Merchants who want to understand the features of the First Data Payeezy Gateway Real-time Payment Manager (RPM)
Users who will be accessing and retrieving information in the Payeezy Gateway Real-time Payment Manager (RPM)

All Payeezy Gateway merchants receive access to Payeezy Gateway Real-time Payment Manager (RPM); our back-office web product that audits transactions conducted through our gateway services. Upon registration you may establish multiple staff to have access to your Payeezy Gateway transaction records, including Activity and Deposit Reports (the Search engine for every transaction processed), and virtual Point Of Sale (POS).

Browser Basics

Internet Browser Requirements

RPM is viewed through your web browser of choice - Google Chrome, Mozilla Firefox, Microsoft Edge and Internet Explorer, and Apple Safari. Payeezy Gateway browser support is applied only to the latest patches; therefore it is important from a Security and PCI standpoint that merchants keep up with the browsers updates. Merchants are accountable for updating their internet browsers on a regular base.

Minimum Requirements:

Cookies must be enabled
128 bit SSL settings
Browsers supported: Mozilla Firefox, Google Chrome, Apple Safari, Microsoft Internet Explorer 11, and Microsoft Edge

What is RPM

RPM is the backbone of Payeezy Gateway. You can process transaction in RPM, configure terminal settings, search and view transaction data, download reports, and process voids and refunds.

RPM can be used to process Retail and Moto transactions in the POS section. Terminal settings for Hosted Checkout and API are configured in RPM. You also have access to reporting in RPM for all transactions processed in Payeezy Gateway, no matter which integration method you are using.

Logging into RPM

Login Instructions

The RPM is SSL secured and requires logging in with a User ID and Password.

Go to https://globalgatewaye4.firstdata.com.
Enter your User Login and Password and press “Login”
Upon your first login, you will be prompted to change your password to a new 8 digit alphanumeric password and create 3 security answers.

Below are the password requirements:

Minimum 8 Characters
May consist of Alpha, Numeric, Dash ( - ), or Underscore ( _ ) Characters
Must contain at least 1 letter
Must contain 1 Number
Passwords are case sensitive

Note: You will be prompted to change your password every 60 days.

Forgot Password

After initial login, if you forget your password, click on the “Forget Your Password” link on the log in page and answer the 3 security questions to reset your password.

Entering Existing Password Incorrectly

If you enter your password incorrectly more than 3 times you will be automatically locked out of your account. If you are locked out of your account, please contact your Merchant Administrator. If you are the Merchant Administrator and you are locked out of your own account, please call the Payeezy Gateway Technical Support at 855-448-3493.

The Merchant Administrator can unlock a user who has been locked out of their account.

To unlock a user’s account, follow these steps:

Select the Administration tab
Select the Users tab
Click on the user in the list
Select the “Login” tab
Click on “Unlock User”

Entering User Name Incorrectly

In the event you enter the user name incorrectly, you will be informed in red text that you have entered an invalid User ID (even if the password is correct).

Timeouts

You will be automatically logged out of RPM after 15 minutes of inactivity and will need to log in again. Logouts can also occur if there has been a disruption of Internet connectivity.

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Changing your password

Requirements

On the first login, and every 60 days thereafter, you will be prompted to change your password.

Enter a new alphanumeric password in the fields indicated. Enter the current password (to be changed) under the User Name.

Below are the password requirements:

Minimum 8 Characters
May consist of Alpha, Numeric, Dash ( - ), or Underscore ( _ ) Characters
Must contain at least 1 letter
Must contain at least 1 number
Passwords are case sensitive

If you incorrectly enter any of the information you will see prompts in red text as to your error.

Entering existing Password incorrectly

You will be given 3 attempts to enter the correct current password. On the 3rd failed attempt, the session ends and you are locked out of your account. You will need to contact your Merchant Administrator for assistance. If you are the Merchant Administrator, please call the Payeezy Gateway Technical Support at 855-448-3493.

The Merchant Administrator can unlock a user who has been locked out of their account.

To unlock a user’s account, follow these steps:

Select the Administration tab
Select the Users tab
Click on the user in the list
Select the “Login” tab
Click on “Unlock User”

Entering User Name Incorrectly

In the event you enter the user name incorrectly, you will be informed in red text that you have used an invalid User ID (even if the password is correct).

Locked fields in “User Configuration”

Certain fields in “User Configuration” are restricted, meaning that in order to change these fields a user is required to authenticate with a password.
The restricted fields are marked with a lock icon
To unlock the field, click on the lock icon and type your password

Screen_Shot_2019-07-26_at_2.47.19_PM.png

Once one of the fields is unlocked, all the fields that were previously locked become editable for the next fifteen minutes.

Password change screen

Screen_Shot_2019-07-26_at_2.49.34_PM.png

Contact Info Screen

Email notifications

When a locked field value is changed and successfully saved, Payeezy Gateway will send an email notification to the user to notify him/her of the change and the fields will become locked again.

Example of an email notification

Email subject: Notification from the Payeezy Gateway
From: Payeezy Gateway <noreply@gge4mailer.com> via sendgrid.net

Reply-to: Payeezy Gateway <Payeezy.gateway.support@firstdata.com>

Email body:

First Data Payeezy (SM) Gateway

Your user profile at https://rpm.gateway.XXXXXXXX.com has been updated:

The phone, email or other attribute has changed.

If you did not make this change, or if you believe an unauthorized person has gained access to your account, go to https://rpm.gateway.XXXXXXXX.com to change your password immediately.

For additional help, please contact Payeezy (SM) support at (855) 448-3493, #1, or email: Payeezy.gateway.support@firstdata.com

Overview of the Sections within RPM

POS – Virtual Point-Of-Sale for manually entering transactions.

