New Transaction Guide – draft- not to publish

New Transaction Guide

New Transaction Guide

1. Email Transaction.

2. Direct Pay Transaction.

3. Transaction View.

4. Transactions Main Display.

5. Canceling a Sent transaction.

6. Reinstating a cancelled transaction.

7. Refunding a Paid transaction.


1. Email Transaction.

Used to send a link of the Payment Page to the customer.

Click on Email Transaction.

Fill in the details:        

Customer Information:

  • Fill in the mandatory fields: First Name, Last Name and Email address.

Services:

  • Service Type – Select the type of service.
  • Service Date – This is the actual date the service will be consumed by the customer.
  • Description – Short description of the service to be provided.
  • Payment Time Limit – This is the date you want your customer to have made their payment before they check-in.

Transaction Details:

  • Booking reference – This is an internal reference for your records.
  • Total – Select the Currency and type in the total amount you want your customer to pay.

Continue & send Email later:

  • Use this option when you need to confirm some details before sending the link to the customer.

Save & Send Email to Customer:

  • Use this option to send the link to the customer immediately.

2. Direct Pay Transaction.

Used to charge a customer when:

  • They are present.
  • On phone.
  • Requests from a booking engine.

Click on Direct pay.

Fill in the details:

Customer Details:

  • Type in the Email address and click on the ‘Find’ button to search for customer details, if they had paid you before using 3G Direct Pay System. If the customer exists, their details are automatically filled in by the system.
  • Fill in the customer details: First Name, Last Name, Address line 1, City, Select Country from the drop down arrow, Zip/Postal address, select Country Code from the drop down arrow, Mobile number.

Service Details:

  • Service Type – Select the type of service.
  • Service Date – This is the actual date the service will be consumed by the customer.
  • Description – Short description of the service to be provided.
  • OrderRef – This is an internal reference for your records.
  • Currency – Select the currency to bill the customer.
  • Total – The total amount you want your customer to pay.

Payment Details:

  • Fill in the Card details or request the customer to do it: Card Holder Name, Card Number, Expiry Date, Security Code.
  • Click on Send Confirmation by email.

Click on Confirm & Charge.


3. Transaction View.

Transaction display features (from the left hand side column display).

  • Transaction main details and tool bar.
  • Payment Details – shows date payment was made, amount paid and type of card used.
  • Service Details – shows a description of the service type, transaction details and customer information.
  • Fraud centre – gives a description of any fraud alert.

Transaction status.

  1. Queued – system is processing the link.
  2. Sent – the payment link has been sent.
  3. Paid – customer has made payment.
  4. Cancel – to cancel an unpaid transaction.

Toolbar display.

  1. Transaction log -Contains an audit trail of all actions made done within a transaction including:
  • Customer IP location.
  • Any error received during payment of the transaction.
  • Number of cards used to try making the payment.
  • Last 4 digits of the card used to make the payment.
  • Detailed log of any activity/change done within the transaction.
  1. Go to Payment page – Opens the payment page link sent to the customer’s email address.
  2. Copy payment URL to Clipboard – Copies the payment page link.
  3. Print – Prints transaction details to your default printer.
  4. Refresh – Refreshes the page.
  5. Go to previous record.
  6. Go to next record.

4. Transactions Main Display.

Main display features (from the left hand side column display).

  • 3G Ref – The unique reference for the transaction
  • Date – Date transaction was created.
  • Ref – Your company’s internal reference.
  • Last – Customer’s last name.
  • Type – Type of transaction, that is: email, direct or website transaction.
  • Currency – Currency used to pay for the transaction.
  • Card – Type of card used i.e Amex, Visa, Master Card, Paypal, Mpesa, Kopo Kopo or Bank.
  • Status – Transaction status, that is:
  • Queued, Sent, Website Pending, Paid or Cancelled.prep
  • Payment date – Date payment was made by the customer.
  • Time Limit: The payment time limit set for the transaction.
  • Attempts – Number of times the customer tried making the payment.
  • Score – a summary of all the parameters checked within a transaction.
  • Fraud – Fraud status of the transaction.
  • V – Website verification status of the transaction.
  • S – Source / Origin of the transaction, that is: Email, Website or Mobile.

5. Cancelling a Sent transaction.

  • Select the transaction.
  • Click Cancel.

6. Reinstating a cancelled transaction.

  • Click on Reinstate.
  • Place cursor on field you wish to make a change e.g Service detail, Customer Information, Payment Time Limit and click update
  • You can also add Remarks to your transaction which can only be viewed internally
  • Click Resend email or;
  • Alternatively copy the payment page URL to your email and send to your customer directly from your inbox.

7. Refunding a Paid transaction.

  • Click on the paid transaction you wish to make a refund

  • Click on the Refund button.

  • Input the amount you wish to refund,Type in a short summary as to why you are making the refund.
  • Click on the Submit  button.

| Customer Care Center |New Transaction Guide| support@directpay.online | www.3gdirectpay.com|

|Document ver: 1.0 | 18Th June 14 |

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