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Manual VeriFone PCC-5-7-1h

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  • VeriFone PCC-5-7-1h - page 1

    Electronic Payment Processing Software Setup Guide and User's Manual Copyright October 2005, VeriFone Inc. PCC-5-7-1h ...

  • VeriFone PCC-5-7-1h - page 2

    Notice Copyright October 2005, VeriFone Inc. All ri ghts reserved. active-Charge, active-Charge SDK, PC Charge Payment Server, PC Charge Pro, PC Charge DevKit, Virtual-Charge, IP- Charge are trademarks and PC-Charge is a r egistered trademark of VeriFone Inc. Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation. O ...

  • VeriFone PCC-5-7-1h - page 3

    Sof tware License IMPORTANT CAREFULLY REVIEW THIS AGREEMENT BEFORE CONT INUING THE INSTALLATION OR USE OF THE VERIF ONE, INC. ("VERIFONE") SOFT WARE ("SOFTWARE"). THIS END-USER LICENSE AGREEMENT ("AGREEMENT") IS A LEGAL AGREEMENT BETWEEN YOU (EITHER AN INDIVIDUAL OR A SINGLE ENTITY) ("YOU") AND VERIFON E. IF ...

  • VeriFone PCC-5-7-1h - page 4

    5. LIMITED WARRA NTY/REFUND/SUPPORT . VERIFONE warrants that the magnetic media on which the Software is contained s hall be free from defects in materials and workmanship under normal use for a period of (60) days after the purchase date. If you discover physical defects in the medi a on which the Software is distributed, VERIFONE will replace the ...

  • VeriFone PCC-5-7-1h - page 5

    10. THIRD PARTY BENEFICIA RIES . You are hereby notified that persons and entities that have licensed software to VERIFONE for in clusion in the Software are third party beneficiaries to this Agreement as it applie s to their respective software product(s) included in the Software. 11. MISCELLANEO US . The Agreement and any attached Ex hibits const ...

  • VeriFone PCC-5-7-1h - page 6

    Table of Contents Notice ...................................................................................2 Software License ................................................................3 Introducti on .......................................................................10 Important Securi ty Notice .......................................... ...

  • VeriFone PCC-5-7-1h - page 7

    Gift Card Company Extended Dat a Fields .................................................................. 64 Company Information Setup ....................................................................................... 65 Address Verification Setup .......................................................................................... 66 Ca ...

  • VeriFone PCC-5-7-1h - page 8

    All about Gift Card Transactions ............................................................................... 157 Processing Gift Card Transac tions -- A Typical Day ................................................. 158 Offline Processing and Import Files .............................. 159 Offline Processing ..................................... ...

  • VeriFone PCC-5-7-1h - page 9

    Check Detail ................................................................................................................... ... 212 EBT Summary ................................................................................................................... 2 13 Batch Pre-Settle ............................................................... ...

  • VeriFone PCC-5-7-1h - page 10

    Introduction Congratulations on the purchase of PC Charge Payment Server--the most advanced solution in the industry for processing credit ca rds on your PC. This softw are provides you with a fast, reliable way to process a variet y of transaction types in an easy to use Windows environment. This manual prepares you with t he detailed information ...

  • VeriFone PCC-5-7-1h - page 11

    Import ant Security Notice  Simple Explanation: In June 2001, Visa mandated its Cardholder Information Security Program (CISP). This program is a standard for securing cardholder data, wherever it is located. Visa states that CISP compliance is required of all entities that store, proc ess, or transmit Visa cardholder data. This includes merchan ...

  • VeriFone PCC-5-7-1h - page 12

    Data Protection Guidelines Although the following information will help you to comply with the Cardholder Information Security Program (CISP), it is important to Visa’s website ( http:// www.vis a.co m/ci sp ) and review the most up-to-date information available. PC Charge, when implemented according to CISP guidelines (and when implemented into ...

  • VeriFone PCC-5-7-1h - page 13

    Why Comply with CISP? The following information was taken directly from Visa’s w ebsite ( http ://www.v isa. com/ cis p ): The CISP requirements help Visa mem bers, me rchants, and service prov iders protect their information assets and meet the obligations to the Visa payment structure. Other benefits include: • Consumer confidence: Reports of ...

  • VeriFone PCC-5-7-1h - page 14

    System Requirement s YOU MUST HAVE THE FOLLOWING: • PC with Windows 98, XP, NT, 2000, or 2003 • 64 MB minimum of RAM, 256 MB preferred • 30 MB of available hard-disk space, 100 MB preferred • An Internet connection OR a Hayes compatible modem (capable of 1200 baud or less) and an analog phone line • CD-ROM drive • 400 MHz or higher proc ...

  • VeriFone PCC-5-7-1h - page 15

    / Technical Details: Some payment processing companies are beginning to process transactions via SSL2 (a highly se cure Internet protocol). In order to be able to process via SSL2, users of Windows 98 and Windows NT must install certain upgrades. The following inst ructions help explain how to obtain and install these system upgrades/enhancements. ...

  • VeriFone PCC-5-7-1h - page 16

    3. Double-click the file named SChannelRegEdit.exe . 4. The utility will update y our system as necessary. The Window s 98 SSL Upgrade Instructions are complete. You may now continue on to the section Upgrade Preparation (see page 18). Windows NT SSL Upgrade Instructions INSTALLING DCOM 1. It is necessary that someone w ith System Administrator acc ...

  • VeriFone PCC-5-7-1h - page 17

    SCHANNEL REGISTRY UPDATER 1. It is necessary that someone w ith System Administrator access to your operating system make the following changes. 2. Shut down all active programs ( PC Charge, word processors, media play ers, etc.). 3. Open y our Windows Explorer (click Start , then Programs , then A ccessories , then Window s Explorer ). Look on you ...

  • VeriFone PCC-5-7-1h - page 18

    Upgrade Prep aration ( Note: The following section pertains only to those users who are upgrading their existing copy of PC Charge. If you are installing PC Charge for the first time, you can skip ahead to the section Installation (see page 21). The following instructions must be followed PRIOR to upgrading your existing version of PC Charge Paymen ...

  • VeriFone PCC-5-7-1h - page 19

    __ 6. Click Utilities on the PC Charge menu bar. Click Repair . Depending on the size of your database, it may take a few minutes for PC Charge to complete this procedure. Click OK when you see the message " Process Complete ". __ 7. Click Utilities on the PC Charge menu bar. Click Compact . Depending on the size of your database, it may ...

  • VeriFone PCC-5-7-1h - page 20

    Upgrading PCCharge ( Note: The following section pertains only to those users who are upgrading their existing copy of PC Charge. If you are installing PC Charge for the first time, you can skip ahead to the section Installation (see page 21). The following instructions may be followed A FTER completing the steps in the previous section, Upgrade Pr ...

  • VeriFone PCC-5-7-1h - page 21

    Inst allation Insert the PC Charge Payment Server CD into CD-RO M drive of y our computer. The installation process should begin automatically. If the installation process does not start manually, your copy of Windows may be set up to not allow auto-run of CD-ROMs. If so, you'll need to manually begin the installation process. You can do so by ...

  • VeriFone PCC-5-7-1h - page 22

    Welcome! Click Next > to proceed to the next step in the installation process. 22 ...

  • VeriFone PCC-5-7-1h - page 23

    License Agreement Select I accept the terms of the license agreement and click Next > to proceed to the next step in the installation process. 23 ...

  • VeriFone PCC-5-7-1h - page 24

    Setup Type  Simple Explanation: Most users should simply select Complete and click Next > to proceed to the next step in the installation process. You may then skip ahead to the section Ready To Install (see page Error! Bookmark not defined. ). You may select either Complete setup or Custom setup. Select Complete setup if you want to install ...

  • VeriFone PCC-5-7-1h - page 25

    Choose Destination Location  Simple Explanation: If you selected Complete as your setup ty pe, you may skip this section. This window allows you to specify where on your local hard drive you'd like to install PC Charge Payment Server. If you're upgrading PC Charge, use the Browse… button to specify the location of your existing insta ...

  • VeriFone PCC-5-7-1h - page 26

    Select Features  Simple Explanation: If you selected Complete as your setup ty pe, you may skip this section. This window allows y ou to specify which PC Charge features you'd like to install. Y ou can uncheck a feature if you do not want that feat ure to be installed. Most users should click Next > to proceed to the next step in the ins ...

  • VeriFone PCC-5-7-1h - page 27

    Ready to Install! You are now ready to install PC Charge Pay ment Server. Click Next > to proceed to the next step in the installation process. 27 ...

  • VeriFone PCC-5-7-1h - page 28

    Installing PC Charge is now being installed to your sy st em. This process should only take a few minutes. 28 ...

  • VeriFone PCC-5-7-1h - page 29

    Installation Completed! The installation process is complete. You may now remove the PC Charge Installation CD from your computer. Click Finish to proceed to The Setup Process . 29 ...

  • VeriFone PCC-5-7-1h - page 30

    The Setup Process During the first use of PC Charge, you are automatically taken through a setup process. If you need to make changes to the following settings at any time after the initial software setup, you can access all of the setup parameters from the Setup menu. 30 ...

