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First Data Global Gateway Virtual Terminal User Manual

1. Transaction Origin The Transaction Origin is how the order was received Choices are e Mail Order Telephone Order you received the order over the phone or through the mail e Retail face to face the customer and card are present e Electronic Commerce internet you received the order through the Internet or email firstdata com 23 Transaction type Select the type of transaction you are going to make Choices are e Sale charges the customer s card immediately when the batch is settled e Authorize Only reserves funds on the customer s card but does not complete the transaction e Forced Ticket completes a voice authorization transaction The default for this field is Sale Cards Accepted The supported card types are credit card types the merchant accepts An image for each supported card is shown The First Data Global Gateway Virtual Terminal automatically detects the card type based on the account number mesa ce Credit Card Number When the card is not present this field is used to enter the credit card number Do not enter any dashes or spaces in this field When the card is present and you have the appropriate card reader place your cursor in the Credit Card number field Swipe the card through the reader The Credit Card number field should be automatically populated All other required fields except Transaction Origin and Transaction Type become optional because the customer s data is enter
2. A plug in is a hardware or software module that adds a specific feature or service to a larger system For example there are a number of plug ins for the Mozilla Firefox browser that enable it to display different types of audio or video files Point of Sale POS Point of Sale POS is when the consumer is purchasing a product from the merchant and the merchant is processing the payment transaction POS is commonly used to refer to the payment terminals or software merchants use to process the payment transaction Protocol A Protocol is a set of guidelines or rules that help in governing an operation on the Internet and communications over it There are several different protocols HTTP is the protocol used for the Internet Purchasing Card A purchasing card is a corporate card used by some companies for their business purchases When a customer pays for goods or services using a purchasing card the following information must be included with the order information This information is optional for a regular credit card transaction An indication of whether the order is tax exempt The amount of tax applied to the order If the order is tax exempt the tax amount should be zero A purchase order number associated with the order One purchase order can apply to several individual orders to allow for delivery of goods over time If there isn t a purchase order associated with the order the customer must supply some value for the order firstdata
3. After you log in you are ready to begin using the First Data Global Gateway Virtual Terminal firstdata com 1 5 Logging Out To protect your account it is important to log out of the First Data Global Gateway Virtual Terminal Click the Logout link at the top of the page when you are finished using the application vw First Data The First Data Global Gateway Virtual Terminal will log you out automatically after 10 minutes of inactivity 1 6 Testing Transactions With the First Data Global Gateway Virtual Terminal Demo you can run test transactions All test transactions run on the Virtual Terminal Demo are free The Virtual Terminal Demo link is located here http www firstdata com product_solutions ecommerce global_gateway gq demo _pop ht m For testing purposes you can use the following card numbers e 4111 1111 1111 1111 for Visa e 5419 8400 0000 0003 for MasterCard e 6011000993010978 for Discover e 372700997251009 for American Express When running test transactions in the production environment transaction fees may apply For details contact your merchant account provider Please delete all of your test orders when you are finished firstdata com 15 2 Configuration and Devices If you will be swiping credit cards then you will need to configure these external devices before you start using the First Data Global Gateway Virtual Terminal Compatible devices with the First Data Global Ga
4. Choose options from the following sections to view your chart 4 2 4 1 Viewing a Strip Chart 1 Inthe Transaction Reports section select Generate a Chart and select Strip Chart as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A strip chart shows a colored line for each transaction type The chart indicates the total dollar amount of each transaction type over the time period specified The dates for the time period are shown on the horizontal X axis The transaction amounts are shown on the vertical Y axis T he line follows the total amount for each transaction type firstdata com 55 Strip Totals For 943474 10 19 2008 10 26 2008 H Sale W Virtual check E Ticket E Periodic Pre Auth B Retwn H Sale Void Return Void WE check Void 7 oO pad e ia 0 10 19 2008 10
5. 1 Then press the Enter key in the Num Pad section 8 Press W 6 Defines terminator 2 Then press the Enter key in the Num Pad section 9 Press the Space Bar to exit program mode 10 Close the DOS prompt window 2 1 3 Notes e The Enter key on the numeric keypad is programmable If you have programmed this key it will not work correctly in the above instructions You must follow the manufacturer s instructions for reverting to factory settings e The G81 8000 does not have a programming sequence to reset to factory default Bar code configuration may be restored but you must reprogram each of the other keyboard features to return to factory settings For support regarding your Cherry keyboard please contact Cherry Corporation at Cherry Electronics 800 510 1689 www cherrycorp com 2 2 Using the MagTek Mini Swipe Card Reader MagTek Mini Swipe card readers are available in Wedge and USB designs If you are using a USB mini swipe reader the device must be in Keyboard Emulation Mode First Data Global Gateway Virtual Terminal users with MagTek wedge card readers are advised to take the following steps to ensure a successful transaction 1 Verify that the MagTek wedge card reader is plugged into the PC where the keyboard is usually plugged in Plug the keyboard into the MagTek cord 2 On the Virtual Terminal page in the First Data Global Gateway Virtual Terminal e For Transaction Origin choose Retail face to face from
6. 1 10 Transaction Results Use the Transaction Information section on the Confirmation page to view whether the transaction was approved or declined If the transaction was approved the Transaction Status is Approved followed by e Date and time of the transaction e Transaction origin e Transaction type e Approval code The Approval code will contain a 3 digit AVS code See AVS Codes on page 31 indicating whether the card issuing bank s address on file matched the address entered for the transaction The First Data Global Gateway Virtual Terminal displays the following fields in the Transaction Information section Transaction Status This field displays the status of the transaction such as Approved Declined or Blocked because of fraud Transaction Date amp Time This field displays the date and time of the transaction This is helpful for finding the transaction in reports The date will be in the format dd mm yy hour minute second AM PM PST Transaction reference number This field displays the reference number for the transaction which is used for identifying an authorization when a sale is completed firstdata com 30 Transaction Type This field displays the type of transaction you made Transaction types displayed are e Sale charges the customer s card immediately when the batch is settled e Authorize Only reserves funds on the customer s card but does not complete the transaction e Forced T
7. 5 1 3 2 Remove a Blocked Name 1 Select the name in the Names Already Blocked list 2 Click the lt DELETE button Upon removal from your blocked name list the person can purchase at your store Delete as many blocked names as you need by repeating the same process 5 1 4 Blocking Domain Names From the Fraud Settings page use the Block Domain Name section to enter the domain name or email address you want to block from being used to purchase at your store If you have any domain names or email addresses already on your blocked domain names list they will automatically appear in the list labeled Domains Already Blocked 5 1 4 1 Add a Domain Name 1 Enter the domain name or email address you want to block in the Domain Name to Block field 2 Click the ADD gt button Spaces and or dashes are optional When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server which adds the domain name or email address to your list of blocked domain names and email addresses The First Data Global Gateway Virtual Terminal places the new name in the Domains Already Blocked list If the blocked email address or domain name is used to purchase anything at your store the transaction will be blocked Add as many domain names and email addresses as you want by repeating the same process 5 1 4 2 Remove a Blocked Domain Name 1 Select the domain name or email address in the Domains Already Blocked li
8. API is a tool that allows a merchant to create a customer commerce solution Our application programming interface API allows you to add payment functionality to custom built web sites or online applications Authorization Performing an authorization reserves funds on a customer s credit card An authorization does not charge the card until you perform a Ticket Only transaction or confirm shipment of the order The period during which funds are reserved may be as little as three days or as long as several months Authorize Only An Authorize Only transaction reserves funds on a customer s credit card An Authorize Only transaction does not charge the card until you perform a Ticket Only transaction and confirm shipment of the order using an option available in the Reports section Authorize only transactions reserve funds for varying periods depending on the issuing credit card company s policy The period may be as little firstdata com 92 as three days or as long as several months For your protection you should confirm shipment as soon as possible after authorization Batch A group of credit card or check transactions that are submitted together to the payment gateway for settlement On the payment gateway batches are submitted automatically once a day Blocking and Limiting If you suspect certain transactions might be fraudulent you can block further purchases by blocking credit card numbers persons names domain names and IP addres
9. Cust 37 00 o N 172 30184 67 11CS1F 2941 2 25FDFF 1 202267 943474 09 23 2008 06 21 41 PM Rick Bunky 1 00 o N 172 30 184 67 11C91EEC3FC 18E4327 1 AF8502 943474 09 23 2008 06 17 32 PM Rick Bunky 1 00 Oo N 172 30184 67 11CS1 EDES1 4 2BFDFF 101 CDF7 943474 09 23 2008 06 16 35 PM Rick Bunky 1 00 y N check2_TestQA_NoSSN 03 943474 09 23 2008 04 43 04 PM Test Cust Name 37 00 y N check2_TestQA_NoSSN 02 943474 09 23 2008 04 42 06 PM Test Cust Name 37 00 N check2_TestQA_NoSSN O1 943474 09 23 2008 04 30 48 PM Test Cust Name 37 00 N check2_TestQA_NoSSN 943474 09 23 2008 04 1221 PM Test Cust Name 37 00 Y PAGE TOTAL EEIE Tax And Shipping Tax 0 00 Shipping 0 00 Example Orders Received Report 4 3 0 3 Confirming Shipment Crediting Orders or Rejecting Orders You can confirm shipment credit the entire amount of the order s or reject order s by IP address or credit card number from this report To perform any of these three tasks follow the steps below 1 2 Select order s by clicking on the checkbox next to the order in the column on the left Click the Work with Selected Orders button The Selected Order Menu screen appears Select an action by clicking on the appropriate radio button If you select Reject Order you must also choose whether you want to reject the order by IP address or by credit card number When you reject an order by IP address all future orders from that IP address are blocked When you reject an order
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11. If you select any country other than United States the State field will be blank This field is required for Internet mail and telephone transactions For retail transactions it is not required Zip Postal Code For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required Phone Enter the customer s phone number in this field Brackets dashes and spaces are optional This field is required for check transactions only Fax Enter the customer s fax number in this field Brackets dashes and spaces are optional Email Enter the customer s email address in standard email format such as name server com name server net name server org or name university edu This field is used to send the customer s receipt by email Email transactions cannot be blocked if you do not enter the email address 3 1 7 Recurring Payment From the Virtual Terminal page use the Recurring Payment section to make a credit card or check Sale transaction recurring Recurring transactions are also known as periodic bills You can view recurring
12. Main Menu Bar a First Data nsetigencein every ronacton a E Virtual Terminal Home Repent Global Gateway Reports Transactions Choose from several different reporting options below to monitor your gateway processing activity Only the first four and last four Transaction Summary 2 gt 5 i digits of the credit card number s will be displayed in reports Orders Transaction Reports View transaction activity by date range with Batches the option to select from four graphical chart types Item Sales Report Transaction Reports gt Sales Tax Report Periodic Bills Report Transaction Summary Reports View transaction summary by date range Trancaction Summary Reports gt Order Reports View orders received by time or date range You can also confirm shipment credit the entire amount of orders or reject orders from this report Order Reports gt Batch Reports View previously run batches complete with amount totals by date Batch Reports gt item Sales Report View lists of items sold from the Product Catalog item Sales Repon gt Sales Tax Report View sales tax amounts by state and date range Periodic Bills Report View and modify recurring transaction information Periodic Bills Report gt Administration Welcome 943474 Logout Change Password Global Gateway Sd Nr IO Ye Product Information The Virtual Terminal may look different however processes payments as quickly and securely as before
13. The maximum number of rows allowed is 499 499 If your reports exceed the maximum allotted number of rows this message will appear Your report exceeds more than 500 000 rows of data please narrow the parameters of the search criteria 4 5 1 Viewing the Transaction Summary Report 1 Select options in the Display Transactions Summary section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 2 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you chose 3 Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 4 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID firstdata com 62 4 5 1 1 Authorization Summary Table The first table that appears in the Transaction Summary report shows the following summary information for each selected transaction type over the time period specified e Approved shows the total number and the total dollar amount for approved transactions e Declined shows the total number and the total dollar amount for decli
14. Virtual Terminal page 5 5 1 5 Delete an Option If you need to delete any of your options click the checkbox next to the option name in the first column of the Options Summary table Click on the Delete Selected button located below the table 5 5 1 6 Changing an Option To make changes to an option you will need to delete it Then you need to enter the option as a new option with your changes in the Add an Option section 5 6 Customizing Receipts When you enter orders in the First Data Global Gateway Virtual Terminal you have the option to show and print a receipt from the final transaction screen You can print this receipt and give it to your customers as a sales receipt Your own text appears at the top and the bottom of the receipt To customize your receipts mouse over Administration in the Main Menu Bar and click Receipt in the popup menu or from the Administration section click Receipt on the Side Menu Bar 5 6 1 Customizing Your Receipts 1 Choose the printer you use by clicking on the appropriate radio button in the Printer Typesection at the top of this page If you do not have a printer set up specifically for receipts select Normal 2 Enter your receipt header in the Receipt Header field Enter up to 24 characters This text appears towards the top of your receipt 3 Enter your receipt footer in the Receipt Footer field Enter up to 24 characters This text appears at the bottom of your receipt 4 Enter your retu
15. and marked with an asterisk Anytime you attempt a transaction with errors 4 appears next to the field containing errors Anywhere you see D next to a field hold your mouse over the icon to learn more about the field 3 0 2 Transactions From the Virtual Terminal section you can perform e Credit card transactions e Check transactions e Ticket only transactions e Return transactions e Credit transactions e Purchasing card transactions The First Data Global Gateway Virtual Terminal automatically runs all credit card batches at 10 30 PM MST firstdata com 18 3 1 Credit Card Transactions From the Virtual Terminal page you can process credit card Sale Authorize Only and Forced Ticket transactions The Virtual Terminal page is the first page to open after you log in To reach this page any time click Virtual Terminal on the Main Menu Bar The Virtual Terminal page has no Side Menu Bar For Ticket Only Return and Credit transactions mouse over Virtual Terminal on the Main Menu Bar and click the respective link on the popup menu Note You may not have access to Credit transactions The following sections are available when making credit card transactions on the Credit Card tab You must complete all required fields in the sections to make a credit card transaction e Select Products from Catalog e Order Information e Credit Card Information e Customer Information e Shipping Information e Recurring Paymen
16. based in whole or in part on information provided to us by TeleCheck We encourage you to call TeleCheck at 1 877 678 5898 or write TeleCheck Customer Care at P O Box 4513 Houston TX 77210 4513 Please provide TeleCheck your driver s license number and the state where it was issued and the complete banking numbers printed on the bottom of your check Under the Fair Credit Reporting Act you have the right to a free copy of your information held in TeleCheck s files within 60 days from today You may also dispute the accuracy or completeness of any information in TeleCheck s consumer report TeleCheck did not make the adverse decision to not accept your check and is unable to explain why this decision was made 3 2 1 E commerce Transactions When processing e commerce check transactions the merchant must obtain electronic authorization from the consumer to debit the account Before the merchant Web site or system submits the payment for processing it must present the customer with an Authorization Form where consent language is displayed along with an Authorize button and a Cancel button The Authorize button continues with the transaction The Cancel button may present the customer with other payment options but it cannot continue to process the check transaction The authorization form must include e The merchant s DBA name e The amount of the transaction e The date on or after which the consumer account will be debited e The
17. button to return to the previous page and retrieve an alternate order 4 Ifthe order is correct enter the amount to return in the appropriate fields By default the fields will be populated with the total amount of the order If your return amount is less than the order total make corrections as appropriate 5 When you have finished with the Order Information fields change any other fields related to customer contact information payment information or comments Then click the CONTINUE gt gt button A new page appears 6 On the new page click the Submit button to confirm all entries are valid otherwise click the Return to POS button to make the appropriate changes If any fields are missing or incorrect the Return page will reappear with an error message A warning graphic indicates the incorrect or missing fields Make the appropriate changes and then click the CONTINUE gt gt button 3 5 Credit Transactions From the Virtual Terminal section make a Credit transaction when you need to credit a customer s credit card for an order that occurred outside of the First Data Global Gateway Virtual Terminal There is some inherent risk of fraud with a Credit transaction so not every merchant has permission to perform Credit transactions If you do not see Credit listed in the Side Menu Bar or popup menu of the Virtual Terminal section you do not currently have permission to perform a Credit transaction or the Credit form has not been a
