* Download Reconciliation - Download File *
**
*/ Purpose - /*To download and save the selected reconciliation file in XML format.
*/ Action: /*
Navigate to the menu and select ‘Reconciliation’. From the drop down menu, select ‘Download File’.
*/ Action: /*
If you have only one merchant Card Acceptor ID, simply click on Submit. If you however have more than one, then click on the drop down and select the Card Acceptor ID number for which you want the report before you click on Submit. Select the cycle you wish to view.
*/ Please Note: /*
If your file contains more than 10000 records, then the time in the message above will show 20 minutes. It is recommended that you click on the words Click Here and you will receive an email when your file is ready for retrieval.
* Print Report *
**
*/ Purpose /*- To View / Print / Save reconciliation files for a specific acquirer cycle / settlement period in the following file formats:
PDF
XLS
CSV
*/ Action: /*
Navigate to the menu and select ‘Reconciliation’. From the drop-down menu, select ‘Print Report’.
*/ Action: /*
If you have only one Merchant Card Acceptor ID, simply click on Submit. If you however have more than one, then click on the drop down and select the Card Acceptor ID for which you want the report before you click on Submit.
The following screens and points highlight the various parameters that need to be selected before viewing the report.
* Action: *
Select the required Output format – either PDF or XLS. Find the acquirer cycle number you want to view and click on the actual cycle number. You ca
Transactions – View -
Successful
**
* Purpose * - To view the list of Successful
Transactions
for a selected Date or Period in order to check these against your confirmation emails or to view ALL details related to individual transactions.
* Action: *
In the menu bar, Select Lite, Transactions, View, Successful. Click on the Application ID you wish to view Successful Orders for. Select the Date or Date range and click on Search. This will bring up the following pages for viewing.
Choose a date and select Search
* Action: *
If a user wants to view the details (above) of the transaction, Details is selected to see more information pertaining the transactions.
* Settlement *
**
/* Purpose - */ This detail information provides the merchant the view based on what they will be settled on based on processed transactions. It also provides a breakdown on what could have been retained by the acquiring bank and what is due to them as the merchant. iVeri will then settle the merchant once the acquirer settles the funds to iVeri.
*/ Action: /*
After the user clicks on settlement, select the date range for the settled transaction. (The image attached should follow on from the image where the user clicks on the ‘settlement’ tab).
* Billing *
**
*/ Purpose /*- This feature shows the Billing that is in place for this merchants’ transactions. The list of transaction and what is being charged to the merchant, this will appear here.
Note: the plus sign provides details as to how this amount is calculated.
*/ Action: /*
Click on Billing
*/ Action: /*
Choose a date to search for transactions processed at a certain period.
Transaction will appear
Transaction History *
**
/ Purpose /*-To obtain a list of transactions for a selected calendar period reflecting all the result details for each in XML format.
/ Action: */
Click on View then Transaction History
/ Action: /*
To view Transaction history, .click on the appropriate Application ID, Live or Test
/ Action: /*
Make your selection of period/time in the above form by manually changing the default dates or using the calendar icons next to each date. Also select file format i.e. XML or CSV. Once done click on Download. Your file will be open or downloaded to selected folder
Transaction Lookup *
**
/ Purpose /* - To lookup the details of a single transaction based on specific search criteria.
/ Action: /*
Click on View then Transaction Lookup
/ Action: /*
Click on the Application ID on which you want to do the lookup e.g., Live or Test
/ Action: /*
Select the Date on which the transaction took place by changing the default date or by clicking on the calendar icon next to the date. If you are not 100% sure of the date, you are able to search in a range of up to + or – 2 days of the date you have selected by changing the 0 default to 1 or 2 in the +/- Days drop down next to the date.
You then need to enter either the Transaction Index or the Merchant Reference number. If you do not have either of these numbers you are able to enter either the full credit card nu
Customize Transaction Form *
**
/ Purpose - /* Customise the payment page that cardholder interacts with
/ Action: /*
On the main menu go to DiVert – Configure Application – Choose an application ID and then select Customize Transaction Form
/ Action: /*
Click on the Application ID you want to customize, i.e., either the Test or the Live. Make the relevant changes and click on Submit.
/ Please Note: /*
Under Upload Logo, you can upload a company logo Under Style, you can amend the font colors, font, and background color.
Create Batch *
**
Purpose * - To create and upload a batch file for processing in BackOffice, the system will automatically generate both the header and trailer records in compliance with iVeri standards.
Action: *
From the main menu, the user will navigate to: Batch - Create Batch.*
Action: *
The user will select the applicable Application ID.
Action: *
Select ' New transaction'* in order to start capturing your own batch entries.
Action: *
After capturing each transaction, select "Save." Repeat this process until all the transactions you want to process have been captured.
NOTE: *
Merchant Terminal *– The default is BATCH. If you want to sort your transactions in the Transaction Details Report, you can allocate your own terminal number for each transaction by deleting the word BATCH and
* Payment Page example that includes Terms and Conditions *
*
Below is where the client would need to click the text “terms and conditions” and read accordingly, then select the tick box to agree, then submit payment.
Configure Application parameter description:
NOTE: The above image for the configure application only reflects a portion of the complete list which you can select from
The Administrator can add specific user email addresses to receive confirmation emails when payments are made by the cardholders Select whether to send email confirmation “to user that created the request”. This will allow the user created by the Administrator to receive transaction confirmation emails Alternately, provide a different email address on the text field below Select whether to send email confirm