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Payment Processing Tips
Tips and tricks webinar series We learned your business does better when we provide training and support services ,[object Object]
 Events likes these
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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
Agenda Objective – To inform you of Dydacomp Payment Processing set up and troubleshooting This webinar will cover Set up Reports Common Questions Q&A
Set up Set up your account in Global Parameters ICCAS Tab
Set up Register your credit card/echeck account
Set up Set up your credit card accounts
Credit Card Payments, 1-Pass method Card Approval obtained before order is processed
Credit Card Payments, 2-Pass Method 1- Card Authorized Funds reserved timeframe set in ICCAS tab of Global Parameters  Allows Minimum and Maximum Authorization thresholds 2- Funds Captured after Shipping
Credit card processing  Batch Electronic Payment Processing You can process payments one by one on the order total tab of each order Or process payments in a batch setting
Credit card processing Batch Credit Card Processing
reports List Status of Pending See orders in an awaiting credit card approval status
Reports List Status of Pending
Reports Credit Card Merchant Deposit  See information about credit card transactions
reports Credit Card Merchant Deposit
reports Journal Activity  See payment information
reports Journal Activity
Common questions We see a lot of support issues on payment processing The next few slides will walk through some common questions that we see, and give possible resolutions
Common questions I don’t see orders in my credit card batch? Use the pull down on the batch screen to sort by status Also use List Status of Pending to try to see what order status the order is in
Common questions I 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 gateway If 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 questions Why 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 questions How do I obtain a voice approval? Call the 800 number on the bank statement and  ask for an approval code Then enter in the voice approval screen
Common questions I can’t find an order in our payment gateway Search by credit card number instead of just order number
Common questions I 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.
  • 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. Agenda Objective – To inform you of Dydacomp Payment Processing set up and troubleshooting This webinar will cover Set up Reports Common Questions Q&A
  • 8. Set up Set up your account in Global Parameters ICCAS Tab
  • 9. Set up Register your credit card/echeck account
  • 10. Set up Set up your credit card accounts
  • 11. Credit Card Payments, 1-Pass method Card Approval obtained before order is processed
  • 12. Credit Card Payments, 2-Pass Method 1- Card Authorized Funds reserved timeframe set in ICCAS tab of Global Parameters Allows Minimum and Maximum Authorization thresholds 2- Funds Captured after Shipping
  • 13. Credit card processing Batch Electronic Payment Processing You can process payments one by one on the order total tab of each order Or process payments in a batch setting
  • 14. Credit card processing Batch Credit Card Processing
  • 15. reports List Status of Pending See orders in an awaiting credit card approval status
  • 16. Reports List Status of Pending
  • 17. Reports Credit Card Merchant Deposit See information about credit card transactions
  • 18. reports Credit Card Merchant Deposit
  • 19. reports Journal Activity See payment information
  • 21. Common questions We see a lot of support issues on payment processing The next few slides will walk through some common questions that we see, and give possible resolutions
  • 22. Common questions I don’t see orders in my credit card batch? Use the pull down on the batch screen to sort by status Also use List Status of Pending to try to see what order status the order is in
  • 23. Common questions I 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 gateway If 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 questions Why 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 questions How do I obtain a voice approval? Call the 800 number on the bank statement and ask for an approval code Then enter in the voice approval screen
  • 27. Common questions I can’t find an order in our payment gateway Search by credit card number instead of just order number
  • 28. Common questions I 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 questions Why would I want to authorize an additional amount? Example - To cover changes to shipping charges
  • 30. COMMON QUESTIONS Christine, I learn a lot at these sessions but want to learn more Online Webinars Live Recorded Attend Training in NJ Have us onsite Maintain Support Look at new Platinum BusinessOperations Option Includes Once/Quarter Review
  • 31. Enhancements in M.O.M. 7 Gift Cards Process gift card transactions for physical and egift cards PCI Compliance Process payments securely
  • 32. Question & Answer Payment Processing paymentprocessing@dydacomp.com 800 858 3666 x729 Support support.dydacomp.com support@dydacomp.com 973 237 0300 Training in NJ September 22-24 Sales sales@dydacomp.com 800 858 3666