  • VeriFone PCC-5-7-1h - page 31

    Starting PCCharge Payment Server 1. Click the Windows Start button (its default location is the bottom-left of your screen). 2. Click Programs (or Program Files ). 3. Click VeriFone . 4. Click PC Charge Payment Server. 5. The following shortcuts are available: • PCCharge Payment Serv er Help File - Also available within PC Charge • PCCharge Pay ...

  • VeriFone PCC-5-7-1h - page 32

    Accessing the User Interface  Simple Explanation: The PC Charge Payment Server user interface does not appear by default, except during the installation of PC Charge. After PC Charge has been completely set up and closed, the user interface will not appear when the program is executed. This is because most users will use the Payment Server in co ...

  • VeriFone PCC-5-7-1h - page 33

    Do you have a Configuration Disk? When PC Charge Payment Server is initially started, you will be asked if y ou have a Configuration Disk. Did you get a companion disk (3½ inch floppy disk or CD) with the installation CD? It may be labeled Configuration Disk or License Disk . 1. If you did NOT receive a companion floppy disk with your copy of PC C ...

  • VeriFone PCC-5-7-1h - page 34

    Entering your Serial Number The serial number is a sixteen- digit number in the format: ####-####-######-##  WARNING: PC Charge will not operate without a valid serial number. Locating your Serial Number • Look for the serial number on the back of the installation CD jewel case, on the documentation provided with PC Charge, or on the software& ...

  • VeriFone PCC-5-7-1h - page 35

    Preferences  Simple Explanation: This Preferences window allows you to set up and configure your copy of PC Charge. Many users will w ant to use the default settings. However, we HIGHLY recommend that you review the descriptions of the different options and settings listed below. Click the OK button to exit the Preferences window. This will save ...

  • VeriFone PCC-5-7-1h - page 36

    ( Note: The password is case sensitive. Le tters entered in upper or lower case must be re-entered in that same case whenever accessing a password protected function. Last Valid Year -- (Default = 12) -- This allows you to set a maximum year for acceptable expiration dates. You must make a business dec ision on what will be the latest expiration da ...

  • VeriFone PCC-5-7-1h - page 37

    Credit Card Company 0000 0000 0000 0000 1234 GOOD THRU 09/09 John Q Smith ( Note: MSV protects you from fraud related to credit cards with forged magnetic strip information. If the info rmation encrypted on the magnetic strip does not match the last four digits of the raised credit card number on the front of the card, PC Charge will not allow the ...

  • VeriFone PCC-5-7-1h - page 38

    Prompt for Visa Bill Payment -- (Default = Checked) -- If this option is checked and the active processor is either NPC or Vital (VISA), PC Charge will display a prompt during a transaction asking if it is a bill pay ment trans action. For more information on bill payment, consult the Notes for these processors in the PC Charge Appendices. Cards Ac ...

  • VeriFone PCC-5-7-1h - page 39

    Advanced Configuration Setup  Simple Explanation: This Advanced Configuration Setup window allows you to fine-tune your copy of PC Charge. Y ou may access this window by clicking the A dvanced button on the Preferences window (described in the previous section). Most users will want to use the default settings. Click the OK button to exit the Ad ...

  • VeriFone PCC-5-7-1h - page 40

    Multi-Trans Wait: -- (Default = Unchecked) -- If this option is unchecked, PC Charge will hang up after every transaction when authorizi ng a group of transactions. Checking this option allows PC Charge to attempt to keep the connection open when authorizing a group of transactions. PC Charge can only keep the connection open if the credit card pro ...

  • VeriFone PCC-5-7-1h - page 41

    Merchant Setup Wizard  Simple Explanation: The Merchant Setup Wizard makes it easy to enter all of your credit card processi ng company information. Just follow the simple on-screen instructions and refer to this manual for further explanation of each section. All of the windows in the Wizard are accessible at any time after initial setup. Click ...

  • VeriFone PCC-5-7-1h - page 42

    Credit Card Processing Company Setup  Simple Explanation: This window allows you to set up y our merchant account in PC Charge. This is the information that identifies your pay ment processing account. You should have received these numbers from your bank or your merchant service provider. Di fferent payment processing companies may refer to the ...

  • VeriFone PCC-5-7-1h - page 43

    Register New Merchant License 1. Before you enter your credit card company number into this w indow, refer to y our PCCharge Appendices . As you go through the follow ing steps, you'll need to review the section of Appendix A that gives detailed information on your credit card processing company. We HIGHLY recommend that you print out and stor ...

  • VeriFone PCC-5-7-1h - page 44

    Credit Card Processing Company Extended Data Fields ( Note: As you can see, there isn't a picture of y our Credit Card Processing Company Extended Data Fields window shown on this page. This is because each credit card processing company has its own set of Extended Data Fields . 1. Enter the extended information as requir ed by your credit car ...

  • VeriFone PCC-5-7-1h - page 45

    Split Dial/Settle Setup  Simple Explanation: Split dial is the ability to dial directly to American Express for authorizations on AMEX cards. Split settle is the ability to connect directly to American Express to settle AMEX card transactions. Both split dial and split settle will typically get lower per-transaction rates on American Express tra ...

  • VeriFone PCC-5-7-1h - page 46

    American Express Split Dial Setup ( Note: The American Express Split Dial setup w indow allows you to enter your business's American Express processing inform ation. American Express will authorize your AMEX transactions directly. Y our VISA/MasterCard processing company will still settle the transactions--unless y ou enable AMEX settle (as de ...

  • VeriFone PCC-5-7-1h - page 47

    • If you've selected Restaurant as your Business Type , enter the "authorization expansion factor" you have set up with the credit card processing company . Usually this is 120%. This would allow 20% of the transaction amount without the tip (the other 100%) to be authorized, even if the actual gratuity amount is not known. • If ...

  • VeriFone PCC-5-7-1h - page 48

    8. Enter the Account Information for y our American Express account. • Service ID/PCID: -- (Default = Empty ) (6 alpha- numeric characters) -- This information will be supplied to you by AM EX or your merchant service provider. AMEX may refer to this as Name or Process Control ID . The value of this field is the same as the value of the field Use ...

  • VeriFone PCC-5-7-1h - page 49

    • System Port: -- (Default = 5000) -- This is the port through w hich AMEX transactions are sent. This va lue can be set to 5000 or 21. • Request Timeout: -- (Default = 20) -- Set this value to the number of seconds you want PC Charge to wait for TCP/IP settlement from the processing company before timing out. 12. Your AMEX account information ...

  • VeriFone PCC-5-7-1h - page 50

    AMEX Settle Setup ( Note: PC Charge's AMEX Settle feature w ill transfer (to American Express) all AMEX transactions for the active me rchant account, whether they were processed using split dial OR thr ough your VISA/MasterCard processing company. The section Settle in the Batch Function chapter of this manual will provide you with general ba ...

  • VeriFone PCC-5-7-1h - page 51

    Windows XP 1. Click Start Î A ll Programs Î Accessories Î Communications Î Netw ork Connections . 2. Double-click the Make New Connection icon. Click Next . 3. Make sure Connect to the Internet is selected. Click Next . 4. Make sure Set up my connection manually is selected. Click Next . 5. Name the connection AMEX (using all uppercase letters) ...

  • VeriFone PCC-5-7-1h - page 52

    7. You have now created a connection to AMEX that can be used by PC Charge. Return to the main PC Charge window. You may now perform a test transaction using the AMEX number as described in the section Performing Test Transactions (see page 81). After performing the test trans action, continue on to the section Debit Card Company Setup (see page 53 ...

  • VeriFone PCC-5-7-1h - page 53

    Debit Card Company Setup  Simple Explanation: This window allows you to set up your debit card processing account number in PC Charge. If you don't need this ability, click the Next button and skip ahead to the section Check Services Company Setup (see page 56). This is the information that identifies your payment processing account. You sh ...

  • VeriFone PCC-5-7-1h - page 54

    3. Review the PC Charge Appendices' Debit Notes for your processing company. • If your account is DUKPT, enter the Working Key for your debit card processing account here. This number is the main number that identifies your account. You should have received this number from your bank or your merchant service provider. • If your account is ...

  • VeriFone PCC-5-7-1h - page 55

    Debit Card Company Extended Data Fields  Simple Explanation: The following Debit Card Company Extended Data Fields information is for those users who are setting up the ability to process debit cards using PC Charge. If you don't need this ability , click the Next button and skip ahead to the section Check Services Company Setup (see page 5 ...

  • VeriFone PCC-5-7-1h - page 56

    Check Services Company Setup  Simple Explanation: This window allows y ou to set up your check processing account number in PC Charge. If you don't need this ability, click the Next button and skip ahead to the section EBT Processing Company Setup (see page 59). This is the information that identifies your payment processing account. You sh ...

