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Paymentech iTerminal User Manual

1. Authorization Transaction Type C Redemption Prior Redemption Access Code Submit Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Manual Redemption Prior Redemption Select the transaction type by clicking the radio button to the left of the desired transaction type Redemption is the default transaction type Key in the required and additional data elements present on the screen When complete select the mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Note The Access Code prompt is required only if the feature is enabled and the users access level is Store Regular Access This is an example Manual Redemption screen switch id log out help powered b 1 lerminal ii titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Redemption FlexCache Redemption Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data Conditionally Required Card Number Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Card verification Transaction Type Redemption Select the transaction type C Prior Redemption by clicking the associated x Access Code is conditio
2. Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Authorization Transaction Type C Add Value Prior Add Value C Issue Submit This is an example Manual Issue screen switch id log out help rlerminal iTerminal New Order FlexCache Add Y aluelssue FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN FlexCache Add Value Issue Fill out the form below and submit wh en complete Merchant DBA Product Test MID Merchant ID 7000000098554 Terminal ID 001 Required Data ez Conditionally Required Card Number Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Transaction Type Add Value C Prior Add Value Issue Submit January 2006 Paymentech iTerminal User Manual 1 31 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped or Manual Redemption Prior Redemption To access the FlexCache Redemption New Order screen move cursor over the FlexCache link and select the FlexCache Redemption dropdown option FLEXCACHE Flex Cache Flaxcache Activation Add Value Issue Redemption FlexCache FlexCache Balance Inquiry Swiped Swipe the FlexCache card from the FlexCache Redemption New Order screen Manual Select the Manually Enter the Card button from the FlexCache Redempti
3. Requested Amount KAXKRAXKRXKRAXKAXI328 50 00 XAXXXXXXXXXXXXXX7328 0 00 KARKARKRRARKRAXKAXI328 20 00 AXXXXXXXXXXXXXX7328 1 00 View Order Reverse Order Return to Search al mentech Transaction Amount 50 00 0 00 20 00 1 00 The above screen will appear when Detailed Transactions is submitted as the Query type from the Open Batch Credit Card screen From this screen the following options are available View Order Allows the ability to view the transaction data and reprint transactions if necessary Reverse Order Allows the ability to Void the selected transaction LReturtsSearh Returns user to search screen To select a specific transaction click on the associated radio button and then select either View Order or Reverse Order 1 48 Paymentech iTerminal User Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL ilerminal Users Manual Open Batch Block Activation This is an example Open Batch Block Activation screen switch id log out help 1 lerminal ii titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch Open Batch Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Y Partial Entry Allowed 2 Help Available IV Search only Block Activations 3 V Date Range mm dd yyy From 01 17 zl 2006 To o1 17 zl 2006 Query Type Detailed Transa
4. Transaction Type Sale a Select transaction type by clicking on the associated Prior Authorization i 9 radio button at Access Code is conditionally required See note above Access Code C Pre Authorization m January 2006 Paymentech iTerminal User Manual 1 13 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Manual Pre Authorization screen switch id log out help ilerminal 5 Payiti titech FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal New Order Credit Card Sale Credit Card Sale Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 ORDER DATA PURCHASING CARD DATA Conditionally Required Required Data 2 Help Available Card Number I T TV T Expiration Date sz A Amount 0 00 Invoice Number Clerk ID Additional Data Street Address o Postal Code Card Verification 3 Customer Reference Transaction Type Sale Pre Authorization Prior Authorization Access Code This is an example Manual Prior Authorization screen switch id log out help ilerminal 5 ay tech FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal New Order Credit Card Sale Credit Card Sale Fill out the form below and submit when complete Merchant DBA Product
5. switch id log out help a E o were i lerminal Hieritech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Admin Clerk Set up Admin Clerk Set up WET UD YOUrF tLierks Deiow Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 First Name Last Name Bii If prompted Access Code is required Access Code Search Save Save amp Add Another Clear 1 64 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Admin Clerk Setup Search screen switch id log out help al e were lermina fietitech CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal amp dmin Clerk Set up Admin Clerk Set u et up your Clerks below Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 First Name Joe Last Name smith Clerk ID 3 Access Code enn Click on the box and the delete button to change the Clerk ID status to Inactive Note Once Inactivated the Clerk ID may not be Reactivated Search Save Save amp Add Another Clear First Name Last Name Clerk ID One Clerk ID found Delete To Inactivate a Clerk ID click on the box to the left of the desired Clerk ID and click the 2 5t8_ button Note Once Inactivated a Clerk ID may not be Reactivated anuar aymentech 1Terminal User Man
6. Date 2005 12 20 09 10 34 Associate ID 1 Return To Results List zl From the View Order screen the user can select the desired data tab to view the transaction information switch id log out help i lerminal iTerminal Open Batch Views Order CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN Open Batch View Order View the order information below Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 TRANSACTION DATA RESPONSE DATA Description Status Activate Approval Code 131677 APPROVED Response Code 00 Approved bp Card Verification Response Code FlexCache Host Reference Number 00163041 Print Merchant Receipt Credit Card Type FlexCache Card Number XXXXXXXMXXXXXXX7328 Print Customer Receipt Invoice Number 1 Entry Source Swiped Print Both Receipts Previous Balance 0 00 Transaction Amount 50 00 Current Balance 50 00 Customer Reference OOOO es Select one ofthese options to reprint Return To Results List To reprint a transaction select the Response Tab and select either the Print Merchant Receipt Print Customer Receipt or Print Both Receipts button At any time select the Return To Results List button to return to the results list 1 52 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Open Batch Summary Query Cre
7. Test MID Merchant ID 700000009554 Terminal ID 001 ORDER DATA PURCHASING CARD DATA Required Data Conditionally Required Help Available Card Number Expiration Date Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Authorization Transaction Type Sale C Pre Authorization Prior Authorization Access Code 1 14 Paymentech iTerminal User Manual 1Terminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Purchasing Card Data If the credit card entered is a Purchasing or Commercial card then this tab can be accessed by clicking PURCHASING CARD DATA on from the previous screen If the Purchasing Card Data tab is not completed and the card is determined by the Host to be a Purchasing or Commercial Card a popup will appear after pressing submit from the Credit Card Sale screen Microsoft Internet Explorer X mm 3 This is a Purchasing Card do vou want to proceed without entering Purchasing Card data f Cancel The Tax Indicator field options will change depending on the Sales Tax Amount entered If no sales tax is entered the options will be Tax Not Included or Not Taxable The user should choose the appropriate option If sales tax is entered the Tax Indicator field is defaulted to Tax Included and no further action will be required Note If this tab is filled out all fields must c
8. either the merchant or the consumer receipt Merchant DBA Product Test MID Merchant ID 700000009554 M OO Description Status Approval Code 131916 switch id log out help Card Verification Response Code FlexCache Host Reference Number 00163456 Credit Card Type FlexCache Card Number KAAKAKRAKAKKRARKI32ZB Invoice Number 1 Entry Source Swiped Previous Balance 50 00 Transaction Amount 1 00 Current Balance 49 00 Customer Reference dentech ADMIN Redeem APPROVED po Approved Print Merchant Receipt Print Customer Receipt Print Both Receipts Select one ofthese options to print a receipt gi After selecting one of the three print options a preview of the screen to be printed will appear as well as the users printer configuration options This is an example print preview screen Tj Receipt Terminal Paymentec fa x Product Test Marchant header 2 header 3 header 4 header 5 header Merchant ID FOODS 654 Terminal ID on Redeem APPROVED Card Type Flex acte Card Murribier KXHERXEEEXEMEXNET3HE Late ara priui Time 15 54 Entry Source imanite Hurntier 1 Customer Reference Amount 1 00 Premios Balance 5 Remaining Balance 1 00 P agree to paythe acce total amount aceindieg tothe cand ircoer ag eemer k d Thanks for shopping with Product fooler 2 fooler 3 aalr 4 higrchant Cop January 2006 Paymentech iTerm
9. example Swiped Pre Authorization screen switch id log out help a a a powered b lermina Payiti titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Mew Order Credit Card Sale Gredit Card Sale Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000008554 Terminal ID 001 ORDER DATA PURCHASING CARD DATA Conditionally Required Help Available Required Data Card Number 545 AK Expiration Date XNIXX Amount 330 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type Sale Pre Authorization Prior Authorization Access Code Submit This is an example Swiped Prior Authorization screen switch id log out help a 8 powered b lermina Payiti titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order Credit Card Sale Gredit Card Sale Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 ORDER DATA PURCHASING CARD DATA Conditionally Required Help Available Required Data Card Number 5454400000000 Expiration Date NNI Amount 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Authorization Transaction Type Sale C Pre Author
10. left of the desired transaction type Add Value is the default transaction type Key in the required and additional data elements present on the screen When complete select the 3 tit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID This is an example Manual Add Value screen switch id log out help Payisi titech i lerminal 5 iTerminal New Order FlexCache Add Y aluelssue REPORTING ADMIN FLEXCACHE OFEN BATCH HISTORY FlexCache Add Value Issue Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data ez Conditionally Required Card Number Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Transaction Type Add Value Prior Add Value Issue Submit 1 30 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Manual Prior Add Value screen 1 le CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Add Yaluelssue FlexCache Add Value Issue Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data ez Conditionally Required Card Number
