 4AB 0001 Credit Card Sagepay Test MC GB e Acquirer The merchant acquirer used for this transaction e Merchant number The merchant number used in the transaction e Bank authcode The bank authorisation code for this transaction e VPS authcode The Sage Pay authorisation code for this transaction e Attempt How many attempts the customer made to complete payment e Account Type Displays if this was an ecommerce MOTO or continuous authority transaction e Settlement Info Information regardi
11. tabs on the left e Summary e Additional Details e Authorisation Details e Fraud Results e Related Transaction Details Y Successful Payment Tsagepay 120821121949 714 Summary Transaction Summary Additional Details Successfully authorised transaction Authorisation Details Customer name Sage Pay Fraud Results j i Customer email not provided Related Transactions Completed 21 08 2012 12 21 04 827 Amount inc Surcharge 1 00 GBP Surcharge 0 00 GBP Description Terminal Payment taken by moe Sage Pay unique ID D6875718 6551 731E 68CD A049A3F43E8B Billing Address Delivery Address Cardholder Address 88 Sage 88 london Pay london 412 88 412 United Kingdom london United Kingdom 412 United Kingdom Billing phone Delivery phone not provided not provided zi Updated 16 01 2014 Page 15 of 48 Transaction Summary The transaction summary provides an overview of the transaction when the transaction took place a description of the transaction along with the contact details for the customer Successful Payment Tsagepay 120821121949 714 Summary Transaction Summary Additional Details Successfully authorised transaction Authorisation Details Customername Sage Pay Fraud Results i Customer email not provided Related Transactions Completed 21 08 2012 12 21 04 827 Amount inc Surcharge 1 00 GBP Surcharge 0 00 GBP Description Terminal Payment taken by moe Sage Pay un
12. 80710_1332326446 21 03 2012 10 46 31 INVALID 4020 Information received from an Invalid IP address Payment 54 85 GBP S S m b Row 1 to 22 of 132 rows reset columns Click on the transaction to display a detailed view of the invalid request as displayed below Invalid Transaction Detail Vendor Tx code OOTI SC UK TAX 88 REF Sage Pay unique ID 07090D61 2126 AF5C 00D4 B8120436271E98 Transaction type Pefund Amount Inc Surcharge ah al Received 22 10 2012 22 00 55 820 System 5 Status detail 4020 Information received from an Invalid IP address Description Out Of The Ark Refund Invalid request source vpsprotocol 2 22 txtype REFUND paymenttype REFUND vendor sagepay vendormame null accounttype null username null website null vendordata null vendortxcode OOT T SC UK TAX 88 REF amount 5 00 currency GBP description Out Of The Ark Refund vspterminal null relatedvpstxid 919BFD16 22DC 9F9E C265 2D16EA F532F relatedvendortxcode O0OT T SC UK TAX 87 REP relatedsecuritykey RRF4T9X 6X relatedtxauthno 1964908 Updated 16 01 2014 Page 25 of 48 The Virtual Terminal What is the Virtual Terminal for The Virtual Terminal is used to process any Mail Order or Telephone Order transactions and is our online equivalent of a PDQ machine in a shop To access the Terminal area click the Terminal tab highlighted in red below You can use this terminal as back up if your web site is out of action and for those customers w
13. D secure applied This field shows whether the 3D Secure checks were applied and if any rules were applied e 3D secure status This field shows the result of the 3D authentication e Attempt This will show the number of times the verification was attempted e ECI result ECI Electronic Commerce Indicator flags are passed to indicate the 3D Secure status from the card issuing bank Sage Pay converts these ECI flags to coloured flags on the Reports pages to help clearly identify the status e CAVV UCAF result Card Authenticate Validation Value CAVV for Visa transactions or Universal Cardholder Authentication Field UCAF for MasterCard Maestro transactions This is the value passed back in the PARes If a CAVV or UCAF value is provided the transaction has been 3D Secured and a liability shift may occur should the transaction later be found to be fraudulent e XID The 3D Secure transaction identifier e AVS CV2 applied This field shows if the AVS CV2 checks were applied and if any AVS CV2 rules were applied e Address numerics This field shows the AVS CV2 response for the Billing Address e Post code value This field shows the AVS CV2 response for the Billing Post Code e CV2 value This field shows the AVS CV2 response for the CV2 number also known as the security code e Fraud Screening Results This field shows the results of fraud screening checks e Total fraud score This field shows the score results f
14. My Sage Pay Transactions Eii Transaction Report from 2008 2012 ia 21ME 012 Settlement mpat range Any Mevarty Bary imac grey Arumi requit A GUTHI Buik Actions invalid J GaP EUR a Card Holder Type Vendor Ta Code Amount Received CV Add PC 30 TIM A Refund Repeat lege re ney ei FS Tp eS eos ai ees ee agg i 2 movie ts n m i a a ye i a o a N a Sage Pay po i ad Vee w TORF i eee eee ie _ ee a 2 eg 0O Q Sade Pay Panyrrel Taagdoay aod Pa i Row 7 io off row Baw hehe CORTE You will see that you are presented with five different sections down the left hand side e Transactions e Summary e Settlement e Bulk Actions only if you process Deferred Release and Authenticate Authorise e Invalid Updated 16 01 2014 Page 10 of 48 Transactions This report will show all of your transactions and provide additional information on all payments Transactions Terminal Settings Search D Sige out My Sage Pay Transactions Transaction Report trom 20 08 2012 to 21 08 2012 Summary Settlement mpri rangt Any bicar Diety weeny Migrate Arnmuaty mauli TUTTERE F aitere ED Buik Actions invalid a GBF EVA o Card Holder Type Vendor Tx Code Amount Received cuz add PC 3D TIMA Refund Repeat ae E rae aOR a0 ta tears Quick reporting Located at the top of the transaction page is the quick reporting tool that will allow you to instantly see your transactions by the hour day w
15. ab for The Card Machine Transactions tab presents transactions placed through your Sage Pay Card Machine Sinot My Sage Pay Transactions Terminal Card Machine Transactions Settings Search P Transactions Card Machine Transactions from 01 01 2012 to 19 03 2013 report range Any Hourly Daily Weekly Monthly Annually result All Success Failure Merchant Client Type Received Amount Currency Cashback Payment Type Bank Authcode Card Number TestMerch281000001 TestClient281000001 Sale 13 01 2013 12 05 20 99 00 GBP 0 00 Visa Debit Delta 962436 475128 6647 Row 1 to 1 of 1 rows show hide columns Export to CSV If you do not currently have any Sage Pay Card Machine transactions to be displayed the following message will be shown You don t currently have any card machine transactions to display here If you would like to find out more information about Sage Pay s card machine terminals please call 0845 111 4466 or email cardterminals sagepay com Sage Pay is able to offer Card Machines to vendors based in the UK and Republic of Ireland Quick Reporting Located at the top of the transaction page is the quick reporting tool that will allow you to instantly see your transactions by the hour day week month or year at the click of a button It will also filter your transactions so you can see all your successful or failed transactions Card Machine Transactions from 1 01 2012 to 19 03 2013 report range A
