Batch BackOffice User Guide


Batch is a payment solution that allows for bulk payment uploads using the iVeri system. It enables a merchant to create and process large volume, card not present transactions.

Batch requires merchants to create a file in a specific format and to upload It securely to the iVeri Payment Gateway for processing. Alternatively, merchants can also use the Create Batch function to manually create batches for uploading and processing. iVeri automatically creates the batch in the required format.

Batches are uniquely identified and can be set up to be processed on a date in the future. This is ideal for month ends that fall on a weekend or a public holiday.

Batch merchants are able to return to iVeri Back Office and view the status of their batch once it has been processed.


Core Functions in Backoffice


The merchant portal Backoffice allows for the following core functions 

  • Management of User
    • Creation of users
    • Transaction Types allowed per user created
    • Backoffice functionality views allowed
    • Applications permitted on a user created
  • Transaction Reports & Listing & Lookups
  • Recon Reports
  • Blacklisting of cards
  • Customise payment request page with Merchant’s Corporate Identity.
  • Create Transaction Requests
  • Process Subsequent Transactions (Refunds)


Merchant URLS by Acquirer



Merchant Interface Functionality



 



Login

Purpose - To log in to the secure BackOffice Website, login credentials are emailed to the merchant during taken on process by the acquirer.


 
Action:

  • User Group - enter your Billing Details ID
  • User Name - type in Administrator
  • Password - this is the Administrator password sent to you with the Billing Details ID by email. Copy and paste it from the email.



Welcome Page


Purpose - Reflects who is logged in and provides the menu options which the logged in user is able to access or use.





User Manager


Add User


 Add User


Purpose - To add/capture the details for a new user


 
Action:
Hover over to Users. The following screen will appear. 
Select “Add New User” Fill in all the mandatory fields (marked [*]) and click on “Save changes”. A resultant message will be displayed.




Edit User


Edit User


Edit – General details 

Purpose - To edit/change any of the user information previously captured, or to suspend a user from having access to BackOffice

Action:
Hover over the users’ profile and select on the user’s icon. 

Select the Edit button


Make the changes on the Users profile and click Save Changes to action the change.


Please Note: 
To change Password of the user to a new one, select either Change Password or reset Password 


Reset Password


Reset Password

Should a user have forgot their login password to BackOffice, navigate to the ‘Forgot your password?’ link.

 

The system will request you to enter your User Group / Merchant Profile ID and Username.


Once the user clicks on submit, a notification will appear that the user will receive an e-mail notification. The e-mail notification will contain a link that the user will access to change their password.


Now that the user has clicked on the link, they will be redirected to the BackOffice Reset Password page. Enter and confirm the new password. Lastly to action the new password change, click on Reset Password tab.


The following notification will appear on a successful password change.



Service Functions


Service Functions


Purpose – Based on the functions that the user has been granted on a particular product these parameters determine the functions to be made available pertaining to the product access a user has.

Action:
Tick on the relevant functions a user is enabled to perform within Backoffice for a particular product.

Save Changes once completed.


Service Parameters


Service Parameters


Purpose - To allocate the functions within BackOffice in which you (the Administrator) want to allow the new user to have or not have access to


Action:
Select Users, select a particular user, and then select Service Parameters, based on the products used by the merchant choose Yes or No to a particular access rights and limits.
Save Changes once done.



Application Parameters


Application Parameters


Purpose – This function is used to allocate application ID(s) that a User is only allowed to have access to. This application refers to specific product and what a merchant uses to process transactions through iVeri.
Example below indicates that when you select a particular Application ID an Administrator can configure what functions can this user perform in a particular Application ID. If no function is associated to an Application ID, no access is granted to that user.

Administrator can configure what Transaction Types a user can perform on a specific Application ID.
If no Transaction Types are configured for a user, the user will be unable to process transactions for any of the Application IDs.



 
Action:
Select the product and Live Application IDs you as an Administrator would like a user to access and configure per product, the Transaction types a user can access by ticking the applicable box under Transaction Types.

Save Changes once complete.


Administrator Password Reset


Administrator Password Reset


Purpose – This is used when an Administrator would like to reset their existing password.

Action:
From the menu, select the Administrator area and choose the option to change password.
It is recommended that you use Alphanumeric and Special characters to ensure the password strength meter indicates a strong password.

Save Changes once completed




 


Dashboard


Dashboard


Purpose – The dashboard provides the Merchant with a summary or snapshot of Sales, Transactions and Transaction statuses within a set period of time. Depending on the needs of the Merchant, the dashboard is customisable by dragging and dropping the relevant widgets on the dashboard.


Batch


Batch


Batch is a payment solution that allows for bulk payment uploads using the iVeri system. It enables a merchant to create and process large volume, card not present transactions.

Batch is a solution that facilitates collections from your customers' card accounts. It is an effective way to collect regular payments.
Batch is aimed at merchants who accept cards and do not need to process transactions in real-time.




Purpose -To View/Print the report of a processed batch in either PDF – Downloadable PDF View or XLS – Excel Spreadsheet formats. This function will produce a report summarizing the transactions by Result Description in the selected batch


Choose an Application ID


Determine the search criteria of data you want to retrieve.



Action:

Select the file format you wish to obtain from the drop down (either the default PDF, CSV or XLS) and then select the file from the list which you want to download and click on Print. This will bring up the following screen. 