18. by credit card number all future orders using that credit card number are blocked Click the SUBMIT button to complete the task A screen listing the results will appear firstdata com 58 If you choose to reject an order by IP address or credit card number the Fraud Settings page appears This page displays all the IP addresses and credit card numbers you have currently blocked from your store The IP addresses or credit card numbers from the order s you just blocked should appear on this list To block more transactions or to remove blocked transactions use the corresponding controls on the Fraud Settings page For more information on changing your fraud protection settings see Fraud Settings on page 69 4 3 0 4 Email If the customer s name is underlined you can email that customer by clicking on the customer s Name 4 3 0 5 Viewing Details View the details of any order by clicking on the associated order number View all orders processed by a customer by clicking the User ID link If there are more orders in the report than will fit on the current page click on the page number to go to that page Viewing an Order Detail Report When viewing an Order Detail Report the following information is displayed e Order ID Number and Order Date Time the order ID number you selected and the date and time the order was made e Billing Address Information section this section displays the User ID shipping status and the cu
19. can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you chose 4 Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 5 Click the GENERATE REPORT gt gt button to view the report With Additional Search Options PO Number Start with v Invoice Number Start with Ni For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID The Transactions Processed report shows the following information about each transaction e Order the number associated with the Order Click on the Order Number to view order details e Date the date the order was placed The most recent order is displayed first The time period you selected for the report is displayed under the report title firstdata com 60 User ID the ID number associated with the order The number is also a link to view all the orders made by a particular customer Type the type of transaction Payer Auth if applicable the payer s authorization code Invoice the order s I
20. delimited EXPORT Select Shipped Retail Order User ID Date Name Amount N 172 30 184 87 1 1D08D8731 6 1 8488EF 3CASEF 943474 Jen Fonda 56 45 y N 172 30 184 67 11D08D7FE1B 18488EF 1ASECF4 943474 Jen Fonda 56 00 Y N 17230184 7 11DO8D7948D 1 846SEF A3CESF 943474 Jen Fonda 35 00 Y N 172 30 184 67 11008055545 18456EF 1262667 943474 a J Jen Fonda 5900 N 172 30 184 67 1 1D029EBD68 18488EF F36E59 943474 10 5 2008 First LAst 1 00 N 172 30 184 67 1 1D02524E1 D 1 8488EF 3C37F4 943474 105 2008 Wells Fargo 60 00 N 172 30184 67 11D024FEAS0 18463EF SEADSO 943474 10 5 2008 0201 11 PM Wells Fargo 50 00 o N 172 30 184 67 11 CFD768F 6F 1804887 1C87093 943474 1074 2008 0325 30 PM Amar Bhawalkar 1 00 Oo N 172 30 184 67 11CFD584CBC 180A557 1CEE361 943474 10 1 4 2008 025214 PM CN 1 00 o Y N 172 30 184 67 11 CFD4ADBAE 1 804887 1CEC874 943474 1074 2008 0237 32 PM CN 1 00 3 N 172 30 184 67 11CFCD56967 180A857 15C2843 943474 10 14 2008 1229 16 PM Test CN 1 00 N 172 30 184 67 11CFOBAA7E0 DEDOFO 1863E62 943474 f Amar Bhawalkar 1 00 Y N 17230184 67 1 1CDSDECE3 1342545 90FD20 943474 Dow Jones 1 00 Y N 172 30 184 67 11CD4F57412 1342545 145525C 943474 Dow Jones 100 y N 17230 184 67 11C5FA2440D 1342545 130671E 943474 10 02 2008 03 16 28 PM Amar Bhewelkear 1 00 go N 172 30 184 67 11C957634A56 25FDFF 1E3 702 943474 09 25 2008 02 4204 PM Amar Bhawalkar 1 00 N check2_TestQA_24Sept_009 943474 008 04 01 57 PM ft tf sdsd 1 00 N Check2_TestQA_24Sept_001 943474 006 0217 58 PM Test
21. each transaction type over the time period specified The transaction types are shown on the horizontal X axis The transaction dollar amounts are shown on the vertical Y axis The bars show the total amount for each transaction type over the full time period specified firstdata com 52 Transaction Type Summary For 943474 10 19 2008 10 26 2008 a 2 u oO sS Sale Pre Ath Ticket Periodic Check Rehun Sale Vd Ream Vd Check Vd Example Summary Bar Chart Clicking on a bar will display a full list of transactions for that transaction type To download the chart for later use right click on the chart and select Save Image As The totals for each transaction type are also summarized in a table below the chart which lists e of Approved Txns the number of approved transactions of the transaction type e of Total Approved Txns the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Avg Txn Amount the average of all the transaction totals for the transaction type e Net Settle Amount the net amount for all transactions of the transaction type Negative amounts are shown in red You will typically see negative amounts for Returns and S
22. in every ronsacton vat Termine suppor Global Gateway Transaction Summary Orders Batches Item Sales Report Sales Tax Report Periodic Bills Report your gateway processing activity Only the first four and last four digits of the credit card number s will be displayed in reports Transaction Reports View transaction activity by date range with the option to select from four graphical chart types Transaction Reports gt Transaction Summary Reports View transaction summary by date range Transaction Summary Reports P Order Reports View orders received by time or date range You can also confirm shipment credit the entire amount of orders or reject orders from this report Order Reports gt Batch Reports View previously run batches complete with amount totals by date Batch Reports item Sales Report View lists of items sold from the Product Catalog item Sales Repo gt Sales Tax Report View sales tax amounts by state and date range Sales Tax Report gt Periodic Bills Report View and modify recurring transaction information Periodic Bills Repot Administration x PE Global Gateway Reports Transactions Choose from several different reporting options below to monitor Product Information The Virtual Terminal may look different however processes payments as quickly and securely as before _ Virtual Terminal Support Email Us Call Support 24 Hours a Day 7 days a w
23. link next to the user name The Change User Permissions page appears 2 Click the appropriate checkboxes to turn on or off permissions for the user You can control the user s access to View Reports Process Transactions or Issue Credits 3 Click the SUBMIT button 5 4 Multi Store Reporting If you have multiple accounts with different store numbers and want a report showing combined transaction data across all accounts then you can use multi store administration and reporting In order to use multi store administration and reports you will have to set up an organizational structure or hierarchy for your payment gateway stores For information on setting up multi store reports see Setting Up Multi Store Reports on page 78 There are two basic concepts to setting up a tree structure Levels and Elements firstdata com 76 e Levels refer to a branch in the tree e Elements are single nodes or components on a branch in the tree When you set up your structure first define the levels then add elements to each level Each element has its own multi store user ID and password You can see data for all stores below the element when you log in with that element user ID and password Example 1 COMPANY LEVEL element element The levels and elements in a multi store hierarchy For Example You have two stores with 23 transactions for store 1 and 6 transactions for store 2 The top level would show 29 tran
24. or from the Support section click Online Support Form on the Side Menu Bar Fill out the form and submit it When you submit the form an email is sent to the support department 5 13 Download Center To open the Download Center mouse over Support on the Main Menu Bar and click Download Center on the popup menu or from the Support section click Download Center on the Side Menu Bar The download center lets you download useful files such as a store PEM file 5 14 Contact Information If you have read the documentation and cannot find the answer to your question you can contact Support at globalgateway support firstdata com or 1 888 477 3611 You can find this information in the Virtual Terminal information menu on the right side of the Support main page firstdata com 91 Glossary Account Number The account number for a checking or savings account is a unique number that identifies the customer s account The account number appears on the check next to the transit routing number The numbers are usually separated by a non alphabetic non numeric symbol ACH ACH is an abbreviation for Automated Clearing House Automated Clearing House ACH is the name of an electronic network for financial transactions in the United States ACH processes large volumes of both credit and debit transactions which are originated in batches ACH allows merchants to accept payments from a customer s checking or savings account Acquiring Bank An acqui
25. order transactions On insert today s date insert customer s First and Last Name authorizes an electronic debit in the amount of insert amount This withdrawal will be processed using the regular banking system If your payment is returned unpaid you will be charged a returned item fee up to the maximum allowed by law If you have any questions at any time you may call us at insert Merchant Customer Care Phone Number during business hours Do you authorize the transaction Please answer Yes or No 3 2 3 Processing Check Transactions Before you begin processing TeleCheck transactions make sure you understand and follow the rules that apply to these types of transactions by reviewing Check Transactions Once you have instituted practices in your business to ensure these requirements are met you are ready to process check transactions firstdata com 36 3 2 3 1 Processing TeleCheck Transactions From the Virtual Terminal page click the Check tab to process check transactions The following sections are available on the Check tab when making check transactions You must complete all required fields in the sections to make a check transaction e Order Information e Check Information e Customer Information e Shipping Information e Comments When you are finished entering all the required information click the CONTINUE gt gt button If there are data entry errors or any required fields are missing the same page will rea
26. secure The dialogue box requires a response from the customer before the form will be displayed The First Data Global Gateway Virtual Terminal displays the following fields on the Connect Settings page Order Submission Form This is the location where i e the web address for your order form s are located If the order received is not coming from the URL matching this location the order is blocked When entering URLs be certain that the file is on an accessible secure server and that your URL begins with https It is important that you enter the URL exactly as it is provided to you NOTE If this information is not entered correctly a dialogue box will appear at checkout warning your customers that some of the content about to be displayed is not secure The dialogue box requires a response from the customer before the form will be displayed Enter the URL for each order form on your website in this box separated by spaces Examples are provided on the form above the field as a convenient reference when you are entering your data firstdata com 84 Example https your_server_name your_store_name yourorderform html e https indicates a secure server http is a non secure server e your_server_name the name of your server this name may or may not include www e your_store_name the name of your store e yourorderform the order form name Confirmation Page Thank You Page The page customers
27. service provided on the payment gateway ICA uses the Automated Clearing House ACH to transfer funds from the customer s account The account information is entered in an online payment form and no check is used The customer may or may not sign a payment form In either case the merchant needs a documented record of the customer s authorization to transfer funds from the account ICA includes an electronic receipt There is no check guarantee service with ICA ICA is typically used for mail orders telephone orders MO TO or e commerce transactions but may also be used for retail Internet Service Provider ISP An Internet service provider ISP is a business or organization that provides consumers or businesses access to the Internet and related services An ISP can also host a web site IP Address IP address is short for Internet Protocol address An IP address is a number that is used to identify a specific computer on a network or on the Internet The format of an IP address is written as four numbers separated by periods Each number can be from 0 to 255 For example 1 160 10 240 could be an IP address Issuing Bank The financial institution or bank that issues a credit debit or purchasing card to a business or consumer The issuing bank has an address on file for the card which the Address Verification System AVS compares to the address given to the merchant Level A level is a single tier in the hierarchy or organizational tre
28. some report nine digit zip codes This may generate a response stating that the address matches but the zip code does not match e The AVS system does not process most addresses outside the United States If you decide to ship only to addresses with good AVS results you will leave out most international orders It is recommended you display a message similar to this one for AVS code mismatches We are unable to process your credit card payment at this time If you still want to purchase this product or service please call us at 1 800 Now you can obtain more information from the customer to verify why the address didn t match such as recently moved city changed zip codes etc You can ship your product through registered mail with a return signed receipt to ensure it was received by the proper person 3 1 11 2 AVS Code Definitions The following table lists the descriptions for AVS codes you might receive The letters in the credit card columns are the third letter of the AVS code and vary depending on the type of credit card you are using American Description Express Y Address and zip code match Z Only the zip code matches A Only the address matches N Neither the address or the zip code match Card number not on file firstdata com 32 Address information not verified for domestic transaction Retry system unavailable Service not supported AVS not allowed for card type Global non AVS participant Nor
29. the dropdown list e Click the Yes checkbox for the Are you swiping the card field 3 Hold the Shift key or press the Caps Lock key prior to swiping MagTek Mini Swipe defaults to lower case while the First Data Global Gateway Virtual Terminal looks for upper case Holding the Shift or Caps Lock key ensures upper case characters are properly entered Manually enter the Card Expiration Month and Year 5 Fill out the remainder of the form including customer name billing and shipping address as desired Swiping the card does not automatically collect or store these fields a The MagTek reader is compatible with PCs only not MacIntosh firstdata com 17 3 Virtual Terminal In the First Data Global Gateway Virtual Terminal you can enter transactions from the Virtual Terminal section Click Virtual Terminal on the Main Menu Bar to access the Virtual Terminal page This page is for all your Sale Authorize Only and Forced Ticket transactions There is no Side Menu Bar on this page For Ticket Only Return and Credit transactions mouse over Virtual Terminal and click the respective link on the popup menu You can also click the respective link on the Side Menu Bar when it is present Note Ticket Only Return and Credit transactions use the database and therefore have separate pages You may not have access to Credit transactions 3 0 1 Knowing the Virtual Terminal Section All required fields in this section are bold
30. time is the length of time in minutes duplicate transactions are restricted from your store If two transactions are identical and they both occur within a length of time less than the specified duplicate lockout time they will be automatically blocked as duplicate transactions If this value is set to zero automatic lockout based on duplicate transactions is turned off The default setting is 10 minutes To change your auto lockout or duplicate lockout time enter a time in the Auto Lockout Time or Duplicate Lockout Time field respectively then click the SUBMIT button The system will display a confirmation message when the new lockout times are in place 5 2 Changing Your Password To change your password mouse over Administration in the Main Menu Bar and click Change Password in the popup menu or from the Administration section click Change Password on the Side Menu Bar You can also change your password from any page by clicking the Change Password link in the upper right corner of the application The Change Your Password page appears When you first sign up for an account with the First Data Global Gateway Virtual Terminal you are provided with a temporary password Temporary passwords will be valid for 30 minutes after they are issued You should regularly change your password on this page 5 2 1 Choosing a Password Security specialists recommend that you avoid using common words or numbers as passwords Avoid words or numb
31. to view periodic bills in the Display Periodic Bills By section Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 Click the GENERATE REPORT gt gt button to view the report The Periodic Bills report shows the following information about your recurring transactions Cancel select this checkbox next to each transaction you want to cancel Click the Cancel Selected button to cancel the transaction Modify click the radio button next to each transaction you want to modify Click the Modify Selected button to modify the transaction Order the number associated with the order Click on the order number to view order details Card Route Number the first four and last four digits of the credit card number Click the link to view all transactions for the card number Exp Date the expiration date of the credit card Amount the amount of the transaction firstdata com 67 4 11 Start Date the beginning date of the recurring transaction Periodicity the time period between transactions showing the number of times per month day week or year the transaction is scheduled to occur For example m1 indicates the transaction is scheduled to occur once a month Installments the number of installments required for the transaction Failure Threshold the number you authorized to attempt a declined transaction See Recurring Payment on page 27 for m
32. transactions in your reports as periodic bills The Recurring Payment fields are only applicable if you are performing a credit card or check Sale transaction Recurring Payment fields are not required but if you decide to make a transaction recurring you must make sure all the fields are entered There are default values for some of the fields but others require your input firstdata com 27 The Transaction Type field in the Credit Card Information section must be Sale The First Data Global Gateway Virtual Terminal displays the following fields in the Recurring Payment section You must enter information in all required fields to complete the transaction Recurring Payment Selecting the Yes checkbox indicates you want to make this Sale transaction recurring Charge the Customer Enter how often you want to charge the customer in this field Choose a number from 1 to 99 with no decimal point Select Day s Week s Month s or Year s in the dropdown list For example if you want to charge the customer once a year enter the number 1 and select Year s in the dropdown list To charge the customer every 6 months you would enter the number 6 and select Month s in the dropdown list Beginning Enter the month day or year you want to begin charging the customer in this field End After Enter the number of payment installments you want to charge the customer in this field Retry Transaction Enter how many times you wa
33. under the report title and lists the total at the bottom of the report 4 9 1 Viewing Sales Tax Reports 1 2 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you chose In the For These States section select a state from the dropdown list or select ALL States to view a report on all states Hold down the Shift key then click to select several states in a row Such as Alabama through Arkansas Hold down the Ctrl key then click to select states in different parts of the list such as Alabama and California 3 Select any option or combination of options to customize your report in the Options section You can choose to show municipalities to show only states with taxes collected and or to show only states with orders 4 Click the GENERATE REPORT gt gt button to view your report For multi store reports You can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list available only if you are logged in with you multi store administrator ID 4 10 Periodic Bills Report To view Periodic Bills reports mouse over Reports on the Main Menu Bar and click Periodic Bills Report on the popup menu or from the Reports section click Periodic Bills Report on the Side Menu Bar 4 10 1 Viewing Active Periodic Bills 1 2 3 Select how you want