16. bottom on the transaction screen W KUNMNLKUPTL evReU WIKA TTT Totals FAC ARP ANS ea cea amet a te e A Z f A FONAL I VU i Solis inoulie se Success 2453 transaction s Failure 1188 transactionis A A Z AZA W ste 2 2 2 0O O i Tx Type Volume Value Z 2 ASG Sat ae fA pae lt AUTHENTICATE 1 74 17 GBP zm gym am Wo i ite j 1 ea Se ee AUTHORISE 1 74 17 GBP AE AERO AKO ZF ss DEFERRED 634 32 555 51 GBP A Z l A g l g PAYMENT 552 27 431 43 GBP 22320 IRo Hallaig OLO L EllDygva All totals are based on your currently selected filters Z Z Z Fe Row 1 to 24 of 3641 rows show totals show hide columns Updated 16 01 2014 Page 12 of 48 Changing the columns displayed Transaction ID Customer Name Type Select the columns you wish to show in your grid 3D Fraud Screening Action Batch ID You are able to select which columns you want to display in the Transaction Report by selecting the symbol or clicking on the link show hide columns at 4 Vendor Tx Code Abort the bottom You will then be prompted with this window SUCCESS Release System Refund Account Type Repeat t AmountiInc Surcharge Username Surcharge Fraud Screening Score Payment Type Last 4 Digits Received VPS Authcode Bank Authcode cv2 Card Address Fraud Screening ID PProTxld Add Reference pC Billing Name Billing Address Delivery Name Delvery Address Card Na
17. can bulk release or bulk abort Transactions Transactions Summary Settlement Bulk Actions Invalid Terminal Settings Search O Bulk Actions sion out My Sage Pay Perform Aborts and Releases on more than one transaction at a time Received Vendor Tx Code Card Name Amount cv2 Add Pc 3D T3M 20 08 2012 17 03 27 Tsagepay 120820170250 961 Sage Pay wor Q Q O Row 1 to 1 of 1 rows Deselect All Select All In order to bulk release or abort your transactions tick the checkbox next to each transaction Select the EHLE button to release the selected payments Select the sa altel Updated 16 01 2014 button to abort the selected transactions Page 23 of 48 Gift Aid This report displays any transactions where the customer has agreed to allow Gift Aid relief to be claimed N B If you do not have the Gift Aid functionality enabled on your account you will not see this option Transactions Terminal Settings Transactions Search P My Sage Pay Sign out Summary Gift Aid Report from 07 11 2011 to 07 11 2012 reportrange Any Daily Weekly Monthly Annually Settlement Bulk Actions Received Vendor Tx Code Card Name Card Address Amount inc Surcharge Gift Aid 21 08 2012 12 21 03 Tsagepay 120821121949 714 Sage Pay 88 london United Kingdom 412 1 00 GBP Invalid Row 1 to 1 of 1 rows Updated 16 01 2014 Print friendly Export to CSV Page 24 of 48 Invalid This report will
18. cccccccccccceccc sec ceeececeeeeeeaeeceeeeeeteeeseeeeeesseceeeneeseeeneeneeens 42 Blocked ISSUING Countries 0 cece cec ccc cc eee c eee e eee eece ees eeceeeseeeeeeeseseeenseseeeseeneeens 42 vald IP AGOPESSES enice rea EOE EE EEEE A RRR TE 43 Account nange Gog eee E E E E a 44 DE e E E O AS EE E E E E E E E E E 45 PAYT NOO e a E E E E E facteeosanemedeesceneaas 46 Surcharges Protocol 3 0 feature 00 ccccc ccc ce cece eee eeeeeeeeee een eeeeeeeeaeeneeaeeneens 47 OS AN nE A E E 48 What can Search TON acii EE E a TENE 48 Updated 16 01 2014 Page 3 of 48 About this guide This is a full user guide to MySagePay If you have any questions about this guide please email support sagepay com Page 4 of 48 Getting started Online help There is more information available on our online help centre which can be found at www sagepay com help should you need further assistance on using MySagePay Accessing MySagePay You will only be able to log in to MySagePay once your Sage Pay account has been set up and you have been sent your log in details If your account has been set up but you are yet to receive your log in details for MySagePay please email support sagepay com To access your MySagePay account you will need to type the following URL into your browser window Test Servers https test sagepay com mysaqgepay Live Servers https live sagepay com mysagepay We recommend that you have the latest version of th
19. count settings Your payment pages logo Company display name SagePay sage pay http sagepay co uk s p gepay To change the logo displayed on your payment pages please e mail the new Support email address suppor sagepay com logo in GIF format to support sagepay com Send HTML emails Yes Maximum size is 200 pixels wide by 100 pixels high Default Terminal currency GBP Payment page templates default Restricted domains You can restrict the email domain of the email address which users wish to add and verify against their account For example by limiting it only to your company email address To do this add the email domain in the box displayed below p Add a restricted domain Add a domain to your list of restricted domains below g Sagepay com lf you have a list of restricted domains then users may only change their email addresses to ones with domains from this list ik Updated 16 01 2014 Page 35 of 48 Language settings Protocol 3 0 feature If you have integrated our hosted payment page Form amp Server integration using the latest protocol version 3 then you will be able to select the language which the payment page will be displayed in from within MySagePay To do this select the cs button and select the language from the drop down menu Select Language Select Language EN English a Account Settings If you select the Edt button in the Account Settings section you will be
20. cure on your account all ecommerce transactions will be checked to ensure they are 3D Secure compliant and if so will be passed to the issuing bank for authentication Non compliant cards will have an authorisation request processed Select the Add Rule button to be prompted with the below display Add anew 3D secure rule Start value e End value For transactions within this range Perform the 3D secure authentication L Accept non 30 secure cards to be authorised L Accept authorisations when MFI errors occur F Accent cards trom non 30 secure lesuers to be authorised L Accept 3D secure failures to continue tor authorisation Updated 16 01 2014 Page 39 of 48 Add a 3D Secure Rule You can add 3D Secure rules to your account by entering your rule criteria and then clicking the button For information about how to set up a 3D Secure rule base please refer to the AVS CV2 and 3D Secure Rule Base Guide which can be downloaded from the Sage Pay website http www sagepay com help downloads Important Note Adding 3D Secure rules to your account will mean that transactions which do not pass your 3D Secure rules will not be passed for authorisation You will only receive a liability shift for 3D Secure transactions if the result returns a green flag Only vendors using Protocol 2 22 or above will be able to use 3D Secure on their account Updated 16 01 2014 Page 40 of 48 Restrictions You can use these opt