11. rede Waste card MOC XO OE un MOOK Tran Anpa 53 Mas cand NOR OXON EN CLE Eb ANGXXX Tran amp ocepmud naus Visa AONO XN EN CN GZD NOE EC Tran Anpi Sa OO CLE AREKEA Tram Anpi Sa NO OUUOCKS 2H POO Tran Accepsed 5 dir 12S Dec52 B5 PMU 111 1 AREKE Tram amp ocepmd Sa X 12 TOs 1240 8 Closed Batch Detail DBA Mame Product Test MID Merchant ID 700000009654 Terminal ID 001 Report Crit From Date Range 11 46 2005 00 00 00 To Date Range 12 74 2005 23 58 53 Card Type Card Number Exp Date Transactia Amount Resp Cod DateTime Invoice Nui Customer Batch ID Clerk ID Mastercart AAAAA AAR ARAN dod PAA Tran Acce 10 00 12 2 2005 11 38 1 41 Mastercart AXAAKAARAAR Ado ERA Tran Accel 1 00 12 12 2005 11 38 41 isa CRO POOR Tran Acce 5 nn 1212 2005 3 23 1 41 1 isa ROR PAA Tran Acce 41 00 1212 2005 9 23 1 41 Visa Od 1 RUA Tran Acce 1 00 12 8 2005 9 52 41 10 visa KARAM 1 11 POOR Tran Acce 1 01 12 7 2005 12 40 1 41 January 2006 Paymentech iTerminal User Manual 1 61 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Admin Access Protection To access the Access Protection screen move cursor over the Admin link and select the Access Protection dropdown ADMIN Access Protection Clerk ID Set Up General Admin Receipt Configuration This option allows the user to setup Access Codes by transaction type for users designated as Store Regular Access level To enable an access c
12. to the left of the desired transaction type Sale is the default transaction type Key in the required and additional data elements present on the screen When complete select the mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Last 4 digits Note The Access Code prompt is required only if the feature is enabled and the user s access level is Store Regular Access This is an example Swiped Sale screen switch id log out help 1 lerminal CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal News Order Credit Card Sale Gredit Card Sale Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 ORDER DATA PURCHASING CARD DATA Conditionally Required Required Data Help Available Card Number 545440000000 000X Expiration Date KIRK Amount 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type Sale Select transaction type by C Pre Authorization 9 amp clicking on the associated Prior Authorization a radio button a Access Code is conditionally Access Code required See note above Submit El January 2006 Paymentech iTerminal User Manual 1 11 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an
13. 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Additional of cards O Max 9 999 Transaction Type C Activation Block Activation Deactivation Reactivation Prior Activation Access Code Submit This is an example Swiped Deactivation switch id log out help i lerminal iTerminal New Order FlexCache Activation CHE OPEN BATCH HISTORY REPORTING ADMIN FlexCache Activation Fill out the forr Delow and s Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 Required Data Card Number 603519000000 0000000X Amount 0 00 Invoice Number Clerk ID Last 4 digits e Conditionally Required Additional Data Customer Reference Transaction Type C Activation Block Activation Deactivation C Reactivation Prior Activation Access Code Submit 1 22 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Swiped Reactivation 1 lerminal CREDITCARD ORDER FLE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Activation o FlexCache Activation Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 Required Data Card Number B035 000000 0 COO Amount 23
14. 1 Truncation Option to truncate card number or expiration date on screen batch view and reporting Card Number Ves C No Expiration Date C Yes No Promptfor AVS X Option to prompt user to enter AVS data on manually entered cards ves C No Remind User to Option to prompt user to imprint card for manually entered cards Displays on response screen of approved transactions Imprint Card ves C No Last 4 Require user enter the last 4 digits ofthe card number on Credit Card New Order Screen ves C No Require user enter the last 4 digits ofthe card number on FlexCache New Order Screen ves C No Prompt for Clerk ID on all transactions C Yes No View Enter card This option allows you to view the box for your card number in 4 seperate boxes or one box number 4 boxes One box Auto Settle This section will allow you to choose an autosettle time and time zone Autosettle Time 00 00 Timezone Eastern 0500 Access Code 4 fifprompted Access Code is required Press 5 to save changes or press a to cancel any changes Save Clear Note Ifthe Access Code prompt is present this field is required to save changes Access Code anuar aymentech iTerminal User Manua J y 2006 Pay hiT I User M l 1 67 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Receipt Configuration To access the Receipt Configuration screen move cursor over the Admin link and select the Receipt Co
15. 30 00 Invoice Number Clerk ID Last 4 digits Conditionally Required Additional Data Customer Reference Transaction Type C Activation Block Activation Deactivation Reactivation Prior Activation Access Code Submit This is an example Swiped Prior Activation i lerminal 5 iTerrnirgad hee Order Plesleche Gctrvation OFEN BATCH REFDRTIHG ADHIK FlexCache Activation Merchant DA Product Test MID Merchant De 700000009554 Tettiinal ie 8 001 Bogami Data Cand Homie BO SRO Ammmigraon fo Fanos Number i Clerk ID Last 4 digits l Conditionally Required Tairtinnad Pata Customer Refesencr Bumenzsion g Transaction Type activation Block Activation T Desciiestion Reactivation Prior Acitestan Acces Coda Submit January 2006 Paymentech iTerminal User Manual 1 23 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Manual Activation Block Activation Deactivation Reactivation Prior Activation Select the transaction type by clicking the radio button to the left of the desired transaction type Activation is the default transaction type Key in the required and additional data elements present on the screen When complete select the mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Note The Access Code prompt
16. 54 Terminal ID 001 Sale APPROVED Card Type Visa Card Number XXXXXXXXXXXX8291 Expiration Date XX XXXX Date 12 21 2005 Time 15 09 11 Entry Source Swiped Imzoice Number 1 Customer Reference Authorization 092635 Amount 1 00 agree to pay the above total amount according to the card issuer agreement Merchant agreement it credit voucher x Thanks for shopping with Product footer 2 footer 3 footer 4 Merchant Copy Y January 2006 Paymentech iTerminal User Manual 1 19 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL FlexCache Transactions Swiped or Manual Activation Block Activation Deactivation Reactivation Prior Activation To access the FlexCache Activate New Order screen move cursor over the FlexCache link at the top of the page and select the FlexCache Activation dropdown option FlexCache Add ValuefIssue Flexcache Redemption FlexCache Balance Inquiry Swiped Swipe the FlexCache card from the FlexCache Activation New Order screen Manual Select the Manually Enter the Card button from the FlexCache Activation New Order screen to proceed to the next screen The following is a description for the transaction types available gt Activation Transaction type used to activate a new gift card for a specific dollar amount Block Activation Transaction type use to activate an entire range of gift cards using one transaction flow gt Deactivation Transaction ty
17. 9554 Terminal ID 001 Receipt Header Type the text you wantto appear on the header of your receipts Required Data Merchant Name address and phone number Headeri MerchantName Header2 address s s S Header 4 Phone Number Headers s lt sCS Header amp o Receipt Footer Type the text you wantto appear on the footer of your receipts Each line can accept up to 40 characters Footer Footer2 0 s Cisw Footers S Footers Truncation Option to truncate the credit card number or expiration date on merchant s copy of receipt Consumer copy of receipts will always be truncated Card Number ves C No Expiration Date ves C No Access Code If prompted Access Code W is required Save Clear Press 5 to save changes or press a to cancel any changes Note If the Access Code prompt is present then this field is required to save changes Access Code January 2006 Paymentech iTerminal User Manual 1 69 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL
18. CONFIDENTIAL History Credit Card Transactions To access the History Credit Card Transactions screen move cursor over the History link and select the History Credit Card Transactions dropdown option HISTORY History Credit Card Batch History History FlexCache Transactions Credit Card Transactions This option allows the user to retrieve Credit Card transactions that have been settled The user may sort by the following options Transactions Status Settled All Pending Transactions Settled Sales Settled Returns Rejected Items Account Number Invoice Number Customer Reference Number Card Type Amount Range Approval Code Clerk ID If enabled Date Range The user must also select the Query type from the following options Detailed Transactions Provides access to detailed transaction data within closed batches on the iTerminal screen Summary Query Provides access to a summary of the closed transactions the on iTerminal Screen Generate Detail File Generates a detail report of closed transactions These reports are retrieved from the Reporting tab Generate Detail Report Generates a detail file of closed transactions that can be exported These reports are retrieved from the Reporting tab If enabled the following prompts are required Clerk ID X Access Code To search for batch history the user should enter the desired search criteria select the d
19. Cache card from the FlexCache Add Value Issue New Order screen Manual Select the Manually Enter the Card button from the FlexCache Add Value Issue New Order screen to proceed to the next screen The following is a description for the transaction types available gt Add Value Transaction type used to issue a single new gift card and or add value to a previously issued single gift card gt Prior Add Value Transaction type used to enter an Issuance transaction that was previously authorized via the Voice Authorization Center gt Issue Transaction type used to issue a single new gift card and or add value to a previously issued single gift card The following is an example FlexCache Add Value Issue New Order screen switch id log out help ilerminal miech CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal Flex Cache New Order Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Process a Add Value or Issue Swipe Card Or January 2006 Paymentech iTerminal User Manual 1 27 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped Add Value Prior Add Value Issue Select the transaction type by clicking the radio button to the left of the desired transaction type Add Value is the default transaction type Key in the required and additional data elements present on the screen When complete select