34. view after a successful transaction The URL format is similar to the order submission form URL format see examples above If you do not supply a URL in this field the default receipt page will contain no links and customers will have to use the browser s back button to navigate back to your site If the URL is a CGI binary or script you can select the URL is a CGI Script checkbox By checking this box the results of each approved transaction are posted to this URL This gives you the opportunity to collect and store the order data If you want to display this URL automatically after the receipt page check the Automatically display Confirmation Page checkbox When you check this box the Connect transaction result page will show momentarily before the customer is forwarded to the confirmation page Failure Page Sorry Page The page customers view when a transaction is unsuccessful You can tell the customer to contact you to make other payment arrangements When you do not supply a URL in this field the default failure page will contain no links and customers will have to use the browser s back button to navigate back to your site The URL format is again similar to the order submission form URL format see the examples above When the URL is a CGI binary or script you can select the URL is a CGI checkbox By checking this box the results of each blocked transaction are posted to this URL This gives you the opportunit
35. 00 4987 57 309 84 0 00 firstdata com 48 4 1 Multi Store Reports Multi store reports work similar to regular reports The only difference is the report will show transactions from multiple stores as defined in the organizational structure set up in the Administration section To view more about setting up multi stores see Setting Up Multi Store Reports on page 78 To view multi store reports in the First Data Global Gateway Virtual Terminal you must have a separate multi store administrative login ID and password There is a login ID and password for every element in the tree when you log in as one of those elements you are able to see reports for all the stores included below the element STORE STORE STORE STORE STORE STORE STORE E1 E3 wi w2 w3 W4 Example Multi store Hierarchy In the diagram above when you log in with the multi store ID and password for the Corporate Headquarters element your reports would include transactions for all stores in the structure If you were to log in with the ID and password for the Eastern region you would only see transactions from Stores E1 E2 and E3 4 1 1 Accessing Multi Store Reports 1 Click on the Administrator Login link on the regular First Data Global Gateway Virtual Terminal login page Enter your multi store administrator ID and password Click the Login button 4 Mouse over Reports in the Main Menu Bar and choose any of the available reports i
36. 26 2008 Period Example Strip Chart You can see a separate chart and totals for each transaction type by clicking on any of the associated colored squares on the right side of the chart To download the chart for later use right click on the chart and select Save Image As The totals for each transaction type are also summarized in a table below the chart which lists e of Approved Txns the number of approved transactions of the transaction type e of Total Approved Txns the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Avg Txn Amount the average of all the transaction totals for the transaction type e Net Settle Amount the net amount for all transactions of the transaction type Negative amounts are shown in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart 4 3 Orders Received Report To view Orders Received reports mouse over Reports on the Main Menu Bar and click Orders on the popup menu or from the Reports section click Orders on the Side Menu Bar The Orders Report page appears firstdata com 56 4 3 0 1 Generating an Orders Report 1 Onthe Order Reports page select an
37. Codes For more fraud protection you should use the card code field For more information about card codes see Card Codes on page 33 5 1 1 Viewing All Fraud Settings From the Fraud Settings page click the View Current Fraud Settings link in the Fraud Settings section at top to see all your fraud settings To edit Fraud Settings from this page click one of the Edit Fraud Settings buttons on this page 5 1 2 Blocking Credit Card Numbers From the Fraud Settings page use the Block Credit Card Numbers section to enter the credit card numbers that you do not want used at your store If you have already blocked credit card numbers those numbers will appear in the list labeled Numbers Already Blocked 5 1 2 1 Add a Credit Card Number 1 Enter the card number you want to block in the Card Number to Block field 2 Click the ADD gt button When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server which adds the card number to your list of blocked card numbers The First Data Global Gateway Virtual Terminal places the new card number in the Numbers Already Blocked list If this blocked card is used to purchase anything at your store the transaction will be blocked Add as many card numbers as you want by repeating the same process 5 1 2 2 Remove a Blocked Credit Card Number 1 Select the card number in the Numbers Already Blocked list 2 Click the lt DELETE button Upon r
38. RL begins with https Otherwise every time one of your customers opens the payment form a dialogue box will appear warning that some of the contents about to be displayed are not secure The dialogue box requires a response from the customer before the form will be displayed The First Data Global Gateway Virtual Terminal displays the following fields on the Payment Form Company Name Text Only Displays your company name on the top of the secure order and order confirmation pages on the gateway If both your company name and logo are provided the company name will be displayed next to the logo at the top of the order and confirmation pages Entering your company name here only affects your secure order and order confirmation pages the DBA company name you gave when you opened your account is not affected in any way firstdata com 86 Logo HTML or Text Displays your logo on the top of the secure order and order confirmation pages on the gateway Enter the URL for your logo graphic file You can use any common web graphics format gif jog or png The graphic must be available from a secure web server The URL you enter should include the HTTPS protocol For example https your_server_name your_store_name logo gif e _https indicates a secure server e your_server_name the name of your web server this name may or may not include www e your _store_name the name of your online store e logo gif the name
39. SL Digital Subscriber Line is a technology for bringing fast Internet service to homes and small businesses over the wires of a local telephone network E commerce ECI E commerce ECI or electronic commerce consists of the buying and selling of products or services over electronic systems such as the Internet and other computer networks Electronic Check Acceptance ECA With electronic check acceptance ECA the check is electronically submitted as a check The check is no longer usable and the paper check must be voided The customer signs and receives a paper receipt ECA services may include a check guarantee service ECA is used for retail payments only Field A field is an area on a web form or software application where you can enter information relevant to the name of the field For example you would enter the zip code in the field named zip code Firewall A firewall is a hardware or software device which is configured to permit deny or proxy data through a computer network which has different levels of trust A firewall protects the resources of a private network from users of other networks First Data Global Gateway Connect The First Data Global Gateway Connect service is an e Commerce solution using a hosted payment page This eliminates some of the complexity and is great for a merchant with limited resources or expertise Forced Ticket A Forced Ticket transaction is a credit card transaction for authorizations you obtaine
40. Virtual Terminal Support O Email Us Call Support 24 Hours a Day 7 days a week 1 888 477 3611 The main page content for the Reports section is above in the red box Note The main Virtual Terminal page shows a transaction processing page instead of links to other Virtual Terminal pages firstdata com 10 1 3 3 Side Menu Bar The Side Menu Bar is typically located on the left side of the screen It contains menu items relevant to the current section selected in the Main Menu Bar The items in this menu correspond to the topics on the popup menu that appears when you mouse over that section s Main Menu Bar link ra FrstData rsnsayiasas Virtual Terminal Support Sales Tax Report Periodic Bills Report Transaction Summary Reports View trar date range ts gt Order Reports View orders receive can also confirr ipment reject orders from th amount totals by date gt item Sales Report View lists of iter talog range t gt Periodic Bills Report View and modif information Home v Reports lob ate y Ref Transactions Choose from several different reporting options below 2 jur gateway processing activity Only the first fe Transaction Summary j v4 f the credit card number s will be dis Orders Transaction Reports View transaction activity by Batches the option to select from four graphical chart ty Item Sales Report gt edit the entire ame Sales Tax Report View sales tax amo
41. a First Data KAN First Data Global Gateway Virtual Terminal User Manual Version 1 3 November 11 2009 Table of Contents Introduction 1 1 First Data Global Gateway Virtual Terminal Overview 1 1 1 Processing Transactions 1 2 Managing Your Account 1 3 Managing Multiple Stores 1 4 First Data Global Gateway Connect 1 5 Gateway Status 1 Browser Compatibility 1 Navigating the First Data Global Gateway Virtual Terminal 3 1 Main Menu Bar 3 2 Main Page Content 3 3 Side Menu Bar 3 4 Information Menus 3 5 Shortcut Links 1 4 Logging In 1 5 Logging Out 1 6 Testing Transactions 2 Configuration and Devices 2 1 Cherry Keyboard Reader 2 1 1 Compatible Devices 2 1 2 Configuration 2 1 3 Notes 2 2 Using the MagTek Mini Swipe Card Reader 1 1 1 1 2 3 1 1 1 1 1 3 Virtual Terminal 3 0 1 Knowing the Virtual Terminal Section 3 0 2 Transactions 3 1 Credit Card Transactions 1_ Continue or Clear Form 2 Printing a Receipt 3 Using the Product Catalog 4 Order Information 5 Credit Card Information 6 Customer Information 7 Recurring Payment 8 Shipping Information 9 Comments 10 Transaction Results 3 1 11 AVS Codes 3 1 11 1 About AVS Codes 3 1 11 2 AVS Code Definitions 3 1 12 Card Codes 3 1 13 Using the Card Code 3 1 14 Card Code Definitions 3 2 Check Transactions 3 2 1 E commerce Transactions 3 2 2 Telephone Order Transactions 3 2 3 Processing Check Transactions 3 2 3 1 Processing TeleCheck Transa
42. al POS Terminal as well as reports admin and customization functions The store name is also needed for using the API and other products Ticket Only A Ticket Only transaction is a post authorization transaction that captures funds from an Authorize Only transaction Funds are transferred when your batch of transactions is settled If you enter a larger total for the Ticket Only transaction than was specified for the Authorize Only transaction the Ticket Only transaction may be blocked If you enter a smaller amount than was authorized an adjustment is made to the Authorization to reserve only the smaller amount of funds on the customer s card for the transaction Transit Routing Number A transit routing number is a nine digit bank code used in the United States which appears on the bottom of checks This code is used by the Automated Clearing House to process direct deposits and other automated transfers URL URL is short for Uniform Resource Locator The URL is the address for documents and other pages on the Internet The first part of the address indicates what protocol to use and the second part specifies the IP address or the domain name where the resource is located User ID For accounts with multiple users each individual user will be assigned a User ID The user will need this User ID along with the store name and password to log in to the system firstdata com 98 Virtual Virtual is often used on the Internet to denote a
43. al displays the following fields in the Check Information section needed to complete a check transaction You must enter information in all required fields to complete the transaction firstdata com 38 Check Image Your Name 1234 Street Address rE City State Zip Code PAY TO THE ORDER OF DOLLARS Bank Financial Institution earn ae ERER Oo0s Saaaaa Routing Number Account Number Enter the correct numbers into the fields for the values labeled above Transaction origin The transaction origin is how you received the transaction such as e commerce or telephone Account Type The check type is where the funds are such as Personal Checking Personal Savings or Business Checking Drivers License Enter the customer s driver s license number This number is located near the top of the driver s license Drivers License State Enter the state where the driver s license was issued Bank Name Enter the name of the bank where the check will be processed Bank State Enter the state where the bank is located Social Security Number Enter the customer s social security number This is an optional field 3 2 6 Customer Information Use the Customer Information section on the Virtual Terminal page to enter any contact information for the customer such as the customer s ID number name and billing address firstdata com 39 The First Data Global Gateway Virtual Terminal displays the following fields in the Cu
44. ale Voids The total for each column is at the bottom of the chart 4 2 3 Pie Chart To view a pie chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart firstdata com 53 4 2 3 1 Viewing a Pie Chart 1 Inthe Transaction Reports section select Generate a Chart and select Pie Chart as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A pie chart shows a colored pie slice for each transaction type The chart indicates the percentage of each transaction type over the time period specified The pie slices show the total percentage for each transaction type Transaction Type Summary For 943474 10 19 2008 10 26 2008 H sale E check E Tick
45. ansaction the Transaction Status page appears This page contains all the information you just entered plus some additional information The status for the transaction is shown in the Transaction Information section which contains the following fields Transaction Status During a check transaction a real time response will be provided by TeleCheck on whether or not a check is accepted Based on the response from TeleCheck a transaction can either be marked as SUBMITTED or DECLINED If the check was declined for credit reasons a message will appear with some information for the consumer including a phone number for the customer to call with questions When this occurs you must give the information word for word to the consumer If the check was submitted successfully the transaction status will be SUBMITTED If an error occurred the reason for the error will appear here If the error was due to data entry you may have an opportunity to re enter the data Transaction Date amp Time This section is the date and time of transaction This is helpful for finding the transaction in reports The date will be in the format mm dd yy Transaction Origin The Transaction Origin is how the order was received Choices are e Mail Order Telephone Order you received the order over the phone or through the mail e Retail face to face the customer and card are present e Electronic Commerce internet you received the order throug
46. ational orders 9 Virtual Terminal Manual Email Us Total Amount tax at s hipping included Call Support 24 Hours a Day 7 days a week 1 888 477 3611 Credit Card Information ta mN e S ER Transaction Origin Select one y Transactiontype Sale Please remember to frequently change Cards accepted TE SS your Virtual Terminal password Passwords are setto expire every 90 days and can be changed in the Expiration Date 01 2008 Administration section ofthe Virtual E Terminal Credit Card Number Credit Card Code O Code not oncard Change Password Swining the card Yes Customer Information Customer ID Number Customer name Biling company Billing street address City m The Information Menus are above in the red box These menus are not present on all pages The menus are e Product Information General information about the First Data Global Gateway Virtual Terminal e Virtual Terminal links and information about getting help with the application e Other Info recent important information such as product tips maintenance issues and fraud alerts Click the Find out more click one of the Information Menus to get more details on that menu firstdata com 12 1 3 5 Shortcut Links The links in the upper right corner provide more shortcuts e Logout log yourself out e Change Password change your password They are ra First Data mesgence
47. ces 5 5 1 3 Change the Order 5 5 1 4 Submit the Option 5 5 1 5 Delete an Option 5 5 1 6 Changing an Option 5 6 Customizing Receipts 5 6 1 Customizing Your Receipts 5 7 Customizing Connect 5 7 0 1 Connect settings 5 7 1 Connect Settings 5 7 2 Customizing Connect Payment Forms 5 7 2 1 Custom Fields 5 8 Customizing Virtual Terminal Content 5 8 1 Choosing Content 5 8 2 Changing Required Fields 5 8 3 Setting Defaults 5 8 4 Turning Auto Calculation On Off 5 8 5 Tax Percentage 5 Support 5 9 General Support 5 10 Manuals 5 11 FAQ 5 12 Online Support Form 5 13 Download Center 5 14 Contact Information Glossary 1 Introduction The First Data Global Gateway Virtual Terminal is used to process monetary transactions It provides one location where you can manage everything related to transaction processing With the First Data Global Gateway Virtual Terminal you can e Run secure transactions e Prevent fraud e Review transaction reports e Find technical support If you do not have the First Data Global Gateway Virtual Terminal you can try the demo http www firstdata com ecommerce 1 1 First Data Global Gateway Virtual Terminal Overview 1 1 1 Processing Transactions With the First Data Global Gateway Virtual Terminal you can process transactions using a Virtual Point of Sale POS Terminal All you need to do is enter data needed for the transaction You can even customize the terminal fields You can log in to th
48. chase before Tax VAT if applicable and Shipping Charges If you chose any products from the Product Catalog the subtotal is automatically calculated when you click the Update Subtotal button Shipping Amount This field is the shipping charge you want to assign to the order Enter the amount to charge for shipping the order in this field Tax This field is the sales tax assigned to the order Enter the amount of tax to apply to the order If you have the tax percentage feature enabled enter the tax percentage to apply to the order If the order is tax exempt and the Tax Exempt checkbox is present select the checkbox See Customizing Virtual Terminal Content on page 88 to set up the tax percentage calculation VAT for international orders This field is the Value Added Tax VAT assigned to international orders In some cases you may not need to charge the VAT The First Data Global Gateway Virtual Terminal explains more about the field when you roll over the question mark icon with your mouse Total Amount The Total field displays the sum of the Tax VAT if applicable Shipping charges and Subtotal 3 1 5 Credit Card Information The First Data Global Gateway Virtual Terminal displays the following fields in the Credit Card Information section of the Virtual Terminal page needed to complete a credit card Sale Authorize Only or Forced Ticket transaction You must enter all required fields to complete the transaction
49. ck the DELETE SELECTED button The item s you just selected are removed from the Catalog table When you delete an item you delete the item and all the options for that item There is no way to retrieve the item after you delete it other than to re enter all the information about the item and its options For more information on using the product catalog see Using the Product Catalog on page 21 5 5 1 Adding Options to Items When you have entered items into your product catalog you may need to specify certain features about an item from which your customers can select For example if you sell t shirts or shoes you may need to add the size and color You can do this in the First Data Global Gateway Virtual Terminal by adding options to your items Add options to items on the Product Catalog page in the Admin section To enter options for a specific item 1 Locate an existing item in the Catalog table in the Product Catalog Items section in the lower half of the Product Catalog page firstdata com 81 2 Click the Add Edit button in the Options column The Add Options to Item page appears The name of the item you are adding options for appears at the top of this page Add Options To Item Item Widget Three Use this form to add or rernove items from your product catalog These items can then be optionally selected when you run transactions Options can also be added to each item Add an Option Option Name lu Optio
50. code results along with the Address Verification Service AVS you can make more informed decisions about whether to accept transactions MasterCard Visa and Discover credit and debit cards have a three digit code called the CVC2 card validation code CVV2 card verification value and CID card identification number respectively It is always the final group of numbers printed on the back signature panel of the card New North American MasterCard and Visa cards feature the card code in a separate panel to the right of the signature strip American Express cards have a four digit code printed on the front side of the card above the number referred to as the CID Card Issuing Bank The financial institution or bank that issues a credit debit or purchasing card to a business or consumer The card issuing bank has an address on file for the card which the Address Verification System AVS compares to the address given to the merchant Chargeback A chargeback is a forced refund to the customer through your bank account Chargebacks can occur with any type of business whether it is online or at an actual store location Each fraudulent credit card transaction typically results in a chargeback Credit card associations penalize merchant banks for chargebacks Naturally the bank passes the fines on to the responsible merchant and these firstdata com 93 penalties can be severe While consumers are provided with a certain degree of prote