21. ddress Checking this field will auto populate the billing address details into the delivery address details Updated 16 01 2014 Page 28 of 48 The Advanced section contains all the setting to change how you process a transaction through the Virtual Terminal Billing Address Delivery Address Advanced Unique Tx code Tsagepay 12110 1 3209 622 Transaction type PAYMENT Reference Giftaia M Apply AVS CV2 checks Perform checks if enabled on account Apply Rules if they exist i Force AVS CV2 checks regardless of account settings Apply Rules if they exist Disable AVS CV2 checks and Rules for this transaction only Force AVS CV2 checks but disable Rules for this transaction Section 2 includes e The Card Details visa visa visa SS CD i O52 Amount Currency GBP xl card number i Payment Typs Expiry date mmyy i CWA 3 or 4 digit security code on back of card Name on card Cardtype Surcharge Default Total Amount Description Terminal Paymenttaken by moe e Expiry Date Expiry date of the card being used e Unique Tx Code This is the vendor Tx code that is auto generated you can amend this reference if you wish If you are amending this you will need to enter a unique reference that has not been used before e Transaction Type If you have other transaction types apart from the default PAYMENT you can select them here e Reference You can enter your own payment refer
22. display all invalid transactions that have been rejected by Sage Pay for the account that you are currently logged in to Use the calendar or quick reporting buttons to set the date range Transactions Terminal Settings Search P Sart My S a g e P a y Transactions Summary Invalid Transactions Report from 07 11 2011 to 07 11 2012 reportrange Any Daily Weekly Monthy Annually Settlement Sa VendorTxCode Received Status Detail Type Amount inc Surcharge System Gift Aid OOTT SC UK TAX 88 REF 29 10 2012 22 00 55 INVALID 4020 Information received from an Invalid IP address Refund 5 00 GBP s 2 Invalid OOTT SC UK TAX 85 REF 29 10 2012 21 57 17 INVALID 4020 Information received from an Invalid IP address Refund 5 00 GBP S OOTT NSC UK TAX 82 REF 20 10 2012 04 17 35 INVALID 4020 Information received from an Invalid IP address Refund 26 70 GBP S OOTT NSC UK TAX 30 REF 19 10 2012 23 21 24 INVALID 4020 Information received from an Invalid IP address Refund 26 70 GBP S Sagepay 121008160757 500282200 08 10 2012 17 08 00 INVALID 4020 Information received from an Invalid IP address Payment 24 99 GBP D Sagepay 121008160749 166437910 08 10 2012 17 07 51 INVALID 3048 The CardNumber length is invalid Payment 24 99 GBP D 3 11 09 2012 00 23 07 INVALID 4020 Information received from an Invalid IP address Payment 46 23 GBP S OOTT NSC UK TAX 41 REF 27 08 2012 23 38 56 INVALID 4020 information received from an Invalid IP address Refund 26 70 GBP S
23. ditional Details Additional Details Authorisation kee Refunded Mo Repeated Mo Client IP 212 169 042 036 User mos Fraud Results Started 20 08 2012 13 37 26 760 Completed 20 08 2012 13 37 28 213 Related Transactions Gift Aid Mo The customer did not check System used Direct the gift aid box Callback URL Mone Client location Country UNITED KINGDOM Region Unknown City Unknown ISP WORLDWIDE WEB SERVICES LTD Domain CLARANET CO UK shopping basket No shopping basket provided e Refunded This field shows if the transaction has been refunded e Repeated This field shows if the transaction has been repeated e Released Indicates whether a deferred transaction has been sent for settlement e Aborted Indicates whether a deferred transaction has been aborted and not sent for settlement e Client IP The IP address of the computer used to place this transaction e User This is the Sage Pay username that has processed the action e Started This is the date time the transaction started e Completed This is the date time the transaction completed e Gift Aid This indicates that Gift Aid was applied to the transaction e System Used This is the Sage Pay system used to process the transaction e Callback URL This is the URL which the shopper has been redirected to e Client Location This shows the geographical location of that IP address if available e Shopping Basket Details of the
24. e Moe cunnoula Change Lo 5 9 Email address Users Email validation status Pay Methods Surcharges Receive updates and communications Yas Homepage search map Login password ee Change You will see that you are presented with ten different sections down the left hand side e My Account e Settings e AVS CV2 e 3D Secure e Restrictions e Valid IPs e Change Log e Users e Pay Methods e Surcharges Important Note Not all user accounts will have access to this screen Only users that have been given administrative access will have this tab PLEASE EXERCISE CAUTION when modifying these settings because they will immediately affect your Sage Pay account possibly modifying the user experience or affecting your authorisation rates Updated 16 01 2014 Page 33 of 48 My Account Settings The My Account section allows you to manage your user details contact preferences and passwords N B To set up automatic password retrievals you need to ensure that you have added and verified your email address within this section To edit any details simply click on the button Here you can also opt in to any updates and communications from Sage Pay as well as determine the landing page when you log in Edit your user details Usemame First name Last name Your email address Confirm your email address Receive updates and communications _ Default Landing Page 5 m ii i i Transactions Terminal To cha
25. e currency used in the Dynamic Currency Conversion e Exchange Rate The exchange rate used in the Dynamic Currency Conversion e Gratuity Displays the amount of gratuity applied to the transaction e Merchant Identifies the site for the Card Terminal used in the transaction e Merchant Number Displays the Merchant Number that was used to process the transaction e Method Displays whether the card used in the transaction was Dipped Keyed Swiped or Contactless e Payment Type The type of card that was used e PIN Bypassed Displays whether PIN entry was bypassed in the transaction e Received Date of the transaction e Sale The amount of the transaction minus any gratuity e Success If the transaction was successful e Terminal ID The Terminal ID from the Card Machine used to process the transaction e Time Batched When the transaction was batched for settlement e Tx Fallback The Floor Limit for the transaction e Tx Reference Sequence Number issued by the Card Machine as an identifier for the transaction e Type Payment types such as Sale Refund Sale with Cash Cancelled Sale Cancelled Sale with Cash Cancelled or Refund e User Reference 1 Customisable field to contain additional information e User Reference 2 Customisable field to contain additional information e User Reference 3 Customisable field to contain additional information e User Reference 4 Customisable field to
