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VeriFone PCC-5-7-1h Setup Guide
219 pages 2.72 Mb
Electronic Payment Processing Software Setup Guide and User's Manual 2 Notice 3 Software License 6 Table of ContentsIntroduction 10 Simple Explanation: The simple explanations found in the PCCharge / Technical Details: These technical details give more in-depth ( Note: A note is important information that either helps to explain a concept or PCCharge Appendices Important Security Notice 11 Simple Explanation: In June 2001, Visa mandated its Cardholder ( Note: Other card associations, such as MasterCard, Discover, and American 13 ( Note: VeriFone, Inc. highly recommends that you contact whoever set up CISP compliance penalties More Information System Requirements 14 / Technical Details: We require that you install the latest version of YOU MUST HAVE THE FOLLOWING: THE FOLLOWING ARE OPTIONAL: SSL Requirements ( Note: If you're using Windows XP, 2000, or 2003, you can safely ignore this 15 / Technical Details: Some payment processing companies are beginning 18 ( Note: The following section pertains only to those users who are upgrading 20 ( Note: The following section pertains only to those users who are upgrading 24 Simple Explanation: Most users should simply select Complete and Choose Destination Location 25 Simple Explanation: If you selected Complete as your setup type, you 26 Simple Explanation: If you selected Complete as your setup type, you 31 ( Note: At startup, PCCharge will check to see if you're upgrading from a / Technical Details: If you chose to not have PCCharge added to the Accessing the User Interface 32 Simple Explanation: The PCCharge Payment Server user interface does 34 Locating your Serial Number Entering your Serial Number Preferences 35 Simple Explanation: This Preferences window allows you to set up and 36 ( Note: The password is case sensitive. Letters entered in upper or lower case ( Note: The CPS 2000 information must be entered for all non-swiped 37 ( Note: MSV protects you from fraud related to credit cards with forged 39 Simple Explanation: This Advanced Configuration Setup window 41 Simple Explanation: The Merchant Setup Wizard makes it easy to Credit Card Processing Company Setup 42 Simple Explanation: This window allows you to set up your merchant 44 ( Note: As you can see, there isn't a picture of your Credit Card Processing 45 Simple Explanation: Split dial is the ability to dial directly to American American Express Split Dial Setup 46 ( Note: The American Express Split Dial setup window allows you to enter 48 ( Note: This field contains a description of the purchase associated with the / Technical Details: This field's value is sent to American Express during 50 ( Note: PCCharge's AMEX Settle feature will transfer (to American Express) all AMEX Dial-up FTP Modem Notes How to Set up AMEX Dial-up FTP for Settlements Debit Card Company Setup 53 Simple Explanation: This window allows you to set up your debit card ( Note: Not all debit card companies will be available for selection. The credit Debit Card Company Extended Data Fields 55 Simple Explanation: The following Debit Card Company Extended ( Note: As you can see, there isn't a picture of your Debit Card Processing Check Services Company Setup 56 Simple Explanation: This window allows you to set up your check ( Note: Not all check services companies will be available for selection. The Check Services Company Extended Data Fields 58 Simple Explanation: The following Check Services Company ( Note: As you can see, there isn't a picture of your Check Services EBT Processing Company Setup 59 Simple Explanation: This EBT Card Setup window allows you to set up ( Note: Not all EBT card companies will be available for selection. The credit EBT Company Extended Data Fields 61 Simple Explanation: The following EBT Card Company Extended Data ( Note: As you can see, there isn't a picture of your EBT Card Processing Gift Card Processing Company Setup 62 Simple Explanation: This Gift Card Setup window allows you to set up ( Note: Not all gift card companies will be available for selection. The credit card Gift Card Company Extended Data Fields 64 Simple Explanation: The following Gift Card Company Extended Data ( Note: As you can see, there isn't a picture of your Gift Card Processing Company Information Setup 65 ( Note: The company information that you enter into this Company Setup Address Verification Setup 66 Simple Explanation: The Address Verification Setup window allows ( Note: This window may or may not appear, depending on which credit card 67 AVS Response Descriptions AVS Usage Scenarios 68 ( Note: Because all the options in the Address Verification Setup window 69 Simple Explanation: The Card Verification Setup window allows you to ( Note: This window may or may not be accessible depending on which credit 71 ( Note: Because all the options in the Card Verification Setup window were 73 