51. com 97 Recurring Payment The capability to charge customers on a recurring basis according to merchant defined rules Gateway products allow a merchant to charge a customer s card in exchange for products and services one or more times every day week month or year Return A Return transaction returns funds to a customer s credit card for an existing order on the system To perform a return you need the order number which you can find in your reports After you perform a Return for the full order amount the order will appear in your reports with a transaction amount of 0 00 Sale A sale transaction immediately charges a customer s credit card when the batch of transactions is closed Secure Shell SSH Secure Shell SSH is a network protocol that allows data to be exchanged over a secure channel between two computers Secure Sockets Layer SSL Secure Sockets Layer SSL are cryptographic protocols that provide secure communications on the Internet such as transmitting credit card data and other data transfers Settlement Settlement is the completion of a payment transaction When a transaction is settled it has been funded and the funds deposited in the merchant account Store Name The store name also called storename or store number is a six to ten digit number needed to identify the merchant The store name is given to the merchant in the Welcome E mail Merchants need the store name user ID and password to access the Virtu
52. ction if their credit card numbers are stolen and misused Internet merchants are fully liable for all transactions because Internet transactions are classified as card not present Check Number The check number is a number unique to each check The check number is always found in the top right corner of the check The check number is only provided as a reference to process the ACH transaction Commerce Service Provider CSP The commerce service provider CSP supplies businesses with the tools and services they need to buy and sell products and services over the Internet and to manage their online enterprises CSPs can generally host a secure web site that could be connected to a secure payment gateway for selling products or services over the Internet Credit A Credit transaction returns funds to a customer s credit card on orders without an order number This transaction is intended for returns against orders processed outside the system Credit transactions are marked as Returns in your reports Credit Card A credit card is a card usually plastic that assures a seller that the person using it has a satisfactory credit rating and that the issuer will see to it that the seller receives payment for the merchandise delivered CVC2 The CVC2 is the card validation code or card code for MasterCards See the definition for card codes for more information CVV2 The CVC2 is the card verification value or card code for Visa cards See the defin
53. ction opens There are three ways to reach a specific page in a section e Hold your mouse over the section s name on the Main Menu Bar and click a page name on the popup menu This method is accessible from anywhere in the application e Click a section s name item on the Main Menu Bar to reach the section s main page and then click a link on that page Some main pages do not have links to other pages in the section e Toreach another page in the current section click the page s name on the Side Menu Bar The following sections give more details on navigating the First Data Global Gateway Virtual Terminal firstdata com 8 1 3 1 Main Menu Bar The Main Menu Bar is typically located near the top left of the application It contains links to the main sections of the First Data Global Gateway Virtual Terminal This menu bar is always present in the application Click on a link in the Main Menu Bar to go to the corresponding section Hold your mouse over any menu bar item to see a popup menu of links to specific pages in that section The links on the Main Menu Bar are e Virtual Terminal e Reports e Support e Administration Welcome 943474 Logout Change Pessword First Data Inteligence in every transaction Global Gateway Virtual Terminal Support Administration fears idee iether eel Global Gateway Reports v Reports Transactions e from several different reporting options below to monitor Product Inf
54. ctions 3 2 4 Order Information 3 2 5 Check Information 3 2 6 Customer Information 3 2 7 Shipping Information 3 2 8 Comments OOONNNDD OD OD 3 2 9 Transaction Status for Checks 3 3 Ticket Only Transactions 3 3 1 Performing a Ticket Only Transaction 3 4 Return Transactions 3 4 1 Performing a Return Transaction 3 5 Credit Transactions 3 5 1 To Perform a Credit Transaction 3 6 Purchasing Card Transactions 3 7 Manually Run Credit Card Batch 3 7 0 1 To Manually Run the Credit Card Batch 4 Reports 4 0 1 Navigation 4 0 2 Credit Card Numbers 4 0 3 Reports 4 1 Multi Store Reports 4 1 1 Accessing Multi Store Reports 4 2 Transaction Charts 4 2 0 1 Chart Types 4 2 0 2 Viewing Transaction Charts 4 2 1 Detail Bar Chart 4 2 1 1 Viewing a Detail Bar Chart 4 2 2 Summary Bar Chart 4 2 2 1 Viewing a Summary Bar Chart 4 2 3 Pie Chart 4 2 3 1 Viewing a Pie Chart 4 2 4 Strip Chart 4 2 4 1 Viewing a Strip Chart 4 3 Orders Received Report 4 3 0 1 Generating an Orders Report 4 3 0 2 The Orders Received Report 4 3 0 3 Confirming Shipment Crediting Orders or Rejecting Orders 4 3 0 4 Email 4 3 0 5 Viewing Details 4 4 Transactions 4 4 1 Viewing the Transactions Processed Report 4 5 Transactions Summary 4 5 1 Viewing the Transaction Summary Report 4 5 1 1 Authorization Summary Table 4 5 2 Approved Summary Table 4 6 Credit Card Batches Reports 4 6 1 Credit Card Batches 4 6 2 Voiding Orders 4 7 Check Batches 4 7 1 Voiding Orders 4 8 Item Sales Repor
55. d and Visa request the use of AVS when you are processing card not present i e MO TO or e commerce transactions Whenever you perform a credit card Sale or Authorize Only transaction the First Data Global Gateway Virtual Terminal compares the customer s address you entered on the Virtual Terminal page with the address the card issuing bank has on file for the customer In order to take advantage of AVS you must enter the first line of the customer s billing address and the zip code For retail keyed transactions you only need to enter the customer s zip code firstdata com 31 The AVS code tells you how well the two addresses match If the transaction is approved you will find the 3 digit AVS code in the middle of the Approval Code on the Transaction Result page 3 1 11 1 About AVS Codes The following string is a transaction result code The AVS code is the first 3 letters in the middle of the number 009782000001 9564 YNAM 12345678901 234567890123 The AVS compares the numeric portion of the street address and the zip code with the information on file with the card issuing bank If the AVS code indicates the address or zipcode do not match you can still complete the transaction However you will be more open to potential fraud It is important to know that AVS has some limitations e The AVS system isn t always reliable bad results can be triggered unnecessarily because people move or report five digit zip codes and
56. d idea to have your tree drawn out with space to record the login ID and password for each element at each level of the tree firstdata com 78 When you have drawn your diagram you know how many levels and elements you need in your tree and where you want each to be You have all the administrator logins for every store in the tree and you should contact support to set up your initial multi store administrator ID and password 5 4 2 Setting Up Multi Store Report Structure 5 4 2 1 Logging On 1 Click the Administrator Login link on the First Data Global Gateway Virtual Terminal login page 2 Mouse over Administration in the Main Menu Bar and click View Hierarchy in the popup menu or from the Administration section click View Hierarchy on the Side Menu Bar The Hierarchy Level Definition page appears View Hierarchy Hierarchy Level Definition for Test CSI Hierarchy Level Level Name of Elements Type 1 Corporate HQ 1 User Defined 1 Store 2 Store 3 User NIA User Modify Level Narnes After you receive your initial multi store administrator password the hierarchy tree should contain only three levels the top level the Store level and the User level Until you create your own hierarchy the Modify Hierarchy Definition link appears on the bottom of the Hierarchy Level Definition page 5 4 2 2 Setting Up Levels 1 Click the Modify Hierarchy Definition link This link will only be visible prior to customizing your hierarch
57. d over the phone It requires a reference number or approval code that you should have received when you made the phone authorization Hierarchy A term used to describe the organizational tree structure for multi store reports Merchants describe their organization by defining an org chart in the form of a tree structure The structure is used for combining store reports into groups at different levels The term hierarchy refers to the entire organizational tree structure containing levels and elements HTML HTML is short for HyperText Markup Language HTML is a markup language used to structure text and multimedia documents and to set up hypertext links between documents used extensively on the Internet Other than manually entering transactions using the virtual POS terminal HTML is the simplest way to send payment transactions to the payment gateway HTTP HTTP Hypertext Transfer Protocol is a communications protocol used to transfer or convey information on the Internet For example when you enter a URL in your browser it sends an HTTP command to the web server directing it to receive and transmit the requested web page firstdata com 95 Hyperlink A hyperlink is a reference or navigation element in a document or web page linking to another section of the same document or web page or to another document or web page that may be on a different web site Internet Check Acceptance ICA Internet Check Acceptance ICA is the type of check
58. date of the consumer s authorization e The merchant s customer service phone number e Consent language that is text that specifically states that the customer is authorizing the merchant to debit the customer s bank account e An Authorize button and a Cancel button firstdata com 35 3 2 2 Telephone Order Transactions Requirements for a telephone order include the same information and consent language as retail and mail order transactions The difference is that the merchant has the option to tape record the customer s authorization and retain the recording as proof of authorization for a period of four years For an oral authorization to be valid the originator must state clearly that the consumer is authorizing an ACH debit entry to his account and express the terms of the authorization in a clear manner If the merchant is not recording the conversation the merchant must send written notification to the consumer confirming the verbal authorization prior to settlement API email receipts fulfill the requirement to send written notification but if the merchant chooses not to use them please note that the notification must include the following information e The merchant s DBA name e The date on or after which the consumer account will be debited e The date of the consumer s authorization e The merchant s customer service phone number e Consent language similar to that below Sample Verbal authorization for telephone
59. dded to your Virtual Terminal forms Contact your processor s merchant services department to enable the function if you need to perform Credit transactions and do not have the option If you have permission to perform Credit transactions you will see Credit in the Virtual Terminal popup menu and in the Side Menu Bar of the Virtual Terminal section Use the Credit function only for orders received outside of the First Data Global Gateway Virtual Terminal Use the Return function to do a credit for any First Data Global Gateway Virtual Terminal orders firstdata com 45 3 5 1 To Perform a Credit Transaction 1 Hold your mouse over Virtual Terminal on the Main Menu Bar and click Credit on the popup menu to display the Credit page Required fields here are similar to those on the Virtual Terminal page when making a credit card transaction 2 Enter all the appropriate and required fields for your Credit transaction then click the CONTINUE gt gt button A new page appears 3 On the new page click the Submit button to confirm all entries are valid otherwise click the Return to POS button to make the appropriate changes If any fields are missing or incorrect the Credit page reappears with an error message The incorrect or missing fields are indicated by a warning graphic Make the appropriate changes and then click the CONTINUE gt gt button again A confirmation page appears Review the information then click the Submit button A
60. e First Data Global Gateway Virtual Terminal and process orders from anywhere you have Internet access 1 1 2 Managing Your Account With the First Data Global Gateway Virtual Terminal you can manage everything from one location a First Data intelligence in every transactior Global Gateway Virtual Terminal Support Administration From the Main Menu Bar shown above utilize tools to help you manage your account Reports View your transaction reports to update yourself on the success of your store Reports include charts and graphs helpful for business visualization and presentations firstdata com 6 Support Perform support related activity such as e Viewing support manuals for First Data Global Gateway products e Viewing Frequently Asked Questions FAQs and information about contacting Support e Contacting support through an online support form e Downloading files Admin Process administrative activity such as e Setting your fraud protection settings e Changing your password e Adding or deleting users e Configuring your Multi Store reporting e Entering items into your product catalog e Customizing receipts e Customizing your payment page settings for First Data Global Gateway Connect e Customizing your Virtual Terminal content 1 1 3 Managing Multiple Stores When you have multiple accounts with different store numbers you can view consolidated reports by setting up a multi store reporting structure Y
61. e SUBMIT button All fields related to Product Catalog items and Recurring Payments cannot be required 5 8 3 Setting Defaults You can set default values for your fields on the Virtual Terminal page For example if you consistently have sales of the same amount you might want to set the default value of Total Amount to that specific amount When you process an order with the First Data Global Gateway Virtual Terminal the Total Amount will be populated with the default value Defaults can be numbers or letters so you can enter names in the fields as well Click the SUBMIT button after you set your default values A confirmation message appears firstdata com 88 5 8 4 Turning Auto Calculation On Off The First Data Global Gateway Virtual Terminal can calculate the subtotal and total amount for products selected for an order When you are processing an order with this feature enabled you can select products from your product catalog and enter values for tax and shipping charges The Subtotal and Total Amount fields can be calculated for you If you have a chosen a default value for the Total Amount the auto calculation feature will override the default total amount To enable the auto calculation feature select the Yes radio button in the Auto calculate Sub Total amp Total Fields section To turn this feature off select the No radio button 5 8 5 Tax Percentage On the Virtual Terminal page you can enter the sales tax percen
62. e structure for multi store users The top level 1 is typically the root or corporate level containing 1 element The lowest level of the tree is always the User level the next level up from the lowest is the Store level Merchants define the number of levels and names of each level for their own organization up to 10 total levels Local Area Network LAN A local area network LAN is a computer network covering a small geographic area like a home office or group of buildings The defining characteristics of LANs in contrast to Wide Area Networks WANs include their much higher data transfer rates smaller geographic range and lack of a need for leased telecommunication lines Log In To log in is the process by which individual access to a computer system is controlled by identification of the user in order to obtain credentials to permit access It is an integral part of computer security A user can log in to a system to obtain access and then log out when the access is no longer needed Log Off To log off also to log out sign out or sign off is to close off one s access to a computer system after previously having logged in To log out of the system click the Logout link in the top right corner of the application To prevent unauthorized users from accessing their account merchants should always log off and close the browser window when they are finished using the system firstdata com 96 Multi Store Multi stores are mult
63. e the card than enter the number Reference Number for Forced Ticket For Forced Ticket transactions only enter the reference number associated with the transaction in the Reference Number box The Reference Number field will not appear unless you have chosen Forced Ticket as the transaction type The reference number is typically given over the phone with the authorization 3 1 6 Customer Information Use the Customer Information section on the Point of Sale page to enter any contact information for the customer such as the customer s ID number name and address The First Data Global Gateway Virtual Terminal displays the following fields in the Customer Information section You must enter information in all required fields to complete the transaction Customer ID Number The customer ID number is a unique identification number for the customer firstdata com 25 Customer Name Enter the customer s full name in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required Billing Company Enter the customer s company name in this field This field can contain alphanumeric characters only Billing Street Address Enter the customer s billing address in this field There are two line
64. eck 111904859 NEVVOO02031 510 1 00 F36E59 17 184 57 S 10 15 2008 020607 PM 943474 Periodic 051903761 N Declined 100 172 30 184 67 zs 11 CFDS84CBC 1804887 10 5 2008 020607 PM 943474 Periodic 051903761 N Declined 100 1052008 0206 07 PM 943474 Periodic 055001054 N Decined 100 1087083 A Viceoaaneae r mae 10 15 2008 0204 06 PM 9343474 Periodic 051903761 N Declined 1 00 lepaehy cece 11CFD765F6F 180A857 10 15 2008 0204 05 PM 943474 Periodic 055001054 N Declined 100 1087093 TaS aia 10 15 2008 0204 05 PM 943474 Periodk 051903761 N Declinedt 1 00 1 CEE361 172 30 184 67 11D02524E1D 18438EF 10 15 2008 020347 PM 943474 Check 12 496 Y PENDING0002031491 60 00 Example Transactions Processed Report firstdata com 61 4 5 Transactions Summary To view the Transactions Summary report mouse over Reports on the Main Menu Bar and click Transaction Summary on the popup menu or from the Reports section click Transaction Summary on the Side Menu Bar Transaction Summary Report Prepared For Time Frame 01 01 2009 11 30 2009 Authorization Summary Declined Total Auth 164 44 0 00 164 44 6 0 00 o 0 00 o 0 00 Check o Periodic 32 357 00 5 56 00 37 413 00 Return a 100 00 o 0 00 3 100 00 Return Check 0 0 00 o 0 00 o 0 00 Sale 25 345 39 4901 56 361 00 4926 56 706 39 Ticket 6 126 01 o 0 00 3 126 01 Void Check o 0 00 o 0 00 Q 0 00 void Sale 0 00 0 00 0 00 TOTAL g 92 84 4906 56 417 00 7 309 84
65. ed from the reader If this field does not populate when you swipe the card check your reader to make sure it is configured correctly If the reader is configured correctly and you are still unable to swipe the card the card may be unreadable Remove the check in the Yes checkbox in the Are you swiping the card field and enter the credit card number manually Expiration Date This field is the expiration date of the credit card Select the appropriate dates from the dropdown lists The first list is the month and the second is the year month year Expiration Date firstdata com 24 Credit Card Code The card code is a 3 or 4 digit number usually found on the back of the customer s credit card on the same line as the signature For American Express cards this number is located on the front of the card This field is optional however it provides additional security which is advantageous The First Data Global Gateway Virtual Terminal explains more about the field when you roll over the question mark icon with your mouse Swiping the Card For the Credit Card Number you have two options you can enter the card number manually or swipe the credit card through a reader attached to your computer When the card is present and you have the appropriate reader select the Yes checkbox Do not select the Yes checkbox for transactions where the card is not present When the card is present it is more secure to swip
