QMerchant Manual Version 12.0

QMerchant Manual Version 12.0
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QMerchantManual
QMerchantManual
Version13.0
Thisdocumentreflectsversion13.0.0ofQMerchant.
Someofthescreenshotsarejustexamplesandmaydifferfromtherealproduct.
QBAutomationisatrademarkandservicemarkofRHAV.
addQinisatrademarkandservicemarkofRHAV.
QuickBooksisaregisteredtrademarkandservicemarkofIntuitInc.intheUnitedStatesandothercountries
Authorize.NetisaregisteredtrademarkofLightbridge,Inc.
Allothermarksarethepropertyoftheirrespectiveowners.
Copyright©2002–2018byRHAVAllrightsreserved.
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TableofContents
INSTALLATION........................................................................................................................4
PREPARATIONFORUSEWITHQUICKBOOKS(DESKTOPVERSIONS)...................................................9
SETUPFORUSEWITHQUICKBOOKS(DESKTOPVERSIONS)............................................................10
SETUPFORUSEWITHQUICKBOOKSPOINT-OF-SALE...................................................................11
STARTUSINGQMERCHANT....................................................................................................13
SETTINGS............................................................................................................................14
KEYBOARDSHORTCUTS..........................................................................................................18
MULTIPLEMERCHANTACCOUNTS...........................................................................................20
USEQMERCHANTASVIRTUALTERMINALWITHOUTQUICKBOOKS.............................................21
USEQMERCHANTWITHQUICKBOOKSPRO,PREMIERE,ENTERPRISE............................................23
WORKINGWITHSALESRECEIPTS.............................................................................................24
USEOFCHECKS....................................................................................................................28
WORKINGWITHINVOICES/RECEIVEPAYMENTS........................................................................29
WORKINGWITHSALESORDERS...............................................................................................31
WORKINGWITHCREDITMEMO..............................................................................................32
RECURRINGBILLING..............................................................................................................33
BATCHPROCESSING(‘UNATTENDEDMODE’)............................................................................36
BEHAVIOROFTHEGETPAYMENTBUTTON................................................................................37
USEQMERCHANTWITHQUICKBOOKS–POINTOFSALE.............................................................39
VOIDS,CREDITSANDREFUNDS...............................................................................................43
QUICKMODE.......................................................................................................................44
SERVERINSTALLATIONANDMANAGEMENT...............................................................................45
LEVELIIDATA......................................................................................................................46
LEVELIIIDATA.....................................................................................................................47
CIM(AUTHORIZE.NETCUSTOMERINFORMATIONMANAGEMENT)........................................48
USEOFMAGNETICSTRIPEREADERS........................................................................................50
QMERCHANTMENUENTRIES.................................................................................................51
THELOGFILE.......................................................................................................................53
TRANSACTIONTYPESANDOTHERCODES...................................................................................54
PRINTRECEIPT.....................................................................................................................55
CHANGETHEPRINTRECEIPT....................................................................................................55
BARCODEPRINTING..............................................................................................................57
RECEIPTFORMATTINGPARAMETERSANDCOMMANDS................................................................57
RE-PRINTARECEIPT..............................................................................................................58
CUSTOMSETTINGS................................................................................................................59
REPORTS.............................................................................................................................64
ACTIVATION.........................................................................................................................65
PAYMENTGATEWAYS............................................................................................................66
AUTHORIZE.NETAPILOGINIDANDTRANSACTIONKEY..............................................................67
TIPS....................................................................................................................................68
TESTYOURCONNECTIONTOTHEPAYMENTPROVIDER:................................................................68
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GETTHEQMERCHANTVERSIONANDSERIALNUMBER.................................................................68
TROUBLESHOOT...................................................................................................................69
Prerequisites....................................................................................................................69
HowdoIgetthetransactionkeyfromAuthorize.Net?...................................................69
IseethefollowingmessagefromAuthorize.Net.............................................................69
SupportedPaymentGateways:........................................................................................69
HowcanIseetheauthorizationandtransactionidofasalesreceipt?...........................69
CannotgetthecreditcardnumberfromQuickBooks.....................................................70
QuickBooksDesktopVersionsi.e.EnterpriseandWindows7.........................................70
HowcanIdisabletheintegratedQuickBooksmerchantservice?...................................70
Errormessage‘Markettypeisinvalid..............................................................................71
IwanttochangetheQuickBooksversionIselectedduringinstallation..........................71
APPENDIXA:SCREENSHOTSFORTHEUSEWITHQUICKBOOKSPOINT-OF-SALE(OLDERVERSIONS)......72
APPENDIXB:AUTHORIZE.NETRESPONSECODES(EXCERPTFROMAUTHORIZE.NETDOCUMENTATION)75
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INSTALLATION
Afterdownload,pleaserunthedownloadedexecutable.