26. e web browser which you will be accessing the MySagePay admin area from Supported browsers MySagePay is designed and tested to work with a wide array of browsers As of 16 01 2014 the list of browsers supported by Sage Pay is displayed below Desktop Browsers Internet Explorer 8 9 amp 10 23 0 1 24 1 1 amp 25 0 1 Mobile Browsers The Administrator account When your Sage Pay test account is set up you will receive an email which outlines how to access your password retrieval link to obtain your Vendor Name and Admin Password These details will give you access to your Administrator account within the MySagePay system Your Administrator account details always remain the same and you should ensure that you keep this information in a safe place Important Note The Administrator account only allows you to create and administer other user accounts You will not be able to view any transactions when you are logged in using the Administrator account You must therefore create your own user account before you are able to access the full MySagePay system Updated 16 01 2014 Page 5 of 48 Creating user accounts MySagePay Sign In Vendor Name Username Password Forgotten your password Forgotten your username Need help To log in to MySagePay with your Administrator account you will need to enter the following information on the MySagePay login screen Vendor Name Enter your Vendor Name in this field User Name
27. eek month or year at the click of a button It will also filter your transactions so you can simply see all your successful or failed transactions If you accept different currencies you can quickly separate them using the currency tabs just above the transaction list Transaction Report O mem 20 08 2012 ti 21 08 2012 hepa rarei Ary ipury Det Wigan Morty Arr hy result Al Seles Faure 4 GaP EUH amp Card Helder Type Vendor Tx Coda Amount Received CV2 Agd i i Tiegtcey 1208201398920 SOQEIO1S IEN H Sege Poy Payre Teeptonp Daal T LHD GaP JOm IMH Advanced reporting If you need to refine the transaction list further using specific filters you can also do this by selecting the advanced button highlighted above Refine your report fom 01 04 2010 to 27 11 2012 report range Any Hourly Daily Weekly Monthly result All Success Failure Payment Type Al Transaction type All Account type A Vendor tx code Amount Inc Surcharge VSP auth code Last 4 digits Clear all You will then be presented with options to Refine your report as displayed above Simply choose the dates from the calendar to display transactions within that time period You can also click on the month and year field to display a dropdown menu if you want to change the month year Updated 16 01 2014 Page 11 of 48 You will have the ability to refine your transactions with the following e Payment type e Transactio
28. en te namie nic a EO E E wad anc am vino E A T E tances E E 14 Detailed transaction information ccccc cece cece nec cece eeee eee eeeeeeee ees eeneeeeeeneeneeneeens 15 TRANSACTION SUMMARY asc curccicecacomecseuonrcotuabeavenceeneisanonetsacmmoszounoriausniesteawosou tduemrsstendus 16 PACOIMA DEIS Se cstaiecacesnp che E cate ninad toca suopatiescuiors E 17 Authorisation Detalls ig arte nce ceenchige ene al EE E EE ESEESE 18 FF AUG RESUS orsoni ann rE E E ER AEE E A ESEE E 19 Related Transactions sxtsasencnracectceccimeceediaesne benssasaoneatoneiaquenqssace 2oavecnwtaadaueeuestadennrees 20 TIANA Y crete nec sa tsencte eve st ent eruceeeiplyng ve vs iGo stratoosecaniosnnsentuawememsinnebsneameraneus comer eeauatuatas 21 SN ce area we caer ts ae et eesti sys E ea seen cat eae esatous 22 EWI PA CHIOINS rec a geese no soaceaenetsuw te dnn TAE E arieumeeseseisuden 23 CA ae ee ee ne ee eee eee 24 VAO ec crresteetsedsee cates seein at Serves E E paso E 25 The Virtual Terminal nisaceecececcecenanasananesteaawentcusenussscamssesesesesiuavecinenteuasntetesseeneexs 26 What is the Virtual Terminal for 20 0 0 cece ccc ccecece eee eeee ees eeee een eeeeeesseeneeneennees 26 Vendors in Merchant Category 6012 Financial Institutions eee 2 Processing a transaction through the Virtual Terminal cc cccccc ccc neee scence ee 28 Card Machine Transactions Tab cccscccssccsseeeeeeeeeeeeeesseneeeeesenesenesnesen
29. ence here for your records e Gift Aid Select this box if you wish to claim gift aid on the payment e Apply AVS CV2 Checks This check box allows you to choose how you wish to apply your AVS CV2 rules The fields marked with are mandatory fields and must contain data e Amount The amount of the transaction e Currency Select the currency of the transaction e Card Number The card number printed on the front of the card with no spaces e Payment Type The type of card e g Visa MasterCard which is automatically populated based on the card number entered e CV2 The security code usually the last three digits printed on the signature strip on the reverse of the card For Amex cards the security code is 4 digits found on the front of the card e Name on Card Name printed on the card e Cardtype Surcharge This field will only become active if you have set up the surcharge feature on your account This will allow you to add the default surcharge to the payment or specify a specific amount For more information on how to set this up please see page 41 e Description Free text field to enter additional details Important Note The Virtual Terminal does not send an email to your customer on completion of the transaction To do this you will need to send your own invoice receipt on completion of the transaction Updated 16 01 2014 Page 29 of 48 Card Machine Transactions Tab What is this t
30. es 30 What iS EMIS TAD TOF nisrani eaa tambien teanouserneesie qnandtaamniacneneieiacascvecsans 30 o1 le 010 a ge mene te neenee etm te eer Oe ere ee ee ee ee 30 Changing the displayed COIUMNS ccc cece ccc ccc cece cee eeee eee eeeneeeeeeeeeseeeeeeseeeneeaes 31 Page 2 of 48 SENGS iscsi sete cnc ees emcee oe oe eee eye eens see ces ecareeeteene eases 33 What is the Settings area fOr 2 0 ccc ccc cc ccc eee eeee eee eeee eee eeee cesses eeneeeeeneeenees 33 My ACCOUNT SCTUINGS scscsussnndcnucerscnsncaameatednendeansanyacs snsamseamedmarariteruesbadsauestiecsaucsaunaeiens 34 Display amp General SettingS cece cc cece cece een eeee ees eeceeeseeteeesseseeesseseeeneeneeens 35 Restricted COMAINS 0 ccc ccc ccc eccecceeceeceeeseeceeceeceeceececeeeeeeseeseeseeceeseeseeseeseeeeeeees 35 Language settings Protocol 3 0 feature ccc cece cc cece eee eeee een een een eeneeneeaes 36 PAC COUN SS UHI S gered tonacevnntoasmaubsapoeteanoncssotaeyatneniacedutoteiuagoastancetntestaueisaueesineatent 36 MOU Payment ACS LOJO ia oie dem es sat aereeritaee EESE 3 AV IONE a Pee ee ee eee ee ee 38 Add a New AVS CV2 Rule 20 00 cece ccc cece ccc c cece eecenecen cece cece eeee seen seen seen eeeeeeneeneees 38 SD DC CUNCE orraa R ES 39 BS SSC ON ee E E E E A O E ES 41 EO CIS ON AdO SSCS eae A S E 41 Add a Blocked Coumntry 0c ccccc ccc ninnan nainen anieri an eiaa TEER i 42 Blocked Card Ranges
31. ho prefer to pay by phone You can only use our Terminal screens if you have a Mail Order Telephone Order MOTO merchant number associated with your account If you only have an E Commerce merchant number on your account the Virtual Terminal will not be available to you Please contact your acquiring bank to request a MOTO merchant number Some banks may allow you to use the same merchant account others may require you to set up a new one Once you have an account send the details to support sagepay com along with your Vendor name and they will set up the account for you signout My Sage Pay Transactions Terminal Settings Search 2 Terminal Use the Terminal to process mail order telephone order MOTO payments Billing Address Delivery Address Advanced First name A o visa vISA visa SS CD E 55 Last name Phone number Amount Currency GBP Email address Card number Address line 1 Payment Type Address line 2 Expiry date mmyy Town City CV2 3 or 4 digit security code on back of card Post zip code ll Country United Kingdom Cardtype Surcharge Default V Make Delivery Address same as Biling Address Total Amount Description Terminal Paymenttaken by moe Updated 16 01 2014 Page 26 of 48 Vendors in Merchant Category 6012 Financial Institutions Important Note Vendors classified by their Merchant Acquirer in Merchant Category 6012 Financial Institutions will notice add
