USA Epay Gateway Build Instructions You will be provided a user

USA Epay Gateway Build Instructions
You will be provided a user name and password from a member of management.
These are the credentials you will need in order to access the system. The link
below will bring you to the login page.
https://secure.usaepay.com/login?type=res
You will begin by logging into the USA Epay reseller account set up for APS. From
the home Screen you will select the “add merchant” tab as shown in the image
below.
This will return the form on the next page that you will need to fill out in its entirety.
I have included a description of the information needed in red text next to the fields.
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You will continue entering information into all necessary fields which are outlined
in the below images.
In order to determine the Industry you will need to find the record in the
database and locate the four fields indicating the entry method for payments.
Within the APS-TSYS Customer service database you will notice each record is
broken into four sections. I have labeled each section in the image on the next
page by number.
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Section 1 is commonly
referred to as the
Navigation Pane. Any
search conducted will
return results in this
area.
A query can be run by right clicking any of the
available search fields and selecting the option
“Find”.
The fields recommended to search by are listed
below
Merchant Name
Merchant Number
Contact Name
These fields will contain unique information that
you should have prior to the build and will return a
narrow search result.
Once you have located your desired account you
will simply select it by clicking on the merchant
name.
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Section 2 is known as the merchant info section. Any address info or owner
information can be found in this section.
The tabs outlined in the above image will allow you to access different
information that may be relevant to your build. Primarily you will use the address
tab and owners & ach tabs. You will notice there are 2 addresses in the address
tab. I have labeled them 00 and 01. The 00 is the legal address and is typically
used for any mailings from APS. The 01 address is the location in which the
business resides and where most transactions will take place in most cases. This is
the address you will use for the gateway build and the address that will display on
customer receipts.
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Section 3 is called the Parameters Pane and contains info about how they process
as well as reference and contact information. This section also contains tabs along
the top that will allow you to access different information. For the USA E-pay
build you will only need the Basic and Parameters section. This is the section
displayed above and you will need the highlighted information in order to set the
contact email as well as customer service number.
The SIC and MCC code are also relevant in classifying the type of merchant
transactions that this merchant will process. The percentages of how the
transactions are processed will also be relevant in determining the marketplace.
This is explained in detail further below in the instructions.
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Section 4 is the Billing & Account History section and contains information about
the overall history and revenue of the account. There are two tabs needed to
complete your gateway build. The terminals tab as well as the cards and services
tab.
The image above is the Terminals tab and the pertinent information has been
outlined in red. If there are more than one line items in this section you will want
to identify the stage only file. This will contain the information needed to
complete the build. The terminal #, V number and store number will be needed to
configure the gateway.
The software section can be helpful in knowing whether or not an integration is
needed. Please ensure if an entry in the software field is present that you verify a
source key is not needed. This can be verified by the supplied documentation or
by contacting the merchant’s integration specialist for directive.
The notes section at the bottom of the page can contain helpful information
regarding any integration contact information as well as auto close information.
These can also be obtained from the internal and verification forms.
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Section 3 (Parameters Pane) is where you will find the information necessary in
order to determine the marketplace. The information you will need is outlined in
the image above.
You will determine which Industry by whichever has the largest number here. If
the fields have equal values then you will select whichever is the highest risk. I
have listed them in order of highest to lowest risk below.
1. MOTO = Mail Order
2. Internet = eCommerce
3. Keyed/Swiped = Retail
As soon as you select our platform (Tsys) a list of fields will become available
allowing you to configure the platform. Please continue using the information in
red. This information can be obtained in sections 2, 3 and 4 of the APS TSYS
Customer Database. Please refer to the image on the following page.
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The selections in Yellow are the tabs that you will need to select in order to return
the necessary information which is outlined in red. The Terminal number is the
first 4 digit number in the terminal tab.
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Please ensure before adding Debit or AMEX that you have verified it has been
added in cards and services as well as the terminal build. This will ensure there is
no delay in accepting these payment methods. If you are unsure if this has been
completed please refer to the notes in the account.
Above is an example of an account with Debit. To verify it has been added to the
terminal build you will need to examine the notes and/or verify with the terminal
technician.
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Below you will configure the batch settings, Check options and billing
specifications. Direct payment processing is something the client will direct us to
set up and will be referenced in the Internal form or Verification checklist. The
auto close time will also be listed in the Verification checklist. Please make sure to
set the time to what the merchant has specified. An example has been provided
below.