Step1:Thefollowingdialogappears.
Step2:Click’Next’tocontinue.
TheRHAVlicenseagreementisdisplayed.Youmustacceptthelicense,otherwiseyoucannotuseQMerchant.
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Step3:Confirmtheinstallationfolder.Werecommendleavingitasitisandclick‘Install’tocompletetheinstallation.
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Step4:FinishtheinstallationandlaunchQMerchant.
Step5:Usethesetupwizard.
Thesetupisatwo-stepprocess.FirstwesetupyourQuickBooksconnectionandthenweestablishtheconnectionto
theselectedpaymentprovider.
PleaseselectyourQuickBooksversionandclickcontinue.QMerchanttriestoconnecttoQuickBooks.Ifthisisthe
firsttimeyouinstallQMerchant,somedialogswillappear(asdescribedinthefollowingchapter).Pleaserespondto
thosedialogs.
Aftertheconnectionissuccessful,thenpleaseselectyourpaymentgateway.Thefollowingselectionsarecurrently
available: Authorize.net
YouneedtheAPILoginIDandthetransactionkey.Yougetbothfromtheauthorize.net
merchantwebsiteundersecuritysettings.
PPI
YouneedanAccountToken.PleaseaskPPIPaymoverforit.
Other
Youaregoingtouseoneoftheothersupportedpaymentgateways.Pleasefollowthein
structionsandsetitupviatheQMerchantsettingsdialog.
Iwillsetupthe
PleasedefinethepaymentgatewayviatheQMerchantsettingsdialog
paymentprovider
later
Nowenterthecredentialsyourpaymentprovidergaveyou.
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BelowisascreenshotofasuccessfulsetupforaQuickBooksdesktoporserverversionandauthorize.net.
HereisascreenshotofasuccessfulsetupforaQuickBooksPoint-of-SaleandPPI.
If we are able to establish the connection to your payment provider, you are ready to use QMerchant. Press the
‘ReadytouseQMerchant’buttontoclosethewizard.Pleasereviewyoursettings,connecttoQuickBooksandstart
withQMerchant.
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Ifyourpaymentproviderisnotlisted,pleaseselectOTHER.FromtheQMerchantdashboardclickSettings
Andenterthepaymentproviderinformation.
After installation you see the following icon
at your desktop. Also there is an entry in your Programs Menu
namedQMerchant.Toruntheapplication,double-clickthaticon.
IfyouchoosetouninstallQMerchant,youcandothiseitherfromtheprogrammenuorviatheControlPanel-UninstallPrograms.
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PREPARATIONFORUSEWITHQUICKBOOKS(DESKTOPVERSIONS)
OpenyourQuickBooksapplication.TheninvokefromthemenuEdit|Preferences.ChooseIntegratedApplicationsand
theCompanyPreferencestab.
Makesurethatthe"Don'tallowanyapplicationtoaccessthiscompanyfile"isun-checked.
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SETUPFORUSEWITHQUICKBOOKS(DESKTOPVERSIONS)
OpenQuickBooks.Youwillbeaskedtoauthorizeourapplication(Thisisaone-timeprocess).QMerchantrequestsaccesstoQuickBooks.ThefollowingQuickBooksmessage-orsimilarforQuickBooksPointofSale-appears:
Pleasecontinueasindicatedwith'Yes,wheneverthisQuickBookscompanyfileisopen'anddon'tforgettocheckthe
'Allow....'checkbox.Thisisnecessary,becausewewillaccess/modifythecustomercreditcardinformation.Aconfirmationdialogwillappear
Confirmwith'Done'andthenextdialogwithYes.
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SETUPFORUSEWITHQUICKBOOKSPOINT-OF-SALE
Please login as SysAdmin and make sure that QuickBooks Point-of-Sale is in network mode. You can get this dialog in
POS from the File menu and then Company Operations (older versions) or ‘Switch company file to multiuser mode’.
QMerchantactslikeanadditionalworkstationtoPOS
WhenQMerchanttriestoaccessQuickBooksPoint-of-Saleforthefirsttimeduringthesetupdialogorwhenyouconnect
toQuickBooks,youseethefollowingdialogsequence:
QMerchantlooksforavailablePoint-of-Saleserverstoconnectto.
