This document is the exclusive property of MONEXT. Any reproduction or use by a third party without previous written agreement from Monext is unlawful.
PVT - VC
Payment virtual terminal (virtual checkout)
Version: 1.1 Date: 26/01/2009
CONTENTS
1 INTRODUCTION ... 3
PURPOSE OF DOCUMENT ... 3
FOREWORD ... 3
CONTACTS ... 3
FORMALISM USED IN THIS DOCUMENT ... 3
FORMALISM OF THE VARIOUS SCREENS ... 3
2 CONNECTING TO THE VIRTUAL CHECKOUT ... 5
Connection screen ... 5
Password expiry page ... 5
3 THE VC'S VARIOUS FUNCTIONS ... 7
MAIN MENU... 7
CREATE WALLET FUNCTION ... 8
Initialising wallet creation ... 8
Selecting a payment method ... 10
Entering the card data of a payment method ... 11
Create wallet summary ... 12
SIMPLE PAYMENT FUNCTION ... 13
Initialising simple payment ... 13
Selecting a payment method ... 14
The payment method selection screen lets you choose the payment method you wish to use. ... 14
Entering the card data of a payment method ... 15
Error screen ... 16
Summary of a simple payment ... 17
PAYMENT IN N-INSTALMENTS ... 18
Initialising payment in N-Instalments ... 18
Selecting a payment method ... 19
Entering the card data of a payment method ... 20
Error screen ... 21
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1 INTRODUCTION
Purpose of document
The VC, Virtual Checkout, as its name suggests, is an electronic payment application online. It is targeted at salespeople who wish to record payments for their activities via a secure web interface.
This document will explain all the functions VC has to offer.
The summary displays a detailed view of each function to make searching easier.
Foreword
This document is the exclusive property of Monext. Any reproduction or use by a third party without previous written agreement from Monext is unlawful.
Monext®, community and international trademark exclusive to Monext SAS and/or group companies. Payline® is a community and international trademark exclusive to Monext PLC and/or group companies.
Contacts
For assistance, advice or any questions you may have, contact Payline Assistance at:
Telephone number +33 4 42 25 15 43
Rue Claude Nicolas Ledoux Pôle d'activités d'Aix-en-Provence B.P 62000
F - 13792 Aix-en-Provence Cedex 3
If you notice any errors in this document, please send us an email with precise details of the error or problem. Please give the document reference, the document date (indicated on the first page of the document) and page number(s).
Revision log
The table below lists the latest modifications made to the document.
Date Issue Modifications 20/08/08 1.0 Original issue 26/01/09 1.1 Document update
Formalism used in this document
Wording used in the manual
Meaning
“unknown salesperson ID”.
An expression in italics and between quotation marks
Indicates that it is displayed on the screen
Back
An expression with a border Represents a button on the screen
Elements found in all VC screens
The golden chip denotes a field that must be filled in.
The RESET button can be found on the various screens of the VC and enables you to reset non-mandatory fields of a form back to default values. This button enables you to cancel current operations and return to the main menu page.
This button enables you to continue the current operation. It takes you on to another page where you will be asked to enter more information.
The finish button takes into account all processes carried out and redirects the user towards the menu page.
This button is used to save all processes carried out.
This button is used to validate all processes carried out.
This is a radio button which is used to select an option. With radio buttons you cannot make multiple selections.
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2 Connecting to the Virtual Checkout
Access to the VC requires authentication.The page below is displayed to users accessing the VC. It is used so that the user can be identified; therefore his salesp erson ID, user ID and password are required here.
After clicking on the Connect
button
the IDs will be checked via the validity solution, followed by access to the home page.Connection screen
The payment terminal constantly carries out checks on the various fields of the pages that come up.
If a field is not filled in, the system displays the same page again, the pre-loaded form with the data already entered along with the message “xxx: mandatory field”.
Therefore if the user enters a false salesperson ID, a message will appear saying “unknown salesperson ID”.
If the login and/or the password is entered incorrectly, a message saying “ID/password: entered incorrectly" will be displayed on the page.
After 3 successive authentication errors, the user’s profile will be locked.
A locked user who tries to log on will receive the following message: “Your account has been locked for security reasons. Please contact your administrator”.
If the user’s password has expired, they are sent on to the Password expiry page:
This page enables you to define a new password after your old one has expired. On the same page, you will find the rules to be complied with for creating a valid password.