20. D ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch Summary Query m Open Batch Block Activation Summary Query jew your search results below Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Order Number Failed Card Activated D 1 Successful XXXXXXXXXXXXXXX9776 KXXXXXXXXXXXXXX9704 2 0147 2006 11 34 09 One block s found Refresh Results View Block Details Coad api kalio emo te Copyright 2001 2005 Paymentech L P All Rights Reserved This screen will appear if Detailed Transactions was selected as the Query Type from the Open Batch Block Activation screen From this screen the following options are available __Refresh Results Refreshes the search results View Block Details Allows the ability to view the block activation summary details To select a specific transaction click on the associated radio button and then select View Block Details This is an example Open Batch Block Activation Detailed Transactions screen switch id log out help a 2 LI wered by i lerminal Hieritech CREDITCARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch View Block Details p Open Batch Block Activation Detailed Transactions Jiew your search results below Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Order ID 1 Total Cards Requested 2 Activation Amount per Card 0 00 Tra
21. PORTING ADMIN iTerminal News Order FlexCache Add Yaluelssue Flexcache Add Value Issue Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 7000000098654 Terminal ID 001 Required Data Conditionally Required Card Number BOS SKK Amount 0 00 Invoice Number OO Clerk ID Last 4 digits Additional Data Customer Reference NEM Authorization t 9 Transaction Type C Add Value Prior Add Value C Issue Access Code Submit This is an example Swiped Issue screen switch id log out help i Terminal yiicitech CREDIT CARD ORDER FLEXC iTerminal News Order FlexCache Add Yaluejssue CHE OPENBATCH HISTORY REPORTING ADMIN Flexcache Add Value Issue Fill out the form below and submit m m am D om di m when complete Merchant DBA Product Test MID Merchant ID 7000000098654 Terminal ID 001 Required Data Conditionally Required Card Number 6035590000000 0 00000 Amount 2330 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type C Add Value Prior Add Value Issue Access Code Submit January 2006 Paymentech iTerminal User Manual 1 29 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Manual Add Value Prior Add Value Issue Select the transaction type by clicking the radio button to the
22. Required Help Available ilerminal Users Manual Credit Card Response From this screen the user can view the response data and print receipts by selecting one of the following options Print Merchant Receipt Print Customer Receipt Print Both Receipts This is an example Credit Card Response screen 1 lerminal iTerminal Credit Card Receipt ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN Credit Card Receipt ick to view either tl switch id log out help O vIgvy e merchant or the consumer receipt Merchant DBA Product Test MID Merchant ID 700000009654 Description Status Approval Code 092635 Response Code 00 Approved AVS Reponse Code Card Verification Response Code Credit Card Type Visa Card Number KRRKRAKRARAKGZIL Invoice Number 1 Entry Source Swiped Expiration Date 12 2005 Amount 1 00 Customer Reference Street Postal Code Card Holder Name PAYMENTECH Terminal ID 001 Sale APPROVED LET Uyve Print Merchant Receipt Print Customer Receipt Print Both Receipts Select one ofthese options to print a receipt After selecting one of the three print options a preview of the screen to be printed will appear as well as the users printer configuration options This is an example print preview screen 15 xl Product Test Merchant header 2 header 3 header 4 header 5 header 6 Merchant ID 7000000096
23. This is an example Open Batch FlexCache screen i lerminal Payiti iitech CREDIT GARD ORPER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIH iTerrinal Open Baich Open Batch n FOU searcn tens meine Merchant DEA Product Test MID Merchant iD z 0006009654 Terminal ID B CP Partial Entry Allowed s Help Available Search only Black Activations E evr Trans clio Type Card Number Frote Manber FlexCache Host Reference Humber And if checked v Date Range minidelhyyy From 12 x 70 F E 2005 Ta 12 r 20 2005 Query Type Detailed Transactions Clerk D Access Code Search Clear January 2006 Paymentech iTerminal User Manual 1 47 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Open Batch Detailed Transactions FlexCache This is an example Open Batch Detailed Transactions screen 1 lerminal CREDITCARD ORDER FLEXCACHE iTerminal Open Batch Detailed Transactions aoo C Open Batch Detailed Transactions Merchant DBA Product Test MID Merchant ID 700000009554 Date 2005 12 20 09 10 34 2005 12 20 09 07 00 2005 12 20 09 05 25 2005 12 20 08 05 02 Invoice Number 1 Activate Success 78099 Balance Inquiry Success 1 Redemption Success 1 Add Value Success 4 record s found displaying all record s Transaction Status OPEN switch id log out help BATCH HISTORY REPORTING ADMIN Terminal ID 001 Card
24. Total Count Net Amount 1 1 00 D 0 00 0 1 1 00 Print Return to Search Search Criteria Transaction Type Account Number Invoice Number Order Description Card Type Amount Range min Amount Range max Approval Code User Logon Date Range mmiddiyyyy From 20060117 00 00 00 To 20060117 23 59 59 The above screen will appear when Summary Query was submitted as the Query type from the Open Batch Credit Card screen From this screen the following options are available Print Allows user the ability to print out the displayed report __Return to Search Returns user to search screen January 2006 Paymentech iTerminal User Manual 1 45 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Open Batch FlexCache To access the Open Batch FlexCache screen move cursor over the Open Batch link and select the Open Batch FlexCache dropdown option OPEN BATCH Open Batch Credit Card Open Batch FlexCache This option allows the user to retrieve transactions that are in an open batch status for review The user may sort by any or a combination of the following options Search only Block Activations View Transaction Type All Excluding Block Activations Redemption Redemption Reversal Prior Redemption Prior Redemption Reversal N A Add Value Add Value Reversal Single Activation Single Activation Reversal Prior Activation Prior Activation Reversal N A Block Activation Reversal Deactiva
25. any Name Paras Still having trouble Contact us Email Address 9 Type of Issue 9 Select a Subject Brief description of issue or error message received 9 E This link can be selected from either of the two zl previous login screens Reset Submit Paymentech com Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved zi If the user needs additional assistance logging on the user may select the Trouble logging in Contact us link from either of the previous two screens After the user keys in the required data elements and clicks the Submit button an email will be sent to the Advanced Product Support helpdesk for additional support To refresh the data on the screen press the button 1 4 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Password Reset Paymentech Reset Your Password Password reset will take place immediately Required Field Your password has expired Tips for Selecting A Password gt Your password must be between 7 40 alphanumeric characters and include at least one non alphabetic character You may not use the following special characters amp lt O You should avoid the use of common names e g Michael1 Winter1 Dogs123 and repeating patterns e g AAAAAA1 F111111 1234567 Previously used passwords cannot be used Yourpassword ca
26. ata Customer Reference Additional of cards O Max 9 999 Transaction Type C activation Block Activation Deactivation Reactivation Prior Activation Access Code Submit This is an example Manual Deactivation screen switch id log out help 39 powered by I lermina Payiti titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal News Order FlexCache Activation FlexCache Activation Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data Conditionally Required Card Number Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Transaction Type C Activation C Block Activation Deactivation Reactivation Prior Activation Access Code Submit January 2006 Paymentech iTerminal User Manual 1 25 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Manual Reactivation screen i lerminal iTerminal News Order FlexCache Activation FlexCache Activation Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Required Data Card Number Amount 0 00 Clerk ID Additional Data Customer Reference Transaction Type C Activation Block Activation C Deactivation Reac
27. ation 097759 Response Code 00 Approved Print Customer Receipt AYS Reponse Code AVS is not applicable Card Verification Response Code Print Both Receipts Credit Card Type Visa Card Number AXAAAAANMXAXXA1111 Invoice Number 1 Entry Source Swiped Expiration Date 2010 12 Amount 20 00 Customer Reference 3 Street amp ddress Choose on e of Postal Cade NT these options to Card Holder Name PAYMENTECH reprint Return To Results List To reprint a transaction select the Response Tab and select either the Print Merchant Receipt Print Customer Receipt or Print Both Receipts button At any time select the Return To Results List button to return to the results list 1 44 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Open Batch Summary Query Credit Card This is an example Open Batch Summary Query screen switch id log out help a E ware i lerminal Hieritech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch Summary Query p Open Batch Summary Query Jiew vour search results below Merchant DBA Test Account Merchant ID 7000000098654 Terminal ID 001 Net Amount Visa 1 1 00 0 0 00 D 1 1 00 SoleCoun SaeAmount ReversoiCount RewersalAmoun Docine amp trorCout _TotalCount_ Sale Count Sale Amount Reversal Count Reversal Amount Decline amp Error Count
28. ccess KRRARKRRARKRAAXS77bD 10 00 10 00 e 2005 01 17 11 34 08 1 Block Activate Success XRRKRRKRRKXRRXXXS7O4 10 00 10 00 2 record s found displaying all record s View Order Reverse Order Return to Block Activation Details Manna an ar nes Use Copyright 2001 2005 Paymentech L P All Rights Reserved View Order Allows the ability to view the transaction data and reprint transactions if necessary Reverse Order Allows the ability to Void the selected transaction Note This option will void the whole Block Individual transactions within a Block Activation cannot be Voided L Return to Block Activation Details Returns user to previous screen To select a specific transaction click on the associated radio button and then select either View Order or Reverse Order January 2006 Paymentech iTerminal User Manual 1 51 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL View Order FlexCache This is an example View Order screen switch id log out help wered i lerminal iTerminal Open Batch View Order CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN Open Batch View Order View the order information below Merchant DBA Product Test MID Merchant ID 7000000 Select these tabs to view Terminal ID 001 pz additional data TRANSACTION DATA RESPONSE DATA Card Number NXEXEXEXXXXXXXXX7328 Invoice Number 1 Amount 50 00 Card Verification 7 Transaction