32. ings Search P My Account Payment Methods Settings Payme thods PERE View the payment methods and currencies that are available on the payment pages and set up your PayPal Express Checkout account for use with Sage Pay If you wish to amend or add a payment method or currency AVSICV2 please contact support sagepay con 3D Secure Restrictions Your account is set up to accept the following payment methods Valid IPs Cards European payments ther aseta VISA visa visa SS CD EN Users Pay Methods Surcharges Your account is set up to accept the following currencies Use PayPal Express Checkout with Sage Pay Your primary No account set EUR GBP PayPal email address Set a PayPal account You will be able to see the following information about the payment methods on your account e The card types your account is set up to accept e Local European payment methods your account has been set up to accept only if you have applied for the Local European Payments service from Sage Pay e Any other payment methods such as PayPal In addition to the above you will also see which currencies your account has been set up to accept Set a PayPal account If you select button in the Use PayPal Express Checkout with Sage Pay section you will be prompted with the below display Edit PayPal Account settings Your primary PayPal email address If you would like your customers to have the option of using their PayPal account
33. ions to add restrictions to your account You can see from the screenshot below that this is split up into four sections e Blocked IP Addresses e Add a Blocked Country e Blocked Card Ranges e Blocked Issuing Countries signout My Sage Pay Transactions Terminal Settings Search My Account maS Account Restrictions Settings Apply restrictions to your account The restrictions will be applied at transaction registration AMVSICV2 3D Secure Blocked IP Addresses Add a blocked country Restrictions You have no blocked IP addresses You have no blocked countries Valid IPs Change Log Users Pay Methods Surcharges Cc Add Blocked Card Ranges Blocked Issuing Countries You have no blocked card ranges You have no blocked issuing countries Blocked IP Addresses Select the Add button to be prompted with the below display Add a blacked IF IP address Subnet mask You can use this section to add a specific IP address that you want to block from being able to process a transaction through your Sage Pay account Updated 16 01 2014 Page 41 of 48 Add a Blocked Country Select the EED button to be prompted with the below display Add a blocked country Select You can use this section to add a country that you want to block from being able to process a transaction through your Sage Pay account Every customer with an IP address located in this country will be blocked from ordering Blocked Card Ranges
34. ique ID D6875718 6551 731E 68CD A049A3F43E8B Billing Address Delivery Address Cardholder Address 88 Sage 88 london Pay london 412 88 412 United Kingdom london United Kingdom United Kingdom Billing phone Delivery phone not provided not provided prn e Customer name The customer s name for the transaction e Customer email The customer s email address provided e Completed This is the date time the transaction completed e Amount Inc Surcharge The full amount of the transaction including the surcharges e Surcharge The amount of the surcharge e Description This will show a description of the transaction e Sage Pay unique ID This is the unique identifier for Sage Pay e Billing Address The billing address entered and sent to Sage Pay e Deliver Address The delivery address entered and sent to Sage Pay e Cardholder Address The address entered captured on the payment page Only available for transactions using the Form amp Server integrated method Updated 16 01 2014 Page 16 of 48 Additional Details The additional details section provides further information on the transaction start and completions times the system used whether the transaction has been refunded or repeated and the URLs to which customers were sent You will also be able to see the shopping basket if this has been passed onto Sage Pay Successful Payment Tsagepay 120820133528 238 Summary Ad
35. itional optional fields when processing Terminal transactions The Merchant Category Code MCC 6012 Financial Institution is used for a variety of payments initiated by financial institutions MCC 6012 is the most fraudulent MCC in the UK market As advised by UK numbers the majority of fraud perpetrated on MCC 6012 is on compromised Visa debit card details that are used to transfer balances to other cards Members are therefore unable to confirm whether a payment is genuine despite the matching of full CVV2 with AVS To address this situation additional data for MCC 6012 is to be captured and submitted unchanged to the card issuer for Visa transactions to assist in authorisation decisions The additional information required is Recipient Date of Birth Recipient Account Number Recipient Post Code Recipient Last Name signout My Sage Pay Transactions Terminal Card Machine Transactions Settings Search Terminal Use the Terminal to process mail order telephone order MOTO payments Billing Address Delivery Address Advanced First name Phone number Email address Address line 1 Recipient Date of Birth yyyymmdd Recipient Account Number Recipient Post Code Recipient Last Name C Last name Updated 16 01 2014 Amount Card number visa visa visa SS CD urrency GBP Payment Type Expiry date mmyy cve 3 or 4 digit security code on back of card Name on card Cardty
36. mation about AVS CV2 rules please refer to the AVS CV2 and 3D Secure Rule Base Guide which can be downloaded from the Sage Pay website http www sagepay com help downloads Important Note Adding AVS CV2 rules to your account will mean that transactions which do not pass your AVS CV2 rules will be automatically declined An online reversal will be sent to the bank to cancel the transaction Updated 16 01 2014 Page 38 of 48 3D Secure You can use these options to change the 3D Secure Fraud Checking options on your account You will first need to request that 3D Secure is activated on your account by sending an email to 3dsecure sagepay com Please note that 3D Secure checking will only work if your account with Sage Pay has been enabled for 3D Secure Transactions Tenninal Samiri Saach A M y sag e Pa y Hi ADoourd O Secure Audrrmsiration Satings AVEVA Tuin 30 Berus checks OF prd OFF ia H binid processed agers your Scour phd manage Ba niai ogee me I0 Secure checks Se hon A oa ID Secure i Seeing cies in Ponies f T Al kinima el be checked bb etie hey are 30 secure Comphanl And i s wil be posed bo Ihe Geen bank fr genic alien Vaid IPs Hon compaand cards will memp have the aothotiaeher request processed Change Lag Unis You 46 ool have any mues Pay Memods Surcharges Turn off 3D Secure Checking is On Click the button to switch off 3D Secure and any associated rules on your account When you have activated 3D Se