66. eek 1 888 477 3611 The shortcut links are above in the red boxes These links are present on every page firstdata com 13 1 4 Logging In In order to use the First Data Global Gateway Virtual Terminal you need to log in 1 Type the following URL into your Internet browser http Awww firsdata com ecommerce The Login page appears Welcome to the First Data Global Gateway ra FPrstData mansay Store Number User ID If Store Number amp User ID are the same leave User ID blank Password Administrator Login ka Virtual Terminal Support Frequently Asked Questions Virtual Terminal Manual Email Us Call Support 24 Hours a Day 7 days a week 1 888 477 3611 aR wD Click the Login button Enter the 10 digit store number in the Store Number field Leave the User ID field blank Enter your password in the Password field Note You should have received a Welcome Email from secure secure linkpt net This email contains the following items required to log in e A store name that is generally a 6 10 digit numeric value e A user id that should be the last 6 digits of a 10 digit store number Please call support at 1 888 477 3611 to receive your temporary password If this is the first time you are logging in to the First Data Global Gateway Virtual Terminal you will be asked to accept the Global Gateway User Agreement Click Accept Agreement on the Global Gateway User Agreement
67. emoval from your blocked card list the card number can be used at your store Delete as many blocked card numbers as you need by repeating the same process 5 1 3 Blocking Names From the Fraud Settings page use the Block Person s Name section to enter the name of the person you want to block from purchasing at your store If you have any names already on your blocked names list they will appear in the list labeled Names Already Blocked To block a person by name you must enter the name as it appears on the credit card So for example if you block the name John Redenbacher from your store Johnny firstdata com 70 Redenbacher John Samuel Redenbacher or John S Redenbacher would not be blocked You will block all persons with the same name as the person you want to block 5 1 3 1 Adda Name 1 Enter the name you want to block in the Person s Name to Block field 2 Click the ADD gt button Spaces and or dashes are optional When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server which adds the name to your list of blocked names The First Data Global Gateway Virtual Terminal places the new name in the Names Already Blocked list If the blocked person attempts to purchase anything at your store the transaction will be blocked Add as many names as you want by repeating the same process You may want to enter all different versions of that name that you can think of
68. ers that might be associated with you like your name or your date of birth 5 2 2 Password Handling There are several different security measures in place to help ensure that your account information is protected and is compliant with Payment Card Industry PCI guidelines Password guidelines are listed below firstdata com 73 e Password length must be at least 7 characters and contain at least one letter and one number e Passwords are required to be changed every 90 days e Passwords can not be re used When changing a password the password you select cannot be among the previous 4 passwords for your account e After 6 consecutive failed login attempts a 30 minute temporary account lockout will occur 5 2 3 Changing Your Password 1 Type your current password in the Current Password field 2 Type your new password in the New Password field 3 Type the password again in the Enter New Password Again field 4 Click the SUBMIT button If you accidentally mistype your password you will be asked to re enter the information For added security the error message will not specify which entry is at fault When you successfully changed your password you may choose either to go into the main Administration section to configure aspects such as Fraud Settings or you may use any of the menu entries available on the Main Menu Bar at the top of the screen or in the Side Menu Bar 5 3 Managing Users To manage users click Administrat
69. et E Periodic Pre Auth B Retwn sale Vd E Retwn Vd E check Vd Example Pie Chart You can see the total dollar amount for each transaction type by holding your mouse over any of the associated colored pie slices Clicking on a slice will display a full list of transactions for that transaction type To download the chart for later use right click on the chart and select Save Image As The totals for each transaction type are also summarized in a table below the chart which lists e of Approved Txns the number of approved transactions of the transaction type firstdata com 54 e of Total Approved Txns the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Avg Txn Amount the average of all the transaction totals for the transaction type e Net Settle Amount the net amount for all transactions of the transaction type Negative amounts are shown in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart 4 2 4 Strip Chart To view a strip chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar
70. final Transaction Result page appears indicating whether the transaction was approved or declined For more information about transaction results see Transaction Results on page 30 3 6 Purchasing Card Transactions A purchasing card is a corporate card used by some companies for their business purchases When a customer pays for merchandise using a purchasing card the following information must be included with the order information This information is optional for a regular credit card transaction e An indication of whether the order is tax exempt e The amount of tax applied to the order If the order is tax exempt the tax amount should be zero e A purchase order number or customer code associated with the order One purchase order or customer code can apply to several individual orders to allow for delivery of merchandise over time If there is not a purchase order associated with the order the customer must supply some value for this field such as a department number expense code or project number Processing a purchasing card transaction in the First Data Global Gateway Virtual Terminal is the same as processing a credit card transaction You must enter values for the Purchase Order Number and Tax fields For more information about processing credit card transactions see Credit Card Transactions on page 19 Use the following pages to process purchasing card transactions e The Virtual Terminal page to process Sale Auth
71. h the Internet or email Transaction Type For all TeleCheck transactions the transaction type will be TeleCheck firstdata com 43 Approval Code This section is the approval code for the transaction This code is a reference number You may be asked for this reference number if you need to refer to this transaction in the future 3 3 Ticket Only Transactions From the Virtual Terminal section you can make a Ticket Only transaction only after you run an Authorize Only transaction The Ticket Only transaction completes the Authorize Only transaction Running an Authorize Only transaction reserves funds but does not charge the customer s card To charge the card you must either mark the order as shipped in an Orders Received Report or perform a Ticket Only transaction A Ticket Only transaction is sometimes referred to as a post authorization transaction 3 3 1 Performing a Ticket Only Transaction 1 Hold your mouse over Virtual Terminal on the Main Menu Bar and then click Ticket Only on the popup menu 2 Enter the Order number for the Authorize Only transaction If you do not have your order number you can find it in your reports 3 After you enter the order number click the Retrieve Order button A new page appears with several populated input fields related to the order Review these fields to ensure you have selected the correct order 4 Ifthe order is correct click the CONTINUE gt gt button A new page appears If t
72. he order is not correct click on your browser s Back button to return to the previous page and retrieve an alternate order 5 On the new page click the Submit button to confirm all entries are valid otherwise click the Return to POS button to make the appropriate changes If any fields are missing or incorrect the Ticket Only page will reappear with an error message A warning graphic indicates any incorrect or missing fields Make the appropriate changes and then click the CONTINUE gt gt button again A final Transaction Result page appears indicating whether the transaction was approved or declined and displaying all the transaction information For more information about transaction results see Transaction Results on page 30 3 4 Return Transactions From the Virtual Terminal section you can credit a customer s credit card when the customer makes a return firstdata com 44 3 4 1 Performing a Return Transaction 1 Hold your mouse over Virtual Terminal on the Main Menu Bar and then click Return on the popup menu A page appears with a field for the order number If you do not know the order number you can find it in your reports 2 When you have located the order number enter it in the Order field then click the Retrieve Order button A page appears showing all the existing information for that order 3 Review these fields to ensure you have selected the correct order If the order is incorrect click on your browser s Back
73. ick Virtual Terminal Content in the popup menu or from the Administration section click Virtual Terminal Content on the Side Menu Bar The First Data Global Gateway Virtual Terminal has many possible input fields that you can use when performing transactions Not all fields are required You can remove fields you do not use off your Virtual Terminal pages if they are not required by the payment gateway 5 8 1 Choosing Content To choose fields you want to appear on your Virtual Terminal pages click the appropriate checkbox in the Display Field column Click a checkbox to add a field if there is no check in the checkbox Click a checkbox to remove a field if there is a check in the checkbox When you are finished making your selections click the SUBMIT button on the bottom of the page You should see a confirmation message at the top of the page if the change was successful When you want to restore the default settings click the Get Defaults button at the bottom of the page then click the SUBMIT button If you remove all the fields within a particular section the entire section will be removed from your Virtual Terminal pages 5 8 2 Changing Required Fields You can change which fields are required on your Virtual Terminal page For example you require an email address for all your customers You can make the Email Address field required by checking the appropriate box in the Required Field column Make your selections then click th
74. icket completes a voice authorization transaction Approval Code The approval code is a string of numbers and letters An example of an approval code is 009782000001 9564 YNAM 12345678901 234567890123 The first 6 digits of the line above 009782 are the Approval number The next 10 digits 0000019564 are the Reference number The first three alphabetic characters in the middle YNA are the AVS Code The last alphabetic character in the middle M is a code indicating whether the card code matched the card issuing bank s code This code may or may not be present depending on whether the card code was passed and the service was available for the type of card used For Visa cards these codes are e M CVV2 Match e N CVV2 does not match e P Not processed e Merchant has indicated that CVV2 is not present on the card e U Issuer is not certified and or has not provided Visa encryption keys The remaining portion of the approval code 123456789012345678901 23 is the Leaseline transaction identifier Not all transactions have an associated leaseline transaction identifier If the transaction was Declined for any reason ask for another card and refer customers to their bank or credit card company 3 1 11 AVS Codes For non swiped transactions the First Data Global Gateway provides Address Verification System AVS codes to help protect you from costly chargebacks and fraud Some credit cards such as Discover MasterCar
75. in the current batch click on the Run Current Batch button You will see the Current Check Batch report The Check Batch report shows the following e Date the batch dates Click the Current Batch button to view the check transactions in the batch e Count the total number of transactions in the batch e Response contains no data e Total the total dollar amount of the batch 4 7 1 Voiding Orders The Current Batch report allows you to void orders by selecting them and then clicking on the Void Selected button at the bottom of the page You can only void orders that have not been settled How to Void Orders 1 Click the Current Batch button to display the Current Check Batch report firstdata com 65 2 Select the orders you want to void by clicking on the corresponding checkboxes in the left column 3 Click the Void Selected button at the bottom of the page The Void Transaction Results page appears Each order you chose to void appears on the list You can only void orders that have not been settled 4 8 Item Sales Report To view products sales reports mouse over Reports on the Main Menu Bar and click Item Sales Report on the popup menu or from the Reports section click Item Sales Report on the Side Menu Bar This report will only be helpful if you are using the Product Catalog feature 4 8 1 Viewing Item Sales Statistics 1 If you want to view sales of a specific item select Specific Item ID and enter the i
76. in the dropdown list This is available only if you are logged in with your multi store administrator ID 4 3 0 2 The Orders Received Report The Orders Received Report shows the following information e Select click on the associated Select checkbox to select one or more orders e Shipped shows Y if the order has been shipped or N if the order has not been marked as shipped e Retail shows Y if the order was a retail order or N if the order was not retail e Order the number associated with the order Click on the order number to view order details e User ID the ID number associated with the order The number is also a link to view all the orders placed by a particular customer e Date the date the order was made Shows the most recent order first The time period you selected for the report will be shown under the report title e Name the name of the person who placed the order Click on the name to send email to the customer firstdata com 57 Amount shows the amount of the order if already shipped If the order has not been shipped the amount will be 0 00 The total amount of the orders listed on the page and the total amount of all orders in this report are displayed at the bottom of the page along with the total tax and shipping charges collected Orders Received Report Run Another Orders Report Prepared For Time Frame 09 18 2008 10 17 2008 Export All Report Data CSV Comma
77. ion in the Main Menu Bar and then click Manage Users on the Side Menu Bar You can have multiple users for one store Each user can log in with a user ID password and permissions Manage Users Denotes a Required Field Add delete and manage current user settings Current 2000800 Username User Account Options 1 2000600 Reset Password Set Permission Delete User 2 2000800 adminuser N A ADD USER ADD MULTI USERS UPLOAD USERS You can only manage users if your user ID and password were provided when the store account was set up Users who do not have permission to manage other users will not see Manage Users on the Side Menu Bar firstdata com 74 From the Manage Users page you can e Add users e Delete users e Reset user passwords e Set user permissions 5 3 1 Adding Users 1 Click the ADD USER button located at the bottom of the page The Add New User screen appears Enter a unique user ID for the new user in the Name field Enter a password for your new user in the Enter Password field Enter the password again in the Enter Password Again field Click the SUBMIT button to create the new user The Current Users list appears showing the new user on the list Upload a file to add multiple users click UPLOAD USERS oe oS D Manage Users Denotes a Required Field Add delete and manage current user settings Current 2000800 Username User Account Options 1 2000600 Reset Password Set Perm
78. iple accounts with different store numbers Network A network is a group of two or more computer systems linked together Password A password is a form of secret authentication data that is used to control access to a resource It is recommend that users change their password frequently and do not share it with anyone to prevent unauthorized access to their accounts Payment Gateway A payment gateway is an e commerce application service that authorizes payments for e businesses and online retailers It is the equivalent of a physical POS Point of sale terminal located in most retail outlets Payment gateways encrypt sensitive information such as credit card numbers to ensure that information passes securely between the customer and the merchant PDF File PDF is short for Portable Document Format It is the file format created by Adobe Systems in 1993 for document exchange PDF is used for representing two dimensional documents in a device independent and display resolution independent fixed layout document format Internet users need an Adobe Acrobat viewer to open a PDF file which can be downloaded for free at http www adobe com Periodic Billing Periodic billing is recurring payments or the capability to charge customers on a recurring basis according to merchant defined rules Gateway products allow a merchant to charge a customer s card in exchange for products and services one or more times every day week month or year Plug in
79. ission Delete User 2 2000800 adminuser N A ADD USER ADD MULTI USERS UPLOAD USERS The user can change his her password by using the Change Password link at the top right corner of the application 5 3 2 Deleting Users 1 Click the Delete User link located next to the user you want to delete A dialog box appears stating that this operation will delete the user you selected 2 Click OK to delete the user or click Cancel if you do not want to delete the user When the user is deleted the page refreshes with that user removed from the list 5 3 3 Resetting User Passwords If a user forgets his her password and you need to reset it do the following firstdata com 75 Click the Reset Password link next to the user who needs a new password Enter a password for your new user in the Enter Password field Enter the password again in the Enter Password Again field Click the SUBMIT button ONS The user can change the temporary password by using the Change Password link at the top right corner of the application 5 3 4 Setting User Permissions You can set user permissions such as viewing reports processing transactions and issuing credits Change User Permissions UserName 2000600 View Reports Process Transactions Issue Credits Running Batches Admin Fraud Settings Admin Virtual Terminal Content Admin Product Catalog Admin Receipt Admin Connect RAH AHO 1 Click the Set Permission
80. ition for card codes for more information Data Field A data field is an area on a web form or software application where you can enter information relevant to the name of the field For example you would enter the zip code in the data field named zip code DDA Number The DDA demand deposit account number is the deposit account held at a bank or other financial institution for the purpose of securely and quickly providing frequent access to funds on demand Dial Up Connection A dial up connection is a way to access the Internet through a telephone line A modem is connected to a computer and a telephone line to dial into an Internet service provider s ISP node to establish a modem to modem link which is then routed to the Internet The speed of dial up connections is usually slower than other Internet access options Digital Certificate A digital certificate is an electronic certificate that establishes the merchant s credentials for performing business on the Internet It is an encrypted set of information issued by an Internet certification authority such as Thawte Digital certificates are required for merchants who choose to use the API For other products the merchant does not need a digital certificate firstdata com 94 Domain Name A name that identifies a computer or computers on the internet These names appear as a component of a web site s URL such as microsoft com This type of domain name is also called a hostname DSL D
81. ll be blocked because of fraud Add as many addresses as you want by repeating the same process 5 1 5 2 Remove an IP or Class C Address 1 Select the IP or Class C address in the IPs Already Blocked list 2 Click the lt DELETE button Upon removal from your blocked address list the person can purchase at your store Delete as many addresses as you need by repeating the same process 5 1 6 Setting the Maximum Purchase Amount From the Fraud Settings page use the Maximum Purchase Amount section to enter the maximum amount for a purchase Any transactions for your store above this amount will be blocked The default and maximum purchase limit per transaction is 99 999 99 To enter a maximum purchase limit enter the amount in the Maximum Purchase Amount field Then click the SUBMIT button firstdata com 72 5 1 7 Setting Autolockout and Duplicate Lockout Times From the Fraud Settings page use the Set Lockout Times section to enter auto lockout and the duplicate lockout time The Auto Lockout time is the amount of time in minutes before blocked customers can make transactions at your store again When Auto Lockout is enabled duplicate transactions from the same IP address or credit card are blocked The field is used to set the time period the IP address and credit card will remain blocked If this value is set to zero automatic lockout based on IP and Credit Card is turned off The default setting is off The Duplicate Lockout
