Account Management

Account Management

Transaction Search

With the numerous transactions that take place, using the Transaction Search feature helps you quickly find the specific transactions you need to review or take action on. Under the Transaction Search tab in the Business Center, the General Search function lets you target specific transactions using the following parameters:

■	Field and value: search by a customer’s email address, name, or specific transaction information such as the request ID and reference numbers.

■	An application: the type of transaction, such as debit or credit card authorization.

■	A reply: the response that the transaction you are searching for received (e.g. search for all successful transactions).

■	Date range: select the date and time interval for your search, from transactions processed during the last hour to those from the previous 1-6 months or a custom range that you define.

For a general search of all transactions that took place during a specified period of time, select the Search for an application option and choose All in the dropdown menu.

The Transaction Search Results screen lists all transactions which match the criteria you submitted. Click on any request ID to proceed to Transaction Search Details. This page provides you with all the information you need for that particular transaction including request information, customer (billing) information, payment information, service fees, and offer-line details.

The Business Center shows only the reports for which you are subscribed. Many standard reports are available free of charge, including those listed below. You can view each page of the report, print the report, and export it as a PDF file or spreadsheet.

You can subscribe to reports and access your reports settings by logging into the Business Center using your administrator login credentials. When logging in with your administrative login credentials, fill in the following information:

■	Merchant ID. Type in your regular merchant ID followed by _acct.

■	User Name. Type in your regular merchant ID followed by _admin.

■	Password. The password for this account should be the same as the original password chosen for your merchant ID.

Once logged in, click on the Account Management tab, select Report Subscriptions, and click the Edit links on the basic and detail report headings to change your reports settings.

Four reports, as well as their primary functions, are listed below:

■	Payment Batch Detail Report: Shows information about credit card and electronic check transactions. Used to reconcile with a bank statement.

■	Payment Submission Detail Report: This report is identical to the Payment Batch Detail Report, except that it includes a column for the payment processor.

■	Payment Events Report: Shows payment notifications received from the processor for these types of transactions that you submitted to CyberSource: Bank transfers, direct debits, credit card transactions (CyberSource Global Payment Services), electronic check debits and credits, and PayPal payments.

■	Transaction Exception Detail Report: Shows detailed information about transactions that were flagged by CyberSource or by the processor because of errors sent in the request data of follow-on requests.

We recommend that you periodically download and save your reports for future reference. Your reports remain available for approximately one year in the Business Center. For more information on how to use these downloadable reports, please also see the CyberSource Reporting Developer Guide.

Service fees can be charged on transactions, in addition to normal transaction fees. As part of the checkout process on your web site, you must display a terms and conditions statement for the service fee. A customer must accept the terms and conditions before submitting an order.

To enable the service fee feature:

■	Contact Wells Fargo to have your Wells Fargo account configured for this feature.

■	Contact CyberSource Customer Support to have your CyberSource account configured for this feature.

The following limitations exist for service fees:

■	Airline data is supported only for the principal amount, not for the service fee.

■	Level II and Level III data are supported only for the principal amount, not for the service fee.

■	The following features are not supported for transactions that include service fees:

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●	Partial authorizations

●	Verbal authorizations

Defining Terms and Conditions

The terms and conditions for service fees are defined in the Virtual Terminal settings. Under Service Fee Terms & Conditions, enter the text you want to display when customers are completing transactions.

Processing Orders with Service Fees

The terms and conditions for service fees are defined in the Virtual Terminal settings. Under Service Fee Terms & Conditions, enter the text you want to display when customers are completing transactions.