merchant portal - web doodle · merchant portal creating an in-store order > an order created...
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1
Merchant PortalMay 2018
Merchant Portal Page
Logging in to your Merchant Portal 3
Oxipay Dashboard 5
Creating an in-store order 6
Search for an order 8
Processing a Refund 9
Support 11
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Merchant Portal
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Merchant Portal
SIGN INTO YOUR MERCHANT PORTAL
Log In
Enter your Merchant Number & Password provided in your Welcome email.
Logging into your Merchant Portal
4
Merchant Portal
OPENThe order is created, awaiting
customer to confirm transaction
DECLINEDOxipay has declined the purchase. The customer should use another
payment method.
BUYER CANCELLEDPurchase cancelled by buyer in-store or online
SETTLEDThe full transaction amount (net
settlement) is processed from Oxipay to your bank account
REFUND PENDINGRefund in progress
PAYMENT APPROVEDCustomers transaction is approved
and they can take their items
Merchant Order Process Flow
* Only valid for merchants not on auto-dispatch
AWAITING DISPATCH*Change Dispatch Status from Not Dispatched to Order Dispatched
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Merchant Portal
Your Oxipay Dashboard Your dashboard enables you to:
• View and update an existing order
• Create a new in-store order
Date of Purchase
Merchant Payment ID
Oxipay Transaction ID
Total Purchase Price
The order is created, awaiting customer to confirm transaction
Transaction has been declined. The customer should use another payment method.
Order cancelled by customer online or in-store
Change Dispatch Status from Not Dispatched to Order Dispatched. Only valid for merchants not on auto-dispatch.
The order is waiting on a refund
Customer’s transaction is approved and they can take the items
The full transaction amount (net settlement) is processed from Oxipay to your bank account.
3456
1777
2888
ORDER NUM
Awaiting Dispatch
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Merchant Portal
Creating an In-store Order
> >
> >
Login to Merchant Portal:
To create a new order, click on NEW ORDER
Fill in the purchase details
Input the 6-digit Payment Code
Click on CREATE ORDER
Customer provides their 6-digit code.
The customer will confirm the purchase via their phone.
Customer confirms their purchase details and clicks CONFIRM. The first payment is charged to customer.
MERCHANT SCREENS
CUSTOMER SCREENS
Customer signs up or signs in to their Oxipay account. Select payment frequency and click on SHOP INSTORE
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Merchant Portal
Creating an In-store Order
>
An ORDER CREATED message will appear when the first payment is captured.
Your order will then show a status of PAYMENT APPROVED. The customer can take their items.
The final status is SETTLED. This means the full transaction amount (net settlement) is processed from Oxipay to your bank account.
MERCHANT SCREENS
CUSTOMER SCREENS
The first payment has been captured.
The remaining payments are automatically charged.
Settled
Click here to download video
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Merchant Portal
Search for an Order
To search for an order, click VIEW ALL on the Merchant Dashboard homepage.
You can search by:
• ORDER NUMBER or ID (customer has the Purchase Number (ID) in their
purchase confirmation email, or
• by ORDER STATUS
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Merchant Portal
How to Process Refunds – Full or Partial
1. Log in to Merchant Portal
2. To search for an order, click View All on the Merchant Dashboard homepage. For details on how to
Search for an order refer to page 8.
3. Select ADJUST
> >
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Merchant Portal
4. Enter the PIN provided for refunds (sent to you in the ‘Welcome’ email)
5. Enter the amount you are refunding
6. Click UPDATE to confirm refund
> >
How to Process Refunds – Full or Partial (continued)
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Merchant Portal
Support NEED HELP?
If you have any questions or need assistance, please contact us on 1300 413 902 (Mon-Fri 8.30am – 5pm, Sat-Sun 7.30am to 4.30pm (AEST) or email [email protected]