82. m 51 e Net Settle Amount the net amount for all transactions of the respective transaction type Negative amounts are in red You will typically see negative amounts for Returns and Sale Voids The total for each column is at the bottom of the chart 4 2 2 Summary Bar Chart To view a summary bar chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart 4 2 2 1 Viewing a Summary Bar Chart 1 Inthe Transaction Reports section Select Generate a Chart and select Bar Chart Summary as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A bar chart summary shows a colored bar for each transaction type The chart indicates the total dollar amount for
83. mally an international transaction Street address matches for international transaction Postal code not verified Street address and Postal code not verified for international transaction Street address and Postal code match for international transaction Street address and Postal code match for international transaction UK Only Address verification has been requested but not received Address information not verified for international transaction Street address and Postal code match for international transaction Postal codes match for international transaction Street address not verified 3 1 12 Card Codes The card code is a 3 or 4 digit security code For Visa MasterCard and Discover the number typically appears at the end of the signature panel For American Express the number appears on the front of the card This security card program helps validate that a genuine card is used during a transaction A card code mismatch blocks the transaction The card code is circled Mail order telephone order MO TO and other transactions when the card is not present have higher fraud rates than face to face transactions To help reduce fraud use the card code You should always enter a card code if on the card when processing an authorization for MO TO and e commerce transactions firstdata com 33 For retail transactions you may want to enter the card code printed on the card to ensure that the card was
84. n Choice bei e l j l The Add Options to Item page 5 5 1 1 The Option Name To add an option you first need to give ita name Examples of option names are Size or Color Enter the option name in the Option Name field 5 5 1 2 Add Choices You need to enter choices for the option For example if your option name is Color choices might be White Red Yellow or Blue Enter your first choice for the option in the Option Choice field then click the ADD gt button Your first choice should appear in the list on the right side of the screen Add as many choices as you need by entering each one in the Choice field and clicking ADD gt Your choices will appear in the list on the right side of the screen in the order you entered them 5 5 1 3 Change the Order You can change the order of the choices in the list To change the order of your choices select one of the choices then click on the up or down arrow to move the choice up or down in the list firstdata com 82 5 5 1 4 Submit the Option After you enter your option name and all the choices you can submit the option Click the Save Options button to add the option to the item Your option appears in the Options Summary table on the lower half of the screen The option is assigned a number in the column The name appears in the Option Name column All the choices appear in a dropdown list in the Option Choices column The dropdown list of choices is displayed on the
85. n the popup menu 5 Follow the instructions for viewing each individual report w N firstdata com 49 4 2 Transaction Charts To view transaction charts mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar The Transaction Reports page appears Four graphical chart types are helpful for visualizing orders sales and presentations 4 2 0 1 Chart Types You can view your reports in the following chart types e Detail bar chart e Summary bar chart e Pie chart e Strip chart 4 2 0 2 Viewing Transaction Charts 1 On the Transaction Reports page choose Generate a Chart and select a chart type in the Transaction Reports section You can view your transactions in a bar chart pie chart strip line chart or you can view a summary bar chart report 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 4 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown li
86. ned transactions e Total shows the total number and the total dollar amount for all transactions The totals for each column are listed at the bottom of the table 4 5 2 Approved Summary Table The second table that appears in the Transactions Summary report displays summary information for each payment type such as credit card type over the time period specified The totals for each column are listed at the bottom of the table Transaction Summary Report Run Another Transaction Report Prepared For Time Frame 10 01 2008 10 31 2008 Authorization Summary Approved Declined Total Type Amount Amount Amount ale 0 000 8 1069353 8 10 693 53 Ath 0 0 00 O 0 00 0 0 00 TOTAL 0 0 00 8 10 693 53 8 10 693 53 Approved Summary by Card Type Visa Master Card Total Type Amount Amount Amount Sale 0 000 Auth 000 o 0 00 i 0 00 T TOTAL 0 0 00 6 0 00 0 0 00 Example Transaction Summary Report 4 6 Credit Card Batches Reports To view credit card batch reports mouse over Reports on the Main Menu Bar and click Batches on the popup menu or from the Reports section click Batches on the Side firstdata com 63 Menu Bar The Credit Card Batches report shows the date range you selected under the report title 4 6 1 Credit Card Batches 1 Select Credit Card as the Report Type in the Batch Report Type section 2 Select any of the named time periods or e
87. nformation about performing check transactions There are specific rules that apply when initiating a debit to a consumer s bank account that the merchant must follow These rules are established and maintained by the National Automated Clearing House Association NACHA and are published periodically in ACH Rules A Complete Guide to Rules amp Regulations Governing the ACH Network It is each merchant s responsibility to understand and abide by the published rules and regulations In all cases the merchant must provide the customer with a receipt detailing the transaction The merchant can disable sending the receipt but take steps to provide a receipt printed faxed or emailed to the customer prior to the check settlement date firstdata com 34 The rules for authorization differ depending on whether the transaction is e E commerce e Retail or Mail Order e Telephone Order During a check transaction a real time response will be provided by TeleCheck on whether or not a check is accepted Based on the response from TeleCheck a transaction can is marked as Submitted or Declined If a check transaction is declined this error message appears The merchant is responsible for providing the text message in its entirety to the consumer The merchant should either seek another form of payment or choose not to accept the order from the customer Error message We are sorry that we cannot accept your check at this time Our decision is
88. not fraudulently reproduced By using the Card Code results along with the Address Verification Service AVS you can make more informed decisions about whether or not to accept transactions 3 1 13 Using the Card Code Enter the card code on the Virtual Terminal page when processing an order The First Data Global Gateway Virtual Terminal compares the card code with the code from the card issuing bank The results of this comparison show in the transaction approval code The following string is a typical transaction result 009782000001 9564 YNAM 12345678901 234567890123 The last alphabetic character in the middle M is a code indicating whether the card code matched the card issuing bank s code 3 1 14 Card Code Definitions Merchant has indicated that the card code is not present on the card ssuer is not certified and or has not provided encryption keys No response from the credit card association was received A blank response indicates no code was sent and there was no indication the code was not present on the card 3 2 Check Transactions TeleCheck Services TeleCheck Internet Acceptance and TeleCheck Phone Acceptance are a means of processing automated clearing house ACH transactions using the Internet or a phone line ACH transactions debit a customer s account and transfer the funds to a merchant s account For TeleCheck contact your merchant service provider See Processing Check Transactions on page 36 for i
89. nsaction for invoicing purposes firstdata com 37 Subtotal The subtotal is the amount of the purchase before Tax VAT if applicable and Shipping charges If you chose any products from the Product Catalog the subtotal is automatically calculated when you click the Update Subtotal button Shipping Amount This field is the shipping charge you want to assign to the order Enter the amount to charge for shipping the order in this field Tax This field is the sales tax assigned to the order Enter the amount of tax to apply to the order If you have the tax percentage feature enabled enter the tax percentage to apply to the order If the order is tax exempt and the Tax Exempt checkbox is present select the checkbox See Customizing Virtual Terminal Content on page 88 to set up the tax percentage calculation VAT for international orders This field is the Value Added Tax VAT assigned to international orders In some cases you may not need to charge the VAT The First Data Global Gateway Virtual Terminal explains more about the field when you roll over the question mark icon with your mouse Total Amount The Total field displays the sum of the Tax VAT if applicable Shipping charges and Subtotal 3 2 5 Check Information From the Virtual Terminal page just below the Main Menu Bar click the Check tab to show the Check Information section and make check transactions The First Data Global Gateway Virtual Termin
90. nt the First Data Global Gateway Virtual Terminal to retry the transaction before you are contacted The default is 3 but you can enter any number with no decimal point from 1 to 5 For Example A recurring transaction is declined and the number in this field is 3 The First Data Global Gateway Virtual Terminal runs the transaction the following day The transaction is run two more times each subsequent day if it continues to be declined The First Data Global Gateway Virtual Terminal sends you an email after the third attempt and decline It will continue attempting the transaction on a daily basis even after it sends the email unless you take some action to stop the transaction 3 1 8 Shipping Information From the Virtual Terminal page use the Shipping Information section to enter information about where the order will be sent if applicable The First Data Global Gateway Virtual Terminal displays the following fields in the Shipping Information section You must enter information in all required fields to complete the transaction firstdata com 28 Same as Billing If the shipping address is the same as the billing address selecting this checkbox will cause the corresponding fields from the billing information to be copied into the shipping section If the shipping address is different from the billing address do not check this checkbox Shipping Type Enter the type of shipping you will use for the order Up to 36 alphanume
91. nter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you chose 3 Choose how many orders you want to appear on one page from the dropdown list in the Report Display section The default is 25 4 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID To view all the orders in the current batch click on the Run Current Batch button You will see the Current Batch report The Credit Card Batches report contains the following information e Date the batch dates Click the Current Batch button to view the transactions in the batch e Count the total number of transactions in the batch e Response contains no data e Total the total dollar amount of the batch Credit Card Batches Prepared For Time Frame 10 15 2008 10 21 2008 Fae ces tees 1 10 21 2008 01 14 32 PM 4 00 10 17 2008 03 52 37 PM 1 1 00 Showing 1 2 of 2 Results Found Example of the Credit Card Batches report 4 6 2 Voiding Orders The Current Batch report allows you to void orders by selecting them then clicking on the Void Selected Transactions button at the bottom of the page You can only void orders that have not been settled H
92. nvoice Number PO the Purchase Order number for a purchasing card transaction Trans ID the Identification number for the transaction Card Route Number a link to view all transactions processed with that credit card number Exp Date the expiration date of the credit card Approval the approval code of the transaction If approved the Approval code includes Address Verification System AVS results If a specific transaction was declined the reason it was declined is shown here Amount the amount of the transaction Transactions Processed Run Another Transaction Report Prepared For Time Frame 10 01 2008 10 31 2008 Export All Report Data CSV Comma delimited Type Payer Auth mae ee Trans ID rae Approval Amount 172 30 184 67 D067F910S 18489EF 10 16 2008 0931 35 AM 943474 Sale 100020495040 411141111 01 2009 N Declined 3 090 67 15256FA 1723018467 1 16E 4 10 6 2008 083033 AM 943474 Sale 100020495033 4111 1111 01 2009 N Declined 3 090 67 1055845 1723019467 11006700560 1466090D 10 6 2008 092945 AM 943474 Sale 100020496031 4111 1111 01 2009 N Declined X 3 090 67 TEES 11D06759C7C 148509D 10 16 2008 092050 AM 9343474 Sale 100020495015 4111 1111 01 2009 N Declinet X 137274 14F5A31 17230 194 67 11D036C75A1 18486EF 10 5 2008 07 11 58 PM 943474 Check 121140713 N Declined 14 00 309616 eriktest01 10 5 2008 0357 05 PM 943474 Check 123455780 N Declined 100 1723019467 11D029EBD6B 18488EF 10 15 2008 0327 17 PM 943474 Ch
93. of the file you want to use as your logo Background Image HTML Only The image displayed behind your payment form Enter an HTTPS URL for a graphics file in this field Follow the same example as the Logo field Payment Form Header HTML or Text Displays text you enter at the top of your payment form replacing the default payment header Payment Form Footer HTML or Text Displays text you enter at the top of your payment form replacing the default payment footer 5 7 2 1 Custom Fields The custom field entries provide you with an opportunity to create up to fifteen custom fields to gather additional customer data geared toward your business specialty You can store the data in your own database for future analysis Entering custom fields does not automatically make the custom fields a part of your payment form submission to the gateway You must still include the HTML tags in your submission in order for them to be submitted to and returned from the First Data Global Gateway The custom fields you provide here will be displayed on the First Data Global Gateway Connect confirmation page provided that you check the Make Viewable checkbox Custom field values are returned along with all other fields to the confirmation URL if a CGI script has been specified firstdata com 87 5 8 Customizing Virtual Terminal Content To customize fields shown on the Virtual Terminal page mouse over Administration in the Main Menu Bar and cl
94. ollar amounts are shown on the vertical Y axis The transaction types are shown on the Z axis The bars show the total amount for each month for each transaction type Transaction Type Totals For 943474 10 19 2008 10 26 2008 H sale E check 1 Ticket E Periodic Pre Auth B Retwn H Sale Void E Retwn Void W check Void amp a Fiad O E re pet 10 19 10 20 10 21 10 22 10 23 10 24 10 25 Days Example Detailed Bar Chart You can see a separate chart and totals for each transaction type by clicking on any of the associated colored squares on the right side of the chart When you click the square a full list of transactions for that transaction type is displayed To download the chart for later use right click on the chart and select Save Image As The totals for each transaction type are summarized in a table below the chart which lists e of Approved Txns the number of approved transactions of the transaction type e of Total Approved Txns the percentage of the total approved transactions that were of the transaction type e Total Amount the sum in US dollars of all the order totals for the transaction type e of Total Amount the percentage of the total transaction dollar amounts that were of the transaction type e Avg Txn Amount the average of all the transaction totals for the transaction type firstdata co
95. option in the Display Orders By section You can view orders sorted by e Time e Credit card number e User ID and time e Order number You can enter a user ID a partial card number an order number transaction types or card types to include in the report 2 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 3 Click the appropriate checkbox to show only unshipped orders or to show only approved orders in the Report Options section e By default the Only Show Unshipped Orders checkbox is not checked and the Only Show Approved Orders checkbox is checked so the report will show approved orders only both shipped and unshipped e f both checkboxes are not checked the report will display all orders both shipped and unshipped including declined recurring and Authorize Only transactions with future start dates e If the Only Show Unshipped Orders checkbox is checked the report will show all unshipped orders e f both checkboxes are checked the report will show only all approved unshipped orders 4 Choose how many orders will appear on each page of the report in the dropdown list in the Report Display section 5 Click the GENERATE REPORT gt gt button to view the report For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset
96. ore 1001158219 OE 2M 112758 AM eCommerce Sale GREFPAC Billi Ack ese Bok jorges 1144 Lyle Fl Atlanta GA 30318 CARD NUMBER Visa 1111 SWIPE Mo STATUS APPROVED 123456 ORDER Number 172 30 184 97 114B2712053 5501 63 27 7TF OC Extended Cost Description Options Filename GREFR AL MHember Dues SUBTOTAL 50 00 TOTAL 50 00 AGREE TO PAY ABOVE AMOUNT ACCORDING TO CARD ISSUER SISMATURE X Trank you Examples of the receipt after you click the Show Receipt button on the Transaction Results page When you have printed all the receipts you need close the receipt window by clicking on the Close Window button at the bottom of the receipt window firstdata com 20 3 1 3 Using the Product Catalog The Product Catalog acts as a cart or catalog and may or may not be used From the Virtual Terminal page use the Select Products from Catalog section to calculate subtotals for a transaction The Product Catalog contains price information about your products To enable this feature you first need to enter your product catalog into the database For more information on entering your product catalog see Customizing the Product Catalog on page 80 At the top of the Virtual Terminal page click the SELECT PRODUCTS gt gt button to access the Product Catalog When you click the SELECT PRODUCTS gt gt button the First Data Global Gateway Virtual Terminal displays the Add Products page This page is divided in
97. ore information Recent Failures the number of recent transaction failures related to the recurring transaction Next Bill Date the next date the recurring transaction is scheduled to occur Downloading Report Data The First Data Global Gateway Virtual Terminal gives you the option to download all report data to enter into spreadsheets or databases You can download charts by right clicking on the image then selecting Save Image As To download the data you first need to generate the report 1 Mouse over Reports on the Main Menu Bar and click on the report you want to view on the popup menu or from the Reports section click on the report you want to view in the Side Menu Bar Choose your desired timeframes and other parameters then click the GENERATE REPORT gt gt button to view the report If you re looking at a transaction chart you can view the data related to any of the bars pie slices or lines on the chart by clicking on that bar pie slice or line 3 When the data appears on the report choose the desired format from the dropdown list next to the EXPORT gt gt button Choices are e CSV Comma delimited e XML 4 Click the EXPORT gt gt button 5 Save the file to your computer firstdata com 68 5 Administration Use the Administration section to manage your account and customize the Virtual Terminal settings You can perform any of the following functions in the Admin section e Manage
98. orize Only Pre Authorization or Forced Ticket Post Authorization purchasing card transactions e The Ticket Only page to process a purchasing card Ticket Only transaction e The Return page to process a purchasing card Return transaction e The Credit page to process a purchasing card Credit transaction for an order received outside of the First Data Global Gateway Virtual Terminal firstdata com 46 For example the procedure for a purchasing card Sale transaction would follow the same process as a credit card Sale transaction You must enter a value for the Purchase Order number and the Tax fields 3 7 Manually Run Credit Card Batch To manually run your current credit card batch mouse over Virtual Terminal on the Main Menu Bar and click Manually Run Batch on the popup menu or from the Virtual Terminal section click Manually Run Batch on the Side Menu Bar if it is present 3 7 0 1 To Manually Run the Credit Card Batch 1 Click the Run Batch button after you have clicked Manually Run Batch 2 Click the Continue button in the dialog box The operation may take several minutes 3 Wait for the batch run to complete Regardless of whether you manually run the batch the automatic batch run for the day will still occur at 10 30 PM MST Any transactions that occurred after your manual run will be included in the automatic batch run firstdata com 47 4 Reports Use the Reports section to generate reports on Internet store acti