29. ctions Search Clear iTerminal Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved This screen will appear if the specific search criteria entered was Search only Block Activations from the Open Batch screen The user must select the Query type from the following options Detailed Transactions Provides access to detailed transaction data within the open batch on the iTerminal screen Generate Detail File Generates a detail report of open transactions Retrieved from Reporting tab Generate Detail Report Generates a detail file of open transactions that can be exported Retrieved from Reporting tab To search for Open transactions the user should enter the desired search criteria if applicable select the Query type and press the Search button If Detailed Transactions was selected as the Query type the page will automatically be redirected to the applicable data if present If Generate Detail File or Generate Detail Report were selected as the Query type the user would need to access the Reporting link to retrieve the desired report See page 1 60 for additional steps anuar aymentech ilerminal User Manua y 2006 Pay hit I User M l 1 49 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Open Batch Block Activation Summary Query screen switch id log out help a 2 a were i lerminal Hieritech CREDIT CAR
30. ctions using credit cards Pre Authorization Transaction type used to pre authorize a credit card transaction An authorization indicates only that the card is valid and that sufficient funds are available on the cardholder s credit limit at the time the request is made The transaction is not captured in the batch unless a Prior Authorization transaction is processed using the authorization number issued during the authorization only Prior Authorization Transaction type used to electronically capture an authorized only transaction The transaction s 6 digit authorization code could be obtained via a Pre Authorization transaction or via a voice authorized transaction This is an example Credit Card Sale New Order screen switch id log out help a 1 le CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal J New Order Sy pe cara or cli k tne DUTTON t contin We Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Process a Sale Swipe Card Or Manually Enter the Card eravyment Solutions Lompany iTerminal Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved El 1 10 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped Sale Pre Authorization Prior Authorization Select the transaction type by clicking the radio button
31. dit Card This is an example Open Batch Summary Query screen switch id log out help a E ware i lerminal Hieritech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch Summary Query p Open Batch Summary Query Jiew vour search results below Merchant DBA Test Account Merchant ID 7000000098654 Terminal ID 001 Net Amount Visa 1 1 00 0 0 00 D 1 1 00 SoleCoun SaeAmount ReversoiCount RewersalAmoun Docine amp trorCout _TotalCount_ Sale Count Sale Amount Reversal Count Reversal Amount Decline amp Error Count Total Count Net Amount 1 1 00 D 0 00 0 1 1 00 Print Return to Search Search Criteria Transaction Type Account Number Invoice Number Order Description Card Type Amount Range min Amount Range max Approval Code User Logon Date Range mmiddiyyyy From 20060117 00 00 00 To 20060117 23 59 59 The above screen will appear when Summary Query was submitted as the Query type from the Open Batch Credit Card screen From this screen the following options are available Print Allows user the ability to print out the displayed report __Return to Search Returns user to search screen January 2006 Paymentech iTerminal User Manual 1 53 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL History History Credit Card Batch To access the History Credit Card Batch screen move cursor over the History link and select t
32. duct Test MID Merchant ID 700000009654 Terminal ID 001 Card Type Date Invoice Number Trans Status Type Cardholder Trans Amount C Visa 2005 12 19 14 59 10 1 Prior Auth X00000000 8881 30 00 C Visa 2005 12 19 14 58 32 25 Pre Auth XKXRAXXXXXAXXX1111 15 00 C Mastercard 2005 12 19 14 55 10 1 Sale X00000000000 0007 1 00 Visa 2005 12 19 14 49 57 1 Sale XKKRRXXXXXAXXX1111 20 00 C Mastercard 2005 12 19 14 48 39 1 Refund X0000000000005454 1 00 C Mastercard 2005 12 19 14 48 19 1 Sale XKRAXXXRAXXX5454 1 00 C Mastercard 2005 12 19 09 38 45 1 Sale X0000000000005454 1 00 C Mastercard 2005 12 19 08 38 05 1 Sale XKKRAXKXKXRAXXX5454 1 00 C Mastercard 2005 12 19 09 18 46 1 Sale X0000000000005454 1 00 8 record s found displaying all record s View Order void Settle Return to Search The above screen will appear if Detailed Transactions was submitted as the Query type from the Open Batch Credit Card screen From this screen the following options are available ew Order Allows the ability to view the transaction data and reprint transactions if necessary Maid Allows the ability to Void the selected transaction Settle _ Allows the ability to settle the batch Return to Search _ Returns user to search screen To select a specific transaction click on the associated radio button and then select either View Order or Void Note When selecting Settle all open transactions will be submitted for settlement Individual
33. ear January 2006 Paymentech iTerminal User Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL 1 57 History FlexCache Transactions To access the History FlexCache Transactions screen move cursor over the History link and select the History FlexCache Transactions dropdown option HISTORY History Credit Card Batch History Credit Card Transactians History FlexCache Transactions This option allows the user to retrieve FlexCache transactions that have been settled The user may sort by the following options Search only Block Activations View Transaction Type All Excluding Block Activations Redemption Redemption Reversal Prior Redemption Prior Redemption Reversal N A Add Value Add Value Reversal Prior Add Value Single Activation Single Activation Reversal Prior Activation Prior Activation Reversal N A Block Activation Reversal Deactivation Deactivation Reversal Reactivation Reactivation Reversal Balance Inquiries Declines and Errors Card Number Invoice Number FlexCache Host Reference Number Date Range The user must also select the Query type from the following options Detailed Transactions Provides access to detailed transaction data within closed batches on the iTerminal screen Summary Query Provides access to a summary of the closed transactions the on the iTerminal Screen Generate Detail File Generates a detail report
34. ease Imprint Card gt Last 4 Allows for prompting of the last 4 digits of the card number on swiped transactions if enabled Credit Card and FlexCache are separate options gt Prompt for Clerk ID on all transactions Allows for prompting of Clerk ID if enabled This field if enabled is required Clerk ID s are setup under the Admin Clerk ID Set up link gt View Enter card number Allows the user to select the format in which the card number will be viewed and manually entered The options are 4 boxes or 1 box This applies to the New Order screens Card Number OR Card Number gt Auto Settle Allows the user to select the time that the Credit Card transactions will automatically settle To modify select the Autosettle Time dropdown and select a time Times listed are in 15 minute increments and military format To disable Auto Settle select None from the dropdown The user can also select the time zone from the Timezone dropdown 1 66 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Admin General Admin screen n switch id log out help i lerminal E hayiti titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING iTerminal Admin General Admin Admin General Admin jet up your General settings E D D Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 00
35. enabled and the users access level is Store Regular Access This is an example Swiped Redemption screen switch id log out help powered b 1 lerminal ii titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Redemption FlexCache Redemption Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data ez Conditionally Required Card Number 603510000000 0000000X Amount 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type II Redemption lt q C Prior Redemption a select the Tansey ye by Access Code is conditionally clicking the associated radio 5 sa ee SEGRE as button q i Access Code Submit January 2006 Paymentech iTerminal User Manual 1 33 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL 1 34 This is an example Swiped Prior Redemption 1 lerminal CREDITCARD ORDER FLEXCACHE OPEN BATCH HISTORY iTerminal New Order FlexCache Redemption REPORTING ADMIN FlexCache Redemption Fill out the form below e nd eiilhmit he y and z Ubmit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data ez Conditionally Required Card Number 6035140000000 0000000X Amount 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference
36. er service to see the exact same information that the merchant is viewing so that they may assist the merchant when help is requested Password Policy Logon passwords can be reset through the Forgot your password link upon logging into iTerminal The helpdesk also has the ability to reset passwords and add users once the caller confirms the authorized contact information that is on file January 2006 Paymentech iTerminal User Manual 1 1 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Batch Capacity Batches consist of a maximum of 999 transactions If settlement is performed with more than 999 transactions then the batch will automatically split so that the maximum transaction count is not larger than 999 Note FlexCache transactions settle automatically from the Host at bam EST Credit Card transactions can be automatically settled once a day or manually settled multiple times The Auto Settle time for Credit Card transactions can be modified in the Admin menu Peripherals Terminal Device Desc nption TASQ Part Number Magtek Card Reader This device will allow card swipe to NEW N MAG21040131 be communicated to the iTerminal URL This device has a USB connection Note iTerminal only supports card readers with a USB connection TASQ is Chase Paymentech Solutions equipment deployment facility A card reader may be ordered by contacting the Advanced Product Support helpdesk at 1 800 503 1132 or purchased at a local
