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How to manage your business using the CyberSource Business Center Brought to you by CyberSource Customer Support What you will learn How to manage your business using the CyberSource Business Center, including: How to take credit card orders using the Virtual Terminal

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how to manage your business using the cybersource business center

How to manage your business using the CyberSource Business Center

Brought to you byCyberSource Customer Support

what you will learn
What you will learn
  • How to manage your business using the CyberSource Business Center, including:
    • How to take credit card orders using the Virtual Terminal
    • How to credit returned orders
    • How to look up and manage your orders
    • How to protect yourself from taking bad orders
    • How to generate and download reports of your orders
    • How to start setting up your own hosted Payment Form
    • How to start setting up your shopping cart to use CyberSource
    • How to get help with any of the above
getting into the business center
Getting Into the Business Center

Use an internet browser to go to https://businesscenter.cybersource.com

an e mail worth keeping
An e-mail worth keeping

You should receive two (2) emails after you are registered with CyberSource

This your CyberSource ID, sometimes called your CyberSource merchant ID

your first password
Your first password

This is your temporary password, you will need this to log into the Business Center for the first time.

Be sure to keep this e-mail because it contains Customer Support contact information, in case you get lost.

make your password strong your orders safe
Make your password strong & your orders safe

Be sure to follow the instructions provided when making a new password

help protect yourself from getting locked out
Help protect yourself from getting locked out

Be sure to remember to remember your answer.

The answer is case sensitive, so must remember exactly what you typed.

it s easy to find your way around the business center
It’s easy to find your way around the Business Center

Each section in the main navigation bar is called a “tab”

Under each Tab that is selected there are “Sub Categories” displayed on the left side of each screen. The “Help” link is provided on every page within the Business Center.

but if you get lost there are signs of help
But if you get lost, there are signs of help…

Question marks (“?”) appear where additional information is available.

Information will appear in a “pop up” when you roll your mouse over the question mark (“?”)

and lot s of information
… and lot’s of information…

The “Help” link is available on every page of the Business Center to provide more information about the specific page you are currently viewing.

and if you still need help check the answers to common questions
And if you still need help, check the answers to common questions…

Even more help is available under the “Support” tab such as Frequently Asked Questions, Documentation, etc.

or send us your question
… or send us your question…

Questions can also be submitted directly to Customer Support through the Business Center.

or call us with your question
… or call us with your question

Customer Support is available Monday thru Friday 6AM to 5PM PST. Contact information is provided on the “Home” tab.

bookmark the business center because you ll be back
Bookmark the Business Center because you’ll be back

Bookmark this site to easily return in the future.

keep your account up to date
Keep your account up to date

When the “Settings” tab is selected your “Account Information” is loaded first.

make sure we can contact you
Make sure we can contact you

Double check the “Account Contact” Information for your account as this is used for service notifications.

review your banking information
Review your banking information

Further down the “Account Information” page your Payment Processor information is displayed. NOTE: It’s very rare that any changes to your Payment Processor information will ever be necessary.

be sure to click update when making changes
Be sure to click “update” when making changes

Once any changes to your Account Information have been made be sure to scroll down and click the “Update” button to ensure all changes are saved.

get your virtual terminal ready to take orders
Get your Virtual Terminal ready to take orders

Click the “Virtual Terminal Settings” link to configure your Terminal before attempting to process orders.

don t worry the business center will help you
Don’t worry, the Business Center will help you

After all configuration has been done be sure to click the “Update” button at the bottom of the screen and you’ll receive a reply message to indicate if things were saved successfully.

In this case, there was an error message which indicates what needs to be changed.

your virtual terminal is ready to take orders
Your Virtual Terminal is ready to take orders

In this case you see the message when all changes were saved successfully.

let s try an order using virtual terminal
Let’s try an order using Virtual Terminal

Click the “Virtual Terminal” tab to load your newly configured Terminal. At this point all of the required and optional fields you chose to display should all appear.

but first let s talk about payment
But first, let’s talk about Payment

Credit Card Authorization

Note: Authorizations are processed “Real Time”. Once an Auth is submitted the funds are held immediately. Typically the hold is placed for 2 weeks or 10 business days.

Credit Card Capture (Also known as “Settlement”)

Note: Captures (and Credits) are processed within batch files that are sent to Payment Processors once a day. Funds typically take 2 to 4 business days to settle within the end bank account.

it s okay you re in test mode
It’s okay, you’re in Test mode

Note: An “Authorization is only holding the funds in the customers credit card account.

A “Sale” is a request for Authorization and Capture within the same request.

While in “Test” status use the test credit card number of 4111111111111111

Note: To test successful trasnactions use amounts of $1000 and below.

To test failed transactions use amounts between $1001 and $4000.

remember you set what fields you want to require
Remember, you set what fields you want to require

All of the fields you configured to be “Required” will appear in a BOLD font.