Transactions – A search engine for all transactions processed in POS, Hosted Checkout and API, including details on individual transactions. Data is updated in real-time. Refunds, Voids and Pre-authorization Completions can be conducted from this area.

Reports – Reports include Activity, Declined, Fraudulent, Deposits – closed batches and Deposits – open batches

Recurring – Setup and manage recurring payment plans.

Payment Pages – Setup and manage payment pages used with Hosted Checkout.

Administration – User and account administration page. This section includes the setup and management of terminals, fraud filters and additional users. The Merchant Administrator is the only user that has access to this section.

Overview of the Terminal Types within RPM

Terminal Types

There are three different terminal types that can be used within Payeezy Gateway.

eCommerce: Take payments in real time from your web site using Web Services API or f Hosted Checkout. The terminal settings for an account using Hosted Checkout and/or API are configured within RPM.

MOTO (Mail Order/Telephone Order): Manually key transactions in POS that are received by phone and/or mail.

Retail (Card Present): Swipe cards in a card present retail environment in POS.

Note: Retail transactions may also be manually entered but will not qualify for the best interchange.

Changing Default Terminal

You can setup and use multiple terminals; however, you will always have one default terminal type.

To change your default terminal type, follow these steps:

Select the Administration tab
Select Terminals
Click on your Terminal
Select the drop down menu under Type
Select the terminal type
Click “Update”

Account-level and Terminal-level Address

Merchants have an option to show the corporate address on the cardholder's receipt. By default, the address on the receipt is the account-level address. However, there is an option to overwrite the default and use the terminal-level address instead. The account-level address and the terminal-level address are information received from the boarding files (North Merchant Manager or Omaha boarding platform).

Account-level address can be seen in RPM, in the screen: Administration Address. This address can be edited by merchant-admin via RPM; however, such change may be overwritten by the boarding information from North Merchant Manager or Omaha boarding platform. Hence, the preferable way to change the address is via the boarding systems. Please contact your Account Manager to make such change.

Terminal-level address isn’t shown in RPM directly. If the terminal-level address is set to overwrite account-level address, the overwritten address will be seen on any of the receipts in RPM for the affected terminal. For questions about terminal-level address and whether it is set to the overwrite setting, please contact Payeezy Gateway Help Desk.

See the screenshot below for the account-level address menu.

Screen_Shot_2019-12-23_at_12.45.47_PM.png

Multi-Merchant

Payeezy Gateway supports multi-merchant administration and reporting through a single administrative sign-on. This means that if you have multiple Merchant IDs that are chained together, and you can access all of them with one user ID.

User Creation and Access Levels

Create new User

Addition of users and access restrictions are handled by the Merchant Administrator for the account. There is only one Merchant Administrator per merchant.

To create a new user, follow these steps:

Select the Administration tab
Click on “Create New User”
Enter the user info
Click the “Create” button

The Merchant Administrator creates the user Login and Password and sets what level of access the new user will have. The new user will be prompted to change their password on their initial login.

On the page to create a new user, the Merchant Administrator will have the following sections that they can fill out to create a new user:

Contact
Login
IP Restrictions
Merchant/Terminal Restrictions – These restrictions are setup after the user has been created.
Preferences
Mobile

Note: For Multi-Merchant accounts (merchants that have multiple Merchant IDs that are chained together), a newly created User will automatically have access to all merchants and terminals. If you don’t want a User to have access to all merchants and terminals, you can restrict access in the Merchant/Terminal Restriction tab, after the user ID has been created. Also, anytime a new Merchant ID is added, that Merchant ID will automatically be added to all Users. So, if you restrict access, you will need to update the Merchant/Terminal Restrictions tab for your Users whenever you add a new Merchant ID.

Different Access Levels

Users can have different access levels. These following options are available in the Role dropdown box in the Login tab:

Read Only: Access to all screens except POS. Also no transactional functions in Transactions.

POS: Access to POS and Transactions only.

Merchant: Access to all screens. Can use POS and transactional functions through Transactions.

Merchant Administrator: Access to change account address, view terminal information, edit Payeezy Gateway Password, and can create and edit other Users.

POS Permissions

There are additional restrictions that can be setup for users who are setup with access to POS (see the POS Permissions in the screenshot below). Users can be given access to perform any combination of transaction types by selecting various checkboxes.

Recurring Permissions

Access to Recurring is enabled for the Merchant Administrator, but is disabled by default for all others. In order for a user to view a Recurring Plan, they must have the "Recurring Enabled" checkbox selected in the login tab, as well as have access to the terminal that the Recurring Plan is set up to use.

A user's permitted transaction types are also used for Recurring Plans. For example, if a user is not permitted to make a Purchase transaction through the online POS interface, they will also not be able to execute a Purchase transaction that is charged within a Recurring Plan.

Email Notifications

Individuals can receive an email report that sends notification of possible scheduled or unscheduled interruptions in service, etc. The “Reports by E-mail” dropdown box is in the “Contact” tab of.

POS Section

Available Data Fields

Select Merchant Account (if required): If you have more than one Merchant ID (MID), chose the account you want to use from the “Merchant” drop down box. If there is only one account, it is automatically selected for you.

Select Terminal (if required): If you have more than one terminal, chose the terminal you want to use from the “Terminal” drop down box. If there is only one terminal, it is automatically selected for you.

Transaction Type (required): Select a transaction type from the “Transaction Type” dropdown box. You can conduct Purchase, Pre-Authorization Completion, Void, Refund, Pre-Authorization, and Forced Post transactions within POS.

Zero dollar pre-authorizations are supported by Payeezy Gateway. To perform this type of transaction, use the regular pre-authorization transaction type and submit it with a zero dollar amount. If required, an additional 15% of the dollar value of the authorization can be levied when making a pre-authorization completion transaction.