37. eria button When retrieving Reports and Files they may be saved to the users computer for offline access and reconciliation purposes Note Once generated Reports and Files will be available for 7 days This is an example Retrieve Report screen 1 60 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL switch id log out help i lerminal Payisicsitech CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN Retrieve Report Merchant DBA Product Test MID Merchant ID 7000000098654 Terminal ID 001 Iv Fitter by Submit Date mmfddfyyyy Submitter a From 12 z 20 2 2005 Report Type x To fiz z 20 2005 Search Clear Status Report Type Submit Date Report Name Submitter Complete Report 12 20 2005 10 31 20 Closed Batch Detail ptsr9654 C Complete File 12 20 2005 10 31 36 Closed Batch Detail ptsr9654 C Complete File 12 20 2005 10 32 37 FlexCache Transaction Detail ptsr9654 3 reportis found displaying all repart s Retrieve Report Refresh Results view Report Criteria The following is an example Closed Batch Detail Report Closed Batch Detail Marchant DEA Product Test MID Merchant ID 0DOQOD0S654 Tarminal ID 001 Report Criteria From Gate Range 11 22 2005 00 00 00 To Date Range 12 14 2005 23 59 59 Card Type Card Number Exp Trans actin Ameum Resp Imecise Nurser Date Type
38. erlD and Password and then click The password expires every 90 days If the password has expired the user will be prompted to enter a new password upon logon See page 1 5 for an example Note The UserlD and Password are assigned at the time of setup and emailed to the registered contact Note Once the first successful login has been completed the user should proceed to the Admin menu on page 1 62 to verify setup preferences January 2006 Paymentech iTerminal User Manual 1 3 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Password Assistance al Paymentech Password Assistance Lost or forgotten password assistance Required Field Please enter your userid and email address If they match our records we will email a new password to vou within 15 minutes If you have forgotten your user id or email address contact us UserlD e Email Address e Still having trouble Contact us Cancel Submit Paymentech com Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved z If the user forgets their password the user may enter the UserID and Email Address of the registered contact and a temporary password will be emailed to that email address Login Assistance al Paymentec L Login Assistance Need help logging in Required Field To request login assistance please complete the brief form below Preferred Contact Method Select a Contact Method Name 9 Comp
39. esired Query type and press the Search button or press Clear to refresh the search criteria If Detailed Transactions or Summary Query were selected as the Query type the page will automatically be redirected to the applicable data if present If Generate Detail File or Generate Detail Report were selected as the Query type the user would need to access the Reporting link to retrieve the desired report See page 1 60 for additional steps Note Historical Credit Card batch data is available for 6 months 1 56 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example History Credit Card Transactions search screen switch id lo go ut hel P i lerminal iTerminal History CREDIT CARD ORDER FLEXCACHE OPEN BATCH HIST REPORTING ADMIN History Fill in your search criteria belo Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 Y Partial Entry Allowed Transaction Status Settledall al Account Number e Invoice Number P Customer Reference Number P Card Type gt x Amount Range a min max Approval Code CF Clerk ID sof And if checked M Date Range mmiddfyyyy From 12 I 20 2005 To 12 z 20 zl 2005 Query Type Detailed Transactions 84 semp If prompted Clerk ID and Access Access Code 14 Code are required Search Cl
40. firm Access Code Redemption Access Code Confirm Access Code Balance Inquiry Access Code Confirm Access Code Batch and Reporting Beich and Reporting Access Coe Caordrm Acces Code Adminstration Access This bevel of access will allow the associate access to tfe administration screens Create access cade The Adminstrator Access must conten an 7 Admiristrator Access Code before the user can save changes Arcess Code Condim Access Coie Access Code 3 If prompted Access Code is required Save Clear January 2006 Paymentech iTerminal User Manual 1 63 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Clerk Setup To access the Clerk Setup screen move cursor over the Admin link and select the Clerk ID Setup dropdown Access Protection Clerk ID Set Up General Admin Receipt Configuration This option allows the user to add and delete Clerk ID s From this screen the following options are available _2eareh_ Allows the user to search existing Clerk ID setups At least one value must be entered before starting search Save Allows the user to add Clerk ID s Key in the First Name Last Name and Clerk ID and press Save _Save amp Add Another Refreshes the screen after Clerk ID entry to allow the user to add additional Clerk ID s Clear Clears data from the search criteria fields This is an example Admin Clerk Set up screen
41. he History Credit Card Batch dropdown option HISTORY History Credit Card Batch This option allows the user to retrieve batches that have been settled The user may sort by the following options Batch Range Date Range The user must also select the Query type from the following options Detailed Transactions Provides access to detailed transaction data within closed batches on the iTerminal screen Summary Query Provides access to a summary of the closed batches the on iTerminal screen Generate Detail File Generates a detail report of closed batches Retrieved from Reporting tab Generate Detail Report Generates a detail file of closed batches that can be exported Retrieved from Reporting tab Generate Detail File Pending Generates a detail file of pending batches that can be exported Retrieved from Reporting tab Generate Detail Report Pending Generates a detail report of pending batches that can be exported Retrieved from Reporting tab Generate Detail File Rejected Generates a detail file of rejected batches that can be exported Retrieved from Reporting tab Generate Detail Report Rejected Generates a detail report of rejected batches Retrieved from Reporting tab If enabled the following prompts are required Clerk ID X Access Code To search for batch history the user should enter the desired search criteria select the desired Query type a
42. his option allows the user to log out of iTerminal N A i i N A help This option provides access to the iTerminal user manual This option allows access to perform credit card Credit Card Sale transactions including Sales Refunds Pre Authorizations and Prior Authorizations Sale Pre Authorization Prior Authorization Credit Card Refund Refund FLEXCACHE This option allows access to all FlexCache FlexCache Activation transactions AGivation Block Activation Deactivation Reactivation Prior Activation FlexCache Add Value Issue Add Value Prior Add Value Issue FlexCache Redemption Redemption Prior Redemption FlexCache Balance Inquiry Balance Inquiry OPEN This option allows access to transactions that have Open Batch Credit Card BATCH not yet been settled Detailed searches can be Open Batch FlexCache performed by several sort methods For example for Credit Transactions Transactions Status Account Number Invoice Number Customer Reference Number Card Type Amount Range Approval Code Clerk ID and Date Range For FlexCache Transactions View Transaction Type Card Number Invoice Number FlexCache Host Reference Number and Date Range 1 8 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Link Description HISTORY This option allows access to search for settled History Credit Card Batch c
43. i lerminal Users Manual Overview iTerminal is an application that resides on Chase Paymentech Solutions web servers and allows merchants to connect to it using the Internet This product supports transaction processing for the Retail Card Present environment iTerminal serves two audiences 1 Merchant Tool e Acts as an interface to the Chase Paymentech Solutions systems for the merchant It allows them to perform transaction requests just as they would with a terminal in a physical location such as sales authorizations refunds voids prior authorized sales and settlement e Allows for viewing of the transactions in Open Batch status run on date parameters e Allows the merchant to run batch queries based on batch or date parameters e Allows for designation of user access levels by logon Store Regular Access This user will be required to enter the correct access codes where enabled Admin Read Only Access This user will have read only rights to iTerminal screens with the exception of generating reports This user is not required to enter access codes Manager Full Access no security restrictions This is a corporate level user who has full rights to everything within i Terminal without having to enter access codes where enabled 2 Customer Service e Acts as a customer service tool to allow the Chase Paymentech Solutions Help Desk to have read only access to the customer transactional database This allows custom
44. inal User Manual 1 39 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Block Activation Response Screen This is an example Block Activation Response screen switch id log out help 1 le CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Activation Processing FlexCache Activation Processing Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Your Block Activation request is being processed Please view the Block Activation Summary results page for more details hue were entech l Click on Hyperlink to proceed to he ayme 2olutions Lompam p the summary results page iTerminal Privacy Policy Terms of Use ry pag Copyright 2001 2005 Paymentech L P All Rights Reserved To verify the status of the Block Activation click on the Hyperlink to proceed to the summary results page See page 1 49 for additional instructions 1 40 Paymentech iTerminal User Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL ilerminal Users Manual Open Batch Open Batch Credit Card To access the Open Batch Credit Card screen move cursor over the Open Batch link and select the Open Batch Credit Card dropdown option OFEN BATCH Open Batch Credit Card Open Batch FlexCache This option allows the user to retrieve transactions that are i
45. is required only if the feature is enabled and the users access level is Store Regular Access This is an example Manual Activation screen e powered by I ilermina die eeeeeeesee CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Activation FlexCache Activation Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 Required Data e Conditionally Required Card Number Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Transaction Type Activation Block Activation Select transaction type by Deactivation 4 amp clicking on the associated C Reactivation radio button C Prior Activation lt A Po Access Code is conditionally required See note above Access Code Submit 1 24 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Manual Block Activation screen D a powered by i lerminal Capitisiitech eeeneeeeee CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN FlexCache Activation Fill gut the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data Conditionally Required Card Number Amount 3330 00 Invoice Number Clerk ID Additional D