  • VeriFone PCC-5-7-1h - page 57

    4. The default phone numbers for your processing company w ill automatically appear in the Primary Phone and Secondary Phone fields. If you're connecting to your processing company via a dial-up (modem ) connection, these are the phone numbers that PC Charge will use. If your merchant service provider has supplied with alternate "authoriz ...

  • VeriFone PCC-5-7-1h - page 58

    Check Services Company Extended Data Fields  Simple Explanation: The following Check Services Company Extended Data Fields information is for those users who are setting up the ability to process checks using PC Charge. If you don't need this ability, click the Next button and skip ahead to the section EBT Processing Company Setup (see page ...

  • VeriFone PCC-5-7-1h - page 59

    EBT Processing Company Setup  Simple Explanation: This EBT Card Setup window allows you to set up your EBT card processing account number in PC Charge. If you don't need this ability, click the Next button and skip ahead to the section Gift Card Processing Company Setup (see page 62). This is the information that identifies your payment pro ...

  • VeriFone PCC-5-7-1h - page 60

    3. Enter the Terminal ID for your EBT card processing account here. This number is the main number that identifies your account. You should have received this number from your bank or your merchant serv ice provider. Y ou may leave the Working Key blank. 4. The default phone numbers for your processing company w ill automatically appear in the Prim ...

  • VeriFone PCC-5-7-1h - page 61

    EBT Company Extended Data Fields  Simple Explanation: The following EBT Card Company Extended Data Fields information is for those users who are setting up the ability to process EBT cards using PC Charge. If you don't need this ability, click the Next button and skip ahead to the section Gift Card Processing Company Setup (see page 62). ( ...

  • VeriFone PCC-5-7-1h - page 62

    Gift Card Processing Company Setup  Simple Explanation: This Gift Card Setup window allows you to set up your gift card processing account number in PC Charge. If you don't need this ability, click the Next button and skip ahead to the section Company Information Setup (see page 65). This is the information that identifies your payment proc ...

  • VeriFone PCC-5-7-1h - page 63

    4. Enter the Terminal ID for your gift card processing account here. This number is the main number that identifies your account. You should have received this number from your bank or your merchant service provider. 5. The default phone numbers for your processing company w ill automatically appear in the Primary Phone and Secondary Phone fields. ...

  • VeriFone PCC-5-7-1h - page 64

    Gift Card Company Extended Data Fields  Simple Explanation: The following Gift Card Company Extended Data Fields information is for those users who are setting up the ability to process gift cards using PC Charge. If you don't need this ability, click the Next button and skip ahead to the section Company Information Setup (see page 65). ( N ...

  • VeriFone PCC-5-7-1h - page 65

    Company Information Setup ( Note: The company information that you enter into this Company Setup window should match the information that your credit card processing company has on file for your merchant account. If you are unsure of this information, check with your merchant service prov ider (MSP). Your MSP is the group or individual who sold you ...

  • VeriFone PCC-5-7-1h - page 66

    Address Verification Setup  Simple Explanation: The Address Verification Setup window allow s you to set up AVS (address verification serv ice) filtering for your credit card processing account. If you manually enter a credit card's information, AVS helps to reduce fraudulent tr ansactions by comparing that information to what is on record ...

  • VeriFone PCC-5-7-1h - page 67

    What is AVS? Address Verification Service (AVS) is a fr aud prevention service for card-not-present environments or non-swiped transactions. Duri ng a transaction, AVS compares the address information that the cardholder gives you to what is on record for that credit card number. PC Charge receives the AVS response and displays it after the transac ...

  • VeriFone PCC-5-7-1h - page 68

    4. Because the AVS Response indicated an error, you can either re-attempt the transaction (which would "set aside" an additional $10), or you can refuse to accept the customer's card altogether. AVS Usage Scenario #2 1. In this example, all the options in the A ddress Verification Setup window HAVE been checked. 2. You manually enter ...

  • VeriFone PCC-5-7-1h - page 69

    Card Verification Setup  Simple Explanation: The Card Verification Setup window allows you to set up CVV2, CVC2, and CID filtering for your credit card processing account. Card verification is typically used in card-not-present situations (like Mail Order/Telephone Order and eCommerce) to help to verify that the customer actually has the card in ...

  • VeriFone PCC-5-7-1h - page 70

    What is CVV2/CVC2/CID? CVV2 (Visa's Card Validation Value), CVC2 (MasterCard's Card Verification Code), and CID (American Express' and Discover's Card I dentification) are fraud prevention services for card-not-present environments or non-swi ped transactions. During a transaction, the 3- or 4-digit security code that you manual ...

  • VeriFone PCC-5-7-1h - page 71

    3. PC Charge connects to your proc essing company and receives a Result of NOT CAPTURED and a CVV Response of CVV2 No Match .  WARNING: Even though the PC Charge Result is CVV2 No Match , the card's "limit-to-buy" has been reduced. Th is means that the customer's credit limit has been temporarily reduced by $10 (in this case) ...

  • VeriFone PCC-5-7-1h - page 72

    End of Merchant Setup Wizard Your merchant account has now been set up. There are a few more steps necessary to make sure that PC Charge Payment Server will operate at its maximum potential. 72 ...

  • VeriFone PCC-5-7-1h - page 73

    Update Configuration Disk  Simple Explanation: PC Charge's Update Configuration Disk feature allows you to create a backup disk (a 3½" floppy disk) that contains your merchant configuration information--essent ially, everything y ou've set up to this point. • If your copy of PC Charge w as shipped with a Configuration Disk or L ...

  • VeriFone PCC-5-7-1h - page 74

    4. A status bar will display the progress of y our configuration disk. PC Char ge will notify you when y our configuration disk has been created or updated. Click OK . 5. Remove your configuration disk. Label it PCCharge Configuration Disk and date it. Continue on to the next section, Simple Modem Setup . ( Note: If your software should ever be del ...

  • VeriFone PCC-5-7-1h - page 75

    Simple Modem Setup  Simple Explanation: PC Charge can communicate with payment processing companies via dial-up modem, TCP/IP Internet, TCP/IP lease line, etc. (depending on how that company is certified w ith PC Charge). If you'll be connecting to payment processing company via dial-up modem, complete the instructions given below. ( Note: ...

  • VeriFone PCC-5-7-1h - page 76

    Manual Modem Setup  Simple Explanation: The following Manual Modem Setup information is for those users whose modem does not pr ocess or settle transactions when set up through the Simple Modem Setup window. If y our modem has already been successfully set up, skip this section. ( Note: If you are running any other comm unication software (Fax p ...

  • VeriFone PCC-5-7-1h - page 77

    • If the Initialization String is something more than just AT , perform a test transaction as described in the section Performing Test Transactions (see page 81). If the test transaction results in a communications error, return to this section and continue with step 7. • If the Initialization String is only AT , you w ill need to contact PC Ch ...

  • VeriFone PCC-5-7-1h - page 78

    Tested Modems We test PC Charge with a wide range of hardware in a variety of conditions. If y ou have hardware not shown on this list and are able use it successfully with y our copy of PC Charge, please contact us at feedback@pccharge.com and inform us of your results. Manufacturer Product 98 2000 XP 2003 Notes 3com 56K v.90 mini PCI Modem (for l ...

  • VeriFone PCC-5-7-1h - page 79

    Advanced Modem Setup  Simple Explanation: The A dvanced Modem Setup w indow allows you to fine-tune your PC Charge modem settings. Almost all of these functions are for use in PC Charge troubleshooting with the assistance of a Technical Support Representative. Most users will want to use the default settings. Click the OK button to exit the Adv ...

  • VeriFone PCC-5-7-1h - page 80

    Create Log File -- (Default = Unchecked) -- Instructs PC Charge to create a modem log file to be used for troubleshooting purposes. Backup Log File -- (Default = Unchecked) -- Check this box to have PC Charge maintain seven days' worth of backup log files. Thes e names of these backup files will include an abbreviation of the day the file was ...

  • VeriFone PCC-5-7-1h - page 81

    Performing Test Transactions  Simple Explanation: These test transactions will help you to confirm that your modem is set up properly and w orking with your pay ment processing company. Since these test transactions will be performed using a live credit card number, actual funds will be transferred to and from your account. If you get an appropr ...

  • VeriFone PCC-5-7-1h - page 82

    4. Click in the white space next to the words Card Member and type in the cardholder name exactly as show on the credit card. Look at the Card Issuer field. It should now display the type of card being processed ( VISA , MC , DISC , etc.). If UnKn is displayed, it means that the card number you've entered is incorrect and that you'll need ...

  • VeriFone PCC-5-7-1h - page 83

    • If you received some other error message, y ou will need to contact PC Charge Technical Support at (877) 659-8981. 9. Since you've received a Result of CAPTURED , you know that PC Charge can successfully "authorize" this card ty pe. Click OK on the Result window. ( Note: This means that $1.00 from the credit card has been reserve ...

  • VeriFone PCC-5-7-1h - page 84

    13. Now that you've successfully processed a test transaction, you may begin processing live transactions. Before you do, continue on to the next section, Basic Setup Complete, to make sure you don't need to complete any other steps. ( Note: If you think that your account is set up to process other credit card ty pes (American Express, Di ...