For you new password to be registered by the system click on the Save button.
When the system authenticates you, it will take you to the screen to selecting a VC if you have configured several VCs. You have to select a VC from the list of (activated) VCs which you have access to.
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3 The VC's various functions
In this section we will go through the Virtual checkout’s various functions. It has three functions which are simple payment, payment in N-instalments, and create wallet.
Let’s start with the Main menu.
Main menu
The screen below presents the VC’s main menu. It lists the various functions defined in the administration centre for a given VC and operator.
The Simple payment function represents the normal style VC payment.
The Payment in N instalments, as its name suggests, enables the user to pay in several instalments.
The Create wallet function enables the user to create their own wallet. The aim of a wallet is to record customer information in view of developing loyalty and avoiding them from having to enter their personal data again next time they pass an order.
Let us now go on to a detailed explanation of each function.
Create Wallet Function
The create wallet function enables you to create a customer wallet. The aim of a wallet is to record customer information in view of developing loyalty and avoiding them from having to enter their personal data again next time they pass an order.
To create a wallet, go to the Main menu page, click on the Create wallet link, the page below will come up; enter the information required to create your wallet.
An example is given on the screen below.
Initialising wallet creation
A golden chip in front of a field means that it's filling in is mandatory.
The various fields are checked and in case of an error, the system returns the pre-loaded form with the data already entered and requests a correction.
Customer reference
This if the reference for the customer, it is unique. It serves as an external reference for the customer wallet in the Payline base. It is mandatory for creating a wallet
Last name, First name
Mandatory data. The last and first names of the wallet creator.
E-mail, Telephone, Mobile, Address, Post code, City, Country
Customer information. It will be saved and used for recognising the customer.
When the user fills in the form and clicks on the
Continue >>
button, the customer reference is checked before being saved in the database.If the user selects a customer reference that already exists, the following screen comes up.
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You may then click on the << Back button to return to the wallet initialisation page and change the customer reference.
Selecting a payment method
This screen enables you to select a payment method.
It includes a reminder of payment related data: Card holder, customer reference as well as the list of payment methods associated to this VC. By default, no payment method is selected.
The choice of a payment method is required. In order to do this, click on the radio button facing the picture of the card you wish to use, then click on the Continue >>.button.
You will then be redirected towards a page asking you to enter the data concerning your payment method.
NB: If the amount to be paid does not enable the use of a certain card or if the card is not compatible with this type of operation, the card will not be shown in the list.
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Entering the card data of a payment method
This page is used to enter the data of the payment method which you have assigned to your wallet.
All fields on this page are mandatory. They include:
- a reminder of the data related to payment: Card holder, customer reference
- The data fields related to the payment method selected during the previous phase. All these fields are mandatory.
One click on the Continue >>button enables the system to record your payment information and sends you on to the next page which is a summary of the process.
Create wallet summary
This screen shows:
- a reminder of the data related to the process: Card holder, customer reference.
- The data of the wallet created (owner, address, card no., expiry date)
- An email field so you to email a summary of the process to the customer. The field contains the e-mail address entered during the initialisation phase if applicable The user may also replace the e-mail address if necessary.
- So that the email can be sent, the box must be ticked. It is un-ticked by default.
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Simple payment Function
With the VC’s Simple payment function, online customers can pay for their goods all in one go. To access the page, go to the main menu, click on Simple payment, the page below is displayed and you will be asked to fill in the various fields. An example of this process is given on the screen below.
Initialising simple payment
Last name, First name, Reference, Amount
Are all mandatory fields. If a field is not filled in, the system displays the same page again, the pre-loaded form with the data already entered along with the message “xxx: mandatory field”.
E-mail address, Telephone no, Mobile no
Are not mandatory fields. If they are filled in however, a check is made on these fields:
If the e-mail address contains a syntax error, the message "'E-mail: incorrect entry" is displayed.
If the amount entered isn’t in the correct decimal format, the message “Amount: incorrect format” is displayed.
When you click on the Continue >> button you will be taken to the screen for selecting the payment method you wish to use.
Selecting a payment method
The payment method selection screen lets you choose the payment method you wish to use.
It includes a reminder of payment related data: Card holder, customer reference as well as the list of payment methods used by this VC. By default, no payment method is selected.The choice of a payment method is required. In order to do this, click on the radio button facing the picture of the card you wish to use, then click on the Continue >> button.
You will then be redirected towards a page asking you to enter the data concerning your payment method.