46. ization Prior Authorization Access Code Submit amp l 1 12 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Manual Sale Pre Authorization Prior Authorization Select the transaction type by clicking the radio button to the left of the desired transaction type Sale is the default transaction type Key in the required and additional data elements present on the screen When complete select the mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID AVS N A for Prior Authorization Note The Access Code prompt is required only if the feature is enabled and the users access level is Store Regular Access This is an example Manual Sale screen switch id log out help were i Termina ewiiech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Newe Order Credit Card Sale Credit Card Sale Merchant DBA Product Test MID Merchant ID 7000000098654 Terminal ID 001 PURCHASING CARD DATA ORDER DATA Conditionally Required Required Data Help Available Card Number T T T T Expiration Date zl zl Amount 0 00 Invoice Number Clerk ID Additional Data Street Address Postal Code o Card Verification O Customer Reference 3
47. lexCache Balance Inquiry CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN FlexCache Balance Inquiry Merchant DBA Product Test MID Merchant ID 7000000098654 Terminal ID 001 Required Data e Conditionally Required Card Number 5035 0000000000 00K Clerk ID E Access Code is conditionally required See note above Access Code Submit This is an example Manual Balance Inquiry screen 1 lerminal iTerminal New Order FlexCache Balance Inquiry CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN FlexCache Balance Inquiry Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data ez Conditionally Required Card Number Clerk ID Additional Data Card Verification 3 P Access Code is conditionally required See note above Access Code Submit 1 38 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL FlexCache Response Standard FlexCache Response screen From this screen the user can view the response data and print receipts by selecting one of the following options Print Merchant Receipt Print Customer Receipt Print Both Receipts This is an example FlexCache Response screen 1 lerminal iTerminal CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING FlexCache Receipt slick to view
48. link to return to this screen To select a Merchant ID TID combination click on the associated hyperlink 1 6 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL New Order switch id log out help 1 le CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order Swipe card or click the button to continue Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Process a Sale Swipe Card Or Manually Enter the Card The Payment Solutions Company iTerminal Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved were entech La This is the main default screen From this screen navigation can be performed by using the links at the top of the page or the user can swipe a Credit Card to initiate a Sale transaction Note The back and forward buttons should not be utilized past this point to navigate within i Terminal January 2006 Paymentech iTerminal User Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL 1 7 Functionality Layout Note Links are listed top to bottom from left to right as laid out on the New Order screen Example on previous page Link Desc nption Options switch id This option allows the user to return to the Merchant List screen to be able to switch the MID TID being utilized if applicable N A T
49. m the FlexCache Balance Inquiry New Order screen to proceed to the next screen The following is a description for the transaction type available gt Balance Inquiry Transaction type used to determine the remaining balance on a gift card account The following is an example FlexCache Balance Inquiry New Order screen Payisi titech 1 lerminal iTerminal CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN Flex Cache New Order Merchant DBA Product Test MID Merchant ID 7000000098554 Terminal ID 001 Process a Balance Inquiry Swipe Card Or Manually Enter the Card anuar aymentech 1Terminal User Manua J y 2006 Pay hit l User M l 1 37 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped or Manual Balance Inquiry Select the transaction type by clicking the radio button to the left of the desired transaction type Balance Inquiry is the default transaction type Key in the required and additional data elements present on the screen When complete select the 3 mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Note The Access Code prompt is required only if the feature is enabled and the users access level is Store Regular Access This is an example Swiped Balance Inquiry screen Payisictitech 1 lerminal iTerminal New Order F
50. n Date KIRK Amount 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type e d Access Code is conditionally Refund required See note above Access Code January 2006 Paymentech iTerminal User Manual 1 17 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Manual Refund Key in the required and additional data elements present on the screen When complete select the _Submit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Note The Access Code prompt is required only if the feature is enabled and the users access level is Store Regular Access This is an example Manual Refund 1 lerminal CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING switch id log out help ADMIN Payisi titech iTerminal New Order Refund Credit Card Refund Merchant DBA Product Test MID Merchant ID 7000000098654 Required Data Card Number i i Amount 0 00 Clerk ID Additional Data Customer Reference Transaction Type Refund 1 18 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Terminal ID 001 Expiration Date Invoice Number Pe idi Access Code is conditionally required See note above Access Code Paymentech iTerminal User Manual Hl x Conditionally
51. n an open batch status for review The user may sort by any or a combination of the following options Transactions Status A Voids Only Declines and Errors only Account Number Invoice Number Customer Reference Number Card Type Amount Range Approval Code Clerk ID If enabled Date Range The user must also select the Query type from the following options Detailed Transactions Provides access to detailed transaction data within the open batch on iTerminal screen Summary Query Provides access to a summary of the open transactions on iTerminal screen Generate Detail File Generates a detail report of open transactions Retrieved from Reporting tab Generate Detail Report Generates a detail file of open transactions that can be exported Retrieved from Reporting tab If enabled the following prompts are required 4 Clerk ID Access Code To search for Open transactions the user should enter the desired search criteria if applicable then select the Query type and press the _Search button If Detailed Transactions or Summary Query were selected as the Query type the page will automatically be redirected to the applicable data if present If Generate Detail File or Generate Detail Report were selected as the Query type then the user would need to access the Reporting link to retrieve the desired report See page 1 60 for additional steps Note Open Batch transaction data is available for 4 m
52. nally radio button required See note above Access Code Submit January 2006 Paymentech iTerminal User Manual 1 35 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Manual Prior Redemption screen switch id log out help 1 lerminal iTerminal New Order FlexCache Redemption CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN FlexCache Redemption Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 Required Data Conditionally Required Card Number Amount 0 00 Invoice Number Clerk ID Additional Data Customer Reference Authorization 2 Card verification Transaction Type C Redemption prior Redemption Access Code Submit 1 36 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped or Manual Balance Inquiry To access the FlexCache Balance Inquiry New Order screen move cursor over the FlexCache link and select the FlexCache Balance Inquiry dropdown option FLE CACHE FlaxCache Activation FlexCache Add Value Issue FlexCache Redemption FlexCache Balance Inquiry Swiped Swipe the FlexCache card from the FlexCache Balance Inquiry New Order screen Manual Select the Manually Enter the Card button fro
53. nd press the Search button or press Clear to refresh the search criteria If Detailed Transactions or Summary Query were selected as the Query type the page will automatically be redirected to the applicable data if present If Generate Detail File Generate Detail Report Generate Detail File Pending Generate Detail Report Pending Generate Detail File Rejected or Generate Detail Report Rejected were selected as the Query type the user would need to access the Reporting link to retrieve the desired report See page 1 60 for additional steps Note Historical Credit Card batch data is available for 6 months 1 54 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example History Credit Card Batch search screen switch id log out help e e po d lermina Poyiti titeeh CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal History History Fill in your search criteria below Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Batch Range From To Or Date Range From 12 zl 20 i 2005 mmiddiyyyy to 12 s 20 s 2005 7 Query Type Detailed Transactions Clerk ID If prompted Clerk ID and Access Code 4 Access Code are required Search Clear January 2006 Paymentech iTerminal User Manual 1 55 CONFIDENTIAL Chase Paymentech Solutions
54. nfiguration dropdown ADMIN Access Protection Clerk ID Set Up General Admin Receipt Configuration This screen allows the user to modify the receipt header footer and select the receipt truncation type for the merchant s copy From this screen the following options are available gt Receipt Header Allows the user to key up to 6 lines of data that will print at the top of the receipts Merchant Name address and phone number are required data elements Each line can accept 40 alphanumeric characters gt Receipt Footer Allows the user to key up to 4 lines of data that will print at the bottom of the receipts Receipt footers are optional Each line can accept 40 alphanumeric characters gt Truncation Allows the user to determine if the card number will be truncated and the expiration date will be masked on the merchant s copy of the receipt customer copy will always be truncated and the expiration date will be masked CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Paymentech iTerminal User Manual Note The card number on the ilerminal Users Manual This is an example Admin Receipt Configuration screen switch id log out help 1 lerminal iTerminal Admin Receipt Configuration i CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMI Admin Receipt Configuration Set up your Receipt below Merchant DBA Product Test MID Merchant ID 70000000