99. ormation processing activity Only the first four and last four The Virtual Terminal may look different Transaction Summary gt AGA y z A digits of the credit card number s will be displayed in reports however processes payments as quickly Orders and securely as before Transaction Reports View transaction activity by date range with Batches the option to select from four graphical chart types MACESEN Meisie ak ts gt Sales Tax Report Periodic Bills Report Transaction Summary Reports View transaction summary by Virtual Terminal Support date range Email Us saction Summary Reports gt z ee Call Support Pe 24 Hours a Day 7 days a week Order Reports View orders received by time or date range You 1 888 477 3611 shipment credit the entire amount of orders or orders from this report Batch Reports View amount totals by date eviously run batches complete with item Sales Report View lists of items sold from the Product Catalog item Sales Repon gt Sales Tax Report View sales tax amounts by stale and date range a a Report gt Periodic Bills Report View and modify recurring transactior information etiodjo Bills Repo The First Data Global Gateway Virtual Terminal Main Menu Bar is above in the red box firstdata com 9 1 3 2 Main Page Content Some sections have a main page that contains links to each page in that section You can reach a section s main page by clicking that section s link in the
100. ou must set up a separate multi store administrative account with a separate login Contact support at 1 888 477 3611 to get your initial multi store admin login ID and password 1 1 4 First Data Global Gateway Connect If your account is set up for the First Data Global Gateway Connect you can customize it using the Administration section in the First Data Global Gateway Virtual Terminal 1 1 5 Gateway Status First Data Global Gateway Virtual Terminal payment service is powered by a secure payment gateway Use the Gateway Status link to determine the status of the payment gateway This link displays the latest updates and the schedule for all upcoming maintenance windows You can check the status of the Gateway by clicking the link on the Login Page firstdata com 7 1 2 Browser Compatibility The following Internet browsers are compatible with the First Data Global Gateway Virtual Terminal e Microsoft Internet Explorer V6 0 or higher e Firefox V2 0 or higher Enable JavaScript and cookies to use the First Data Global Gateway Virtual Terminal Set your screen resolution to 800 by 600 pixels or higher 1 3 Navigating the First Data Global Gateway Virtual Terminal The First Data Global Gateway Virtual Terminal uses two primary navigation tools the Main Menu Bar and the Side Menu Bar The application is divided into sections each with its own set of pages After you have logged in the main page of the Virtual Terminal se
101. ow to Void Orders 1 Click the Current Batch button to display the Current Batch report firstdata com 64 2 Select the orders you want to void by clicking on the corresponding checkboxes in the left column 3 Click the Void Selected button at the bottom of the page The Void Transaction Results page appears Each order you chose to void appears on the list You can only void orders that have not been settled 4 7 Check Batches To view check batch reports mouse over Reports on the Main Menu Bar and click Batches on the popup menu or from the Reports section click Batches on the Side Menu Bar The check batch report shows the date range you selected under the report title To view a list of check batches follow the steps below 1 Select Check Batch Status as the Report Type in the Batch Report Type section 2 Select any of the named time periods or enter a specific range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 3 Choose how many batches you want to appear on one page from the dropdown list in the Report Display section The default is 25 4 Click the GENERATE REPORT gt gt button to view your report For multi store reports you can choose to view all stores below your ID allowances in the hierarchy or choose from the dropdown list You can do this only if you are logged in with your multi store administrator ID To view all the orders
102. ppear with an error message and all incorrect or missing fields are flagged with a warning graphic Make any necessary corrections and then click the CONTINUE gt gt button A confirmation page appears when you do not have any errors Review the data and make corrections if needed by clicking on the Return to POS button Otherwise click the SUBMIT button The Transaction Status page for checks appears 3 2 4 Order Information From the Virtual Terminal page use the Order Information section to enter any information related to the order such as the total amount or order number The First Data Global Gateway Virtual Terminal displays the following fields in the Order Information section You must enter all required fields to complete the transaction Order Number This field is the number assigned to the order Enter a number in this field to manually assign a number to the transaction Each order number must be unique so it is best to have a system for generating order numbers The First Data Global Gateway Virtual Terminal automatically generates an order number when you do not enter a number in this field Purchase Order Number Enter a purchase order number in this field when there is a purchase order number to assign to the transaction You can use the same purchase order number for multiple transactions Invoice Number This field is the number assigned to the invoice Enter a number in this field to assign a number to the tra
103. r the customer s phone number in this field This field cannot contain brackets dashes or spaces This will cause a decline message This field is required for check transactions only Fax Enter the customer s fax number in this field This field cannot contain brackets dashes or spaces This will cause a decline message Email Enter the customer s email address in standard email format such as name server com name server net name server org or name university edu This field is used to send the customer s receipt by email Email transactions cannot be blocked if you do not enter the email address 3 2 7 Shipping Information From the Virtual Terminal page use the Shipping Information section to enter information about where the order will be sent if applicable The First Data Global Gateway Virtual Terminal displays the following fields in the Shipping Information section You must enter information in all required fields to complete the transaction firstdata com 41 Same as Billing If the shipping address is the same as the billing address selecting this checkbox will cause the corresponding fields from the billing information to be copied into the shipping section If the shipping address is different from the billing address do not check this checkbox Shipping Type Enter the type of shipping you will use for the order Up to 36 alphanumeric characters are allowed in this field Examples are Federal Exp
104. ress US Postal Service and UPS Ground Ship to this Person Enter the person s full name where the order will be shipped in this field Shipping Street Address Enter the shipping street address in this field There are two lines provided City Enter the city town or township name where you will ship the order State or Province For United States addresses enter the customer s state where you will ship the order For an international address enter the customer s province where you will ship the order When you enter a province or select any country other than the United States the State field will be blank Country Enter the customer s country in this field United States is the default country If you do not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank Zip Postal Code For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field firstdata com 42 3 2 8 Comments From the Virtual Terminal page use the Comments section to enter optional notes about the transaction Comments are visible in your reports to help you with your transaction management if you use them effectively In the Comments field enter any comments you may have about the order 3 2 9 Transaction Status for Checks After you complete a check tr
105. ric characters are allowed in this field Examples are Federal Express US Postal Service and UPS Ground Ship to this Person Enter the person s full name where the order will be shipped in this field Shipping Street Address Enter the shipping street address in this field There are two lines provided City Enter the city town or township name where you will ship the order State or Province For United States addresses enter the customer s state where you will ship the order For an international address enter the customer s province where you will ship the order When you enter a province or select any country other than the United States the State field will be blank Country Enter the customer s country in this field United States is the default country If you do not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank Zip Postal Code For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field firstdata com 29 3 1 9 Comments From the Virtual Terminal page use the Comments section to enter optional notes about the transaction Comments are visible in your reports to help you with your transaction management if you use them effectively In the Comments field enter any comments you may have about the order 3
106. ring bank is a bank which provides a service to its business customers allowing them to accept card payments for goods and services Address Verification System The Address Verification System AVS is a system used to verify the identity of the person claiming to own the credit card The system will check the billing address of the credit card provided by the user with the address on file at the credit card company The gateway provides an AVS code in each approved transaction result that tells you how well the two addresses match If they match there is a lower probability of fraud If there is a discrepancy in either the address or zip code the probability of fraud is higher Merchants can use AVS codes to help protect themselves from chargebacks and fraud Antivirus Software Antivirus software consists of computer programs that attempt to identify deter and eliminate computer viruses and other malicious software Antivirus software typically uses two different techniques to accomplish this Examining Scanning files to look for known viruses matching definitions in a virus dictionary Identifying suspicious behavior from any computer program which might indicate infection Such analysis may include data captures port monitoring and other methods Because of the risk of computer viruses doing harm to your computer files antivirus software is recommended for all Internet users Application Programming Interface API First Data Global Gateway
107. rn policy in the Return Policy field Enter up to 100 characters 5 Click the SUBMIT button If your change was successful the following message appears at the top of the screen Your settings have been changed successfully If this message does not appear you should click the SUBMIT button to try the change again firstdata com 83 Whenever you return to this screen your current customized text should appear in the Receipt Header Receipt Footer and Return Policy fields 5 7 Customizing Connect If you have First Data Global Gateway Connect you can customize the Connect payment pages from the Administration section For further information refer to the First Data Global Gateway Connect Integration Guide 5 7 0 1 Connect settings You can perform the following tasks e Customize images headers and footers on the Connect payment forms e Customize Connect settings 5 7 1 Connect Settings Click Administration on the Main Menu Bar and then click Connect Settings on the Side Menu Bar to customize Connect settings The Connect Settings page contains fields that allow you to tailor your customer s ordering experience to better represent your company When entering URLs be certain that the file is on an accessible secure server and that your URL begins with https Otherwise every time one of your customers opens the payment form a dialogue box will appear warning that some of the contents about to be displayed are not
108. s it is not required State or Province For United States addresses this field is the customer s state For an international address this field is the customer s province When you enter a province or select any country other than the United States the State field will be blank This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For mail order and retail order check transactions it is not required firstdata com 40 Country Enter the customer s country in this field United States is the default country If you do not see the country in the dropdown list select Other Not Shown If you select any country other than United States the State field will be blank This field is required for Internet mail and telephone transactions For retail transactions it is not required Zip Postal Code For United States addresses enter the 5 digit zip code in this field For international addresses enter the appropriate international postal code in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For mail order and retail order check transactions it is not required Phone Ente
109. s provided The second line is always optional This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required City Enter the customer s city town or township name in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required State or Province For United States addresses this field is the customer s state For an international address this field is the customer s province When you enter a province or select any country other than the United States the State field will be blank This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For Mail Order and Retail Order check transactions it is not required firstdata com 26 Country Enter the customer s country in this field United States is the default country If you do not see the country in the dropdown list select Other Not Shown
110. saction Click the Update Subtotal button to populate the Subtotal field in the Order Information section with the subtotal amount If any of the product selections change before you submit the order you can change your product selections by clicking the SELECT PRODUCTS gt gt button again 3 1 4 Order Information From the Virtual Terminal page use the Order Information section to enter any information related to the order such as the total amount or order number The First Data Global Gateway Virtual Terminal displays the following fields in the Order Information section You must enter all required fields to complete the transaction Order Number This field is the number assigned to the order Manually enter a number in this field to assign a number to the transaction Each order number must be unique so it is best to have a system for generating order numbers The First Data Global Gateway Virtual Terminal automatically generates an order number when you do not enter a number in this field Purchase Order number Enter a purchase order number in this field when there is a purchase order number to assign to the transaction You can use the same purchase order number for multiple transactions Invoice Number This field is the number assigned to the invoice Manually enter a number in this field to assign a number to the transaction for invoicing purposes firstdata com 22 Subtotal The subtotal is the amount of the pur
111. sactions total and the totals for each store The next level is the Store Level If Store 1 had three employees taking orders and Store 2 had two employees taking orders each Store report would show the breakdown of the number of transactions generated by each employee firstdata com 77 Example 2 STORE STORE STORE STORE STORE STORE E1 E3 wi W3 wa Multi store hierarchy From the above hierarchy a user logging in for the Eastern region would see data for stores E1 E2 and E3 Logging in with the corporate headquarters user ID and password would allow you to see data for all stores including data for each region 5 4 1 Setting Up Multi Store Reports 5 4 1 1 Preparation Before you begin setting up the multi store hierarchy you should know 1 How many levels you want in your hierarchy Draw a diagram of your organizational structure and determine how many levels you will need and what you want to name each level What elements you want at each level For example if you define a Region level you might have an Eastern and a Western region Which stores you want to assign to each element For example you could assign three stores to the Eastern region and four stores to the Western region The store number and the store administrator s user ID and password for each store you add to the hierarchy You will need to confirm the store administrator login information in order to add the store to the tree It s a goo
112. section click the corresponding item on the Side Menu Bar Note This takes you to a First Data web site that is not part of the First Data Global Gateway Virtual Terminal application 5 10 Manuals Click Support on the Main Menu Bar to open the main Support page then click one of the PDF Manual buttons to access the First Data Support web site containing links to PDF manuals for all products Note The page with the PDF links is a First Data web site that is not part of the First Data Global Gateway Virtual Terminal application The Virtual Terminal Support manual will be the most helpful for issues related to managing your account and accepting payments using the First Data Global Gateway Virtual Terminal application Refer to the First Data Global Gateway Connect Support manual for First Data Global Gateway Connect instructions and issues firstdata com 90 Refer to the First Data Global Gateway API Support manual for First Data Global Gateway API instructions and issues 5 11 FAQ Click Support on the Main Menu Bar to open the main Support page then click one of the FAQ buttons to access the First Data Support web site containing links to FAQs for all products Note The page with the FAQ links is a First Data web site that is not part of the First Data Global Gateway Virtual Terminal application 5 12 Online Support Form To open the online support form mouse over Support on the Main Menu Bar and click Online Support Form
113. ses or Class C addresses from purchasing at your store You can limit the amount that any customer can spend at your store by setting a maximum purchase amount You can set how long automatic lockouts and duplicate lockouts will continue to be blocked Browser Short for web browser a browser is a software application that enables a user to display and interact with text images videos music and other information typically located on a web page at a web site on the Internet Cable Modem A cable modem is a type of modem that provides access to the Internet through the cable television infrastructure Cable modems are primarily used to deliver broadband Internet access taking advantage of unused bandwidth on a cable television network If the cable network is shared with many other Internet subscribers Internet access speed may go down Card Code The card code is the card security code sometimes called Card Verification Value or Code CVV or CVC It is a security feature for credit or debit card transactions giving increased protection against credit card fraud This code also known as a CCID or Credit Card ID is often asked for by merchants to secure transactions when the card is not present usually occurring over the Internet by mail fax or over the phone The payment gateway will compare the card code with the code on file at the card issuing bank Results of this comparison will show in the transaction approval code By using the card
114. st 2 Click the lt DELETE button firstdata com 71 Upon removal from your blocked domain name list the domain name or email address can be used to purchase at your store Delete as many domain names and email addresses as you need by repeating the same process 5 1 5 Blocking IP Class C Addresses From the Fraud Settings page use the Block IP Address or Class C Address section to enter the IP or Class C address of the person or organization you want to block from purchasing at your store If you have any IP or Class C addresses already on your blocked list they will automatically appear in the list labeled IPs Already Blocked An IP or Class C address is a number that is used to identify a specific computer on a network or on the Internet The format of an IP address is written as four numbers separated by periods Each number can be zero to 255 For example 1 160 10 240 could be an IP address 5 1 5 1 Add an IP or Class C Address 1 Enter the IP or Class C address you want to block in the IP Address to Block field 2 Click the ADD gt button Spaces and or dashes are optional When you click the ADD gt button the change is submitted to the First Data Global Gateway Virtual Terminal server which adds the address to your list of blocked names The First Data Global Gateway Virtual Terminal places the new address in the IPs Already Blocked list If the blocked address is used to purchase anything at your store the transaction wi
