IDT Introduction
Processing your first Transaction
Configuring IDT
User Fields
Using IDT
Introduction:
The
IntelliPay Desktop Terminal (IDT) was created to address a growing
need in today's marketplace. Companies have a frustration relating
to the need for dedicated telephone lines and manually keyed
transactions on sometimes numerous credit card terminals to
process credit card transactions. IDT will allow merchants with
an Internet connection to process these transactions online
by simply swiping the card through a terminal attached to their
keyboard. The product can be of great value to any business
with a walk-in clientele.
The software
includes several features, including the ability to obtain traditional
swipe rates from their merchant account provider even though
the transactions will be securely processed directly over the
Internet.
Processing
your first Transaction
This
section of the documentation will walk you step by step though
the process of processing a normal Credit Card transaction.
1. Once
you have successfully installed The IntelliPay Desktop Terminal
(IDT) you will have an IDT icon on your desktop. To run the
IDT Double click this icon.
2.
You will see the following screen
when you open the program for the first time.
3.
Click
OK.
4.
The IntelliPay options tab will open first, enter in
your IntelliPay Login and IntelliPay Password.
5.
Next you will need to configure your receipt Printer.
Click on the Configure button located to the
right of the word Printer.
6.
A dialog will appear asking you to select your receipt
printer, Click on your receipt printer from the list and click
OK
7.
Make sure the Production check box
is check marked in the IntelliPay Server section.
8.
Click on the Save Configuration button
to save any changes you may have made.
9.
Click on Exit Configuration.
10.
You will see the IntelliPay Desktop Terminal screen.
IntelliPay
Desktop Terminal screen
11.
Click on the Configure
button.
12.
Click on the Receipt Information Tab.
13.
Click on the Autoload Data button
14.
All of your account data will be downloaded from the IntelliPay
servers and displayed in their corresponding boxes.
15.
Verify that all of the information is correct and enter data
into any fields that were not filled in or are incorrect.
16.
Once you have updated or added any information to this screen
click on the Save Configuration button to save
your changes.
17.
Click on the User Fields Configure tab.
(Note: The User
Fields tab allows you to configure the User Field names that
will be seen within the User Fields Tab within IntelliPay Desktop
Terminal. If you do not intend to use the User Fields,
skip to step #21.)
18.
To setup a new field name, click in the box labeled User
2, remove the text User 2 and type your new
field name. (Note: The User 2 field will be displayed
on the terminal as a field where you can enter additional information
if you desire.)
19.
Repeat the process for any additional user field names you wish
to change.
20.
Once you have setup all of the User Fields that you need to
use click on the Save Configuration button.
21.
Click on the Exit Configuration button to return to the IntelliPay
Desktop Terminal screen.
22.
Click on the User Fields tab at the top. You can
now enter any user information in any of the fields that you
wish to have passed to IntelliPay with the transaction data.
23.
You are now ready to swipe a Credit Card. Click on the Swipe
Card button in the upper right corner of the screen
and swipe the card through your scanner when the following
prompt appears. (Note:
This feature is only available in the Full version of IDT. If
you are using IDT Lite you would simply enter in the Name
on Card, Credit Card Number and Expiration Date in
their corresponding boxes.)
Scan
Card window
24.
The Name on Card, Credit
Card and Expiration Date fields will be automatically
filled in for you. (Note: If you do not have the card present
you would need to enter this information manually)
25.
Select the Normal Authorization radio button
from the Transaction Type selection area.
(Note: If using
IDT Lite, you will only see the Normal Authorization option.)
Transaction
Type section
26.
Enter
in the Billing Address, City, State and Zip
in the boxes provided. This information is used to verify the
address on the Credit Card
(Note: Please make sure the State
is entered using the 2-letter abbreviation. i.e.. UT, CA, NY,
etc. )
27.
Enter in the amount you will be charging on the card in the
Transaction Amount box.
(Note:
Enter in the amount in the format of xx.xx. Do not include the
$ symbol.)
28.
Select the appropriate Verification checkbox.
If you have swiped the card select the first check box labeled
I have verified the signature from the Credit Card.
If you do not have the card present and entered the transaction
manually select the second checkbox labeled This is
a phone/mail order. I do not have the Credit Card present.
29.
Click on the Process Transaction button.
30.
A window will pop up notifying you if the card was approved
or declined.
31.
If the card is approved you will be given the option
to print a Customer and Merchant receipt
from your receipt printer. You will also see the results of
the Address check for this transaction in this window. The following
will appear:
Authorization
Status window
32.
Click Yes to print a Merchant
receipt.
33.
The Merchant receipt will begin to print automatically.
34. You will
then be prompted to print a Customer receipt.
Customer
Copy window
35.
Click Yes
36.
Click OK and the Customer receipt
will begin printing.
37.
Your transaction is now complete. You will be returned to the
IntelliPay Desktop Terminal screen.
Configuring
the IntelliPay Desktop Terminal:
Before
you can begin using the IDT to process a Credit Card transaction,
you must specify your company information as well as your IntelliPay
account information.
