Core Functions in Backoffice


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)

Welcome Page


Welcome Page


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




Merchant Interface Functionality


Merchant Interface Functionality

 


Merchant URLS by Acquirer



Transaction – Subsequent Transaction


Transaction – Subsequent Transaction

Purpose - To take further action on a transaction which has already been successfully processed. You can convert an Authorisation to a Sale or process a sale Refund.


Action:
Click on the appropriate Application ID in which you can view transactions that have been processed. Once the transactions details are displayed you, perform refunds, or do a debit


Action:
Select the Date on which the original transaction took place from the drop down menu or select a period if you are not sure of the exact date and click on Search. This will bring up a summary list of all the transactions which match your search selection.


Action: 
Scroll through the summary list until you find the transaction you want to take the action on. To make sure that it is the correct transaction, click on the Details button on the right to bring up the full details of the transaction. 



Once edit is selected click on submit to continue the refund on the particular transaction. As you can see the transaction automatically goes to refund.

If this was an Authorisation transaction, under transaction type, you could also use this subsequent transaction option to authorize (Bank) the Authorized transaction by selecting Authorize Sale under Transaction Type





Enterprise


Enterprise

 


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




 


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.




Authentication - Manage Client Certificate


Users – Certificates - Manage client certificate

Purpose – This is important so that the iVeri gateway uses this certificate to authenticate the merchant processed transactions. 

Action: In the menu bar, Select Authentication , Manage Client Certificates. Click on the Application ID you wish to view Transactions.


Select New Certificate, once the merchant has captured their own client certificate it should appear as indicated. It has a yearly renewal set which the merchant should maintain.


Complete your merchant details on the screen below and select Submit


Download the certificate and save it into your local environment,


Please Note: 

After a period of time the certificate would need to be renewed as it will expire, after which the merchant must select Renew in this menu item .
 
 


Enterprise BackOffice User Guide


Enterprise BackOffice User Guide

 
Corporate Strength APIs

Enterprise consists of two APIs which are intended for businesses that need the flexibility to integrate and customise a transaction processing engine to their own unique business requirements. This solution provides businesses with the ultimate control to manage their card processing requirements.

iVeri Enterprise APIs also allow for central processing of multichannel card payments. Payments received from the internet, the call centre and from the physical point of sale or kiosk can all be processed using the power and versatility of IVeri Enterprise.

Developers can chose between the Rest or SOAP versions of iVeri Enterprise API.


Transactions – View- Transaction History


Transactions – View- Transaction History

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

Action: In the menu bar, Select Enterprise, 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.


Choose a specific Application ID

Choose a date range to start your Search 


Action: Allows you to get details pertaining to a specific transaction – available when clicking on the actual transaction detail.




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.



Download Reconciliation


Download Reconciliation

Purpose - To download and save the selected reconciliation file in XML format. 

Action:
Mouse over the menu function Reconciliation then click on Download File. This will bring up the following form