  • VeriFone PCC-5-7-1h - page 85

    Basic Setup Complete For many users, this completes the process of setting up PC Charge. Your credit card processing account has been set up along with the means of communicating with your processing company. The next chapter, Continuing Setup , has to do with device setup and some of the extended capabilities of PC Charge. Y ou may skip ahead to t ...

  • VeriFone PCC-5-7-1h - page 86

    Continuing Setup  Simple Explanation: The features described in this section of the PC Charge manual are not essential for basic credit card processing, but they do provide users with a powerful array of tools to use in payment processing. We HIGHLY recommend that you at least review the PC Charge features described in Continuing Setup . 86 ...

  • VeriFone PCC-5-7-1h - page 87

    Devices Setup  Simple Explanation: Review this section if you plan to use a card reader, check reader, PIN pad, touch screen, report printer, or receipt printer with PC Charge. If you do not plan to use one of these devices with PC Charge, you may skip ahead to the section Cashier Privileges Setup (see page 104). 87 ...

  • VeriFone PCC-5-7-1h - page 88

    Card Reader Setup  Simple Explanation: This window allows you to set up a card reader to "swipe" cards--that is, to read the data stored on the card's magnetic strip by manually passing it through the card reader. If you do not have a card reader installed on your machine, leave this window set to its default setting (as shown bel ...

  • VeriFone PCC-5-7-1h - page 89

    • Click OK to save these settings and return to the main PC Charge window. Y ou may now perform a test transaction usi ng your device (see page 81), or y ou may proceed to the next section, Check Reader Setup (see page 91). 4. If you've selected Serial Reader , Review the Tested Card Readers table (at the end of this Card Reader Setup sectio ...

  • VeriFone PCC-5-7-1h - page 90

    Manufacturer Product 98 2000 XP 2003 Notes IDTech Serial Model # WCR3321-12 X X X X Set up in PC Charge as Serial Reader . • Baud = 9600 • Parity = Even • Data Bits = 7 IDTech USB Model # IDT3331-12U X X X X Set up in PC Charge as Keyboard Wedge . Ingenico eN-Check 2500 X X X X Set up in PC Charge as Ingenico 2500 . See note at end of this ta ...

  • VeriFone PCC-5-7-1h - page 91

    Check Reader Setup  Simple Explanation: This window allows you to set up a check reader to scan check information. If you do not have a check reader installed on y our machine, leave this window set to its default setting (as shown below, with NONE selected) and skip ahead to the section PIN Pad Setup (see page 93). 1. Click Setup on the menu ba ...

  • VeriFone PCC-5-7-1h - page 92

    • Select the data bits setting appropriate for your check reader (the default setting is 7 ). This information should be provided by your device's documentation. 5. Click OK to save these settings and return to the main PC Charge window. Y ou may now perform a test transaction using y our device (see page 81), or y ou may skip ahead to the s ...

  • VeriFone PCC-5-7-1h - page 93

    PIN Pad Setup  Simple Explanation: This window allows you to set up a PIN Pad for accepting debit transactions. If you do not have a PIN Pad installed on your machine, leave this window set to its default setting (as shown below, with NONE selected) and skip ahead to the next section, Touch Screen Setup (see page 96). ( Note: If you plan to proc ...

  • VeriFone PCC-5-7-1h - page 94

    • Select the parity that the PIN pad uses (the default setting is Ev en ). This information should be provided by your device's documentation. • Select the data bits setting appropriate for your PIN pad (the default setting is 7 ). This information should be provided by your device's documentation. • If you've selected the Veri ...

  • VeriFone PCC-5-7-1h - page 95

    Manufacturer Product 98 2000 XP 2003 Notes VeriFone 1000 SE X X X X Set up in PC Charge as VeriFone 101/1000 . • Baud = 1200 • Parity = Even • Data Bits = 7 • Time Out = 4 VeriFone 2000 X X X X Set up in PC Charge as VeriFone 2000 . • Baud = 1200 • Parity = Even • Data Bits = 7 • Time Out = 4 VeriFone Everest X X X X Set up in PC Ch ...

  • VeriFone PCC-5-7-1h - page 96

    Touch Screen Setup  Simple Explanation: This window allows you to set up a touch screen device. If you do not have a touch screen in stalled on your machine, leave this window set to its default setting (as shown below , with NONE selected) and skip ahead to the next section, Report Printer Setup (see page 98). This window allows y ou to set up ...

  • VeriFone PCC-5-7-1h - page 97

    • Select the data bits setting appropriate for your touch screen (the default setting is 7 ). This information should be provided by your device's documentation. • Click the Download Forms button to have PC Charge transfer form information to the touch screen device. It should only be necessary to use this button during initial touch scree ...

  • VeriFone PCC-5-7-1h - page 98

    Report Printer Setup  Simple Explanation: This window allows you to set up a standard Windows-compatible printer to print PC Charge reports and contracts. If you do not have a printer or you simply do not want to print reports, leave this window set to its default setting (as shown below) and skip ahead to the next section, Receipt Printer Setup ...

  • VeriFone PCC-5-7-1h - page 99

    Receipt Printer Setup  Simple Explanation: This window allows you to set up a standard Windows-compatible printer or a receipt printer to print PC Charge receipts. If you do not have a printer or you simply do not w ant to print receipts, leave this window set to its default settings (as shown below) and skip ahead to the section Cashier Privile ...

  • VeriFone PCC-5-7-1h - page 100

    4. Depending on the kind of printer you have, select either Standard Printer or Roll Printer . A standard printer is a typical 8½" x 11" desktop printer. A roll printer is a type of printer specifically designed to print out small format receipts (like those commonly received at most stores and businesses). 5. In the section labeled Rece ...

  • VeriFone PCC-5-7-1h - page 101

    • Click the OK button to return to the Receipt Printer Setup window. 8. If you selected Standard Printer for your Printer Type , configure the following settings: • Select the Orientation that you want for your printed receipts. Y ou may select a Portrait or Landscape orientation. • Set your Margins . The values for the margins are displayed ...

  • VeriFone PCC-5-7-1h - page 102

    Manufacturer Product 98 2000 XP 2003 Notes Citizen CBM 1000 X X X X Manual tear-off. Drivers available online. Set up in PC Charge as Roll Printer . Set the Column Width to 40 . Citizen iDP 3550 X X X X Drivers available online. Set up in PC Charge as Roll Printer . Set the Column Width to 40 . Citizen CPM 10 (without card reader) X X X Thermal pri ...

  • VeriFone PCC-5-7-1h - page 103

    Example Receipt With Comments ( Note: In this view, the Secure Receipts option is enabled. My Company 112 Ocean Avenue Anytown, NY 11708 Date: 10/09/74 Time: 12:00:00 Sale Result: CAPTURED Auth No: ABC123 Sequence #: 4901 TroutD: 4901 Ticket No: 21 Account No: XXXXXXXXXXXX1015 Magnetic Card Present Card Issuer: MC Card Member: Tanaka Flicknetty Exp ...

  • VeriFone PCC-5-7-1h - page 104

    Cashier Privileges Setup  Simple Explanation: PC Charge Payment Server has the ability to support several "cashiers" accessing PC Charge, each with a configurable level of access. If you think you'll be running PC Charge on a single computer with multiple users accessing that computer, and you w ant to support different levels of ...

  • VeriFone PCC-5-7-1h - page 105

    3. Click the Add Cashier button. 4. Enter a Cashier Name (20 characters maximum). Enter a Password (10 characters maximum, case-sensitive), and re-enter the password in the field labeled Confirm Password ). 5. Put a check next to the functions that you want to allow to this cashier. • Refund Functions -- Allows a cashier to perform a credit card ...

  • VeriFone PCC-5-7-1h - page 106

    Some of the following gift card transaction types are not supported by all gift card processing companies. Refer to the PC Charge Appendices to determine which gift card transaction types are available to y our gift card processing company . You may also refer to the section Gift Card Transaction Processing to learn about gift card processing in ge ...

  • VeriFone PCC-5-7-1h - page 107

    Deleting a Cashier's Account ( Note: You cannot delete the System user. To disable this user, delete the password from the Preferences window (see page 35). Note that deleting the System user w ill disable cashier permissions for all cashiers. 1. Click Setup on the menu bar. Click the Cashier Privileges option. 2. Look at the Del? column at th ...

  • VeriFone PCC-5-7-1h - page 108

    Users Setup  Simple Explanation: PC Charge Payment Server has the ability to support several "users" from separate computers connecting to the central PC Charge Payment Server installation, using either PC Charge Client or some third party software integrated with PC Charge. Most users do not need to access this window. If you are in s ...

  • VeriFone PCC-5-7-1h - page 109

    Deleting a User  WARNING: The default user is User1 . You should not delete or rename this user unless directed to do so by Technical Support. Deleting or renaming this user may result in PC Charge not being able to process transactions. 1. Click Setup on the menu bar. Click the Users option. 2. Select the user you want to delete. Click the Remo ...