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Entering the card data of a payment method
This screen enables you to enter the information related to your payment method.
This screen shows:
- a reminder of the payment related data in the first part of the form: Order reference, Amount to be paid, Card holder
- The data fields related to the payment method selected during the previous phase; all these fields are mandatory. Once you have entered this information, click on the Continue >> button
- Click on the << Back button to make alterations to the previous pages.
Error screen
If the information entered is correct, after clicking on the
Continue >> button you will be automatically redirected towards a page
displaying a summary of your payment.
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Summary of a simple payment
The page below shows the summary of the simple payment completed.
This screen shows:
- a reminder of the data related to payment: order reference, Amount to be paid, Card holder, transaction no.
- The Receipt with a Print ticket button for printing.
- An email field to email a summary to the customer. The field contains the email address entered during the initialisation phase if applicable The user may also replace the email address if necessary.
- So that the mail can be sent, the box must be ticked. It is un-ticked by default. When you click on theRESETbutton, the form is reinitialised to its default setting.
Clicking on the Finish >>button validates your payment and takes you back to the main menu.
In addition to the two functions already presented, the virtual checkout has a third one, payment in N instalments. The rest of this manual will be dedicated to how this function is presented.
Payment in N-instalments
Payment in N-instalments, as its name suggests, enables customers to pay in several instalments. If you wish to pay in several instalments, via the main menu page, click on Payment in N-instalments; the page below will appear where you can fill in the various areas presented. An example of a payment registration is given on the screen below.
Initialising payment in N-Instalments
In this scenario, no customer reference is entered. A wallet is created implicitly.
Once you have entered the number of instalments you want to pay in and how frequently, click on the Calculate instalments button.
Below this button you will then see the various instalments, the date and the amount due for each of them.
Last name, First name, Reference, Currency, Amount, Number of instalments
Are all mandatory fields. If a field is not filled in, the system displays the same page again, the pre-loaded form with the data already entered along with the message “xxx: mandatory field”.
The number of instalments indicates how many separate payments you will have to make.
The periodicity indicates how frequently you want to pay; e.g. monthly, quarterly, etc.
Payment dates: are the dates at which you wish to make payments.
E-mail address, Telephone no, Mobile no
These are not mandatory fields. If they are filled in however, a check is made on these fields: If the e-mail address contains a syntax error, the message "'E-mail: incorrect entry" is displayed. If the amount entered isn’t in the correct decimal format, the message “Amount: incorrect format” is displayed.
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When you click on the Continue >> button you will be taken to the screen for selecting the payment method you wish to use. Select your payment method and click on the Continue >> button.
Selecting a payment method
The screen above enables you to select a payment method.
It includes a reminder of payment related data: Card holder, Amount, customer reference as well as the list of payment methods used by this VC. By default, no payment method is selected.
The choice of a payment method is required. To select a payment method, click on the radio button next to the picture of the card you wish to use, then click on the Continue >> button.
You will then be redirected towards a page asking you to enter the data concerning your payment method.
NB: If the amount to be paid does not authorise the use of a certain card or if the card is not compatible with this type of operation, the card will not be shown in the list.
Entering the card data of a payment method
This screen enables you to enter the information related to a payment method.
This screen shows:
- a reminder of the data related to payment: Order reference, Amount to be paid, Card holder
- The data fields related to the payment method selected during the previous phase; all these fields are mandatory. Once you have entered this information, click on the Continue >> button.
- Click on the << Back button to make alterations to the previous pages.
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Error screen
The error is specified in the yellow section at the top of the screen.
Once the error has been corrected or once you have entered the correct information, clicking on the
<< Back button will redirect you
automatically towards the payment summary page.
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23/24 This screen shows:
- a reminder of the data related to payment: order reference, Amount to be paid, transaction no., Card holder.
- The bill book includes the date, the amount and the status of the various instalments for your payment.
- The Receipt with a button to print it out.
- An Email field so you can email a summary of the process to the customer. The field contains the e-mail address entered during the initialisation phase if applicable The user may also replace the e-mail address if necessary.
- So that the email can be sent, the box must be ticked. It is un-ticked by default.
So that the system registers all payment processes, click on the << Finish button.
This is the end of the Virtual Checkout (VC) presentation. We hope this document will help you to master the application and make future payments much simpler.
Payline®, community and international trademark exclusive to Monext SAS and/or group companies.