Simple Explanation: PCCharge's Update Configuration Disk feature ( Note: Configuration disks can be created using almost any removable media 74 ( Note: If your software should ever be deleted due to a hard drive crash or 75 Simple Explanation: PCCharge can communicate with payment ( Note: If your payment processing company supports some communications ( Note: You will get the best results if you are using the most current modem 76 Simple Explanation: The following Manual Modem Setup information is ( Note: If you are running any other communication software (Fax program, Locating Your Modem Setting Up Your Modem 77 / Technical Details: Most modems are Hayes compatible. This means that 79 Simple Explanation: The Advanced Modem Setup window allows you 80 Performing Test Transactions 81 Simple Explanation: These test transactions will help you to confirm that 82 / Technical Details: PCCharge is asking if the card is present to 83 ( Note: This means that $1.00 from the credit card has been reserved or 84 ( Note: If you think that your account is set up to process other credit card types 86 Simple Explanation: The features described in this section of the 87 Simple Explanation: Review this section if you plan to use a card reader, 88 Simple Explanation: This window allows you to set up a card reader to ( Note: If you are processing debit card transactions, you'll need to have a card 90 ( Note: The following example text shows the correct format of a swiped ( Note: Every Ingenico 2500 was manufactured in one of two possible 91 Simple Explanation: This window allows you to set up a check reader to 93 Simple Explanation: This window allows you to set up a PIN Pad for ( Note: If you plan to process debit card transactions, you'll need to have a card 94 ( Note: Some PIN pads will only work with certain payment processing 96 Simple Explanation: This window allows you to set up a touch screen 98 Simple Explanation: This window allows you to set up a standard 100 Simple Explanation: If you want the credit card number on all 101 ( Note: Windows' generic text printer drivers were used for all printers that were Example Receipt With Comments 103 ( Note: In this view, the Secure Receipts option is enabled. 104 Simple Explanation: PCCharge Payment Server has the ability to Adding a Cashier Logging in and Out of a Cashier's Account 106 ( Note: If a cashier tries to access a function and has not been granted access Editing a Cashier's Account Deleting a Cashier's Account 107 ( Note: You cannot delete the System user. To disable this user, delete the 108 Simple Explanation: PCCharge Payment Server has the ability to ( Note: When Show at Startup option is checked, the User that is highlighted in Adding a User Deleting a User 109 ( Note: After removing a user, your maximum number of users will remain the 110 Simple Explanation: The Private Label Card Setup window allows you 112 Simple Explanation: The Remove TID Number window allows you to 113 Simple Explanation: The Sequence Numbers window allows you to re- 118 ( Note: An import file allows you to make a list of transactions to be processed 121 ( Note: Even after settlement, your money will not immediately be transferred to 122 ( Note: There is no action to void a Pre-Auth. This is because you cannot void 125 ( Note: The Select Transaction window can be used with any credit card 141 ( Note: Your Check Services window may look slightly different depending on 142 ( Note: Some of the following fields may not appear in your Check Services ( Note: If you perform check truncation/conversion, you'll need to close your 145 ( Note: The important thing to remember is that without re-transmission of the 159 Simple Explanation: PCCharge Payment Server can load files created 160 Simple Explanation: Offline processing allows you to enter all the ( Note: If your connection to the processing company is still available and you're How to Process Offline Transactions File Import 162 Simple Explanation: PCCharge allows you to import files containing ( Note: The default directory displayed is the PCCharge directory. If your files Processing an Import File Utilities Menu 164 Simple Explanation: The Utilities menu provides you with some 165 Simple Explanation: The Configuration Disk Maintenance window ( Note: The difference between the configuration disk and the backup/restore Updating/Creating a Configuration Disk Restoring from a Configuration Disk Backup/Restore 166 Simple Explanation: PCCharge provides users with the ability to back up ( Note: We HIGHLY recommend that you not back up to your own hard drive, Backing Up Your PCCharge Files 167 ( Note: The PCCharge backup function defaults to saving the information Restoring PCCharge Backup Files Transferring PCCharge to a Different Computer 168 ( Note: This procedure will not allow you to use PCCharge on two different Transaction Database Archiving 169 Simple Explanation: During daily use, PCCharge automatically