37. me e Transaction ID Sage Pay s unique transaction reference VPSTxID e Customer name The customer s name for the transaction e Type Payment types such as payment deferred refund void etc e Vendor Tx Code Your unique transaction identifier e Success If the transaction was successful e System Displays how the transaction was processed Form Server or Direct e Account Type Displays if the transaction was ecommerce Moto or Continuous Authority e Amount The amount of the transaction e Surcharge The amount of the surcharge e Payment Type The type of card that was used e Last 4 digits Last four digits of the card that was used e Received Date of the transaction e VPS Authcode Sage Pay s authorisation reference e Bank Authcode The bank s authorisation code e CV2 Card security code result e Fraud Screening ID The fraud service transaction reference e Add Address verification result e PC Postcode verification result e 3D 3D Secure authentication result e Fraud Screening Action This is the result of the fraud checks e Batch ID The settlement batch ID e Abort Indicates whether a deferred transaction has been aborted and not sent for settlement e Release Indicates whether a deferred transaction has been sent for settlement e Refund Displays if the transaction has been refunded e Repeat Displays if the transaction has been re
38. n Type e Account type e Vendor Tx Code e Amount inc Surcharge e VSP auth code e Last 4 digits of the card By clicking on the transaction you will be able to view further details of the transaction You will be prompted with a new screen that is discussed further in this document under the heading Transaction Detail If you select the symbol next to the transaction you can view some additional information with regards to addresses as displayed below All GBP EUR amp Card Holder Type Vendor Tx Code Amount Received CV2 Add PC 3D T3M A R E Sage Pay Payment Tsagepay 120820133523 235 1 00 GBP 20 08 2012 13 37 26 x x Vendor Tx Code Tsagepay 120820133528 228 Refund Repest Void Sage Pay unique ID 24CCFC21 F36F 58DC 732E 45102B192D64 Billing Address Delivery Address Cardholder Address Sage Pay Sage Pay Sage Pay 407 St John Street London United Kingdom 407 St John Street London United Kingdom 407 St John Street London United Kingdom ECtv 4AB ECiv 448 EC1v 448 fal Caen Dau Da man Treanannss 1 10 W1499H 0 790 ann coo WINONA 4 9 3R RA Transaction Total Summaries On each report you create you will immediately be able to see a totals summary for all the transactions split by each payment type and also separated by successful and failed transactions N B The totals will only be displayed for each individual currency and not on the All tab Simply click or hover on the link located at the
39. ng settlement date time amount and batch ID e Cardholder name The cardholder s name entered at the time of the transaction e Card address The cardholder s address entered on the payment pages at the time of the transaction e Last 4 Digits The last 4 digits of the Debit Credit card used in the transaction e Additional card details The type of card and issuing bank Only applies to transactions using the Server integration method Updated 16 01 2014 Page 18 of 48 Fraud Results Summary Additional Details Authorisation Details Fraud Results Related Transactions Y Successful Payment tonestest 1389804980220 895265 3D Secure 30 secure applied 50 secure status Attempt ECI result CAVWUCAF result XID Defaut 3D Secure checks performed where the card permitted and rules applied if they were active on the account at the time g ox gt 05 Authentication Successful uablxSgl0UreFXOOOw aikasco AVS amp CV AVSICV applied Address numerics Post code value CV value Defaut AVSICV2 check and rules applied if they were active on the account at the time wormatcuen sormatcuen MATCHED Fraud Screening Fraud Screening Results Data sent to The 3rd Man Awaiting analysis Check back in an hour Total fraud score The Fraud Results section shows the details and results for 3D Secure AVS amp CV2 and Fraud Screening checks e 3
40. nge your password click on the ETI button within the My password section A pop up window will appear that will request your new password and will also indicate how strong the password is Change your password gt Confirm new password i Password Strength The minimum password length required is 8 characters To improve security on your account we recommend a strong password that contains at least one uppercase letter A Z one lowercase letter a z one number 0 9 and one special character _ You can also see when the last time you accessed MySagePay at the bottom of this screen Updated 16 01 2014 Page 34 of 48 Display amp General Settings This section is split into four sections e Restricted domains e Language settings e Account settings e Your payment pages logo Transactions Terminal Settings Search P Sign out M y Sa ge Pa y My Account Settings Display amp General Settings AVSICV2 View and edit your current Sage Pay account settings view your payment pages logo 3D Secure Restricted domains Language Settings Restrictions You currently have no restricted domains Valid IPs If you have a list of restricted domains then users may only change their email addresses to ones with Current Language Selected is EN English domains from this list Change Log To change the language displayed on your payment pages please press edit Users Pay Methods Surcharges Ada FP Ac
41. ny Hourly Daily Weebly Monthly Annually result All SUCCESS Failure Updated 16 01 2014 Page 30 of 48 Changing the displayed columns You are able to select which columns you want to display in the Transaction Report by clicking the link show hide columns at the bottom You will then be prompted with this window x Select the columns you wish to show in your grid Account Type J Payment Type J Amount PIN Bypassed Auth Message J Received V Bank Authcode Sale V Card Number Success V Cashback Terminal ID V Client Time Batched Y Currency Tx Fallback DCC Amount Tx Reference DCC Currency V Type Exchange Rate User Reference 1 Gratuity User Reference 2 V Merchant User Reference 3 Merchant Number User Reference 4 Method Select All Deselect All e Account Type Displays Card Holder Present to indicate transaction was placed on a Sage Pay Card Machine e Amount The amount of the transaction the totals of Sale Cashback and Gratuity e Auth Message Authorisation response for the transaction e Bank Authcode The bank s authorisation code e Card Number Displays the first six and last four digits of the card used in the transaction e Cashback The amount of cashback provided with the transaction e Client Terminal identifier e Currency The currency of the transaction e DCC Amount The amount of the transaction where Dynamic Currency Conversion has been applied e DCC Currency Th