This can be located under the attachments section in the database as shown in
the image below.
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Get this from the verification checklist or
internal form
The batch settings will determine when the transactions for that day are sent over
for settlement and will help determine the amount of time that the deposits will
be sent to their bank.
It is extremely important that this be accurate to ensure account retention. If you
are unclear about the auto close time please verify with a member of
management before moving forward.
It is also important to note that we bill our customers directly for this service. For
that reason please do not add any of the banking information from the database
into the build as this will double charge our customer.
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In the next section you will learn to request a source key if necessary as well as
define the username that the merchant will use to login to their account. This
area will also give you the ability to send an email to the merchant contact as well
as leave a note for the setup of the account. The image below contains the
information necessary to complete this section.
Before completing this section it is important to know if this merchant will be
integrating with a shopping cart, website or payment management system (also
known as point of sale or POS). This can be determined from the Verification
checklist in the section marked “POS Information” or in the Internal form in the
section marked “Processing Equipment Information”. There may also be relevant
information in the notes field in the Internal form. This is located at the bottom of
the page.
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If you need to request a source key you will name it with the first word of the DBA
name and the name of the POS or shopping cart they are trying to integrate with.
If the client name was ABC auto care and the POS software was Shift 4 then your
key name would be ABC Shift 4. Before requesting a PIN you will need to verify
that the integration requires one. If you request a PIN when not required the
source key will not function properly. You will enter your email address below the
key name to ensure it generated properly before sending to the clients IT or
integration representative.
The Merchant User Account section is where you will define the username. The
naming convention is as follows: First name of DBA + last for of merchant
number. If the merchant name were ABC auto and the merchant number is
6328000000001234 then your username would be abc1234 in lowercase font.
You will want to make sure you add the contact email address in the box below
the username field. This will prompt the system to send the user a welcome letter
they will need in order to set their password and access the system. You will also
need to add a note as outlined in the above image. Once you have all the
information entered you may click the save Button.
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Once you have saved your USA Epay build you will need to add the service in the
cards and services tab. This can be accomplished by clicking on the “Add” button
as listed in the image above. This will open a dialogue box pictured below.
You will select USA Epay from the drop down menu under cards or services and
check the box marked new. In the service number field you will enter the
username that was created for the merchant during the build. It should read as
follows. Login:abc1234. If there is any other pertinent info such as the contact
info for the integration specialist you may enter that in the Extra Notes section.
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You will now need to contact the merchant and schedule training for the gateway
as well as note the account that you have completed the build. You will reach out
to the main contact in order to complete training. If you are unable to reach them
you will need to ensure follow up occurs within 48 business hours. Once you have
made your initial attempt you will leave a note in the account. This can be
accomplished by selecting the notes tab in section 4 as outlined in the image
above. In order to access a new note you will select the “Add” in the bottom right
corner. It will then return the dialogue box below.
You will want to enter a note indicating that the build was completed and that an
attempt was made to schedule training. If no contact was made you will need to
indicate that in your note as well as when your next attempt will be. If you were
successful you will need to indicate when the scheduled time the merchant
selected for training will be. Once your note is complete you will save it by
selecting “Save” in the bottom right corner of the dialogue box.
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In order to ensure follow up is complete and punctual, you will set a to-do in the
database. This will notify you when the follow up time has arrived via a pop up.
You will not be able to use the database until this pop up has been acknowledged.
In section 4 of the database you will select the Activities tab as outlined above.
In order to create a new to-do you will select the option “Add ToDo” in the
bottom right corner. This will bring up the ToDo dialogue box as shown below.
You will want to ensure that the ToDo is
set to you or the appropriate person to
follow up with the merchant. If you are
unsure who this should be, please see
your manager or supervisor.
Set the date and time to the scheduled
appointment indicated by the merchant
and make sure there is a check mark in
the alarm section.
If your attempt to contact was
unsuccessful please ensure you reset the
time to 48 business hours in the future and enter notes in the memo field of the
ToDo as well as the notes in section 4 of the database. You will continue attempts
for 2 weeks. If unsuccessful at that point you will send an email to your manager
or supervisor as well as the sales rep for the account. They will attempt to reach
out to the merchant in order to assist in the training so the merchant may begin
processing. This completes your gateway build.
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