  • VeriFone PCC-5-7-1h - page 110

    Private Label Card Setup  Simple Explanation: The Private Label Card Setup window allows you to activate and configure PC Charge's ability to handle process label card transactions. Private label cards are credi t cards that are not issued by major issuers like VISA, MasterCard, American Ex press, Discover, etc. Private label cards are typi ...

  • VeriFone PCC-5-7-1h - page 111

    1. To access the Private Label Card Setup window , click Setup on the menu bar. Click the Merchant Setup option. Click the Private Label option. 2. Put a check next to the box labeled A uthorize . This will activate PC Charge's ability to handle private label card transactions. 3. Click the small drop-down arrow button (to the right of the Pro ...

  • VeriFone PCC-5-7-1h - page 112

    Remove TID Number  Simple Explanation: The Remove TID Number window allow s you to remove a merchant account number from your software. If you DO NOT need to remove a merchant number from PC Charge, skip ahead to the section Numbers Setup (see page 113).  WARNING: Do not perform this operation unless you are absolutely sure you wish to do so. ...

  • VeriFone PCC-5-7-1h - page 113

    Numbers Setup  Simple Explanation: The Sequence Numbers window allows you to re- synchronize certain internal PC Charge database values. Most users will never need to use this window. Skip ahead to the section User's Guide (see page 114).  WARNING: Changing these two fields can c ause numerous errors in normal software operation. You sho ...

  • VeriFone PCC-5-7-1h - page 114

    User's Guide This section describes how to process si ngle transactions, view reports, and use other options accessible in PC Charge Payment Server. 114 ...

  • VeriFone PCC-5-7-1h - page 115

    Main Window The main window is the focal point of PC Charge. It is the window you will first see when PC Charge is started. You can access any function of PC Charge from the main w indow. Menu Bar -- (Top of the main window) -- The menu bar is a generic Window s-based menu system. The menu bar allows you to access every feature of PC Charge. Icon B ...

  • VeriFone PCC-5-7-1h - page 116

    Act ive Co mp a ny D is pl ay -- (Bottom-middle of the main window) -- This drop-down box displays the currently selected merchant account number and the company name associated with that account. Whatever acc ount is shown here will be used to process all credit card transactions performed from the Credit Card Transactions window. Click the drop-d ...

  • VeriFone PCC-5-7-1h - page 117

    Icon Bar Credit -- Click this button to access the Credit Card Processing window (see page 119). Debit -- Click this button to access the Debit Card Processing window (see page 133). Check -- Click this button to access the Check Processing window (see page 141). EBT -- Click this button to access the EBT Card Processing window (see page 147). Gift ...

  • VeriFone PCC-5-7-1h - page 118

    Menu System The menu bar allows you to select every possible operation that can be performed by PC Charge Payment Server. Those menu options not mentioned here are covered in other sections of this manual. File Menu The File menu allows you to access the Import File functions of PC Charge (see page 162). The File menu also allows you to exit PC Cha ...

  • VeriFone PCC-5-7-1h - page 119

    Credit Card Processing To access the Credit Card Transactions window, click Transactions on the menu bar. Click the Credit Card option. Or, click the Credit button on the Icon Bar . Action Buttons The action tabs allow you to select the desired Act i on : Sale , Credit , etc. Not all A ction Tabs or fields will be available to every credit card pro ...

  • VeriFone PCC-5-7-1h - page 120

    Exp. Date (MMYY): -- Enter the cardholder's credit card account expiration date here. A slash or space is not required. ( Example: For 01/05, enter 0105) Amount $: -- Enter the dollar amount of the transaction here. The dollar sign need not be entered. ( Example: For $25.25, enter 25.25) Ticket Number: -- Enter your sales or invoice number in ...

  • VeriFone PCC-5-7-1h - page 121

    All about Credit Card Transactions Background Processing credit card transactions is a tw o-step process. When you perform a sale transaction, the credit card's limit to buy is reduced. The processing company authorizes the transfer of that amount of funds from the cardholder's account to your account. However, the funds are not actually ...

  • VeriFone PCC-5-7-1h - page 122

    Credit -- This action increases the cardholder's limit to buy. It authorizes a transfer of funds from your account to the cardholder's account. Void Sale -- This action removes a sale transacti on. No funds will be received from this transaction. Use the Void Sale action to correct mistakes and on same-day returns. This action can only be ...

  • VeriFone PCC-5-7-1h - page 123

    Using Credit Card Transaction Processing Credit card transaction processing is the most commonly used function of PC Charge, and is also the easiest to use. To process a Sale transaction, all that is generally required is that you complete the following simple steps: 1. Start PC Charge. 2. Click the Credit icon. 3. Enter all the information request ...

  • VeriFone PCC-5-7-1h - page 124

    Process or View List After selecting the tab of the transaction type you w ant to process, you'll need to fill out the fields shown on that screen (just as you would during a Sale transaction). Different transaction types and different processing co mpanies may display different fields. You may see that the normal Process button becomes a Proc ...

  • VeriFone PCC-5-7-1h - page 125

    4. Choose the transaction you want to void by clicking its row. 5. Click the Select button. 6. PC Charge will return to the Credit Card Transactions window and automatically fill out that screen with the necessary details of the original Sale transaction. Click Process or View List once more. PC Charge will contact the processing company and attemp ...

  • VeriFone PCC-5-7-1h - page 126

    Example: A customer gives you her receipt and asks for her money back for a transaction made earlier in the day. You decide to perform a Void Sale transaction. Rather than using the Select Transactions window, you can just enter the TroutD from the receipt (since y ou know exactly which transaction y ou want to void). Click the Process or View List ...

  • VeriFone PCC-5-7-1h - page 127

    Credit Card Processing -- A Typical Day A typical day of processing credit card transac tions generally consists of 7 simple steps. You can print out or copy this page for use as a daily checklist. 1. Open a new batch by processing y our first credit card transaction of the day. 2. Process whatever transactions you have for that particular day . 3. ...

  • VeriFone PCC-5-7-1h - page 128

    All about Restaurant Transaction Processing PC Charge has the ability to process restaurant- based transactions in a way specifically suited for that type of business. Using PC Charge and a processing company that is certified for restaurant transaction processing with PC Charge, the user can add a gratuity to the total transaction amount. PC Charg ...

  • VeriFone PCC-5-7-1h - page 129

    Using Restaurant Transaction Processing Restaurant transaction processing is handled in much the same way as normal processing. The major difference is that there is a se cond step for some types of restaurant-based transactions: establishing the ac tual gratuity amount. This second step ensures that the correct gratuity amount is transferred from ...

  • VeriFone PCC-5-7-1h - page 130

    • A Gratuity adjustment -- This transaction allows you to change a gratuity amount after one has already been established. Example: You've processed a $30 Sale transaction with a $5 Estimated Gratuity Amount . After the customer receives the total, he decides to give a $10 tip. So, you perform a Gratuity transaction for $10 and the customer ...

  • VeriFone PCC-5-7-1h - page 131

    All about Commercial Card Processing Commercial cards (also known as corporate cards or purchasing cards) are special credit cards that are given to employees of bus inesses, governments, etc., for company purchases. Commercial card tr ansactions record a customer code and a tax amount. The customer code is the code that is assigned to that cardhol ...

  • VeriFone PCC-5-7-1h - page 132

    Using Commercial Card Processing PC Charge has the ability to process tr ansactions involving commercial cards. Commercial cards are processed in almost the sa me way as normal credit cards. Using PC Charge and a processing company that is certified for commercial card processing with PC Charge, the user can specify that a portion of the total amou ...

  • VeriFone PCC-5-7-1h - page 133

    All about Voice Auth Processing A Voice Auth transaction ty pically begins w hen y ou would like to process a Sale transaction, but either cannot access PC Charge (or cannot contact the processing company through PC Charge). To avoid losing the sale, you could call the processing company to get an authorization code verbally--a Voice A uth . When y ...

  • VeriFone PCC-5-7-1h - page 134

    Using Voice Auth Processing Complete the following instructions to record a Voice A uth in PC Charge. 1. Select the desired merchant account from the Acti ve C o m p a n y D i s p l a y at the bottom of the PC Charge window. 2. Access the Credit Card Transactions window by clicking the Credit icon. 3. Click the Post-Auth tab. 4. Fill out the transa ...

  • VeriFone PCC-5-7-1h - page 135

    8. An easy way to process the second Post-A uth is to go to the Post-A uth tab and click the Process or View List button. PC Charge will display the original transaction in the Select Transaction table. Select that transac tion by double-clicking it. 9. Click the Process or View List button. After the transaction is successfully processed, it is re ...

  • VeriFone PCC-5-7-1h - page 136

    Debit Card Processing To access the Debit Card transactions window, click Transactions on the menu bar. Click the Debit Card option. Or, click the Debit button on the Icon Bar (see page 117). Action Buttons The action buttons allow you to select the desired Act io n : Sale , Return , etc. Not all A ction Buttons or fields will be available to every ...

