Internet Payment Gateway User Guide First Data Virtual Terminal

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Chart Types Depending on which type of chart you chose, the chart which appears will look different. The chart types available are listed below: • Detailed Bar Chart The Detailed Bar Chart report shows the transaction totals by type in a bar chart format. Each transaction type is shown in a different colour. For each month in the specified timeframe, there is a row of coloured bars showing transaction totals for that month. At the bottom of the chart, a table shows summary statistics for each type of transaction. Hold your mouse over any coloured bar to see the total exact amount of transactions of that type. Clicking on the bar will bring up a detailed Transactions Processed report for that transaction type. (For more information on viewing detailed transaction reports, see Viewing Transactions.) Click on the coloured boxes in the legend on the right to see individual bar chart reports for the selected transaction type. Right click on any of the charts to save that chart as a graphic in jpeg format. You can then import the graphic into your presentations or documents as needed. • Summary Bar Chart The Summary Bar Chart report shows the transaction totals by type in a bar chart format. Each transaction type is shown in a different colour. Each coloured bar represents the total amount of all transactions of that type over the entire timeframe specified. At the bottom of the chart, a table shows summary statistics for each type of transaction. Hold your mouse over any coloured bar to see the total exact amount of transactions of that type. Clicking on a coloured bar will bring up a detailed Transactions Processed report for that transaction type. (For more information on viewing detailed transaction reports, see Viewing Transactions.) Right click on any of the charts to save that chart as a graphic in jpeg format. You can then import the graphic into your presentations or documents as needed. • Pie Chart The Pie Chart report shows the transaction totals by type in a pie chart format. Each transaction type is shown in a different colour. At the bottom of the chart, a table shows summary statistics for each type of transaction. Hold your mouse over any coloured pie piece to see the total exact currency amount of transactions of that type. Clicking on a pie piece will bring up a detailed Transactions Processed report for that transaction type. Right click on any of the charts to save that chart as a graphic in jpeg format. You can then import the graphic into your presentations or documents as needed. • Line Chart The Line Chart report shows the transaction totals by type in a line chart format. Each transaction type is shown in a different colour. Each coloured line represents the total amount of all tranasactions of that type. At the bottom of the chart, a table shows summary statistics for each type of transaction. Click on any of the legend boxes to see a line chart for that transaction type alone. Right click on any of the charts to save that chart as a graphic in jpeg format. You can then import the graphic into your presentations or documents as needed. 3.2 View Orders Report To view your orders, you need to use the Orders Received report. Generate an orders report by following the steps below. 1. Click on the Reports button in the Main Menu Bar. firstdata.com 16
2. Click on the Orders link in the Side Menu Box or the main content area. The View Orders screen appears. 3. Display Orders: select an option. You can view orders sorted by time period, by credit card number and time, by User ID and time, or by order number. 4. Specify Time Period: select any of the named time periods or enter a specific range of dates you wish to view. 5. Options: click on a box if you want the report to show only unshipped orders or to show only approved orders. By default, the Only Show Unshipped Orders box is unchecked and the Only Show Approved Orders box is checked, so the report will show approved orders only (both shipped and unshipped). If the Only Show Unshipped Orders box is checked, the report will show all unshipped orders. If both boxes are unchecked, the report will display all orders (both shipped and unshipped), including declined and recurring transactions with future start dates. If both boxes are checked, the report will show only all approved, unshipped orders. 6. Display Preference: this option allows you to choose how many orders will appear on each page of the report. Choose a number from the dropdown list. 7. Select Hierarchy: choose whether you wish to view all stores below you in the hierarchy or a subset by choosing an option in the dropdown menu. (This option only appears if you are logged in as a multi-store administrator.) 8. Click on the Submit Query button to view the report. If you want to re-enter the information, click on the Reset button to clear the information. The Orders Received report shows the following information about each order. • Select—click on the associated Select checkbox to select one or more orders. • Shipped—shows Y if the order has been shipped, or N if the order has not yet been marked as shipped. • Retail—shows Y if the order was a retail order, or N if the order was not retail. • Order #—the number associated with this order. Click on the order number to view order details. • User ID—if there is a user ID number associated with the order, it will be listed in this column. The number is also a link to view all the orders placed by a particular customer. • Date—the date that the order was placed. Shows the most recent order first. The time period you selected for the report will be shown under the report title. • Name—the name of the person who placed the order. Click on the name to send email to this customer. • Amount—shows the amount and currency of the order. The total amount of the orders listed on the page and the total amount of all orders in this report is also shown at the bottom of the page, along with the total tax and shipping charges collected. 3.2.1 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. To perform any of these three tasks, follow the steps below: 1. First select order(s) by clicking on the associated checkbox(es) in the left-most column. 2. Click on the Work with Selected Orders button. The Selected Order Menu screen appears. 3. Select an action by clicking on the appropriate radio button. If you select Reject Order, you must also check on a checkbox to choose whether you wish to reject this order by IP address or by credit card number. When you reject an order by IP address, all future orders from this IP address will be declined. When you reject an order by credit card number, all future orders using this credit card number will be declined. 4. Click on the Submit Query button to complete the task. A screen listing the results will appear. firstdata.com 17
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Page 11 and 12: Virtual Terminal: Recurring Payment
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Page 19 and 20: number, the expiration date, approv
Page 21 and 22: 4 Customising 4.1 Customising Virtu
Page 23 and 24: Nonsecure Web Server Example If you
Page 25 and 26: Customising the payment page design
Page 27 and 28: Add as many card numbers as you lik
Page 29 and 30: Adding a domain name To add a domai
Page 31 and 32: 5.1.6 Setting Auto Lockout and Dupl
Page 33 and 34: This code may or may not be present
Page 35 and 36: The user can change their own passw

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