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PayPoint Users Guide

Version 2.7.1 December 22, 2011

First Data Corporation Suite 300 11311 Cornell Park Drive Cincinnati, Ohio 45242www.firstdata.com

2004 - 2011 First Data Corporation. All Rights Reserved. This document contains unpublished, confidential and proprietary information of First Data Corporation. You may not disclose, copy or use any part of this material for any purpose in any medium outside First Data Corporation without the express written consent of First Data Corporation.

PayPoint Users GuideTable of Contents Disclaimer ___________________________________________________________________ i Revision History ______________________________________________________________ i 1.0 Introduction ______________________________________________________________ Who Should Read This Manual _______________________________________________ The MyWay Insurance Example ______________________________________________ Guide Overview ___________________________________________________________ 2.0 How to Login _____________________________________________________________ Browser Requirements ______________________________________________________ Log In Screen _____________________________________________________________ Change Password __________________________________________________________ Choose Time zone__________________________________________________________ 3.0 Basic Site Navigation ______________________________________________________ Site Logo _________________________________________________________________ Site Title _________________________________________________________________ Menu Bar ________________________________________________________________ 4.0 Manage Users ___________________________________________________________ PayPoint Login and Password Policy __________________________________________ Access Rights ____________________________________________________________ Roles ___________________________________________________________________ Creating Users ____________________________________________________________ Search for a User Account __________________________________________________ Edit User ________________________________________________________________ Change User Password _____________________________________________________ Delete User ______________________________________________________________ 5.0 Search Screen ___________________________________________________________ Searching by Site, Agency, or Application ______________________________________ Search Results ____________________________________________________________ Exporting Search Results ___________________________________________________ Payment Details __________________________________________________________ Transaction (T) Detail __________________________________________________ Credit Card Payment Processor Details ____________________________________ E-Check Payment Processor Details _______________________________________ PINless Debit Payment Processor Details ___________________________________ Convenience Fee Models ___________________________________________________ Primary Payment and Convenience Fee Separate Transactions ________________ Primary Payment and Convenience Fee Integrated Transaction ________________ Refund (Void) ____________________________________________________________ Chargeback ______________________________________________________________ 1 2 2 3 3 4 4 5 6 7 8 9 9

11 11 12 12 16 17 18 19 19 20 20 25 28 32 37 40 54 68 73 73 74 76 77

Version 2.7.1

December 22, 2011

PayPoint Users GuideSaving and Sharing Searches ________________________________________________ 78 6.0 New Payment ____________________________________________________________ Payment Options __________________________________________________________ Entering Credit Card Payment Detail ______________________________________ Entering eCheck Payment Detail __________________________________________ Entering PINless Debit Payment Detail _____________________________________ Validation Rules for New Payment ___________________________________________ Common Fields with Credit Card, eCheck, and PINless Debit Transactions ________ Validation Rules Specific to Credit Card Transactions _________________________ Validation Rules Specific to eCheck Transactions _____________________________ Validation Rules Specific to PINless Debit Transactions ________________________ Creating Dynamic Fields and Validations for Reference Field ______________________ Payment Results __________________________________________________________ 80 81 82 84 87 89 89 92 93 94 95 97

7.0 Reports _________________________________________________________________ 98 Report Menu _____________________________________________________________ 99 Create Reports ____________________________________________________________ 99 Transaction Summary Report _______________________________________________ 100 Transaction Detail Report __________________________________________________ 102 Transaction Detail Report (User ID Breakout) __________________________________ 105 Payment Type Summary Report _____________________________________________ 108 Audit Summary Report ____________________________________________________ 110 User Listing Report _______________________________________________________ 112 Security Summary Report __________________________________________________ 113 Billing Report ___________________________________________________________ 114 Fiscal Year Report _______________________________________________________ 116 Payment Response Time Summary __________________________________________ 118 E-Check Returns _________________________________________________________ 119 Duplicate Payment Report _________________________________________________ 122 Payment Response Time Summary __________________________________________ 124 Create and Use Report Templates____________________________________________ 125 Print / Export Reports _____________________________________________________ 126 Delete Reports ___________________________________________________________ 126 8.0 Settlement History ______________________________________________________ Search Settlements _______________________________________________________ Search Settlements Results _________________________________________________ Settlement Details ________________________________________________________ 126 128 129 130

9.0 Registrations ___________________________________________________________ 132 Search Registrations ______________________________________________________ 132 Registration Search Results ________________________________________________ 133

Version 2.7.1

December 22, 2011

PayPoint Users GuideExport Registration Search Results __________________________________________ View All Payments for Registration __________________________________________ Registration Details _______________________________________________________ Create Registrations ______________________________________________________ Common Fields with Credit Card, eCheck, and PINless Debit Registrations _______ Validation Rules Specific to Credit Card Registrations ________________________ Validation Rules Specific to eCheck Registrations ____________________________ Validation Rules Specific to PINless Debit Registrations ______________________ MakePayment with Registrations ____________________________________________ Creating Recurring Schedules with Registrations _______________________________ Managing Expired Credit Card Registrations ___________________________________ 10.0 Recurring Payments ____________________________________________________ Recurring Payment Search _________________________________________________ Recurring Payment Schedule Search Results ___________________________________ Recurring Payment Schedule Details _________________________________________ Edit Recurring Schedule ___________________________________________________ Creating Dynamic Fields and Validations for Reference Field _____________________ Delete Recurring Schedule _________________________________________________ 12.0 Consumer Payments Management Email Management _____________________ Email Management _______________________________________________________ Email Management Toolkit ______________________________________________ Email Layout _________________________________________________________ Email Design Tools ____________________________________________________ Email Default Text ____________________________________________________ Email Copy Option ____________________________________________________ 13.0 Exceptions Manager ____________________________________________________ Overview _______________________________________________________________ Process Details __________________________________________________________ Make New Payment ______________________________________________________ Reattempt Payment _______________________________________________________ 14.0 Frequently Asked Questions _____________________________________________ Bank Deposit Discrepancies ________________________________________________ Declined Transactions _____________________________________________________ eCheck Returned Transactions ______________________________________________ NSF (Not Sufficient Funds) ________________________________________________ PayPoint Process _________________________________________________________ Payments _______________________________________________________________ Stop Payment ___________________________________________________________ 133 134 135 136 137 141 142 144 145 146 149 150 150 151 152 153 155 156

11.0 Posting Files ___________________________________________________________ 157 159 159 160 161 162 163 164 165 165 167 170 172 174 174 174 175 175 176 178 178

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