Forums/ezimerchant Professional (Legacy Windows version)/Frequently Asked Questions

How do I set up Manual/Offline Credit Card transactions?

Joachim Schiller
posted this on January 05, 2011 12:27

FAQ applies to:

ezimerchant Professional version 4

If you use the manual credit card transaction method, the ezimerchant Professional Global Transaction Server will supply you with your customers credit card details so that you can process them manually via a standard EFTPOS merchant account terminal. You may already have an EFTPOS terminal if you have a retail outlet or run a mail order business, so you can use this method immediately.

Advantages:

  • Immediate set-up if you already have a terminal

Disadvantages:

  • It is a manual process so it can be very costly in terms of labour.
  • It is getting increasingly difficult to obtain an EFTPoS terminal for card not present transactions.
  • It is likely to be against the merchant service agreement with your bank
  • Handling credit card data exposes you to the risk of that data being compromised. (see Accepting credit cards online)
  • It is extremely difficult to comply with PCI DSS (Payment Card Industry Data Security Standard) using this processing method.

To set up manual credit card processing within ezimerchant Professional please follow the steps below...

STEP 1

Click on the 'Customer Payment Methods' link from the main menu in ezimerchant Professional.

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STEP 2

Now check the Credit Card selection box.

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STEP 3

From the Credit Card Options drop down box select the Manual Card Processing method.

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STEP 4

Now check the boxes next to the credit cards that you are authorised to process. (If you do not know what credit cards you can accept please consult the merchant agreement that you have with your bank)

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STEP 5

Click the 'Update GTS' button and then enter your GTS username and password when prompted. This will update the GTS so that only the credit cards that you have checked in the screen above will appear as options for your customers to select from when they are purchasing from your website.

STEP 6

Test your website my making a test purchase. Verify

that all the credit cards that you had selected in the screen above are available for your customers to choose from when purchasing. (If you do not wish to enter your own credit card when making a test purchase please use the following test number (include the spaces)

Name on Card: 'Test Purchase'
Card Number: '4242 4242 4242 4242'
Expiry Date: 12/2010
Card Type: VISA

STEP 7

After you receive your test order, you can download it in ezimerchant Professional.

From the main screen click the Download/View Orders link...

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Click the Download Orders button...

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Enter your GTS username and password and click OK...

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You should now be able to view the test order, and the credit card details in the Order Details tab as demonstrated below...

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IMPORTANT NOTES

If your EFTPOS terminal requires the 3 or 4 digit CVC number tick the box as demonstrated below...

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Be sure to update the GTS after ticking this box to make the change come into effect.