Order Amount and Cardholder info (required): Enter the cardholder information and order amount. The following characters will be stripped from the cardholder name field: ; ` " / % as well as -- (2 consecutive dashes).

Authorization Number (required for Pre-Authorization Completions): This box only appears if the Pre-Authorization Completion transaction type is selected. Enter the authorization number from the Pre-Authorization transaction in this box.

Reference Number (optional): Typically, the reference number field is the purchase order number or unique sequence value associated to a given transaction. This will display on the Customer Transaction Record (CTR) and in the transaction details in the Transaction Section. The following characters will be stripped from the reference fields: ; ` " / % as well as -- (2 consecutive dashes).

Note: For two stage transactions (pre-auth/completion), the reference number utilized at the time of Pre-Authorization will automatically be attached to the Pre-Authorization Completion if the Pre-Authorization Completion is performed in the Transaction section.

Note: Do not increment the reference number when submitting a void. Incrementing the reference number will result in the original transaction not being recognized resulting in the void failing with a 307 error from Compass.

Note: The Customer Transaction Record (CTR) is a receipt that will pop up after the transaction has been processed. You can print and e-mail this receipt.

Customer Reference Number: This is another internal reference (but not displayed on the CTR or in transaction detail).

AVS (Address Verification String): This is used for the AVS system. This checks cardholder addresses against records at the credit card companies and rates the level of match, depending on how you setup your AVS filters.

Override Terminal Type: This dropdown box allows the use of a terminal type, other than the default terminal, on a case-by-case basis. For example, if your default terminal is set to MOTO but you need to run a card swiped transaction, you can override the terminal to “Retail” for that one transaction. The MOTO Recurring, Deferred and Installment options can be used if you manage your recurring plans outside of Payeezy Gateway. ECI is typically used for payments on deferred orders or backordered items.

Process Transaction: When all information is entered, click “Process Transaction”. When the transaction has been authorized you will receive a CTR response.

Some additional rules apply:

Separate numerals always require a space between them.

You cannot enter more than 29 characters. If exceeded, drop the street address information and make sure zip code is complete. For nine digit zip codes drop the dash.

Additional Data - Soft Descriptor Fields

If you decide to use the soft descriptor fields it is recommend you read this best practices article first.

To enable soft descriptors, follow these steps:

Select the Administration tab
Select Terminals
Click on your Terminal
On the Details tab, click on the "Allow Soft Descriptors" box
Click “Update”

If soft descriptor support is enabled for the terminal you're using, additional fields will be available for the entry of the information as shown below.

Additional Data – Level 2 & 3 Data

If you use the Level 2 & 3 data fields, it is recommend you read this best practices article first.

To enable Level 2 & 3 Data in RPM, follow these steps:

Select the Administration Tab
Select Terminals
Click on your Terminal
On the Details tab, chose one of the options for level 2 & 3 data (screenshot below)

5. Click “Update”

If Level 2 & 3 data is enabled on the terminal you are using, additional fields will be available for the entry of the information. See the screenshots below.

All fields are REQUIRED when submitting Level III transactions, failure to submit a proper field value COULD result in a possible reject and reversal during settlement.

MasterCard/Visa/American Express Level II required fields

MasterCard Level III required fields

Visa Level III required fields

American Express Level III required fields

Certified Card Reader and Printer

These are currently the ONLY card swipe device and receipt printer certified to work with Payeezy Gateway. Additional devices may be operational, but are used at a merchant’s discretion.

MagTek USB Mini Swipe Reader

Mini Swipe Card Reader - Wedge - Track 2
Mini Swipe Card Reader - Wedge - Tracks 1,2

Note: the Mini Swipe Card Reader - Wedge - Tracks 1,2,3 is not supported. If you have this version of the swipe reader, reach out to MagTek to see if they can remove the track 3 functionality in order to be compatible with Payeezy Gateway.

Posiflex PP8000 Printer

Using a Card Reader in POS

Using a USB swipe device or card reader in the POS does not necessitate any software installation other than the device drivers, which are typically installed automatically. To use a card reader within the Payeezy Gateway you must have a retail terminal setup.

To run a swiped transaction from RPM, follow these steps:

Select the POS Tab
Select the appropriate Retail merchant and Terminal from the dropdown boxes
Select Purchase from the “Transaction Type” dropdown box
Enter the amount of the purchase
Put your curser in either the Card Holder’s Name or Credit Card Number field and then swipe the card. Note: If you do not put the curser in one of these fields then you will get an error message.
After you swipe the card, the card holder information will populate. You can then enter reference numbers manually (optional).
Click on “Process Transaction” to complete the sale.

Receipt Printing

Retail receipt printing through First Data Payeezy Gateway is supported with the Posiflex PP8000 printer.

To download the PosiFlex Printer Driver for PP8000 series please go to http://www.posiflexusa.com/driver.php or call the Payeezy Gateway Help Desk for assistance at 855-448-3493.

Printer Page Setup

In addition to installing the driver, you will need to make updates to your web browser. The following settings will only need to be applied once and they will allow the receipt to print properly.

Access print page setup option with your browser and disable the “Shrink to Fit Page Width” option.

Next, set the margins to ".1" inches, and set all "Headers & Footers" settings to "--blank--".

The PP8000 device uses dip switches to control certain aspects of receipt printing. Enabling the third dip switch on the second set of dip switches will center the text and produce a more attractive receipt.

TeleCheck Transactions

To process TeleCheck transactions in POS, a separate form is accessed by clicking the "Check" tab (see below screenshot). TeleCheck needs to be enabled on the Terminal in order to process TeleCheck transactions. TeleCheck must also be enabled on your merchant account in order to process TeleCheck transaction. If you do not have TeleCheck enabled on your merchant account, please contact your Sales Representative or Relationship Manager.

