payment processing tips
DESCRIPTION
This powerpoint created by Dydacomp concerning Payment Processing setup, as well as some valuable user tips. Dydacomp has included a variety of frequently asked questions concerning Payment Processing asked by our customers.TRANSCRIPT
PAYMENT PROCESSING TIPS
TIPS AND TRICKS WEBINAR SERIES
We learned your business does better when we provide training and support services
• Create Awareness through Support & Training• Events likes these• Seminars• In Person
•Close the consumption gap
Fun Fact: Did you know that
active Dydacomp
customers that attended at least one
Dydacomp training event are conducting
18% more business than
those that have not?
Source: Technology ServiceIndustry Association
AGENDA
Objective – To inform you of Dydacomp Payment Processing set up and troubleshooting
This webinar will cover Set up Reports Common Questions Q&A
SET UP
Set up your account in Global Parameters ICCAS Tab
SET UP
Register your credit card/echeck account
SET UP
Set up your credit card accounts
CREDIT CARD PAYMENTS, 1-PASS METHOD
Card Approval obtained before order is processed
CREDIT CARD PAYMENTS, 2-PASS METHOD
Funds reserved timeframe set in ICCAS tab of Global Parameters Allows Minimum and Maximum Authorization thresholds
1- Card Authorized
2- Funds Captured afterShipping
CREDIT CARD PROCESSING
Batch Electronic Payment Processing You can process payments one by one on
the order total tab of each order Or process payments in a batch setting
CREDIT CARD PROCESSING
Batch Credit Card Processing
REPORTS
List Status of Pending See orders in an awaiting credit card
approval status
REPORTS
List Status of Pending
REPORTS
Credit Card Merchant Deposit See information about credit card
transactions
REPORTS
Credit Card Merchant Deposit
REPORTS
Journal Activity See payment information
REPORTS
Journal Activity
COMMON QUESTIONS
We see a lot of support issues on payment processing
The next few slides will walk through some common questions that we see, and give possible resolutions
COMMON QUESTIONS
I don’t see orders in my credit card batch? Use the pull down on the batch screen to
sort by status Also use List Status of Pending to try to see
what order status the order is in
COMMON QUESTIONS
I see a credit card inquiry screen, what do I do? The Credit Card Inquiry window appears
when MOM does not know the status of a transaction due to some sort of problem.
COMMON QUESTIONS
If you receive this window, you do not need to obtain a voice approval. You should search for the transaction in your payment gateway If the transaction does not appear in Authorize, then
resubmit the transaction. If the transaction does appear in Authorize.net, then
review the details of the transaction. In MOM, choose the Complete Transaction option and enter in the approval number and the transaction ID
Note: You must choose the appropriate option. If you pick the incorrect option, you will either charge the customer twice or not charge the customer at all.
COMMON QUESTIONS
Why do I see a resubmit window? Occurs when you receive a “Card
Declined” message. You can either try to submit the transaction again via the resubmit option or you can call in for a voice approval
COMMON QUESTIONS
How do I obtain a voice approval? Call the 800 number on the bank
statement and ask for an approval code Then enter in the voice approval screen
COMMON QUESTIONS
I can’t find an order in our payment gateway Search by credit card number instead of
just order number
COMMON QUESTIONS
I don’t want to see full credit card numbers on our reports, due to PCI Compliance. How do I accomplish this? Global Parameter Misc Tab
COMMON QUESTIONS
Why would I want to authorize an additional amount? Example - To cover changes to shipping
charges
COMMON QUESTIONS
Christine, I learn a lot at these sessions but want to learn more Online Webinars
Live Recorded
Attend Training in NJ Have us onsite Maintain Support
Look at new Platinum BusinessOperations Option
Includes Once/Quarter Review
ENHANCEMENTS IN M.O.M. 7
Gift Cards Process gift card transactions for physical
and egift cards
PCI Compliance Process payments securely
QUESTION & ANSWER
Payment Processing [email protected] 800 858 3666 x729
Support support.dydacomp.com [email protected] 973 237 0300
Training in NJ September 22-24
Sales [email protected] 800 858 3666