All of the fields you configured to be “Optional” will appear in a LITE font.

again the business center is there to help
Again, the Business Center is there to help

Review all of the customer information you entered prior to Executing the transaction.

you ll get a receipt with every order
You’ll get a receipt with every order

The “Order Number” that is displayed can be used to easily locate transactions when using the “Order Search” screens.

now let s set up users to use the virtual terminal
Now let’s set up users to use the Virtual Terminal

Select “Users” to create SUB-Usernames under your primary username.

NOTE: Sub-usernames are typically created for Developers, CSR’s, etc.

setting up users is easy
Setting up users is easy

NOTE: Fill out all of the bold Required fields as well as set the permanent password for the new usernames.

set attributes based on the user s role in your business
Set attributes based on the user’s role in your business

After you’ve entered the required fields you’ll want to select the new username attributes.

NOTE: Once you’ve completed the configuration be sure the click the “Add User” button.

as your business changes change your users
As your business changes, change your users

Once a new username has been added you’ll receive a successful message and the new username will be displayed below.

ready steady go live
Ready… Steady… Go Live!

When you’re ready to “Go Live” click the “Settings” page and scroll to the bottom to click the “Go Live” button.

NOTE: Once you complete the “Go Live” process there is no way to go back to “Test Mode”.

NOTE: Once you are live we recommend to submit a $1.00 sale using the Virtual Terminal to ensure funds route to your account sucessfully.

now that you re live let s manage your orders
Now that you’re live, let’s manage your orders

To view and manage your orders, use the “Order Search” screens.

All order data is stored and available for 6 months.

narrow you search to limit the number of matches
Narrow you search to limit the number of matches

To locate specific orders you’re able to select a specific field such as “Order Number” to find them quickly.

NOTE: If no search criteria is selected simply clicking the “Search” button without making any changes will load the last 50 transactions of the current day.

click on any order number to get more information
Click on any Order Number to get more information

Once a search has been done simply click the “Order Number” to get to the details of the order.

The detail page allows users to issue credits, view AVS results, etc.

wow there s a lot of information here
Wow, there’s a lot of information here

Once the Details page is displayed take a minute to scan all of the information that is provided about the order as it can be very useful for future use.

some information may need more explanation
Some information may need more explanation

Additionally, on the Details screen there are fields that can be clicked to provide more information about the codes being used. The example shown here is what appears after the “AVS” link is clicked to show all of the codes and their definitions.

you re here to manage your orders
You’re here to manage your orders

In the case where an Order is in an “Authorized” status the Capture to claim funds can be submitted from the details screen.

capture the amount for the final order
Capture the amount for the final order

The following screen that appears after the “Capture” button is clicked asks you to enter the exact amount you wish to claim.

NOTE: Captures can be submitted up to 30 days after the authorization date. Also, Capture amounts cannot exceed Authorization amounts.

as always the business center is here to help
As always, the Business Center is here to help

The final step is a confirmation “OK” to ensure you entered the correct amount.

now there s more information about the order
Now there’s more information about the order

After the “Capture” is submitted a successful message is returned and the Order History shows the current status.

NOTE: The “Pending” status of the Capture simply means the request has not yet been sent to the Payment Processor, this takes place daily just after Midnight, PST.

but what if a customer returns an item
But what if a customer returns an item?

You’ll also notice that after an order has been Captured, the “Credit” button then appears to allow you the merchant to issue funds back in the event the items or service are returned.

the business center allows you to manage your business
The Business Center allows you to manage your business

When the “Credit” button is clicked this following screen appears to allow you to enter the amount you wish to credit customers.

NOTE: You’re able to issue a credit for up to 110% of the Captured amount.

and is there to help
…and is there to help

Once again an “OK” confirmation box appears to ensure the correct amount has been entered.

of course you can manage large groups of orders
Of course, you can manage large groups of orders

To get a quick list of all authorizations ready to capture simply click the option on the left side of the screen under the “Order Search” tab and perform a date range search.

but the business center will always offer options
But the Business Center will always offer options

The results are displayed as follows, you’re able to go into each order individually or simply place a check mark next to the order and submit multiple captures at once.

and the business center will always be there to help
And the Business Center will always be there to help

A confirmation page is displayed to confirm the correct orders are being captured as well as the correct amount is being submitted. Simply click the “Process” button to complete the Capture requests.

you can even save orders that need a second chance
You can even save orders that need a second chance

To view orders that have failed one or more of your “Smart Auth” settings, simply click the “Authorizations Needing Review” option under the “Order Search” tab.

you can determine which orders need a closer look
You can determine which orders need a closer look

Smart Auth Settings can be configured by selecting the “Smart Authorization” option under the “Settings” tab.

the business center will let you know when to review an order
The Business Center will let you know when to review an order

This example shows the error message which would appear to indicate an order submitted through the “Virtual Terminal” has failed one or more Smart Auth Settings and that this order would be viewable under the “Orders Needing Review” option under the “Order Search” tab.