All of the fields in the "Check Details" area of the form are required for processing.

Note that the "Home Phone Number" field should be prepended with the letter D, H, N, or W for day, home, night, and work respectively. For example, "H5555555555".

Transactions Section – Search Transactions, Reverse, Void, Pre-Authorization Completion

Transactions processed via POS, Hosted Checkout or API can be viewed in this section.

Search for transactions

If you have more than one account, select the account in the Merchant Account dropdown. If you only have one account, the system defaults to your account and there is no Merchant Account dropdown.
Enter your search parameters. The most popular is date range. Keep in mind that the larger the date range, the slower the search returns.
Use 'Advanced Search' for additional search options. The more parameters entered, the longer it will take to search the database. Advanced Search fields are: Card Holder, Reference Number, Authorization, Card Number, Customer Reference, Tag, User ID, Split Tender ID.
To begin the search, click the “Search” button.

Search result(s) will be returned. You will see the transaction record returned with specific information on the transaction.

To change the order and number of columns returned select the 'Preferences' (beside 'Advanced Search').

From within the search results you can get further transaction details or conduct Pre-Authorization Completions and Refund transactions.

The 'Download CSV' link creates a complete .CSV file of the Search Results page(s) in a pop-up window. Alternatively, select the 'Print' link to print out a copy of the screen.

Search for Transactions with Level 2 & 3 Data

You can view any transaction in the Payeezy Gateway that have Level II and/or III data associated with them by using the Advanced Search tab. This tab (screenshot below) provides a check-box for selecting the desired output.

All transactions returned can be viewed in the same default manner however, if there is Level II or Level III data associated with the transaction you are presented with a rich set of output. The screenshot below displays the returned data.

View Transactions Blocked by Fraud Filters

Transactions blocked by your custom Fraud Filters will be flagged with new Decline Codes. These transactions will be blocked by Payeezy Gateway and do not go out for processing. To see the status of a blocked transaction, go to the Transaction Search and highlight the declined transaction and click on the Decline Reason.

Transaction Details

Click on a transaction line item to expand its details. The following action can be taken: Refund, Void, View Receipt, View Details, Fraud Filters, Pre-Authorization Completion, Re-Charge, Print, and Download CSV.

Note: Re-Charge is for keyed-entered transactions only. You cannot Re-Charge swiped transactions.

If Customer Reference # is used, it will show up here. The Bank Response Message also appears here.

Audit History

By selecting the 'clock' icon next to the transaction you can view its audit history.

For example, viewing the history of a refunded transaction will generate a list report of the original purchase as well as the refund details.

Transaction Icons

Next to each transaction there may be a transaction icon. Each of these icons indicates an action that can be taken, or if an action has occurred. The following actions can be taken using these buttons: Refund, Void, and Complete Transaction. Below are instructions for each.

Example of Refunding from Transactions

Click the “R” next to the transaction record.
A box will expand out with the amount to be refunded pre-populated in the Amount box.
Enter any necessary reference data.
Click on the “Submit Refund” button.
A CTR receipt will appear if the refund has been approved. A separate transaction record for the refund will now be listed if you search the card again. Also the “R” that was next to the purchase item will now be a 'clock' icon if you refunded the total amount.

Partial Refund

If you wish to make a partial refund go through steps 1-4, but adjust the dollar amount. A partial refund will refund only the specified amount to that purchase. The “R” will remain next to the purchase or pre-authorization completion items until the full amount is reimbursed. If you click on the “R” again, you can do a second refund for up to the remaining amount.

Void a transaction

Note that voids can only be performed the same day as the original transaction and prior to the batch closing. If you are unsure of the batch closing times please contact First Data.

Click the “V” next to the transaction record.
A box will expand out with the amount to be voided pre-populated in the Amount box.
Enter any necessary reference data.
Click on the “Void Transaction” button.
A CTR receipt will appear if the void has been approved. A separate transaction record for the void will now be listed if you search the card again. Also the “V” that was next to the purchase item will now be a 'clock' icon if you voided the total amount.

How to Send a Pre-Authorization Completion from Transactions Section

Go to Transactions
Search for the Pre-Authorization to be completed
Check the icon to the left of the transaction record. If a “C” appears, this indicates the pre-authorization has not been fully completed. The date the pre-authorization was sent, along with other details, is listed on the item line or can be seen by clicking on the transaction. Note that PayPal pre-authorizations will expire in 29 days if they are not completed.

Submitting a Pre-Authorization Completion

Click the “C” next to the transaction record. Please note only Pre-Authorization transactions will have a “C” icon next to them.
A box will expand out with the amount to be completed pre-populated in the Amount box.

At this point you can simply click on the “Complete Transaction” button to send the completion. Or, you can enter a lesser dollar amount, fill in a reference number, and then click the button.

A CTR will be returned within a few seconds displaying the results of your submission. If the transaction is approved, the CTR will list it at the top and bottom of the screen. If declined, it will display “Transaction Not Approved”/Declined.

Once a pre-authorization has been completed, the “C” icon will disappear to within Transactions, indicating a “Completed Transaction”.

Search results will also show a separate transaction listing for the “Tagged Completion”.

Editing the Reference Number and Customer Reference fields

In some scenarios it can be useful to edit the reference number and customer reference associated with a transaction. An example case would be adding in a waybill number once availability of a purchased item has been confirmed. To do this, click the "Pencil" icon for a particular transaction when viewing the transaction list in order to edit this information. You may also perform the same action by clicking the "Ref Update" link when viewing an individual transaction. Note that this feature is only available for approved pre-authorized transactions that have not been completed.