115. st This is available only if you are logged in with your multi store administrator ID 4 2 1 Detail Bar Chart To view a detailed bar chart mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar Choose options from the following sections to view your chart 4 2 1 1 Viewing a Detail Bar Chart 1 Inthe Transaction Reports section select Generate a Chart and select Bar Chart Detail as the Chart Type 2 Select options for viewing transactions in the Display Transactions By section You can enter a user ID a partial card number an order number transaction types or card types to include in the report 3 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected firstdata com 50 4 Click the GENERATE REPORT gt gt button to view the chart For multi store reports you can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list This is available only if you are logged in with your multi store administrator ID A detailed bar chart shows a colored bar for each transaction type The chart indicates the total dollar amount for each transaction type for each month of the time period specified The dates for the time period are shown on the horizontal X axis The transaction d
116. stomer Information section You must enter information in all required fields to complete the transaction Customer ID Number The customer ID number is a unique identification number for the customer Customer Name Enter the customer s full name in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For mail order and retail order check transactions it is not required Billing Company Enter the customer s company name in this field This field can contain alphanumeric characters only Billing Street Address Enter the customer s billing address in this field There are two lines provided The second line is always optional This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For mail order and retail order check transactions it is not required City Enter the customer s city town or township name in this field This field is required for Internet mail and telephone order credit card transactions For retail credit card transactions it is not required This field is required for Internet and telephone order check transactions For mail order and retail order check transaction
117. stomer s company name and address If the customer s name and e mail address were supplied you can click on the customer s name to send an email to the customer e Shipping Address Information section this section displays the name of the person and address where the order was shipped e Contact Information section shows the customer s telephone number email address fax number and IP address If an email address was supplied you can click on the customer s email address to send an email to the customer e General Info General information about the order e Where they learned about you The next part of the report includes subtotal shipping tax return if applicable and total amounts The last portion of the report is a transaction history which shows all transactions related to the order firstdata com 59 The summary information shown includes e Date e User ID e Type of transaction e Card number e Expiration date e Approval code e Amount of the transaction e Comments 4 4 Transactions Reports To view the Transactions Reports mouse over Reports on the Main Menu Bar and click Transactions on the popup menu or from the Reports section click Transactions on the Side Menu Bar to view reports 4 4 1 Viewing the Transactions Processed Report 1 Select Generate a Report from the dropdown list in the Transaction Reports section 2 Select options for viewing transactions in the Display Transactions By section You
118. t e Comments 3 1 1 Continue or Clear Form After you have completed all the required fields for performing the transaction correctly click the CONTINUE gt gt button on the Virtual Terminal page Click the CLEAR FORM button to erase all information you have entered and begin again When you click the CONTINUE gt gt button any missing or incorrect information appears on the Virtual Terminal page with an error message Make the appropriate corrections to the fields marked with ads then click the CONTINUE gt gt button again If there are no invalid entries the Confirmation page appears Review the information and if necessary click the Return to POS button to make any corrections Otherwise click the SUBMIT button The Transaction Result page appears after you click the SUBMIT button on the Confirmation page The Transaction Result page contains all the information you entered and the Transaction Information section For more information about the Transaction Result page see Transaction Results on page 30 3 1 2 Printing a Receipt When you need a receipt for the customer to sign you can print a receipt Click the Show Receipt button at the bottom of the Transaction Result page The receipt window opens firstdata com 19 with the transaction receipt Click the Print Receipt button at the bottom of the receipt window to print the receipt Receipt Window DEMO STORE 123 DEMO ST DEMO CA 001 Tk 8385551212 St
119. t 4 8 1 Viewing Item Sales Statistics 4 9 Sales Tax Report 4 9 1 Viewing Sales Tax Reports 4 10 Periodic Bills Report 4 10 1 Viewing Active Periodic Bills 4 11 Downloading Report Data 5 Administration 5 1 Fraud Settings 5 1 0 1 Fraud Settings 5 1 0 2 Address Verification Codes 5 1 0 3 Card Codes 5 1 1 Viewing All Fraud Settings 5 1 2 Blocking Credit Card Numbers 5 1 2 1 Add a Credit Card Number 5 1 2 2 Remove a Blocked Credit Card Number 5 1 3 Blocking Names 5 1 3 1 Add a Name 5 1 3 2 Remove a Blocked Name 5 1 4 Blocking Domain Names 5 1 4 1 Add a Domain Name 5 1 4 2 Remove a Blocked Domain Name 5 1 5 Blocking IP Class C Addresses 5 1 5 1 Add an IP or Class C Address 5 1 5 2 Remove an IP or Class C Address 5 1 6 Setting the Maximum Purchase Amount 5 1 7 Setting Autolockout and Duplicate Lockout Times 5 2 Changing Your Password 5 2 1 Choosing a Password 5 2 2 Password Handling 5 2 3 Changing Your Password 5 3 Managing Users 5 3 1 Adding Users 5 3 2 Deleting Users 5 3 3 Resetting User Passwords 5 3 4 Setting User Permissions 5 4 Multi Store Reporting 5 4 1 Setting Up Multi Store Reports 5 4 1 1 Preparation 5 4 2 Setting Up Multi Store Report Structure 5 4 2 1 Logging On 5 4 2 2 Setting Up Levels 5 4 2 3 Adding Elements to the Tree Structure 5 4 2 4 Adding Login Information 5 5 Customizing the Product Catalog 5 5 0 1 To Add Items 5 5 0 2 To Delete Items 5 5 1 Adding Options to Items 5 5 1 1 The Option Name 5 5 1 2 Add Choi
120. tage instead of the amount of sales tax to add Select Percentage in the Default column for the Tax field in the Other Fields section You may also enter a default sales tax percentage value in the Default column Selecting Exempt sets a default tax rate of zero firstdata com 89 5 Support Use the Support section to find help and support about the First Data Global Gateway Virtual Terminal The Support section contains links to the e Product manuals e Frequently asked questions FAQ e Support hotline and email e Online Support Form e Download Center The Online Support Form and Download Center are part of the First Data Global Gateway Virtual Terminal application but the product manuals and FAQs are on First Data web sites that are not part of the First Data Global Gateway Virtual Terminal application There are two ways to reach the manuals and FAQs e Use the Main Menu Bar or Side Menu Bar to link to a general support page where you can find the manual or FAQ for a particular product e Click Support on the Main Menu Bar and use the buttons on the main Support page to link directly to the manual or FAQ page The following sections give more details 5 9 General Support To access the First Data support page where you can find all support material for a particular product mouse over Support in the Main Menu Bar and click Virtual Terminal Support Connect Support or Global Gateway API Support in the popup menu or from the Support
121. tem s identification number in the text box If you want to view sales for all items select All Items 2 Select any of the named time periods or enter a range of dates you want to view in the For This Time Period section Select the radio button next to the time period you selected 3 Click the GENERATE REPORT gt gt button If there have been sales of the specified product s within the timeframe chosen the Item Sales Report will appear For multi store reports You can choose whether you want to view all stores below you in the hierarchy or a subset in the dropdown list available only if you are logged in with you multi store administrator ID The Item Sales report lists the following e The item s identification number e The item name description e The number of units sold e The percentage of total units sold e g how many of the units sold were sales of this product e The percentage of total sales e g what percentage of the total amount of all orders in this timeframe was from sales of this item e The total amount of all sales of this item Click on the Item ID number to see a list of all orders which included sales of this item 4 9 Sales Tax Report To view sales tax reports mouse over Reports on the Main Menu Bar and click Sales Tax Report on the popup menu or from the Reports section click Sales Tax Report on firstdata com 66 the Side Menu Bar The Sales Tax report shows the date range you selected
122. teway Virtual Terminal are e Cherry keyboard card reader e MagTek Mini Swipe card reader 2 1 Cherry Keyboard Reader 2 1 1 Compatible Devices The following devices have been tested and certified for use with the First Data Global Gateway Virtual Terminal e Cherry G81 8000LABUS e Cherry MY1900 The following devices are compatible with the First Data Global Gateway Virtual Terminal e Cherry G8x 7xxx All Models e Cherry G80 1950 All Models e Cherry G8x 8xxx All Models 2 1 2 Configuration The following setup is for Cherry keyboard 7000 or 8000 model credit card readers Please direct your support questions on your keyboard to the support department at Cherry Electronics 1 Go to a DOS prompt On Windows 95 98 NT or 98se Click on Start gt Programs gt MS DOS Prompt On Windows 2000 or XP Go to Start gt Run and type in CMD or Command in the window 2 Do the following to enter program mode e First press and hold the Ctrl Alt Shift keys on the right side of the keyboard e While holding these three keys press and hold the Ctrl Alt Shift keys on the left side of the keyboard e Release all six keys at the same time Press J 1 Y enables track 1 Press J 2 Y enables track 2 5 Press V 5 defines header 1 Then press the Enter key in the Num Pad section no firstdata com 16 6 Press V 6 defines header 2 Then press the Enter key in the Num Pad section 7 Press W 5 Defines terminator
123. to two parts the Product Catalog table and the Selected Products table Add Products Product Catalog Item Description Options Cost Filename 123 Widget One 5 00 456 Widget Two 4 00 789 Widget Three 2 00 Selected Products m e oy item ID Description Options Unit Cost Filename Extended Cost Ee 1 1 123 5 00 5 00 Widget One EN 2 2 456 Widget Two 4 00 8 00 F 3 5 789 Widget Three 2 00 10 00 Add Products page Use the Product Catalog table to add products and the Selected Products table to remove products you have already added Adding Products 1 Enter the quantity of the product to order in the Qty field 2 Enter any options if available in the Options dropdown list firstdata com 21 Options are descriptions of the product such as the color or size 3 Click the Add Items button The First Data Global Gateway Virtual Terminal now displays the product you added in the Selected Products table Removing Products 1 Select the checkbox next to the product you want to remove from the order OR Select the checkbox in the checkbox column heading to remove all products listed 2 Click the Delete Items button The product is removed from the order When you are finished selecting products for the transaction click the Return to POS button to return to the Virtual Terminal page The First Data Global Gateway Virtual Terminal displays a table containing any products you selected for the tran
124. unts by action summary by Batch Reports View previously run batches complete w Welcome 94347 Logout ige P Global Gateway Product Information The Virtual Terminal may look different however processes payments as quickly and securely as before Virtual Terminal Support Email Us Call Support The Side Menu Bar is above in the red box The Side Menu Bar does not appear on the main Virtual Terminal page The name of the current section appears highlighted in the Side Menu Bar Click the section name to view the main page of the section Click the other links in the Side Menu Bar to view pages within the section Note You can also usually navigate within a section by clicking on links from the main page of that section The example above shows the main page of the Reports section firstdata com 11 1 3 4 Information Menus Some pages display a set of informational menus on the right side of the page Welcome 943474 Logout Change Password a FrstData icsicencerisveiy saniccnen Global Gateway a i aa a meee Reports Support Administration x Daa sm ee Order Information Denotes a Required Field Product Information The Virtual Terminal may look different Order number however processes payments as quickly and securely as before Purchase Order number Invoice Number i 7 Shipping Amourt Virtual Terminal Support Tax C Tax Exemet Frequently Asked Questions YAT tor Intern
125. users e Change your password e Change your fraud settings e Customize virtual terminal content e Customize the Product Catalog e Customize receipts e Customize Connect pages e Setup your multi store hierarchy Users who do not have permission to manage other users cannot issue password resets 5 1 Fraud Settings There are several ways the First Data Global Gateway Virtual Terminal helps prevent fraud With the First Data Global Gateway Virtual Terminal you can block anyone from purchasing at your store Tip Blocking can help keep your competitors from buying your products To change your fraud settings mouse over Administration in the Main Menu Bar and click Fraud Settings in the popup menu or from the Administration section click Fraud Settings on the Side Menu Bar 5 1 0 1 Fraud Settings You can perform the following fraud settings tasks e View all fraud settings e Block credit card numbers e Block a person s name e Block domain names e Block IP and Class C addresses e Set a maximum purchase amount e Set auto lockout and duplicate lockout times 5 1 0 2 Address Verification Codes Another way to prevent fraud is by viewing the address verification response If the address or zip code do not match the card issuing bank s address or zip code on record firstdata com 69 there is a higher probability of fraud For more information about AVS codes see AVS Codes on page 31 5 1 0 3 Card
126. vel When you reach the Store level you will be prompted to enter the store s login information When prompted for this information you should enter e The store number e The user ID for that store the one issued when the store was initially set up e The current password for that store number and user ID 5 5 Customizing the Product Catalog Using the Product Catalog will save you time when processing transactions When you re processing a transaction your subtotal is automatically calculated for you based on the price of the items selected for the order You will be able to see how much of each of your products your customers are purchasing To customize your product catalog mouse over Administration in the Main Menu Bar and click Product Catalog in the popup menu or from the Administration section click Product Catalog on the Side Menu Bar On this page you can e Add items e Delete items e Add Options to items firstdata com 80 5 5 0 1 To Add Items Enter information about your item in the fields in the Add an Item section For each item enter the e Item ID e Description e Filename e Unit Cost When you have entered all the relevant information for your item click the ADD ITEM button The item appears in your Catalog in the table in the Product Catalog Items section You can add up to 200 items 5 5 0 2 To Delete Items Select the item or items you want to delete in the checkbox next to the item Cli
127. vity from several different perspectives To view your reports click Reports on the Main Menu Bar 4 0 1 Navigation Within the Reports section most screens contain the GENERATE REPORT gt gt button which performs a search for the information requested 4 0 2 Credit Card Numbers As a security feature only the first four and last four digits of the credit card number are displayed in your reports The first four and last four digits are the Credit Card Identification CCID numbers They are usually active links you can select to display information about all transactions involving that card number 4 0 3 Reports The report types are available e Transactions Reports Charts and Summaries e Orders e Batches Credit Card and Check e Item Sales Report e Sales Tax Report e Periodic Bills Report To assist merchants with the navigation of the reports users can sort in ascending descending order by clicking on the reporting fields Transaction Summary Report Prepared For Time Frame 01 01 2009 11 30 2009 Authorization Summary Es _pocmoa roa Dosa z amount amount z amount 0 00 164 44 8 0 00 a 0 00 56 00 7 413 00 0 00 3 100 00 pel Q Q a w o UG N Soe o h 4 i os o E o oo0 o 0 00 o 0 00 Sale 25 345 39 4901 56 361 00 4926 56 706 39 Ticket 8 126 01 o 0 00 8 126 01 Void Check a 0 00 o 0 00 o 0 00 void Sale a 0 00 o 0 00 o TOTAL 21 892 84 4906 56 417
128. web based program that functions similarly to a physical device or system For example a virtual point of sale terminal is a computer program that performs the same functions as a physical point of sale terminal Void To void a transaction is to cancel a payment transaction Merchants can void transactions prior to settlement Once the transaction has settled the merchant has to perform a return or credit to reverse the charges and credit the customer s card WAN A WAN is a wide area computer network that spans a relatively large geographical area Typically a WAN consists of two or more local area networks LANs Computers connected to a wide area network are often connected through public networks such as the telephone system They can also be connected through leased lines or satellites Web Server A web server is a computer program responsible for accepting HTTP requests from clients and serving HTTP responses along with optional data contents The responses are usually web pages such as HTML documents and linked objects images etc XML XML is the Extensible Markup Language which is a universal format for the representation of documents and data It is classified as an extensible language because it allows its users to define their own tags Its primary purpose is to facilitate the sharing of structured data across different information systems particularly through the Internet firstdata com 99 ra First Data 2008 First
129. y After you set up your hierarchy you must delete everything in the hierarchy in order to set up a new hierarchy The Modify Hierarchy Level Definition page appears 2 Only the top level will contain a name To add levels to the tree enter the name of the level into the fields provided Work from the top down Level names can include corporate country region or division Leave all fields empty you do not need 3 Click the Update Hierarchy button at the bottom of the page The Hierarchy Level Definition page appears showing all the levels you just entered firstdata com 79 5 4 2 3 Adding Elements to the Tree Structure 1 Click on the level name to view it A new page appears showing the current elements in the next level down 2 Click the Add link to add an element to the level The Add Element page appears 3 Enter a name for the element 4 Enter a password for the element in the two fields provided 5 Click the Submit button A page appears with the new element region in the list 5 4 2 4 Adding Login Information At the top of the page there is a login ID and password for the element 1 Record the ID and password for the element 2 Give the ID and password to those who require access to information at the level They will be able to see only the information for the stores under that element in the tree 3 Repeat the steps in Adding an Element to the Tree Structure as necessary to add other elements to the le
130. y to collect and store the order data If you want to display this URL automatically after the receipt page check the Automatically display Failure Page checkbox The Connect transaction result page will show momentarily before the customer is forwarded to the failure page firstdata com 85 Copy of Customer Receipt Indicates a copy of the receipt emailed to the customer will automatically be emailed to you Some emails may be mistakenly blocked as spam by some email providers CUSTOMER S COPY From Your Business Name lt gateway blinkpt net gt To John Doe lt customer somewhere com gt Subject Receipt from Business Name Date 14 Jun 2006 16 05 18 Company Your Business Name Reference Number CDA78COB 449045F D 330 DEED6 Subtotal 12 00 Tax 0 00 Shipping 0 00 Total 12 00 Business Name Thank you for shopping wath us Example of the customer s copy of the receipt by email 5 7 2 Customizing Connect Payment Forms Click Administration on the Main Menu Bar and then click Connect Setup on the Side Menu Bar to customize Connect payment forms The Connect Setup page contains fields that allow you to tailor your customer s ordering experience to better represent your company Some of the options allow you to enter either plain text or a reference to an HTML file If you choose to enter an image file reference in an HTML file be certain that the file is on an accessible secure server and that your U

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