42. o add the IP address to the list of valid IP addresses To remove an IP address select the bin symbol highlighted in red in the above screenshot Important Note You only need to add IP addresses to your account if you are integrating with Direct or Server If you change your web server you will need to change the IP Address on your account It is not necessary to add IP addresses to your account if you are integrating with Form or using the Terminal Updated 16 01 2014 Page 43 of 48 Account Change Log This section displays changes made through the setting options This will allow you to track changes you and other administrative users have made to your account simot My Sage Pay Transactions Terminal Settings Search My Account Settings Account Change Log View all of the activity against your Sage Pay account Click on a grid column to re order the results AVSICV yag Y q Y g 3D Secure Restrictions Date Time Description Username ae a Valid IPs 177092010 14 25 53 Country AF has been deleted ross 17709 2010 14 25 52 Country AF has been deleted ross Change Log 17092010 14 25 46 Blocked Country AF has been added ross Users 1792010 14 25 42 Blocked lssuing Country AF has been added ross Pay Methods 1709 2010 12 59 56 ALL 3D Secure Rules deleted ross a 17709 2010 12 59 46 Mew 3D Secure Rule added Perform Checks Allow Mon 30 Cards Fail Mon 30 lssuers Fail 30 Check Failures ross urcharges 1709 2010 12 59 37 Mew 3D Secure Rule
43. o the User Administration area are able to unlock user accounts delete user accounts create user accounts or change account settings When you log in using the administrator account and select the Users section you will see the list of current users set up on the vendor account You will also be able to see which user accounts are logged in or locked out at that point in time My Account Settings AVS CV2 3D Secure Restrictions Valid IPs Change Log Users Pay Methods Surcharges Sign out My Sage Pay User Administration Click a row to update or perform an action against an account or expand a row to view permissions and settings Username Locked Out Logged In E newuser x x newuser2 x x Sagepay x Y If you ever need to lock unlock or delete a user s account select the symbol next to the user and you will be displayed with the below view The actions are highlighted in red below Important Note If you lock out the Administrator account you will need to email support sagepay com for this account to be unlocked This request must come from the Primary billing contact on the account Updated 16 01 2014 Page 9 of 48 The Transactions area What is the Transactions area for The Transactions area is used to find the details of a transaction settlement or invalid request To access the transactions area select the Transactions tab highlighted below in red ihc seling Search A Sign out
44. on to change the payment pages which are displayed to your customers during the payment process The payment pages are the pages where your customers enter their credit card details You will only be able to change these if you are using Server or Form to process your transactions Important Note If you change these settings you will change the look of your payment pages and may stop them from working altogether if you have not created your own customised pages correctly For information about customising the payment pages please visit the online help centre on the website www sagepay com help Updated 16 01 2014 Page 36 of 48 Your Payment Page Logo This section will display your company logo that you have sent into Sage Pay This is the logo customers will see on the Sage Pay payment pages if you are using the Form or Server redirect integration method If you have not sent in a logo to Sage Pay it provides you with the details on how to do this Your payment pages logo sage pay To change the logo displayed on your payment pages please e mail the new logo in GIF format to supporn sagepay com Maximum size is 200 pixels wide by 100 pixels high Updated 16 01 2014 Page 37 of 48 AVS CV2 You can use these options to change the AVS CV2 Fraud settings on your account Transactions Terminal Settings Search O Sign out M y Sa ge Pp ay My Account Settings AVS CV2 Administration AVSICV2 Tum AVS CV2 checking ON and OFF agains
45. pe Surcharge Def Total Amount Description Terminal Payment taken by paul Page 27 of 48 Processing a transaction through the Virtual Terminal The Virtual Terminal screen is split into two sections with the first section having additional tabs section 1 includes e Billing Address e Delivery Address e Advanced Billing Address Deliwery Address Adwanced Billing Address Deliwery Address Adkenead First name foo OE First name Last name Last name Phone number Phone number Email address Address line 1 Address line 1 Address line 2 Address line 2 Towricity Towriicity Postirip code Postizip code Country United Kingdom Country United Kingdom v Delivery Address is same as Billing Address Make Delivery Address same as Gilling Address You will need to enter information in the fields above The fields marked with are mandatory fields and must contain data e First Name Customer s first name e Last Name Customer s last name e Phone Number Telephone number e Email Address Email address e Address Line 1 1 line of the customers address e Address Line 2 2 line of the customers address e Town City Town city of customer s address e Post Zip Code Customer s post zip code e Country Dropdown list of countries e State Code Only applicable when United States is selected as billing country e Make Delivery Address Same as Billing A
46. peated e Username Displays the user who has performed the payment if processed within the MySagePay area e Fraud Screening Score The fraud result score Billing Name Billing Address Delivery Name Delivery Address Card Name Card Address Updated 16 01 2014 Page 13 of 48 Export You can use this option to print your transaction list view in Excel or export to a CSV format This is particularly useful if you need to use or access transaction information outside the MySagePay admin area Select the relevant button in the bottom left hand corner of the screen Whores coeur Tir Freedpcy Selecting the GeO button will open up a print preview and the option to print out your transactions selecting the button will open a window to open the transactions in Excel or save itas a CSV format Updated 16 01 2014 Page 14 of 48 Detailed transaction information When you click on the transaction row within the transaction report you will see further information about the transaction from the authorisation details to fraud results This display shows you everything Known about the selected transaction This information will help you address any customer queries you receive make decisions about delivery and allow you to release authorise abort cancel void refund or repeat transactions against this card if you have permissions to do so This display has 5 different sections to it that you can navigate to using the
47. prompted with the below display Edit Display amp General Settings Company display name Your full homepage URL http saqepay co uk Your support email address supporte saqepay cam send HTML emails to customers Default currency in Termina GBP Payment page templates Detautt Address read only No address Custom You can use this section to change the display and confirmation email Form only settings on your account e Company Display Name This is the name displayed on the payment pages and in the confirmation emails Form only e Your Full Home Page URL This is the main URL for your website This can be displayed in your confirmation emails Form only and some Sage Pay error pages e Your support e mail address This is your main support email address used in your confirmation emails Form only and some Sage Pay error pages We will also use this as the reply to address for your confirmation emails e Send HTML e mails By default Sage Pay Form integration will send HTML emails for all order confirmations You can switch off HTML emails by un checking this box so Sage Pay will then send text emails only e Default Currency in Terminal By default the Terminal will select GBP as the transaction currency If you have multi currency set up on your Sage Pay account you can use this option to choose which currency is selected by default e Payment Page Templates You can use this secti