  • VeriFone PCC-5-7-1h - page 137

    Exp. Date (MMYY): Enter the cardholder's credit card account ex piration date here. A slash or space is not required. ( Example: For 01/05, enter 0105) Ticket Number: Enter your sales or invoice number in the Ticket field. This is a number that you designate. It can be any internal reference number. Amount $: Enter the dollar amount of the tra ...

  • VeriFone PCC-5-7-1h - page 138

    All about Debit Card Transactions Processing debit transactions is fa irly straightforward. There are three important points to remember: 1. Debit transactions can onl y be performed in a Retail or "face to face" environment. If you are a Mail Order type business, y ou cannot perform onli ne debit transactions. 2. There are two types of d ...

  • VeriFone PCC-5-7-1h - page 139

    5. Sale Recovery -- This action removes a Void Sale transaction. The original sale will be processed as if the sale was never voided. This action can only be performed before batch settlement/close. With a host based auto-close system, the action has to be performed on the same day. 6. Credit (Return) Recovery -- This action removes a Void Credit ( ...

  • VeriFone PCC-5-7-1h - page 140

    Debit Card Processing -- A Typical Day In this section we will discuss a ty pical day of processing debit cards transactions. Processing debit card transacti ons consists of 7 steps: 1. You open a batch simply by performing y our first debit card transaction of the day. 2. Process whatever transactions you have for that particular day . 3. After yo ...

  • VeriFone PCC-5-7-1h - page 141

    Check Processing Check Verification verifies that the check writer has an account that does not have any “negative flags” for that method of check ve rification (drivers license, MICR, etc.). Check Guarantee guarantees that the check amount will be paid to you regardless of the funds available in the customer's checking account. To access ...

  • VeriFone PCC-5-7-1h - page 142

    ( Note: Some of the following fields may not appear in y our Check Services window. This is because each check servic es company offers different options. Transit Number -- Allows you to enter your customer's transit number. Phone Number -- Allows you to enter your customer's phone number. Zip Code -- Allows you to enter your customer&apo ...

  • VeriFone PCC-5-7-1h - page 143

    All about Check Transactions You should contact your merchant services provider for a description of the type of check service that you are using. PC Charge supports check verification/guarantee and check truncation/conversion. 143 ...

  • VeriFone PCC-5-7-1h - page 144

    All about Check Verification/Guarantee In verifying/guaranteeing a check, funds are not being moved. Check Verification/Guarantee is only a one step proc ess. There is no need for re-transmission (batch settle/close). 1. Check Verification -- Verification allows you to verify that the check writer has an account that does not have any “negative f ...

  • VeriFone PCC-5-7-1h - page 145

    All about Check Conversion/Truncation Check Conversion/Truncation is one of the newer developments in electronic payment processing. It is a process by which a checking account is immediately debited electronically. Processing a check conversion is a two-step process: 1. Process whatever check Sale transactions you have for that particular day . 2. ...

  • VeriFone PCC-5-7-1h - page 146

    All about ECC Check Transactions Some check services companies provide y ou with the ability to transmit scanned check images to their servers. These images allow t hose processors to convert your customers' checks into an electronic transaction. To determine if this ability is available to y ou, check the section of the PC Charge Appendices r ...

  • VeriFone PCC-5-7-1h - page 147

    EBT (Electronic Benefits Transfer) Processing To access the Electronic Benefits Transactions window, click Transactions on the menu bar. Click the Electronic Benefits option. Or, click the EBT button on the Icon Bar (see page 117). Action Buttons The action buttons allow you to select the desired Ac ti o n : Withdraw al , Void , etc. Not all Action ...

  • VeriFone PCC-5-7-1h - page 148

    Exp. Date (MMYY): Enter the cardholder's credit card account ex piration date here. A slash or space is not required. ( Example: For 01/00, enter 0100) Ticket Number: Enter your sales or invoice number in the Ticket field. This is a number that you designate. It can be any internal reference number. Amount $: Enter the dollar amount of the tr ...

  • VeriFone PCC-5-7-1h - page 149

    All about EBT Card Transactions Electronic Benefits Transfer (EBT) is a wa y of issuing and processing certain benefits electronically. The government issues F ood Stamps and aid to families with dependant children on EBT cards that resemble credi t or debit cards. By the year 2002, the government will be able to issue Social Securi ty payments, Di ...

  • VeriFone PCC-5-7-1h - page 150

    Cash EBT Transactions All transactions that are not food st amp transactions ar e processed as Cash EBT transactions. These Cash EBT transactions are very similar to debit transactions because customers can receive cash back from transactions. As with credit card processing, gift card proc essing is a two-step process. As with every Host-based Syst ...

  • VeriFone PCC-5-7-1h - page 151

    Food Stamp EBT Transactions When you are performing a transaction usi ng food stamp benefits, you will need to use Food Stamp EBT Transactions . 1. Purchase/Sale -- This action decreases the cardhol der's limit to buy. It authorizes a transfer of funds from the EBT car dholder's account to your account. 2. Post -- This action makes an app ...

  • VeriFone PCC-5-7-1h - page 152

    Food Stamp Credit EBT Transactions When you are performing a return transacti on using food stamp benefits, you will need to use Food Stamp Credit EBT Transactions . 1. Credit -- This action increases t he cardholder's limit to buy. It authorizes a transfer of funds from your account to the EBT cardholder's account. 2. Post -- This action ...

  • VeriFone PCC-5-7-1h - page 153

    Account Inquiry EBT Transaction This transaction type is relatively simple. It is intended only as a maintenance function. The Account Inquiry function allows you to verify that there is a certain amount in a customer's EBT account. Simply enter the card number and expiration date. Click process to perform the account inquiry. 153 ...

  • VeriFone PCC-5-7-1h - page 154

    Processing EBT Transactions -- A Typical Day In this section of the transaction primer, we will discuss an average day of processing EBT transactions. Processing EBT trans actions is an 8-step process. 1. You open a batch simply by performing y our first debit card transaction of the day. 2. Process whatever transactions you have for that particula ...

  • VeriFone PCC-5-7-1h - page 155

    Gift Card Transaction Processing To access the Gift Card Transactions window , click Transactions on the menu bar. Click the Gift Card option. Or, click the Gift Card button on the Operational Toolbar . Action Tabs: The action tabs allow you to select the desired Acti o n : Validate , Register , etc. Not all Action Tabs or fields will be available ...

  • VeriFone PCC-5-7-1h - page 156

    Validation Code: Validation Code is another name for the card's expira tion date. Enter the cardholder's gift card account expiration date here. A slash or space is not required. ( Example: For 01/00, enter 0100) Ticket Number: Enter your sales or invoice number in the Ticket field. This is a number that you designate. It can be any inter ...

  • VeriFone PCC-5-7-1h - page 157

    All about Gift Card Transactions PC Charge has the ability to process gift cards or gift certificates, either through a swiped transaction or by manually entering the Certificate Number . The account number on a gift card is considered a Certificate Number in PC Charge. Like credit card processors, gift card proc essors can be host-based or termina ...

  • VeriFone PCC-5-7-1h - page 158

    Processing Gift Card Transactions -- A Typical Day We recommend that you follow these instructions each day that you process gift card transactions. 1. Process your transactions as described in the section Gift Card Transaction Processing (see page 155). 2. After you have completed processing tr ansactions for the day, we recommend that you review ...

  • VeriFone PCC-5-7-1h - page 159

    Offline Processing and Import Files  Simple Explanation: PC Charge Payment Server can load files created using its Offline Processing feature. These files contain credit card transaction information. This section describes how to create and load these files.  WARNING: Transactions processed via o ffline processing have a higher per-transactio ...

  • VeriFone PCC-5-7-1h - page 160

    Offline Processing  Simple Explanation: Offline processing allows you to enter all the necessary data for each of your transac tions without having to connect to the processing company for each transaction immediately. The card information is saved into a new or existing Super DAT ( SDT ) file and is held there until the credit card processing c ...

  • VeriFone PCC-5-7-1h - page 161

    4. Process any transactions that you want included in the offline batch of transactions. Clicking the Process button saves that transaction to your SDT file, and PC Charge will update the transaction count at the bottom of the Credit Card Transactions window. 5. When you're done enteri ng transactions, click the Process Offline button to close ...

  • VeriFone PCC-5-7-1h - page 162

    File Import  Simple Explanation: PC Charge allows you to import files containing transaction information (created using PC Charge's offline processing feature). If you don't think you'll need this ability, skip ahead to the section Utilities Menu (see page 164).  WARNING: Transactions processed via o ffline processing have a hi ...

  • VeriFone PCC-5-7-1h - page 163

    • Count -- The Count is the total number of all transactions included within the import file. • Pre-Authed Total -- The Pre-Authed Total is the total dollar value of all pre-auth transactions included within the import file. • Grand Total -- The Grand Total is the total dollar value of all transactions included within the import file that are ...

  • VeriFone PCC-5-7-1h - page 164

    Utilities Menu  Simple Explanation: The Utilities menu provides you with some powerful tools that can be used to improve the functionality, stability, and usability of your PC Charge environment. Many users will not need to use these tools on a regular basis (except for the Backup/Restore and Repair/Compact functions, which should be us ed regul ...