The Print Button will start an automatic download in to you PC

Please Note: 

If your file contains more than 10000 records, then the time in the message above will show 20 minutes. It is recommended that you click on the words Click Here and you will receive an email when your file is ready for retrieval.

Please Note: 

If your file contains more than 10000 records, then the time in the message above will show 20 minutes. It is recommended that you click on the words Click Here and you will receive an email when your file is ready for retrieval.


Please Note: 

If your file contains more than 10000 records, then the time in the message above will show 20 minutes. It is recommended that you click on the words Click Here and you will receive an email when your file is ready for retrieval.




Please Note: 

If your file contains more than 10000 records, then the time in the message above will show 20 minutes. It is recommended that you click on the words Click Here and you will receive an email when your file is ready for retrieval.


Please Note: 

If your file contains more than 10000 records, then the time in the message above will show 20 minutes. It is recommended that you click on the words Click Here and you will receive an email when your file is ready for retrieval.



Create Batch


Create Batch

Purpose -To create a batch file and upload for processing from within BackOffice. The system will automatically create both the header record as well as the trailer record in accordance with the iVeri


Action:
The  result shows the status of the batch(es) for the selected period. If there is a difference between the # Processed and # Reconciled, then click on the View Errors button.

This brings up the list of failed/error transactions in the selected batch. Drag your mouse over the Status of a particular transaction and the reason for the failure will be displayed for the selected transaction.
 


Please Note: 

This Creation is a once-off batch which cannot be retrieved for editing or use again after it has been created and uploaded. A new batch needs to be created using this function each time.

Select an Application ID


Select New transaction in order to start capturing your own batch entries.


Once you have captured the transaction(s) each time select Save. Continue with this process until you have captured all the transactions you want to process.


NOTE: 

  • Merchant Terminal – The default is BATCH. If you want to sort your transactions in the Transaction Details Report, you can allocate your own terminal number for each transaction by deleting the word BATCH and replacing it with your own identifier. The maximum length of this field is 8 characters.
  • Budget Period – Only complete this field if the cardholder has requested the payment to go on Budget. If not, leave it blank.
  • Transaction Type – The default is Sale. If you are doing a different type of transaction, click on the drop down and select your transaction type.
  • Authorization Code – If you have obtained a pre-authorization code from the Authorization Centre, enter the code. If you were given a code longer than six digits, only enter the last six numbers.
  • Transaction Amount – As shown, the amount MUST be in cents. For example, R100.00 is entered as 10000. R1050.20 is entered as 105020 and so on.
  • Reference Number – This is a Unique identifier for the transaction. The default here is AUTOGENERATE, iVeri will allocate an invoice number to the transaction. The maximum number of characters you can use here is 32. It is an alpha/numeric field. PLEASE DO NOT USE ANY COMMAs in this field. Also remember that if you use your own Reference Number here, you cannot use it again for 6 months. If you do, then the next time you use it within the 6 month period, the transaction will be rejected as “Duplicate Merchant Reference”.



Action:
If you find that you need to change some details or delete a transaction which you have already captured before uploading the batch for processing, find the transaction you want to Delete or Edit in the top section. Click on the transaction and the details will be populated in the bottom capture section. Make your changes and click on Update to effect your changes or click on Delete to remove the transaction from the batch. When you have finished capturing your transactions, click on Confirm

Once you have completed adding all your entries select Confirm. 

Action: Once ‘confirm’ has been selected on the above screen, the system will require you to provide the batch a file name. Select ‘Submit’ once done.


Confirmation screen will appear.




Lite BackOffice User Guide


Lite

iVeri Lite is a Fast, Flexible, Robust and Efficient payment solution for Internet Merchants.

iVeri Lite is a payment solution that enables merchants to accept payments from their cardholders through their own website, the payment page is customizable by the merchant and easy to integrate to their environment. 

This allows the merchant to accept payments using multiple payment methods that can be availed for the merchant.

A website developer in the iVeri Merchant BackOffice can configure the look and feel of the secure payment page that is hosted by the iVeri Payment Gateway.



Purpose - To view a list of all transactions performed for a selected Date or Period. 

Action: In the menu bar, Select Batch, Transactions, View, Transaction History. Click on the Application ID you wish to view Transactions.
If you only have one Application ID, this page will NOT be displayed, and you will be automatically taken to the Choose Date/Period page. Select the Date or Date range and click on Search. This will bring up the list of ALL transactions performed for your selection.

Point 2.



Action: 

Select the file format you wish to obtain from the drop down (either the default PDF, CSV or XLS) and then select the file from the list which you want to download and click on Print. This will bring up the following screen. 

The Print Button will start an automatic download in to you PC



View Batch



View Batch

Purpose - To view the status of batches that have been uploaded for processing and view any errors / failed transactions in a completed batch.

Action:

Select the Application ID , Search for period, view the batch file uploaded errors if any.





Download File – By Application


Download File – By Application

Purpose – To download a processed file for a selected Application ID e.g., Live or Test or if you have more than one Live Application ID you can select the particular Application ID you wish to download. These could also be for the purposes of reusing the file for another entry.

Action:
Click in the main menu, then click on Download File and finally click on By Application. This will bring up the following form for you to make your selection. Click on the Application ID for which you want to download the file i.e., Either Live or Test.