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merchant:existing_merchant:selfcare_system:reporting [2021/03/11 17:15] robinc [Batch Summary] added Batch Tranactions section |
merchant:existing_merchant:selfcare_system:reporting [2022/03/04 14:02] (current) lezlieh update with secure token |
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You can also void or refund the transaction at this stage by clicking on the "**Refund**" or "**Void**" button in the bottom right corner. | You can also void or refund the transaction at this stage by clicking on the "**Refund**" or "**Void**" button in the bottom right corner. | ||
- | If your Terminal is enabled for Secure Cards and Subscriptions, you can also **Save Card** or **Create Subscription** from the transaction details page. If you select one of these options the SelfCare System is going to create the Secure Card based on the details of the transaction and if you desire to create a subscription, besides creating the Secure Card, you are going to be redirected to the subscription creation page with a few fields already filled. | + | If your Terminal is enabled for Secure Tokens and Subscriptions, you can also **Save Card** or **Create Subscription** from the transaction details page. If you select one of these options the SelfCare System is going to create the Secure Token based on the details of the transaction and if you desire to create a subscription, besides creating the Secure Token, you are going to be redirected to the subscription creation page with a few fields already filled. |
It is also possible to print the **Merchant Copy** or **Cardholder Copy** of the transaction's receipt, if needed, or **Resent Cardholder Receipt** by e-mail. | It is also possible to print the **Merchant Copy** or **Cardholder Copy** of the transaction's receipt, if needed, or **Resent Cardholder Receipt** by e-mail. | ||
- | If your Terminal is enabled for Secure Cards and Subscriptions, you can also **Save Card** or **Create Subscription** from the transaction details page. If you select one of these options the SelfCare System is going to create the Secure Card based on the details of the transaction and if you desire to create a subscription, besides creating the Secure Card, you are going to be redirected to the subscription creation page with a few fields already filled. | + | If your Terminal is enabled for Secure Tokens, and Subscriptions, you can also **Save Card** or **Create Subscription** from the transaction details page. If you select one of these options the SelfCare System is going to create the Secure Token based on the details of the transaction and if you desire to create a subscription, besides creating the Secure Token, you are going to be redirected to the subscription creation page with a few fields already filled. |
It is also possible to print the **Merchant Copy** or **Cardholder Copy** of the transaction's receipt, if needed and depending on the languages configured on the platform, you can also choose in what language the receipt should be. | It is also possible to print the **Merchant Copy** or **Cardholder Copy** of the transaction's receipt, if needed and depending on the languages configured on the platform, you can also choose in what language the receipt should be. | ||
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* • Resend the cardholder receipt | * • Resend the cardholder receipt | ||
* • Print receipt | * • Print receipt | ||
- | * • Create a Secure Card or Subscription | + | * • Create a Secure Token or Subscription |
{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions3.png|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactions3.png|}} | ||
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{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions7.png?400}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactions7.png?400}} | ||
- | * • **Create Secure Card** allows the user to create a Secure Card using the same card used to perform the transaction. This is a handy option to create Subscriptions or additional sales using the same card in the future. This is enabled only in certain terminals. If you require this feature, please contact your vendor. | + | * • **Create Secure Token** allows the user to create a Secure Token using the same card used to perform the transaction. This is a handy option to create Subscriptions or additional sales using the same card in the future. This is enabled only in certain terminals. If you require this feature, please contact your vendor. |
{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions8.png?400|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactions8.png?400|}} | ||
- | * • **Create Subscription** after creating a Secure Card, the user can create a Subscription directly on Closed Batch. There is an option to change the Notification Language and to set a specific start and end date. | + | * • **Create Subscription** after creating a Secure Token, the user can create a Subscription directly on Closed Batch. There is an option to change the Notification Language and to set a specific start and end date. |
{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions9.png?400|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactions9.png?400|}} | ||
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{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab6.png?400|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab6.png?400|}} | ||
- | **Create Secure Card** allows the user to create a Secure Card using the same card used to perform the transaction. This is a handy option to create Subscriptions or additional sales using the same card in the future. This is enabled only in certain terminals. If you require this feature, please contact your vendor. | + | **Create Secure Token** allows the user to create a Secure Token using the same card used to perform the transaction. This is a handy option to create Subscriptions or additional sales using the same card in the future. This is enabled only in certain terminals. If you require this feature, please contact your vendor. |
{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab7.png?400|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab7.png?400|}} | ||