  • VeriFone PCC-5-7-1h - page 165

    Configuration Disk  Simple Explanation: The Configuration Disk Maintenance window allows you to create or restore from a backup configuration disk. The configuration disk described here is just like the one described in the section Update Configuration Disk (see page 73). ( Note: The difference between the configur ation disk and the backup/rest ...

  • VeriFone PCC-5-7-1h - page 166

    Backup/Restore  Simple Explanation: PC Charge provides users with the ability to back up and restore critical user inform ation and transaction records. We HIGHLY recommend that you regularly use this feature in order to help secure y our payment processing data (in case of system failure, accidental deletion, etc.). PC Charge's backup file ...

  • VeriFone PCC-5-7-1h - page 167

    Backing Up Your PCCharge Files 1. Click Utilities on the PC Charge menu bar. Click Repair Database . Depending on the size of your database, it may take a few minutes for PC Charge to complete this procedure. Click OK when you see the message " Process Complete ". 2. Click Utilities on the PC Charge menu bar. Click Compact Database . Depe ...

  • VeriFone PCC-5-7-1h - page 168

    5. Browse to the location of the backup file y ou wish to use (named BACKUP.ZIP by default). Click the Open button to initiate the restoration process. PC Charge will begin to unpack your restoration information into the PC Charge installation directory. Y ou may be prompted to insert additional disks (if the original backup spanned several disks). ...

  • VeriFone PCC-5-7-1h - page 169

    Transaction Database Archiving  Simple Explanation: During daily use, PC Charge automatically stores in its database records of your transac tion processing. This database will obviously increase in size over time , and may decrease operational efficiency, slow down transaction processing, and increase the likelihood of database corruption. Our ...

  • VeriFone PCC-5-7-1h - page 170

    3. If it the PC Charge database exceeds the Size Limit specified in this window, PC Charge will ask you during program startup if you want to archive the database. The default value is 20 megabytes. We recommend that you leave the Size Limit at its default value unless you expect to proce ss a very high volume of transactions on a daily basis. • ...

  • VeriFone PCC-5-7-1h - page 171

    • PC Charge versions 5.6 and later record t he “status” of a transaction in the PC Charge database. For example, successf ully settled Sale transactions are recorded as “settled”, and declined tr ansactions are recorded as being “declined”. • Versions of PC Charge earlier than 5.6 did not record the status of a transaction. Newer ve ...

  • VeriFone PCC-5-7-1h - page 172

    1. If Enable Archiv e Prompt is checked in the Transaction Archive window , PC Charge will examine its database during startup. If the size of the PC Charge database exceeds the Size Limit specified in this window, PC Charge will ask y ou if you want to archive the PC Charge database. 2. We recommend that most users click Yes to increase operationa ...

  • VeriFone PCC-5-7-1h - page 173

    Transaction Database Purging  Simple Explanation: In response to the recent CISP requirements from Visa, PC Charge now allows users to purge ( delete) transactions from their PC Charge databases that are older t han a configurable amount. This is different from the archive feature because the archive feature simply backs up transactions to a dat ...

  • VeriFone PCC-5-7-1h - page 174

    Using Transaction Database Purging ( Note: No matter what y ou select in the Transaction A rchive window, PC Charge does not automatically archive the database. Instead, PC Charge will warn you during startup if the conditions you specify in this window are met. You can also click the Ar ch i ve button in the Transaction A rchive window to have PC ...

  • VeriFone PCC-5-7-1h - page 175

    2. If PC Charge finds applicable transactions, it will ask you if you want to continue w ith the purge process. 3. If you click Yes , PC Charge will delete the transactions from its databases.  WARNING: Purging is permanent. Once del eted, transactions cannot be recovered. Manual Transaction Database Purging 1. If you click the Manually Purge bu ...

  • VeriFone PCC-5-7-1h - page 176

    Repair/Compact Database  Simple Explanation: The Repair/Compact database functions allow you to clean and repair your database. T hese two functions should be used together. Always perform a Repair Database first, followed by a Compact Database . We HIGHLY recommend that you regularly use these features in order to help keep your database struct ...

  • VeriFone PCC-5-7-1h - page 177

    Retrieve Account Number  Simple Explanation: PC Charge masks your customers' account numbers and expiration dates from view in its reports. This is a safety measure to help prevent unauthorized access to sens itive customer data. However, this means that you can't use the reports to look up a customer's account number or expiratio ...

  • VeriFone PCC-5-7-1h - page 178

    Batch Functions  Simple Explanation: When PC Charge processes transactions throughout your business day, it's obtai ning authorizations for transactions. This means that the amounts have been authorized for eventual transfer from your customers' accounts to your account. At the end of the day, your batch must be closed or settled. This ...

  • VeriFone PCC-5-7-1h - page 179

    Close  Simple Explanation: The End-of-Day Batch Management window allows you to re-transmit your trans action information to your pay ment processing company. Host based re-trans mission is called closing. If your processing company is terminal based, skip ahead to the section Settle (see page 183). Closing initiates the transfer of funds from t ...

  • VeriFone PCC-5-7-1h - page 180

    3. Click the Credit tab (currently, no gift card proc essing companies require that you manually close your batch). 4. Make sure that the desired merchant account number is selected. Click the OK button. The End-of-Day Batch Management window will appear and display y our batch information. 5. Check that batch information fields correct ly reflect ...

  • VeriFone PCC-5-7-1h - page 181

    Inquire  Simple Explanation: One of the advantages of host-based systems is that they provide you with the ability to perform an inquiry. The End-of-Day Batch Management window allows you to connect to y our payment processing company and get a summariz ed report of all the transactions they've recorded as being in your currently open batch ...

  • VeriFone PCC-5-7-1h - page 182

    3. Click the Inquire option. PC Charge will contact your processing company and obtain the status of the batch specified. 4. After a few seconds, PC Charge will display the batch information in the End-of-Day Batch Management window. 5. You may now click the Close Form button to exit the Open Batch Inquiry window and resume normal transaction proce ...

  • VeriFone PCC-5-7-1h - page 183

    Settle  Simple Explanation: The End-of-Day Batch Management window allows you to re-transmit your transac tion information to y our terminal-based payment processing company. Termi nal-based re-transmission is called settlement. Settlement initiates the trans fer of funds from the customers' accounts to your account. We recommend that most ...

  • VeriFone PCC-5-7-1h - page 184

    3. Depending on the account you want to settle, click either the Credit or the Gift tab. 4. Make sure that the desired merchant account number is selected. Click the OK button. The Settle Batch window will appear and display your batch information. ( Note: If you've selected the Credit tab and you process credit card transactions directly thro ...

  • VeriFone PCC-5-7-1h - page 185

    7. At the completion of settlement, a message of completion or error status will be displayed. If you get an error message: • Check the response for that account displayed under the Response column. If the response received for that settlem ent attempt begins with the letters QD or RB , click that response. PC Charge will display a w indow descri ...

  • VeriFone PCC-5-7-1h - page 186

    Batch Management  Simple Explanation: PC Charge has new batch management tools that allow you to easily deal with batches that were not settled due to transaction errors or other similar difficulties. With these tools, you can repair batches to re- attempt settlement, manually update a batch's status in the PC Charge database, and view a de ...

  • VeriFone PCC-5-7-1h - page 187

    Usage of Batch Management Utility The usage of these tools is described in the following two typical usage scenarios: a QD (Quit Duplicating) Error and an RB (Rejected Batch) Error . Note that the tools in the Batch Management Utility are not limited to dealing with just these two scenarios; they are flexible tools and can be used to correct a wide ...

  • VeriFone PCC-5-7-1h - page 188

    RB (Rejected Batch) Error 1. During settlement, PC Charge may receive and report an RB error from the processing company. An RB (rejected batch) error usually means that the batch has been rejected because of a specific transaction within the batch. Example: RB 12345678 (the actual numbers that follow RB will vary ) 2. Shut down PC Charge and start ...

  • VeriFone PCC-5-7-1h - page 189

    2. Select the Batch File for the batch that you want to edit. You can differentiate between Batch Files by looking at the Batch Details (bottom right of the window) that appear when you select a file. When the correct Batch File is selected, click the button Display . 3. PC Charge will display the Batch File Details w indow. To void a transaction, ...

  • VeriFone PCC-5-7-1h - page 190

    Indeterminate Batch  Simple Explanation: This tool displays the indeterminate batch (if one exists) for the merchant account you spec ify. This w indow can also give you a detailed list of the transactions in an indeterminate batch. Additionally, you may update the database to make PC Charge consider as settled a batch whose status you have reso ...

  • VeriFone PCC-5-7-1h - page 191

    Batch History  Simple Explanation: This tool allows you to view a detailed list of all settled batches recorded in the PC Charge database. You may delete any of the batches displayed by the open Batch History tool.  WARNING: If you delete a batch here, it's permanently removed from this table. Information regarding settled batches still ...