TransArmor Transactions

In RPM, TransArmor tokens are treated like card numbers. A TransArmor token can be viewed in the “Card Number” field under the Transactions tab. A normal credit card number will be masked except for its last four digits; by contrast TransArmor tokens will be fully displayed as random numbers with only the last 4 digits the same as the card number. In the test account environment the TransArmor token is returned as random letters and numbers with the last 4 digits the same as the card number.

If the master TransArmor token needs to be modified, this can be done by clicking "Administration", then "Terminals", then by clicking on the appropriate terminal name. A "TransArmor Token" field will be displayed here.

ValueLink Transactions (Gift Cards)

ValueLink transactions will be shown in the transaction list with a "Gift Card" icon. ValueLink transactions can be interacted with in the same way as regular credit card transactions, though some additional transaction types specific to this card type may appear in the transaction list. While gift card transactions can be viewed in the Transactions section of the RPM, they can only be entered through the Web Service API.

NOTE: Only ValueLink Premium Gift Cards through the Web Service API are supported at this time. Contact your First Data representative for more information.

PayPal Transactions

PayPal transactions will be displayed in the transaction list with a PayPal icon. Refunds and voids can be performed against these transactions. Actions against PayPal Order transactions can also be performed here. Transactions that have been processed through PayPal but have been added through Payeezy Gateway's Web Service API are also available for additional action here.

Reports Section

Different Reports

There are 5 different reports in the Reports Section. With the exception of 'Deposits - Pending Batches', all reports display information from the previous day by default. The links at the right of the screen showing the report names can be used to switch between the different reports.

Activity – displays all transactions conducted through Payeezy Gateway (including declines).
Declined – Displays all transactions that failed due to a decline.
Fraudulent – Displays transactions stopped by Payeezy Gateway based upon the Fraud Filters you enable.
Deposits - closed batches – Displays all authorized transactions conducted through Payeezy Gateway categorized by card type or terminal depending on the report.
Deposits - open batches – Displays all authorized transactions conducted through Payeezy Gateway categorized by card type or terminal depending on the report, before the batch closes.

Reporting Date

You can adjust the date range for all 5 reports. Payeezy Gateway automatically displays the report of the previous day with cut-off times dependent on each account’s specifications (ex. 12am to 12am). To adjust the reporting date, simply select different dates on the calendars.

Activity Reports

This report displays a summary based on reporting date and range.

Activity represents all transactions, failed and approved. Therefore the total dollar amount is NOT necessarily the amount that will be settled, as declined transaction dollar amounts are included.

Clicking on a merchant account or terminal link will display the list of transactions.

Depending on the length of the list, there are links to the first and last pages of the report as well as the previous or next group of transactions.

As with Transactions, you can conduct transactions and view the transaction details or audit history from the list report by clicking on the appropriate icons.

Download the Activity File by clicking on the “Download CSV” link. This generates a .CSV file that can be downloaded to your desktop or viewed in a separate browser.

Depending on your browser settings you will either be prompted to Save the file to a location or Open it directly. Or if neither is prompted, you can right click on the link for the option to Save As... to your desktop.

Alternatively, send the report by email by clicking "Email Report" or print the current screen with the "Print" link.

Declined Reports

This report displays all declined transactions.

Similar to the Activity Report, there are links in the Deposit list reports to conduct transactions, details and audit history, the “Download CSV," "Email Report," and "Print" options.

Fraudulent Reports

This report displays all transactions that were blocked by your custom fraud filters. These transactions will be blocked by Payeezy Gateway and do not go out for processing.

Similar to the Activity Report, there are links in the Deposit list reports to conduct transactions, details and audit history, the “Download CSV," "Email Report," and "Print" options.

Deposits Reports

The summary report will be the first screen displayed when this report is selected and will allow you to view deposits categorized by terminal.

Similar to the Activity Report, there are links in the Deposit list reports to conduct transactions, details and audit history, the “Download CSV," "Email Report," and "Print" options.

The deposit reports are separate from what your bank will report for settlement as they are generated by the Payeezy Gateway system, not the bank processors.

If the Payeezy Gateway Deposit totals do not synchronize with the totals that appear on your bank statements for that day, possible reasons are:

The Payeezy Gateway default deposit report is from the previous day’s deposit records from midnight to midnight (or a set period based on the terminal). The Payeezy Gateway deposit reports do not reflect actual settlement time, which is usually 24-48 hours after the initial processed transaction.
American Express and other Private Label cards can take longer in settling funds to your account, depending on their merchant terms.
Refunds take longer to accrue to the cardholder, and therefore withdrawals from the merchant’s account can be delayed.

Recurring Section

Overview

You can view current recurring plans, modify existing recurring plans, delete recurring plans, create new recurring plans, and view the individual transactions in the Recurring Section in RPM.

Create A Recurring Plan From Scratch

To create recurring plan from scratch, follow these steps:

Select the Recurring tab
Select “Create Plan” from the left-hand side of page
Select your Merchant (if you have more than one)
Select your Terminal (if you have more than one)
Enter the required data
Click “Create”

Create A Recurring Plan by Uploading File

Payeezy Gateway offers an option for uploading a file to create a Recurring Plan. The acceptable file type is a CSV file. The required format for a CSV file can be found here.

To create a Recurring Plan by uploading file, follow these steps:

Select the Recurring tab
Select 'Upload from file' link from the left-hand side of page (first screenshot below)
Select your Merchant (if you have more than one)
Select your Terminal (if you have more than one)
Click the “Browse” button to locate the file on your computer*
Select the file and click “open”
Select “Validate and Save”**, “Validate Only”***, or Save, Do Not Validate”**** (second screenshot below)
Click “Upload”*****
If the file uploads successfully it will be listed on the Recurring tab under the heading "Upload Results".
Click on 'Inspect the uploaded plans here” (third screenshot below)
Click on the Plan name (fourth screenshot below)
Click in the Plan name next to “Viewing Plan” (fifth screenshot below)
You can update the name, start and end date, and frequency. Select activate and click “Update”.