stores in ( Note: The Transaction Database Archive is currently only intended for use Simple Explanation: PCCharge scans its program directory during Setting Up Transaction Database Archiving 171 ( Note: Even if you set Keep Transactions to 0, PCCharge will not archive Using Transaction Database Archiving ( Note: No matter what you select in the Transaction Archive window, 172 / Technical Details: If you click Yes, PCCharge will first check to see how Transaction Database Purging 173 Simple Explanation: In response to the recent CISP requirements from ( Note: You can get the most current information regarding CISP by visiting Setting Up Transaction Database Purging Using Transaction Database Purging 174 ( Note: No matter what you select in the Transaction Archive window, 176 Simple Explanation: The Repair/Compact database functions allow you ( Note: These two functions should be used together. Always perform a Repair Repairing and Compacting the PCCharge Database Retrieve Account Number 177 Simple Explanation: PCCharge masks your customers' account ( Note: Access to this powerful feature can be restricted by setting up cashier 178 Simple Explanation: When PCCharge processes transactions ( 179 Simple Explanation: The End-of-Day Batch Management window ( Note: With a host-based system, the Close button may be grayed out. This Closing Your Batch Inquire 181 Simple Explanation: One of the advantages of host-based systems is Performing a Batch Inquiry ( Note: Currently, no gift card processing companies require that you manually ( Note: The window shown here is only one of several possible End-of-Day 183 Simple Explanation: The End-of-Day Batch Management window ( Note: Currently, the Settle Batch window can be used to settle batches for 184 ( Note: If you've selected the Credit tab and you process credit card 186 Simple Explanation: PCCharge has new batch management tools that ( Note: The tools in the Batch Management Utility are only available for ( Note: If you encounter indeterminate Amex batches while using the Amex Installation of Batch Management Utility Usage of Batch Management Utility 187 ( Note: In rare instances, you may want to settle the same transactions QD (Quit Duplicating) Error RB (Rejected Batch) Error 188 Simple Explanation: This tool allows you to view a detailed list of those 189 ( Note: Only a portion of the batch table is displayed at one time. To view the Batch Details Indeterminate Batch 190 Simple Explanation: This tool displays the indeterminate batch (if one 191 Simple Explanation: This tool allows you to view a detailed list of all ( Note: You can sort the batch table by a specific column. To do so, click the ( Note: If you've archived your PCCharge database, you won't see those older, 192 ( Note: Only a portion of the batch table is displayed at one time. To view the 193 Simple Explanation: PCCharge has new American Express batch Simple Explanation: This section gives a typical usage scenario for the Installation of Batch Management Utility Usage of Amex Batch Management Tools 194 Simple Explanation: This tool allows you to view a detailed list of those 195 Simple Explanation: Only a portion of the batch table is displayed at one Batch Details Amex Batch Archive 196 Simple Explanation: The American Express Batch Archive window ( Note: You should not use this feature unless directed by a Technical Support 197 Simple Explanation: This feature will settle all AMEX transactions for the 198 ( Note: Alternatively, you may click the Load Archive button to re-settle a 199 Simple Explanation: PCCharge includes a utility that allows you to have / Technical Details: The PCCharge Auto-Settle utility will create a log of ( Note: The Auto-Settle utility is primarily intended for use with one account. Installing and Using the Auto-Settle Utility 200 ( Note: It may be convenient to create a shortcut to this file on your desktop. 202 Simple Explanation: If you've selected the RDM EC5002i or eN-Check ( Note: Check uploading is often required for those merchants that are How to Upload Check Images 203 ( Note: Consult the section All about ECC Check Transactions for information 204 Simple Explanation: This section explains how to access each report ( Note: Not all Reports windows selectable from the Reports menu will have Report Type Print To Report Filters 205 ( Note: Enter the first four digits of the credit card number, eight periods, and 207 ( Note: Some reports are larger than your viewable window. Use the scroll bars 211 ( Note: This report is only available in a debit-processing environment. 212 ( Note: This report is only available in a check-processing environment. 213 ( Note: This report is only available in an EBT-processing environment. 214 ( Note: The Batch Pre-Settle report is only accessible if the active merchant 215 ( Note: The Batch Post-Settle report is only accessible if the active merchant
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