- | **Create Subscription** after creating a Secure Card, the user can create a Subscription directly on Closed Batch. There is an option to change the Notification Language and to set an specific start and end date. | + | **Create Subscription** after creating a Secure Token, the user can create a Subscription directly on Closed Batch. There is an option to change the Notification Language and to set an specific start and end date. |
{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab8.png?400|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab8.png?400|}} | ||
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* {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_builder.jpg|}} | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_builder.jpg|}} | ||
- | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns1.jpg|}} | + | * {{:merchant:existing_merchant:selfcare_system:scheduled_report4.png?300|}} |
- | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns2.jpg|}} | + | |
- | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns3.jpg|}} | + | |
After selecting all the columns you need, click **Save** at the bottom of the screen to proceed. | After selecting all the columns you need, click **Save** at the bottom of the screen to proceed. | ||
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===== Account Updater ===== | ===== Account Updater ===== | ||
- | The **Account Updater** report enables you to keep track of the updated Secure Cards in your Terminals, making possible: | + | The **Account Updater** report enables you to keep track of the updated Secure Tokens in your Terminals, making possible: |
- | * **I)** To track the changes made to the accounts associated to your Secure Cards. | + | * **I)** To track the changes made to the accounts associated to your Secure Tokens. |
* **II)** Understand changes which may be causing transaction decline (based on statuses). | * **II)** Understand changes which may be causing transaction decline (based on statuses). | ||
* **III)** Export those "updates" to a CSV file. | * **III)** Export those "updates" to a CSV file. | ||
- | * **IV)** See the amount of changes already updated to your Secure Card. | + | * **IV)** See the amount of changes already updated to your Secure Token. |
This features allows you to filter your search by the card details, the provider of the Account Update service or the change type, as you can see in the next two images. | This features allows you to filter your search by the card details, the provider of the Account Update service or the change type, as you can see in the next two images. | ||
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Following the result of the report, when applied any search, you would be able to see the list of changes already registered by the Account Updater feature, as shown in the next image. | Following the result of the report, when applied any search, you would be able to see the list of changes already registered by the Account Updater feature, as shown in the next image. | ||
- | Among the data informed, you are going to find the provider or the account update service (vendor), the secure card and card details (card reference, merchant holder, terminal holder, merchant reference, card, masked card number, expiration date, cardholder), the card update details (las update date and status) and payment details (total and volume of sales, refunds, voids and total deposit on that secure card). | + | Among the data informed, you are going to find the provider or the account update service (vendor), the secure token and card details (card reference, merchant holder, terminal holder, merchant reference, card, masked card number, expiration date, cardholder), the card update details (las update date and status) and payment details (total and volume of sales, refunds, voids and total deposit on that secure token). |
<html><img class="imageReplace img_small" src= " | <html><img class="imageReplace img_small" src= " | ||
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| UPDATE | Account number or account number, plus expiration date were updated. | | | UPDATE | Account number or account number, plus expiration date were updated. | | ||
| EXPIRY | Just expiration date was updated. | | | EXPIRY | Just expiration date was updated. | | ||
- | | CONTACT_CLOSED | Account was closed (Secure Card invalid). Merchant should contact the cardholder. | | + | | CONTACT_CLOSED | Account was closed (Secure Token invalid). Merchant should contact the cardholder. | |
| UNKNOWN | Account number could not be found. SC details are not valid anymore. | | | UNKNOWN | Account number could not be found. SC details are not valid anymore. | | ||
| IN_PROCESS | The updating of this SC details is still in progress. It will change to one of the other statuses as soon as it's finished. | | | IN_PROCESS | The updating of this SC details is still in progress. It will change to one of the other statuses as soon as it's finished. | | ||
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===== Customers ===== | ===== Customers ===== | ||
| | ||
- | The "**Customers**" section under the **Reporting** tab enables merchants to view and manage "**Outstanding Subscriptions with Payment Due**" and "**Expiring Secure Cards**". | + | The "**Customers**" section under the **Reporting** tab enables merchants to view and manage "**Outstanding Subscriptions with Payment Due**" and "**Expiring Secure Tokens**". |
<html><img class="imageReplace img_small" src= " | <html><img class="imageReplace img_small" src= " | ||
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- | The "**Expiring Secure Cards**" shows only the secure cards which are going to expire within the 2 months. This section includes the following details: Card type, Merchant Ref, Card Number, Cardholder Name and Expiry Date. You can search for expiring secure cards by "Merchant Reference" or by "Month Range" for up to 12 months. | + | The "**Expiring Secure Tokens**" shows only the secure token which are going to expire within the 2 months. This section includes the following details: Card type, Merchant Ref, Card Number, Cardholder Name and Expiry Date. You can search for expiring secure tokens by "Merchant Reference" or by "Month Range" for up to 12 months. |
It is possible also to export the details to CSV, if needed. | It is possible also to export the details to CSV, if needed. |