First screenshot

Second screenshot

Notes:

All Plans default to once for frequency.

The Plan defaults to a disabled status once created. You need to activate the Plan after you create it.

*You can upload up to 10,000 transactions at a time.

**“Validate and Save” is used to validate that the data in the file conforms to Recurring formatting standards and then saves it as a recurring plan.

***“Validate Only” only validates that the data in the file conforms to the Recurring formatting standards.

****“Save, Do Not Validate” only saves the file to a recurring plan. No validation is performed.

***** Transaction validation occurs during the file upload. If there is an issue with any data within the file this will be indicated by an error message flagging the "problem" transaction and its line number. This data must be corrected or removed before the file can be uploaded successfully.

Payment Pages

The Payment Pages section houses terminals that are used in Hosted Checkout. Click here to view how to setup a Payment Page (link to Hosted Checkout Payment Pages Integration Manual).

Cut-off Times

Cut-off times determine when a batch is closed. Payeezy Gateway automatically batches at Midnight in your local time zone unless you adjust the cut-off time. You have the ability to adjust the cut-off time to any time of your choosing.

To adjust the cut-off time, follow these steps:

Select the Administration Tab
Select Terminals
Select the terminal you want to adjust
On the Details tab, scroll down to find the “24 Hour Clock” drop down boxes and select the hour and minutes (see below screenshot)
Click “Update”

NOTE:

EXCEPTION: Merchant adjusts cut-off time for 6:30 PM EST. Batch will settle at 7:00 PM EST.
Choosing “Before Midnight on the Reporting Day” or “After Midnight on the Reporting Day” only impacts the time frame of your Reports. This cut-off time setting is only for Reporting purposes and does not actually impact settlement time.

Batch Upload

Payeezy Gateway offers two options for uploading batch files – one under POS Quick Key and one under Recurring. The acceptable file format is a CSV file. Payeezy Gateway does not currently offer an API interface for batch uploads.

CSV Specs

The required format for a CSV file can be found here.

POS Quick Key

The use case for this batch upload option is small/medium MOTO (Mail Order/Telephone Order) merchants who collect credit card information through third party software and need to quickly process transactions through a single batch. The POS Quick Key batch upload allows for up to 250 transactions per file.

Setup

To setup POS Quick Key, follow these steps:

Select the POS tab
Select Quick Key
If you have more than one account and terminal, select the appropriate account in the “Merchant Account” dropdown box and terminal in the “Terminal” dropdown box
Click on “Upload File”
Click on the “Browse” button
Select your file and click the “Open” button”
Before processing the transactions, inspect the data
Click on any of the transactions in the list to view the individual transaction data
You will see the transaction data in the Transaction Entry section on the left hand side of the page
If needed, make changes to any of the Transaction Entry data fields
Click “Edit Transactions” to process the changes
Click the “Process” button to process the transactions (first screenshot below)
After the transactions have processed, there will be a green check mark next to them (second screenshot below)

Recurring

For merchants that need to upload larger batch files, but don’t necessarily need a recurring plan, the recurring upload is a viable option due to its larger file capacity of 10,000 transactions. Recurring Plans default to “once” for frequency upon creation.

Setup

To setup a Recurring Plan by uploading file, follow these steps:

Select the Recurring tab
Select 'Upload from file' link from the left-hand side of page (first screenshot below)
Select your Merchant (if you have more than one)
Select your Terminal (if you have more than one)
Click the “Browse” button to locate the file on your computer*
Select the file and click “open”
Select “Validate and Save”**, “Validate Only”***, or Save, Do Not Validate”**** (second screenshot below)
Click “Upload”*****
If the file uploads successfully it will be listed on the Recurring tab under the heading "Upload Results".
Click on 'Inspect the uploaded plans here” (third screenshot below)
Click on the Plan name (fourth screenshot below)
Click in the Plan name next to “Viewing Plan” (fifth screenshot below)
You can update the name, start and end date, and frequency. Select activate and click “Update”

Notes:

All Plans default to once for frequency.

The Plan defaults to a disabled status once created. You need to activate the Plan after you create it.

*You can upload up to 10,000 transactions at a time.

**“Validate and Save” is used to validate that the data in the file conforms to Recurring formatting standards and then saves it as a recurring plan.

***“Validate Only” only validates that the data in the file conforms to the Recurring formatting standards.

****“Save, Do Not Validate” only saves the file to a recurring plan. No validation is performed.

Restrictions

Settings can be enabled to restrict duplicate transactions and/or refund transactions.

Setup

To setup Restriction, follow these steps:

Select the Administration tab
Select Terminals
Select the terminal you want to adjust
Choose Restrictions
Enter the appropriate data for your needs (screenshot below)
Click “Update”

Definitions

Duplicate Status – Used to enable or disable duplicate checking. Default is “Unrestricted”, which performs no checks.

Duplicate Time (Minutes) – The time frame within which two or more duplicates are allowed to be detected. A five minute time value would detect duplicate transactions made four minutes apart, but ones made six minutes apart would not be detected for example.

Maximum Duplicates – The amount of duplicate transactions that are allowed in the time frame. Typically this is set to zero.

Refund Status – Used to enable or disable refund volume checking. Default is “Unrestricted”, which performs no checks.

Maximum Refund Count – The number of refunds that may be processed in a given day.

Maximum Refund Amount – The maximum dollar amount of a refund which is allowed to go through.

Velocity Controls

Velocity controls are settings that determine transaction thresholds for a particular Merchant. This allows a merchant to monitor transaction flow, transactions by IP address, by card number, and amount right down to the hour.

