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Payment Processing Tips
Tips and tricks webinar seriesWe learned your business does better when we provide training and support services Create Awareness through Support & Training
 Events likes these
 Seminars
 In Person
Close the consumption gapFun Fact: Did you know that active Dydacomp customers that attended at least one Dydacomp training event are conducting 18% more business than those that have not?Source: Technology ServiceIndustry Association
AgendaObjective – To inform you of Dydacomp Payment Processing set up and troubleshootingThis webinar will coverSet upReportsCommon QuestionsQ&A
Set upSet up your account in Global Parameters ICCAS Tab
Set upRegister your credit card/echeck account
Set upSet up your credit card accounts
Credit Card Payments, 1-Pass methodCard Approval obtained before order is processed
Credit Card Payments, 2-Pass Method1- Card AuthorizedFunds reserved timeframe set in ICCAS tab of Global Parameters Allows Minimum and Maximum Authorization thresholds2- Funds Captured afterShipping
Credit card processing Batch Electronic Payment ProcessingYou can process payments one by one on the order total tab of each orderOr process payments in a batch setting
Credit card processingBatch Credit Card Processing
reportsList Status of PendingSee orders in an awaiting credit card approval status
ReportsList Status of Pending
ReportsCredit Card Merchant Deposit See information about credit card transactions
reportsCredit Card Merchant Deposit
reportsJournal Activity See payment information
reportsJournal Activity
Common questionsWe see a lot of support issues on payment processingThe next few slides will walk through some common questions that we see, and give possible resolutions
Common questionsI don’t see orders in my credit card batch?Use the pull down on the batch screen to sort by statusAlso use List Status of Pending to try to see what order status the order is in
Common questionsI see a credit card inquiry screen, what do I do?The Credit Card Inquiry window appears when MOM does not know the status of a transaction due to some sort of problem.
Common questions If you receive this window, you do not need to obtain a voice approval.  You should search for the transaction in your payment gatewayIf the transaction does not appear in Authorize, then resubmit the transaction.  If the transaction does appear in Authorize.net, then review the details of the transaction. In MOM, choose the Complete Transaction option and enter in the approval number and the transaction ID Note:  You must choose the appropriate option.  If you pick the incorrect option, you will either charge the customer twice or not charge the customer at all.
Common questionsWhy do I see a resubmit window?Occurs when you receive a “Card Declined” message.  You can either try to submit the transaction again via the resubmit option or you can call in for a voice approval
Common questionsHow do I obtain a voice approval?Call the 800 number on the bank statement and  ask for an approval codeThen enter in the voice approval screen
Common questionsI can’t find an order in our payment gatewaySearch by credit card number instead of just order number
Common questionsI don’t want to see full credit card numbers on our reports, due to PCI Compliance.  How do I accomplish this?Global Parameter Misc Tab

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Payment Processing Tips

  • 2. Tips and tricks webinar seriesWe learned your business does better when we provide training and support services Create Awareness through Support & Training
  • 6. Close the consumption gapFun Fact: Did you know that active Dydacomp customers that attended at least one Dydacomp training event are conducting 18% more business than those that have not?Source: Technology ServiceIndustry Association
  • 7. AgendaObjective – To inform you of Dydacomp Payment Processing set up and troubleshootingThis webinar will coverSet upReportsCommon QuestionsQ&A
  • 8. Set upSet up your account in Global Parameters ICCAS Tab
  • 9. Set upRegister your credit card/echeck account
  • 10. Set upSet up your credit card accounts
  • 11. Credit Card Payments, 1-Pass methodCard Approval obtained before order is processed
  • 12. Credit Card Payments, 2-Pass Method1- Card AuthorizedFunds reserved timeframe set in ICCAS tab of Global Parameters Allows Minimum and Maximum Authorization thresholds2- Funds Captured afterShipping
  • 13. Credit card processing Batch Electronic Payment ProcessingYou can process payments one by one on the order total tab of each orderOr process payments in a batch setting
  • 14. Credit card processingBatch Credit Card Processing
  • 15. reportsList Status of PendingSee orders in an awaiting credit card approval status
  • 17. ReportsCredit Card Merchant Deposit See information about credit card transactions
  • 19. reportsJournal Activity See payment information
  • 21. Common questionsWe see a lot of support issues on payment processingThe next few slides will walk through some common questions that we see, and give possible resolutions
  • 22. Common questionsI don’t see orders in my credit card batch?Use the pull down on the batch screen to sort by statusAlso use List Status of Pending to try to see what order status the order is in
  • 23. Common questionsI see a credit card inquiry screen, what do I do?The Credit Card Inquiry window appears when MOM does not know the status of a transaction due to some sort of problem.
  • 24. Common questions If you receive this window, you do not need to obtain a voice approval. You should search for the transaction in your payment gatewayIf the transaction does not appear in Authorize, then resubmit the transaction. If the transaction does appear in Authorize.net, then review the details of the transaction. In MOM, choose the Complete Transaction option and enter in the approval number and the transaction ID Note: You must choose the appropriate option. If you pick the incorrect option, you will either charge the customer twice or not charge the customer at all.
  • 25. Common questionsWhy do I see a resubmit window?Occurs when you receive a “Card Declined” message. You can either try to submit the transaction again via the resubmit option or you can call in for a voice approval
  • 26. Common questionsHow do I obtain a voice approval?Call the 800 number on the bank statement and ask for an approval codeThen enter in the voice approval screen
  • 27. Common questionsI can’t find an order in our payment gatewaySearch by credit card number instead of just order number
  • 28. Common questionsI don’t want to see full credit card numbers on our reports, due to PCI Compliance. How do I accomplish this?Global Parameter Misc Tab
  • 29. Common questionsWhy would I want to authorize an additional amount?Example - To cover changes to shipping charges
  • 30. COMMON QUESTIONSChristine, I learn a lot at these sessions but want to learn moreOnline WebinarsLiveRecordedAttend Training in NJHave us onsiteMaintain SupportLook at new Platinum BusinessOperations OptionIncludes Once/Quarter Review
  • 31. Enhancements in M.O.M. 7Gift CardsProcess gift card transactions for physical and egift cardsPCI Compliance Process payments securely
  • 32. Question & AnswerPayment Processingpaymentprocessing@dydacomp.com800 858 3666 x729Supportsupport.dydacomp.comsupport@dydacomp.com973 237 0300Training in NJSeptember 22-24Salessales@dydacomp.com800 858 3666