55. nnot match your UserlD Yourpassword will expire in 90 days You will be required to select a new password atthat time UserlD of Old Password e New Password e Confirmation of new password e Submit Paymentech com Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved amp l This screen will appear if a temporary password was issued or if the current password has expired Key in the required data elements and click Submit January 2006 Paymentech iTerminal User Manual 1 5 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Merchant List witch id log out help were 1 lerminal iTerminal Merchant List To process a transaction or review a ba Company Name O Merchant ID Terminal ID Search Company Name Merchant ID TID Product Test MID 700000009654001 Product Test MID 700000009654002 T Selecta kiorhani Product Test MID 700000009654003 ID TID combination by 3 items found displaying all items clicking on the associated hyperlink ie Payment Solutions Co j iTerminal Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved This screen will only appear after successful logon and if more than one Company Name Merchant ID or TID combination is setup for the logon UserID At any time while using iTerminal the user can click on switch id the
56. nsaction Date 01 17 2006 11 34 09 Approval Code Response Code Starting Card Ending Card Card with Error Activated Ref Numbers C 1 FC Auth processing 134310 00 XKRAXXKRAXXXAXX9776 XXXRXXXXRXXXXXX9784 2 43CD1 C81 C2E0SDD37C36892F 3CB33F 554E3 One block s found View Block Return to Block Activation Results ie Payment Solutions Company iTerminal Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved 1 50 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL From the above screen the following options are available View Block Allows the ability to view the Block Activation transaction details Return to Block Activation Results Returns the user to the Summary Query screen To select a specific transaction click on the associated radio button and select View Block This is an example Open Batch Block Activation Detailed Transactions View Block screen switch id log out help a 1 lerminal Payii sitech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch Detailed Transactions EE Open Batch Block Activation Detailed Transactions Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Date Invoice Number Transaction Status Card Requested Amount Transaction Amount C 2006 01 17 11 34 08 1 Block amp ctivate Su
57. ode click on the box next to the appropriate transaction type key in the desired access code and confirmation Access Code The access code can be 4 8 digits in length and alpha numeric Note If the Access Code prompt is present as an individual prompt then this field is required to save changes Access Code 1 62 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Admin Access Protection screen switch id log out help e a powered by lerminal Payisi titech n t CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING Admin Access Protection Set up your Access Protection settings below Merchant DBA Test Account Merchant ID 700000009554 Terminal ID 001 The following allows you to choose to protect the options below By choosing these you are requiring that both the Access Code and Clerk ID be entered and validated for this function Access code is 4 8 characters in length Allowable characters are alpha and numeric Credit Card Sale Pre Authorization and Prior Authorization AV Click to enable Access Access Code Confirm Access Code Code prompting if user access level is Store 7 Refund Regular Access Access Code Confirm Access Code FlexCache Activations Access Code Confirm Access Code Add values and Refunds ee Access Code Con
58. of closed transactions These reports are retrieved from Reporting tab Generate Detail Report Generates a detail file of closed transactions that can be exported These reports are retrieved from Reporting tab If enabled the following prompts are required 4 Clerk ID 4 Access Code To search for batch history the user should enter the desired search criteria select the desired Query type and press the _Search button or press Clear to refresh the search criteria If Detailed Transactions or Summary Query were selected as the Query type the page will automatically be redirected to the applicable data if present If Generate Detail File or Generate Detail Report were selected as the Query type the user would need to access the Reporting link to retrieve the desired report See page 1 60 for additional steps Note Historical FlexCache batch data is available for 6 months 1 58 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example FlexCache Transactions search screen switch id log out help i lerminal CREDITCARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal History p History Fill in your search criteria belo Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Y Partial Entry Allowed Help Available Search only Block Activations D Or View Transac
59. on New Order screen to proceed to the next screen The following is a description for the transaction types available gt Redemption Transaction type used to deduct value from a gift card account when a consumer uses it to purchase goods or services gt Prior Redemption Transaction type used to enter a Redemption transaction that was previously authorized via the Voice Authorization Center The following is an example FlexCache Redemption New Order screen switch id log out help Payisi titech i lerminal iTerminal CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN Flex Cache New Order Merchant DBA Product Test MID Merchant ID 7000000098554 Terminal ID 001 Process a Redemption Swipe Card Or Manually Enter the Card 1 32 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped Redemption Prior Redemption Select the transaction type by clicking the radio button to the left of the desired transaction type Redemption is the default transaction type Key in the required and additional data elements present on the screen When complete select the mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Last 4 digits Note The Access Code prompt is required only if the feature is
60. ontain a value in order to proceed Note This tab is only applicable for Visa MasterCard Purchasing and Commercial Cards but it will always be present when performing a Sale Pre Authorization or Prior Authorization switch id log out help were i Terminal miech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order Purchasing Data Gredit Card Purchasing Data aut tne Torm belio and submit wnen complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 ORDER DATA PURCHASING CARD DATA Required Field ez Conditionally Required Field Purchase Order Sales Tax Amount Tax Indicator Tax Not Included 4 Destination Postal Code Access Code January 2006 Paymentech iTerminal User Manual 1 15 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped or Manual Refund To access the Credit Card Order Credit Card Refund New Order screen move cursor over the Credit Card Order link at the top of the page and select the Credit Card Refund dropdown option CREDIT CARD ORDER Credit Card Sale Credit Card Refund Swiped Swipe the credit card from the Credit Card Refund New Order screen Manual Select the Manually Enter the Card button from the Credit Card Refund New Order screen to proceed to the next screen The following is a description f
61. onths January 2006 Paymentech iTerminal User Manual 1 41 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Open Batch Credit Card screen switch id log out help 1 lerminal iTerminal Open Batch CREDITCARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN Open Batch Fill in your search criteria below Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 P Partial Entry Allowed Transaction Status All Account Number P Invoice Number e Customer Reference Number P oo Card Type H Amount Range NEN min NENNEN max Approval Code NEN Clerk ID X Or And if checked Iv Date Range mmiddfyyyy From 12 zl 19 2005 To 12 zl 19 i 2005 Query Type Detailed Transactions z Clerk ID if enabled Clerk ID and Access Code a Access Code are required m fields Search Clear 1 42 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Open Batch Detailed Transactions Credit Card This is an example Open Batch Detailed Transactions screen switch id log out help were i Terminal witch CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal Open Batch Detailed Transactions Open Batch Detailed Transactions Merchant DBA Pro
62. or the transaction type available gt Refund Transaction type used to electronically return money on a credit card The following is an example Credit Card Refund New Order screen switch id log out help owered by i Terminal 5 icitech CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal New Order Merchant DBA Product Test MID Merchant ID 7000000098554 Terminal ID 001 Process a Refund Swipe Card Or Manually Enter the Card 1 16 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped Refund Key in the required and additional data elements present on the screen When complete select the Submit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Last 4 digits Note The Access Code prompt is required only if the feature is enabled and the users access level is Store Regular Access This is an example Swiped Refund switch id log out help were i lerminal ii titech CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal Mew Order Refund Credit Card Refund Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 ez Conditionally Required Required Data Help Available Card Number 545430000000 0000X Expiratio
63. pe used to reset a gift card status to inactive gt Reactivation Transaction type used to add value to a gift card that has been deactivated Reactivation will only accept cards that have been deactivated Prior Activation Transaction type used to enter an Activation transaction that was previously authorized via the Voice Authorization Center The following is an example FlexCache Activation New Order screen switch id log out help 1 lerminal iiciitech CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal Flex Cache New Order Merchant DBA Product Test MID Merchant ID 7000000098554 Terminal ID 001 Process a Activate Swipe Card Or 1 20 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped Activation Activation Block Activation Deactivation Reactivation Prior Activation Select the transaction type by clicking the radio button to the left of the desired transaction type Activation is the default transaction type Key in the required and additional data elements present on the screen When complete select the 3 t button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Last 4 digits Note The Access Code prompt is required only if the feature is enabled and the users access level i