Setup

To setup Velocity Controls, follow these steps:

Select the Administration tab
Select Terminals
Select the terminal you want to adjust
Choose Velocity Controls
Choose the appropriate Limit, Duration and Action for your needs
Click “Update”

Settings Definitions

There are 7 Settings you can configure:

Maximum Sale $ - Set this to determine the maximum dollar amount to allow for each transaction.

Minimum Sale $ - Set this to determine the minimum dollar amount to allow for each transaction.

Maximum $ of Transactions - This allows you to set the maximum dollar amount for approved transactions within a specified time period (up to 24 hours or up to 7 days) and whether to decline (transactions are not sent out for authorization) or not. This calculation is based upon approved transactions only. Transactions that are not approved are not included in the calculation for maximum $ of transactions.

For example: The maximum $ of transactions is set to $5,000 for 1 day and the action is set to decline. If you send three transactions to Payeezy totaling $6,000, but one of the transactions (for $4,000) is not approved (due to invalid data in the transaction, error with the merchant configuration, bank declined, etc.), then you can still send $3,000 worth of transactions to Payeezy before the velocity control would prevent Payeezy from sending additional transactions out for an authorization.

Approved transactions total $2,000. The maximum $ of transactions is $5,000. There is $3,000 that can still be approved before the velocity limit is reached and transactions not sent out for approval.

Maximum # of Transactions - This allows you to set the maximum number of approved transactions within a specified time period (up to 24 hours or up to 7 days) and whether to decline (transactions are not sent out for authorization) or not. This calculation is based upon approved transactions only. Transactions that are not approved are not included in the calculation for maximum # of transactions.

For example: The maximum # of transactions is set to 1,000 for 1 day and the action is set to decline. If you send 1,200 transactions to Payeezy, but 300 of the transactions are not approved, then you can still send 100 transactions before the velocity control would prevent Payeezy from sending transactions out for an authorization.

Maximum $ Amount per Card/Check No. - This allows you to set the maximum dollar amount allowed per card or check number* per specified time period (up to 24 hours or up to 7 days) and whether to decline (transactions are not sent out for authorization) or not. This calculation is based upon approved transactions only. Transactions that are not approved are not included in the calculation for maximum $ Amount per card/check no.

Maximum # Transactions per Card/Check No. - This allows you to set the maximum number of transactions per card or check number* per specified time period (up to 24 hours or up to 7 days) and whether to decline (transactions are not sent out for authorization) or not. This calculation is based upon approved transactions only. Transactions that are not approved are not included in the calculation for maximum # transactions per card/check no.

Maximum # Transactions per IP - This allows you to set the maximum number of transactions allowed per individual IP address per specified time period (up to 24 hours or up to 7 days) and whether to decline or not. This calculation is based upon approved transactions only. Transactions that are not approved are not included in the calculation for maximum # transactions per IP.

NOTE: Velocity Controls are a risk management tool and not a fraud prevention tool.

Example of Completed Velocity Control Settings

Fraud Filters

Payeezy Gateway offers advanced fraud filters to help reduce fraudulent transactions which in turn can help reduce chargebacks. These features allow you to create positive and negative lists for:

IP Address
Credit Card
Email Address or Domain
Reference Number
Billing Address
Country

Setup A New Filter From the Administration Tab

To setup Velocity Controls, follow these steps:

Select the Administration tab
Select Fraud Filters
Click on “Create Fraud Filter” (first screenshot below)
Select whether or not you want to create a Positive or a Negative filter (second screenshot below)
Choose an option in the “Property” dropdown box
Enter the value
Click “Save”

Note: Positive Filters will override Negative filters.

Setup A New Filter Using the Transaction Search

You may also use the Transaction Search list to create new Fraud Filters.

To setup Velocity Controls, follow these steps:

Select the Transaction tab
Enter the search parameters to find the transaction
Click on the transaction
Click on “Fraud Filters” near the bottom of the transaction detail
Select the fraud filters you want to enable (screenshot below)
Click “Save”

Manage Your List of Fraud Filters

Under the Fraud Filters section, you can manage your list of Fraud Filters a few different ways:

View the list by All, Negative, or Positive Fraud Filters
Download the list into CSV to manually update
Upload your own list from a CSV file

CVS File Format

Field	Description	Allowed Values
Filter Type	Determines if the filter is Positive or Negative	‘P’ – Positive ‘N’ - Negative
Field Name	The field you are setting the filter for	‘Customer Reference’ ‘Card Number’ ‘IP Address’ ‘Email’ ‘Address’ ‘Country’
Value	Value you want to filter	This must adhere to the format required for each field. See earlier table.

P,Customer Reference,BG
P,Card Number,4111111111111111
N,IP Address,1.2.3.4
N,Customer Reference,BA
N,Email,bag@bag.com
N,Address,123 Ball Street
N,Country,UK
N,Card Number,5454545454545454

NOTE: If you create a CSV file for upload, it will overwrite any existing Fraud Filters you have in place.

Creating Wildcards for Fraud Filters

The following transaction fields come into play when detecting fraudulent transactions. The table below indicates those fields and whether or not wildcards are available when creating your filters

Field	Description	Wildcards Allowed
Billing Address	The Address Part of the AVS input (AVS format: StreetAddress\|Zip\|City\|State\|Country),	Yes
Country	The Country Part of the AVS input (AVS format: StreetAddress\|Zip\|City\|State\|Country)	No
Card Number	Equality check only (must be full Number)	No
Customer Reference	String,	Yes
Email Address/Domain	email format or domain (*@xyzemail.com)	Yes
IP Address	network notation (192.168.0.1, 192.168.0.1/32) ranges expressed in network	No

'*' - matches any character(s) in the expression and can be anywhere in the string. To use the '*' literally escape with '\'.