You can
add this information in the IntelliPay Options
and the Company Information tabs. You
can also configure the User Field Names from within the
User Fields Configure Tab.
IntelliPay
Options
This
is where all of your IntelliPay account information is entered,
such as your LinkSmart password, Merchant Number, etc. To access
this screen click on the IntelliPay Options
Tab.
IntelliPay
Options Window
IntelliPay
Login - This is where you will
need to enter in your IntelliPay Login Name.
(Note:
This needs to be entered correctly and is case sensitive.)
IntelliPay Password - This is where you will
need to enter in your LinkSmart password.
(Note: This needs to be entered correctly and
is case sensitive.)
Printer
- Clicking on the Configure button will display
a dialog box that allows you to select the printer you will
be using to print receipts. After you have selected your printer
within that dialog box, click OK
IntelliPay
Server - This determines if you are processing transactions
in our Test environment or if you are processing a transaction
on the Live servers. Place a check in this box to use your Live
account.
Don’t
Mask Credit Card Number On Merchant Receipt – This
allows you to see the full card number on your merchant receipts.
Place a check in the box to use this feature.
Lock
Configuration (Require Password) – This allows you
to password protect the configuration section. Place a check
in the box to use this feature.
Save
Configuration - Click this button to save your changes.
Exit Configuration – Click this to exit the configuration
section.
User
Fields Configure
This
is where you can setup customizable User Field names.
These fields can be called anything that you wish. Some
examples may be: invoice number, internal account number, PO
number, etc.
User Fields Configure Screen
User
1 - This field is used to identify
the computer that IDT is being used on.
User
2 – This is an additional
field that is displayed on the IDT Application tab. You
can use it for any information you like, or leave it blank.
User
3 - User 10 – Additional user fields.
To change
the name of a User Field click in the text box that is editable,
remove the current text. You can then type the new field
name text. Repeat for each field name you with to change.
User
Fields
This
is where you can setup customizable User Fields that are sent
to the IntelliPay server when a transaction is processed. This
can be used to send an invoice number, internal account number,
PO number or other customer data that is not included on the
payment form. If you have edited the field names within
the configuration, then the updated field names will show on
the screen.
User Fields screen
User
1
- This field cannot be changed. This field is used to identify
the computer that IDT is being used on.
User
2 - User 10 - These fields can be modified to include
any data you wish to send with your transaction. Enter in the
data in the box provided for each User Field.
Receipt
Information
This
is where you will enter in all of your company information such
as Company Name, Address, City, State, etc. To access this screen
click on the Receipt Information Tab.
Receipt
Information screen
Autoload
Data
- Clicking this button will download your account information
from the IntelliPay servers and place it in the appropriate
boxes.
Company
Name - This is where you need to enter in your Company
Name.
Address
Line 1 - This is where your Address will be entered.
Address
Line 2 – Additional Address information, such
as Suite Number.
Address
Line 3 - Additional Address information.
City
- Enter your City here.
State
- Enter your State here.
Zip
Code - This is where you can enter in your Zip Code.
Phone Number - Enter your Phone number in this
field.
Fax
Number - Your Fax number can be entered here.
Web
Site Address - This is where you can enter in the address
to your website. (Example: http://www.yoursite.com)
Email
Address - Enter your e-mail address here.
Merchant
Number - This is where you can enter in your Merchant
number. This number will appear on the Customer and Merchant
receipts.
Terminal
Description - This field is where you define a name
for your terminal. For instance you can enter Front Desk, Billing
department, etc.
Save
Configuration - Click this button to save your changes.
Exit
Configuration – Click this to exit from the configuration.
Using
the IntelliPay Desktop Terminal
This
is where you can process a credit card transaction. To access
this screen click on the Application Tab.
IntelliPay
Desktop Terminal screen
Swipe
Card - Clicking this button will
allow you to swipe a card using your Credit Card scanner.
(Note: This feature is only available in
the Full version of IDT. If you are using IDT Lite you would
simply enter in the Name on Card, Credit Card Number
and Expiration Date in their corresponding boxes.)
Transaction
Type - This is where you can define the type of transaction
you want to perform. (Note:
IDT Lite allows Normal Authorization Only)
·
Pre-Authorization - Selecting this
radio button will perform a Pre-Authorization transaction. This
will obtain an Authorization on the Credit Card, but you will
not receive funds for the transaction until it has been settled.
To settle a Pre-Authorization transaction, please follow these
steps:
1. Login to your IntelliPay account by going to https://www.intellipay.net/Merchant/
and enter in your Login Name and Password.
2. Click on the Go button next to the
Credit Card Activity menu option.
3. Click on the Go button next to the
Pending Auth Only Items menu option.
4. You will be displayed a list of all of your Pre-Authorization
transactions. To settle a transaction, place a check mark in
the settle box for each transaction you want to settle.
(Note: Pre-Authorizations are generally only
valid for 7 days depending on the issuing bank for the credit
card.)
5. Click on the Settle button at the top of
the page.
6. The transaction(s) will be placed in you open batch and
will be settled with that days transactions.