64. redit card batches credit card transactions and History Credit Card Transactions FlexCache transactions History FlexCache Transactions REPORTING This option allows access to view print or export Retrieve Report selected reports This option allows access to modify prompts and Access Protection access levels Credit Card FlexCache Batch and Reporting Administration Access Clerk ID Setup General Admin Truncation Prompt for AVS Remind User to Imprint Card Last 4 Prompt for Clerk ID on all transactions View Enter card number Auto Settle Heceipt Configuration Receipt Header Receipt Footer Truncation January 2006 Paymentech iTerminal User Manual 1 9 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Credit Transactions Swiped or Manual Sale Pre Authorization Prior Authorization To access the Credit Card Order Credit Card Sale New Order screen move cursor over the Credit Card Order link at the top of the page and select the Credit Card Sale dropdown option CREDIT CARD ORDER Credit Card Sale Credit Card Refund owiped Swipe the credit card from the Credit Card Sale New Order screen Manual Select the anuelly Enter the Card by tton from the Credit Card Sale New Order screen to proceed to the next screen The following is a description for the transaction types available gt Sale Transaction type used to process card present sale transa
65. retailer oystem Requirements Minimum browser and operating system requirements are e Windows NT 2000 98 and XP Internet Explorer 6 0 and or Netscape 6 2 FoxFire 1 1 Opera 6 0 e Windows NT 2000 and 98 Internet Explorer 5 5 and or Netscape 4 79 Opera 6 0 e Macintosh OS X Internet Explorer 5 0 e Apple OS X Safari 1 0 Additionally a USB port must be available for the connectivity of a card reader USB may be version 1 1 or 2 0 Card Types Supported iTerminal supports the following card types e VISA e MasterCard e American Express e Discover e Diners Club e Carte Blanche e JCB e FlexCache 1 2 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Accessing iTerminal Merchant Interface Paymentech Login Page Sign in for secure access to your Paymentech application Required Field Please enter your login information below UserlD e Password e Forgot Your Password Trouble logging in Contact us Please be aware that after 20 minutes of inactivity you wil be required to login again Note Al passwords expire every 90 days Paymentech com Privacy Policy Terms of Use Copyright 2001 2005 Paymentech L P All Rights Reserved In order to access the login page the merchant should point their browser to https Secure paymentec h c om iterminal Login To logon the user will need to key in the Us
66. s Store Regular Access This is an example Swiped Activation screen switch id log out help Payisi titech ilerminal 5 iTerminal New Order FlexCache Activation FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN FlexCache Activation Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data ez Conditionally Required Card Number 5035 000 000000 0 000A Amount 2x3 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type Activation C Block Activati beta oc vation C m Selectthe transaction type by Deactivation 4 clicking onthe associated C Reactivation amp radio button Prior Activation aie P Access Code is conditionally required See note above Access Code Submit January 2006 Paymentech iTerminal User Manual 1 21 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Swiped Block Activation switch id log out help i lerminal PoYistitech CREDIT CARD ORDER FLEXC ACHE OPENBATCH HISTORY iTerminal New Order FlexCache Activation REPORTING ADMIN FlexCache Activation Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Terminal ID 001 Required Data Conditionally Required Card Number 6035 990900000000000X Amount 2330
67. the 3 mit button to proceed to the next screen The following items under the Required Data section are configurable through the Admin function Clerk ID Last 4 digits Note The Access Code prompt is required only if the feature is enabled and the users access level is Store regular access Note The transactions types Add Value and Issue perform the same function This is an example Swiped Add Value screen switch id log out help were 1 lerminal ii titech CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY REPORTING ADMIN iTerminal New Order FlexCache Add Yaluelssue Flexcache Add Value Issue Merchant DBA Product Test MID Merchant ID 700000009554 Terminal ID 001 Required Data Conditionally Required Card Number 56035 0000 00000 OOURK Amount 0 00 Invoice Number Clerk ID Last 4 digits Additional Data Customer Reference Transaction Type Add Value A Prior Add Valie Selectthe transaction type by clicking on the associated C Issue t radio button ae Access Code is conditionally required See note above Access Code 4 Submit 1 28 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL This is an example Swiped Prior Add Value screen switch id log out help i Terminal Goeie CREDIT CARD ORDER FLIE HE OPEN BATCH HISTORY RE
68. tion Deactivation Reversal Reactivation Reactivation Reversal Balance Inquiries Declines and Errors Card Number Invoice Number FlexCache Host Reference Number Date Range The user must also select the Query type from the following options Detailed Transactions Provides access to detailed transaction data within the open batch on iTerminal screen Summary Query Provides access to a summary of the open transactions on the iTerminal screen Generate Detail File Generates a detail report of open transactions Retrieved from Reporting tab Generate Detail Report Generates a detail file of open transactions that can be exported Retrieved from Reporting tab If enabled the following prompts are required 4 Clerk ID Access Code To search for Open transactions the user should enter the desired search criteria if applicable select the Query type and press the search button If Detailed Transactions or summary Query were selected as the Query type the page will automatically be redirected to the applicable data if present If Generate Detail File or Generate Detail Report were selected as the Query type the user would need to access the Reporting link to retrieve the desired report See page 1 60 for additional steps Note Open Batch transaction data is available for 4 months 1 46 Paymentech iTerminal User Manual iTerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL
69. tion Type All excluding block activations Card Number Order FlexCache Host Reference Number And if checked M Date Range mmiddfyyyy From 12 i 19 i 2005 To 12 if19 2005 gt Query Type Detailed Transactions 4 f enabled Clerk ID and Access Clerk ID E Code are required Access Code Search Clear anuar aymentech 1Terminal User Manua J y 2006 Pay hit I User M l 1 59 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Reporting Reporting To access the Reporting screen move cursor over the Reporting link and select Reporting REPORTING This option allows the user to retrieve the reports that they generated from the Open Batch and History search tabs The user may search by the following options Submitter Note This field is not relevant and will be removed with the next release Report Type And Or Submit Date To search for reports the user should enter the desired search criteria and click the Search button or press Clear to refresh the search criteria To view a report the user should click on the radio button to the left of the desired report and select the Retrieve Report button To refresh the reports status the user should click the Refresh Results button To view the criteria for which the report was generated the user should click on the radio button to the left of the desired report and select the S Report crit
70. tivation Prior Activation 1 lerminal iTerminal News Order FlexCache Activation FlexCache Activation Fill out the form below and submit when complete Merchant DBA Product Test MID Merchant ID 700000009654 Required Data Card Number Amount 0 00 Clerk ID Additional Data Customer Reference Transaction Type C Activation Block Activation Deactivation Reactivation Prior Activation 1 26 CREDIT CARD ORDER FI CREDIT CARD ORDER FLEXCACHE OPENBATCH HISTORY OPEN BATCH HISTORY REPORTING ADMIN Terminal ID 001 Invoice Number Access Code Submit This is an example Manual Prior Activation screen REPORTING ADMIN Terminal ID 001 Invoice Number Authorization 9 Access Code Submit Paymentech iTerminal User Manual switch id log out help switch id log out help Conditionally Required Conditionally Required ilerminal Users Manual CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL Swiped or Manual Add Value Prior Add Value Issue To access the FlexCache Add Value or Issue New Order screen move cursor over the FlexCache link and select the FlexCache Add Value Issue dropdown option FlexCache Activation amp xc Add Value Tesi che J F T i FlaxGache Redemption FlexCache Balance Inquiry Swiped Swipe the Flex
71. transactions may not be settled anuar aymentech ilerminal User Manua y 2006 Pay hit I User M l 1 43 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL View Order Credit Card This is an example View Order screen switch id log out help 1 lerminal ii titech CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN iTerminal Open Batch Views Order Open Batch View Order View the order information below Merchant DBA Product Test M Selectthese tabs to view Merchant ID 7000 54 21 additional data Terminal ID 001 PURCHASING CARD DATA TRANSACTION DATA RESPONSE DATA Credit Card Type Visa Expiration Date 2010 12 Card Number XAANAXRANAXSAEXX1111 Amount 20 00 Invoice Number 1 Card Verification Number Street Customer Reference Postal Code Transaction Date 2005 12 19 14 49 57 Clerk ID 1 Return To Results List Yv From the View Order screen the user can select the desired data tab to view the transaction information switch id log out help nentech 1 lerminal iTerminal Open Batch Views Order CREDIT CARD ORDER FLEXCACHE OPEN BATCH HISTORY REPORTING ADMIN Open Batch View Order View the order information below Merchant DBA Product Test MID Merchant ID 700000009654 TerminalID 001 TRANSACTION DATA PURCHASING CARD DATA RESPONSE DATA Print Merchant Receipt Description Status Authoriz
72. ua J y 2006 Pay hit I User M l 1 65 CONFIDENTIAL Chase Paymentech Solutions CONFIDENTIAL General Admin To access the General Admin screen move cursor over the Admin link and select the General Admin dropdown ADMIN Access Protection Clerk ID Set Up General Admin Receipt Configuration This screen allows the user to modify the setup configuration options From this screen the following options are available gt Truncation Allows the user to determine if the card number will be truncated and the expiration date will be masked when viewing the batch and on reports Note The card number will always be truncated and the expiration date will be masked on the transaction and response screens and Customer receipts Truncation is optional on Merchant receipts This option is configurable from the Admin Receipt Configuration menu gt Prompt for AVS Allows a popup to appear reminding the user to enter AVS information on manually entered transactions if enabled The user may bypass the prompt by selecting the Cancel button or return to the transaction screen by selecting the button Microsoft Internet Explorer X 9 Do veu want bo proceed without entering Street Address and or Postal Code Cancel gt Remind User to Imprint Card Allows Please Imprint Card message to appear on the original response screen if enabled Note This applies to Credit Card transactions only Pl

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