Examples:

*abc - matches 123abc, and does not match 123abc123
abc* - matches abc*, and does not match 123abc123
a*c - matches abc, and does not match bbc
a\*c - matches a*c, and does not match abc

Fees

Fees should first be provisioned by the Payeezy Gateway Help Desk (note that fees can only be enabled for MOTO and eComm terminal types, Retail device types are excluded). Once the Fees are provisioned on the account, the Fees can be setup.

To setup Fees, follow these steps:

Select the Administration tab
Click on “Terminals”
Click on the Terminal you want to setup the Fees
Click on “Fees”
Enter the fee info
Click “Update”

For more information on Fees, please visit https://support.payeezy.com/hc/en-us/articles/205100068

AVS and CVV2

Setup

AVS and CVV2 filters can be setup and managed on each terminal.

To setup AVS and CVV2 filters, follow these steps:

Select the Administration tab
Click on “Terminals”
Click on the Terminal you want to setup the AVS and CVV2 filters
Click on “AVS Filters” or “CVV2 Filters”
Click on the specific filters you want to turn on
Click “update”

Notes:

Only the Merchant Administrator will have access to these settings.
The cardholder will not be prompted for billing address information unless one of the AVS filters is enabled.
An AVS or CVV2 response code will not be returned for a transaction unless one of the filters is enabled.

For more info on CVV2 and AVS, click here

3D Secure

Setup

3D Secure is a security product provided by Cardinal Commerce. To use 3-D Secure on your Hosted Checkout Payment Page, please click on the link to register: https://registration.altpayfirstdata.com. Be sure to select Global Gateway e4 from the First Data Gateway Platform drop down menu.

Once registration is complete you will be provided with the following:

Merchant ID
Transaction Password
Cardinal Service URL

To setup 3D Secure, follow these steps:

Select the Administration tab
Select Terminals
Click on the Terminal you want to setup 3D Secure
Click on “3D Secure”
Enter the information provided by Cardinal Commerce
Click on “Update”

Level II & III Data

Payeezy Gateway supports the entry of Level 2 and 3 data within RPM using POS and Recurring. In addition, you can use the Transaction section to search and retrieve those transactions that contain Level 2 or Level 3 data.

Setup

To enable Level 2 & 3 Data in RPM, follow these steps:

Select the Administration Tab
Select Terminals
Click on your Terminal
On the Details tab, chose one of the options for level 2 & 3 data (screenshot below)
Click “Update”

Note: In order to successfully process transactions with Level 2 and Level 3 data, AVS needs to be enabled in order to capture the required address data. Click here for instructions on how to enable AVS.

Level 2 Allowable Transactions

Card Types Supported:

Visa
MasterCard
American Express

Transaction Types Supported:

Purchase
Completion
Refund
Tagged Purchase
Tagged Refund
Tagged Completion
Force Post

Level 3 Allowable Transactions

Card Types Supported:

Visa
MasterCard

Transaction Types Supported:

Purchase
Completion
Refund
Tagged Purchase
Tagged Refund
Tagged Completion
Force Post

For more information about Level 2 & 3 data, check out What is Level II & III Data for Commercial Cards

Visa Checkout

Visa Checkout should first be provisioned by calling the Payeezy Gateway Technical Support at 855-448-3493. Once Visa Checkout is provisioned, the merchant can setup Visa Checkout on the account. Please note that for Visa Checkout, a unique Merchant ID can be used either for Hosted Checkout or for Web Service API, but not for both at the same time.

Setup on account

To setup Visa Checkout on your account, follow these steps:

Select the Administration Tab (first screenshot)
Select Terminals
Click on your Terminal
Select “Visa Checkout”
Click “Enable Visa Checkout”
Click either “Board for HCO” or “Board for API”
Fill in all the required fields
Click “Update”
Select the Administration Tab
Select Terminals
Click on your Terminal
External Client ID is a field that will now appear and be pre-populated with data. (second screenshot)

Setup for Hosted Checkout

In order to make Visa Checkout available on a payment page, after setting it up on the account, you need to setup it up on the Hosted Checkout terminal. This is the only step required to enable Visa Checkout on the Hosted Payment Page. As soon as the box is Enabled, the Visa Checkout button will be live on the Page.

To setup for Hosted Checkout, follow these steps:

Select the Payment Pages tab
Click on your Terminal
Click on “Payment Types”
Click “Enable Visa Checkout”
Click “Save Changes”

Setup for API

For API users, after Visa Checkout is setup on the account, Visa Checkout will send a direct email to merchant’s email account detailing the process for accessing the Visa Checkout portal. API merchants will need to retrieve the API key and the Shared Secret directly from the Visa Checkout portal.

The v19 endpoint of the API adds support for Visa Checkout transactions. To learn more about how to integrate Visa Checkout with the Payeezy Gateway Web Service API, please click here.

PayPal

Payeezy Gateway supports PayPal as a Method of Payment in Hosted Checkout and Web Service API. A separate PayPal merchant account is required.

If you need to set up a PayPal merchant account, click here.

Setup

To enable PayPal in Hosted Checkout or API, follow these steps:

Select the Administration tab
Select Terminals
Click on the Terminal your Hosted Checkout Payment Page is linked to
Select the PayPal tab
Check “Enable PayPal” (first screenshot below)
Click “Update”
Select the Payment Pages tab
Select the Payment Page you want PayPal enabled
Select Payment Types
Click on “Enable PayPal” (second screenshot below)
Click on “Save Changes”

Logout

To end your session with the Payeezy Gateway Real-time Payment Manager (RPM), click on "Sign out" in the upper right corner. We recommend you log out each time you leave your computer unattended or have finished using it, for security purposes. Otherwise, the default time for automatic logout due to inactivity is 15 minutes.