NOTE: You’re able to complete an order and Capture it even if it fails a Smart Auth Setting, this option is up to each merchant.

this information doesn t have to stay in the business center
This information doesn’t have to stay in the Business Center

To get “Same Day” transaction Reports you may use the “Order Search” screens.

you can export your searches
You can export your searches

Use the “Export Results” button to save a file of all of the results in a CSV or XML format.

export only the information you need
Export only the information you need

Once you click the “Export Results” button this following page will allow you to select the information you’d like to save.

After your selections have been made at this point is when you select the file type.

export the data in excel friendly format or xml
Export the data in Excel© friendly format or XML

Simply click the “Save” button to download the report of your results to your PC.

managing your business includes reporting on your business
Managing your business includes reporting on your business

To view a list of all available Reports simply click the “Reports” tab.

review reports for up to 6 months after the order
Review reports for up to 6 months after the order

By selecting “Authorization Report” you’ll have the option to view all authorization history for the last 6 months in either a Daily or Monthly Detail or Summary view.

NOTE: Monthly reports are available for any month that is fully complete.

reports contain information about success failures
Reports contain information about success & failures

You have the option to Save any report within the Business Center by simply clicking the “Save/Print” option.

you can download in pdf format
You can download in PDF format…

The screen that appears after “Save/Print” is clicked allows you to either Save the report in a PDF format or you may simply view it and print it once it’s loaded.

or excel friendly csv format
…or Excel © friendly CSV format

If you select the “Save” option, simply click the “Save” button to download the entire file on your PC.

summary reports provide analysis of order activity
Summary reports provide analysis of order activity

Here is an example of the Authorization Summary Report for any given day.

NOTE: Card type and total Authorization Amounts are displayed.

the order detail report provides you with all the data
The Order Detail Report provides you with all the data

The “Order Detail Report” option provides full details on all Orders submitted on each given day selected.

in either excel friendly or xml format
… in either Excel© friendly or XML format

NOTE: The “Order Detail Report” is available in either XML or CSV format, this option is configured within the “Account Information” option under the “Settings” tab. (Shown next slide)

Click the “Download” link to save the file to your PC.

make sure and set up which one you want
Make sure and set up which one you want

Under the “Settings” tab under the Account Contact information is where you’re able to configure the report format. Be sure to click the “Update” button after any change is made in the “Settings” area.

want to take orders from your web site
Want to take orders from your web site?

Here is a sample process flow of the Hosted Order Page, please note the optional emails that can be configured and a Sample page is viewable after changes are updated.

the hosted order page hop comes with lots of options
The Hosted Order Page (HOP) comes with lots of options

The Hosted Order Page Settings are available under the “Settings” tab.

you can make the order page look like you want it to look
You can make the order page look like you want it to look

Headers and Footers are able to be configured for your Hosted Order Page in an effort to maintain the same look and feel of your merchant site.

remember to click update
Remember to click “update”

Once again, after all edits have been completed be sure to scroll down to the bottom of the page and click the “Update” button.

again the business center is there to help68
Again, the Business Center is there to help

A successful saved message will appear as well as a “Preview” option to allow you to instantly view your newly updated Hosted Order Page.

The next slide shows this sample HOP after the “Preview” button is clicked.

review your hop changes as you make them
Review your HOP changes as you make them

Sample Hosted Order Page is displayed.

want to code your own connection to cybersource
Want to code your own connection to CyberSource?

Under the “Support” tab you’ll find all Documentation, FAQ’s, API Downloads, a method to contact Customer Support, a payment tutorial and the Connection Matrix.

The “Connection Matrix” option allows merchants to easily determine their method to send transactions by answering some questions about their business.

the c onnection matrix will help you decide
The Connection Matrix will help you decide

After the “Connection Matrix” option is selected the following screen appears. The business questions to answer are on the left, answers are on the right.

as will documentation sample code
…as will documentation & sample code

Once a connection method is determined simply click the “Documentation” option and open the implementation guide for the method you’ve selected, here is the Business Center Guide for Virtual Terminal Users.

NOTE: Each guide breaks down topics into easy to complete steps as well as provides additional information about tools within the Business Center.

wow you have learned a lot
Wow! You have learned a lot!
  • How to manage your business using the CyberSource Business Center, including:
    • How to take credit card orders using the Virtual Terminal
    • How to credit returned orders
    • How to look up and manage your orders
    • How to protect yourself from taking bad orders
    • How to generate and download reports of your orders
    • How to start setting up your own hosted Payment Form
    • How to start setting up your shopping cart to use CyberSource
    • How to get help with any of the above either contact Customer Support or you may simply replay this tutorial.