48. rom the fraud screening provider For more information about the AVS CV2 3D Secure and the fraud provider responses please download the Sage Pay Fraud Prevention Advice guide from the Sage Pay online help centre www sagepay com help userguides Updated 16 01 2014 Page 19 of 48 Related Transactions The related transaction section shows all transactions associated with the payment currently selected This can include Refunds Repeats Authorises and Releases lf you select and expand the related transaction it will display the detailed transaction view Amount inc Surcharge System used Started VPS authcode Y Successful Payment Tsagepay 120820164847 480 Summary Additional Details Y Successful Refund REFTsagepay 120820164847 480 525 Authorisation Details Amount Inc Surcharge 1 00 GBP Surcharge Fraud Results System used Server Started 20 08 2012 16 49 51 310 User Related Transactions Z it VPS authcode 1544033 Bank authcode Failed Repeat REPsagepay 120820164926 503 2 00 GBP Surcharge Server 20 08 2012 16 49 34 170 User N A Bank authcode x 0 00 GBP 999778 0 00 GBP moe Awaiting Authorisation e Amount inc surcharge Amount of the transaction including any surcharges e System Used This is the Sage Pay system used to process the transaction e Started This is the date time the transaction started e VPS authcode The Sage Pay VPS authorisation code for this
49. select the DO to return the results Welcome moe from sagepay Transactions Terminal Settings Search 2 Sign out My Sa ge P ay Transaction Search Enter any part of a customer s name or addre Success Type Received Customer Name Amount Inc Surchi CV2 Add PC 3D T3M Refund Repeat Enter any full word in the customer s name or addresses to find them You can refine your search by selecting the button You will then be displayed with Refine your report options as displayed below Set criteria from the calendar to display transactions within a time period you can select the month and year field to display a dropdown menu if you want to change the month year There is also the ability to search for e Payment Type e Transaction Type e Account Type e Vendor Tx Code e Amount inc Surcharge e VPS Auth code e Last 4 digits Refine your report from 01 04 2010 to 27 11 2012 reportrange Any Hourly Daily Weekly Monthly result All Success Failure Payment Type AT Transaction type Account type A Vendor tx code Amount Inc Surcharge VSP auth code Last 4 digits Clear all Important Note You must enter data into the search box in order to return transactions in the list Updated 16 01 2014 Page 48 of 48
50. t your account and manage the rules against the AVS CV2 checks 3D Secure A AVS CV2 checking is ON stricti SA Restrictions All transactions currently send the address postcode and CV2 numerics to the bank for validation Valid IPs Change Log U You do not have any rules sers Tur off Pay Methods Add rule Surcharges AVS CV2 Checking is ON Click the button to switch off AVS CV2 and any associated rules on your account If you turn off AVS CV2 checks your transactions will not receive an AVS CV2 response from the bank the AVS CV2 rules will not be applied and you will not need to enter CV2 information on any payment screens however it will be down to the bank s discretion whether they will authorise a transaction without a CV2 value Select the button to be prompted with the below display Add a New AVS CV2 Rule Add anew AYVSICY rule Enter the range for all transactions to which this rule applies Start value End value For transactions within this range F Accept DATA MOT CHECKED bank or card scheme dont check values F Accept ADDRESS MATCH ONLY C 2 check tails Address check succeeds F Accept SECURITY CODE MATCH ONLY Address fails CY 2 check succeeds LJ Accept WO DATA MATCHES both CY and AWS checks fail You can add AVS CV2 rules to your account by entering your rule criteria and then clicking the add rule button You can set up multiple rules on your account For more infor
51. to pay for goods on your site you will need to apply for and configure your PayPal business account to accept payments via Sage Pay and enter the PayPal Primary log in email address to connect your account For further information on setting up PayPal with Sage Pay please view the link below http www sagepay com help faq how_do i set up paypal on my sage pay account Updated 16 01 2014 Page 46 of 48 Surcharges Protocol 3 0 feature Surcharges are only available to use if you have integrated your e commerce payments using the latest protocol Version 3 0 or processing payments through the Virtual Terminal Within this section you will be able to manage any surcharges you wish to add to your transactions Sign out My Sage Pay Transactions Terminal Settings Search O My Account Surcharges Settings Surcharges can be set up based on payment type and currency for transactions made through My Sage Ear In order to also apply these surcharges to your payment pages you need to upgrade to Protocol V 3 0 You can find more information regarding this integration here or contact customer services on 0845 111 44 55 AVS CV2 Terms amp conditions You must ensure that any surcharges set up comply with laws of your country 3D Secure Restrictions Your Default surcharges Valid IPs No surcharge applies to any other payment type enabled on your account Change Log Payment Type Currency Fixed Percentage Users No surcharges found
52. transaction e User This is the Sage Pay username that has processed the action e Bank authcode The bank authorisation code for this transaction e Vendor Tx Code Unique transaction reference Updated 16 01 2014 Page 20 of 48 Summary This report provides a summary of all of your transactions and shows you the total amount of funds coming in and going out You can expand and collapse the report by using the and symbols on the left hand side You should use this option if you would like to view a breakdown of all your transactions should you need to obtain a full report Here you can access information by account type payment type card type and user Transactions Terminal Settings Search Transactions Summary Report from 21 07 2012 to 20 08 2012 Summary Settlement Bulk Actions Transaction Breakdown Volume In Invalid Successful Failed Updated 16 01 2014 report range Any Value In 1 00 Daily Weekly Volume Out Monthly Value Out Annually signout My Sage Pay Total Volume Net Value 4 11 00 1 1 00 expand all collapse all Page 21 of 48 Settlement This report displays the settlement details of all of the transactions that you have processed through your Sage Pay account You should use this option if you would like to show a summary of transactions which have been sent for settlement This will show the total number and value of transactions in each batch
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