  • VeriFone PCC-5-7-1h - page 192

    ( Note: Only a portion of the batch table is displayed at one time. To view the entire table, use the horizontal and vertical scroll bars found at the bottom and right of the table (when applicable). • Number -- This field displays the transaction's PC Charge sequence number. • Date -- This field displays the dat e the transaction was proc ...

  • VeriFone PCC-5-7-1h - page 193

    Amex Batch Management  Simple Explanation: PC Charge has new American Express batch management tools that allow you to easily deal with Amex batches that were not settled due to communication problems, transaction errors, or other similar difficulties. These tools can edit open Amex batches, view archived Amex batches, and view a detailed histor ...

  • VeriFone PCC-5-7-1h - page 194

    The sections Open Amex Batch Editor , Amex Batch A rchive , and Settle A mex Batch give descriptions of each of the batch management tools (see pages 194, 196, and 197). Void Amex Transactions 1. Shut down PC Charge and start up the Batch Management Utility. Click the AMEX Files button. Select the merchant account whose open Amex batch you wish to ...

  • VeriFone PCC-5-7-1h - page 195

    Void -- Click this button to have PC Charge attempt to void any selected transactions. Close -- Click this button to close the Open Amex Batch Editor w indow. Batch Table  Simple Explanation: Only a portion of the batch table is displayed at one time. To view the entire table, use t he horizontal and vertical scroll bars found at the bottom and ...

  • VeriFone PCC-5-7-1h - page 196

    Amex Batch Archive  Simple Explanation: The A merican Express Batch A rchive window contains a list of all archived settlement files. PC Charge records the date they were archived and the processor under which they w ere settled. ( Note: You should not use this feature unl ess directed by a Technical Support Representative. To access the A meric ...

  • VeriFone PCC-5-7-1h - page 197

    Settle Amex Batch  Simple Explanation: This feature will settle all AMEX transactions for the active merchant account, whether they were processed using split dial OR through your VISA/MasterCard processing company. Consult the section Settle for more general batch settlement information (see page 183). To access the Indeterminate Batch window, ...

  • VeriFone PCC-5-7-1h - page 198

    Balance: -- Displays the balance of the transactions that will be settled. Settle Am ex: -- Click this button to process the settlement. Cancel: -- Click this button to abort batch settlement. Authorized Batch Report: -- Click this button to view the Authorized Batch Report , which contains a list of those Amex transactions ready to be settled. • ...

  • VeriFone PCC-5-7-1h - page 199

    Auto-Settle Utility  Simple Explanation: PC Charge includes a utility that allows you to have your terminal-based credit card me rchant account settle automatically. Previously, PC Charge required that you manually settle y our terminal-based account's batch. The new PC Charge Auto-Settle utility allows you to have y our batch close automat ...

  • VeriFone PCC-5-7-1h - page 200

    ( Note: It may be convenient to create a shortcut to this file on your desktop. Consult your Windows help file for in structions on creating a shortcut (instructions vary among t he versions of Windows). 7. On your first execution of the program, y ou'll be prompted to specify the location of the PC Charge directory. 8. Browse to the directory ...

  • VeriFone PCC-5-7-1h - page 201

    12. Select the Enable Settlement option to enable automatic settlement of your batch. As a safety precaution, the Auto-Settle utility is not enabled w hen it starts. To make it so that settlement is enabled every time this utility starts, y ou'll need to edit the program shortcut's properties. If you want settlement to be enabled every ti ...

  • VeriFone PCC-5-7-1h - page 202

    Upload Check Images  Simple Explanation: If you've selected the RDM EC5002i or eN-Check 2600 as your check reader, PC Charge can transmit check images to your check services company (if this ability is supported for y our check services company). To determine if this ability is available to you, check the section of the PC Charge Appendices ...

  • VeriFone PCC-5-7-1h - page 203

    3. PC Charge copies the Owner Code , FTP User , FTP Passw ord , FTP A ddress , and connection information from your check processing company's Extended Data Fields window. Consult the section Check Serv ices Company Setup for more information on accessing your check processing company's Extended Data Fields w indow (see page 56). 4. When ...

  • VeriFone PCC-5-7-1h - page 204

    Report s  Simple Explanation: This section explains how to access each report and find out what transaction informati on each report presents. You will also learn how to configure your report's data. The Reports menu has many sub-menus. The reports are categorized by the type of data they display: credit card Transactions , Batches , Check ...

  • VeriFone PCC-5-7-1h - page 205

    Report Type Each Reports menu item will display a different report type in the Report Type: field. Y ou can select a different report type from this list by clicking on the small arrow to the right of the Report Type: field. Print To Window -- (Default = Selected) -- Select this option if you want to view the report from withi n PC Charge. After th ...

  • VeriFone PCC-5-7-1h - page 206

    Card Type: -- (Default = All) -- Select a card ty pe. All transactions processed w ith the selected card type will be used to generate the report. If All is selected as the Card Type: , then all transactions processed with all ca rd types will be used to generate the report. Status: -- (Default = Approved) -- Select the result of a transaction: App ...

  • VeriFone PCC-5-7-1h - page 207

    Viewing a Report ( Note: Some reports are larger than your viewable window. Use the scroll bars (located on the right hand side and bottom of the window). Report Window Buttons Icon Description Print -- Click this button to print the report. Copy -- Click this button to copy this report to system memory as an image. You may then paste the image int ...

  • VeriFone PCC-5-7-1h - page 208

    Report Window Buttons -- continued Icon Description Single Page -- Click this button to view a single report page at a time. Multiple Pages -- Click this button to view multiple report pages at once. You may specify how many pages you w ish to view simultaneously. Zoom Out -- Click this button to decrease the current magnification level. Zoom In -- ...

  • VeriFone PCC-5-7-1h - page 209

    Daily Transaction Summary The Daily Transaction Summary is a summary of the transactions that you have processed today. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Daily Transaction Summary from the Report Type: drop-down list. Y ou may also click the Reports icon on the Icon Bar (see page 117) to ac ...

  • VeriFone PCC-5-7-1h - page 210

    Credit Card Detail The Credit Card Detail report is a line-by-line view of y our credit card transaction history. The Credit Card Report is very similar to the Transaction Summary report. However, there five extra filtering functions not offered in the Transaction Summary window. To access this window, click Reports on the menu bar. Click the Repor ...

  • VeriFone PCC-5-7-1h - page 211

    Debit Summary The Debit Summary is a line-by -line view of your debit card transaction history. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Debit Summary from the Report Ty pe: drop-down list. You may also click the Reports icon on the Icon Bar (see page 117) to access the Reports window. ( Note: Thi ...

  • VeriFone PCC-5-7-1h - page 212

    Check Detail The Check Detail report gives a summary of check transactions. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Check Detail from the Report Type: drop-down list. Y ou may also click the Reports icon on the Icon Bar (see page 117) to access the Reports window. ( Note: This report is only avai ...

  • VeriFone PCC-5-7-1h - page 213

    EBT Summary The EBT Summary is a summary of your EBT transaction history. To access this window, click Reports on the menu bar. Click the Report Filter option. Select EBT Summary from the Report Type: drop-dow n list. You may also click the Reports icon on the Icon Bar (see page 117) to access the Reports window. ( Note: This report is only availab ...

  • VeriFone PCC-5-7-1h - page 214

    Batch Pre-Settle The Batch Pre-Settle report lets you view transactions that are waiting to be settled. As soon as you settle the transacti ons, this report will be empty . There will be no transactions to view until you process more transactions. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Batch Pre ...

  • VeriFone PCC-5-7-1h - page 215

    Batch Post-Settle The Batch Post-Settle report allows you to view tr ansactions that have already been settled. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Batch Post-Settle from the Report Type: drop-down list. You may also click the Reports icon on the Icon Bar (see page 117) to access the Reports ...

  • VeriFone PCC-5-7-1h - page 216

    Cashier Audit The Cashier Audit report allows you to view actions performed by your cashiers. It shows attempted logons, functions accessed, etc. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Cashier A udit from the Report Type: drop-down list. Y ou may also click the Reports icon on the Icon Bar (see ...

  • VeriFone PCC-5-7-1h - page 217

    Restaurant Pre-Settle This report shows a line-by-line report of transactions and gratuity amounts for those transactions. The transac tions are grouped by Server ID if one is specified. This report shows those gratuity transactions waiting to be finalized or completed. Note: This report is only available when the business ty pe of your processing ...

  • VeriFone PCC-5-7-1h - page 218

    Restaurant Detail This report shows a line-by-line report of transactions and gratuity amounts for those transactions. The transac tions are grouped by Server ID if one is specified. This report allows filtering by server ID, card, and other information. Note: This report is only available when the business type of y our processing company's a ...

  • VeriFone PCC-5-7-1h - page 219

    Gift Card The Gift Card report shows transactions that were performed using the Gift Card Transaction window. To access this window, click Reports on the menu bar. Click the Report Filter option. Select Gift Card from the Report Type: drop-down list. Y ou may also click the Reports icon on the Icon Bar (see page 117) to access the Reports window. I ...

Manufacturer VeriFone Category Video Games

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