Afteraserverisfoundorselected,youmustgiveQMerchantthepermissiontoaccessPOS.Pleasechoose‘Yes,Always’.
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ThenafterashortperiodoftimetheQMerchantdashboardshowsthatitisconnectedtoQuickBooksandyoucanstart
toprocesspayment.
Pleasecontinuewiththesection‘UseQMerchantwithQuickBooksPoint-of-Sale’.
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STARTUSINGQMERCHANT
FromtheDashboardpresstheyellowbutton‘ConnecttoQuickBooks’.
Bydoingthat,aconnectiontoQuickBooksisestablished.
TheDashboardthenlookslikethis:
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SETTINGS
OpentheSettingsdialog(theboxinthelowerleft).
Thepictureaboveshowsanexampleforauthorize.netsettings.Pleasereadtheexplanationsbelow.
IfyouworkwithQuickBooksPoint-of-Sale,theQuickBooksSettings(rightside)arenotvisiblebecausethatisdoneautomatically.
Therearesomespecialsettingsavailableviathemenuentry‘Special’
1.Itemized:Ifcheckednotonlythetotalsbutalsothesingleitemsaresendtothepaymentprovider.Thisoptionisnot
availableforallpaymentproviders.
2.DebugMode:Indebugmode,allmessagetoandfromQuickBooksarerecordedinalogfile.Werecommendtouse
thisonlyonadvicebyoursupportteam.
3.MultipleMerchantAccounts:Enablestheusageofseveraldifferentmerchantaccountswiththesameofwithdifferentpaymentproviders.
4.AllowBatchProcessing:Enablestheprocessofaseriesofpaymentsinunattendedmode(authorize.netonly).
5.Level3:Level3transactionmode(PayTraceonly).
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Thefieldshavethefollowingmeaning:
ProviderInformation
Selectoneoftheimplementedpaymentproviders.Youmusthave
PaymentGateway
acontractwiththem.TheyprovideyouwiththecredentialsnecesProvider
sary.
Authorize.NetSettings
(youmustobtainthisinformationfromAuthorize.Net)
APILoginID Authorize.NetLoginIDorAPILoginID
TransactionKey TransactionkeyfromAuthorize.Net
CARDPRESENT
Checkifyouhavea‘CardPresent’accountwithAuthorize.Net.
BydefaultitissettoaCardNOTPresentaccount
AddressoftheAuthorize.Netserver.
Server https://secure.authorize.net/gateway/transact.dll
Address Forcardpresentaccounts:
https://cardpresent.authorize.net/gateway/transact.dll
TransactionwillsendbesendtoAuthorize.Netintestmodeonly.
TestMode Thecreditcardwillnotbeprocessed,butyouwillreceiveaproper
response.(ThetrialapplicationisalwayssettoTestmode).
PayTraceSettings
(youmustobtainthisinformationfromPayTrace)
UserName PayTraceUserName
Password
PayTracePassword(PleaserememberyoumustchangeyourPayTracepasswordevery60days)
Server AddressofthePayTraceserver.
Address https://paytrace.com/api/default.pay
TransactionwillsendbesendtoPayTraceintestmode,usingthe
TestMode demoaccount.Thecreditcardwillnotbeprocessed,butyouwill
receiveaproperresponse.
PPIPaymover
(YoumustobtainthisinformationfromPaymentProcessingInc.)
AccountToken AccountTokengeneratedfromPaymentProcessing.
Check this if you have a Retail (industry type) account. Otherwise
DIRECT MARKETING is assumed. In case you use a card reader,
RETAIL
thosetransactionsareautomaticallyassignedtotheindustrytype
RETAIL.
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Hardware
Use a magnetic stripe reader. Select the type of your magnetic
stripereader.QMerchantsupportsUSBHIDorUSBkeyboardemulationinterfacescardreaders.Amongthesupportedtypesare:
MagTekMagMini21040101ornewer
CardReader
UICMSR213
Encrypteddevices:(PPIgateway)
MagTekMagneSafecardreader
MagTekIPadPinPad
ReceiptPrinter
Select the receipt printer you use. The selection of ‘None’ means
thatthereisnoprinterused.
AutoPrint
Ifchecked,automaticallyprintthereceiptafterasuccessfultransaction.
PrintPreview Checkthisbox,toreviewthereceiptbeforeprinting.
PrintCopies Selectthenumberofcopies.
QuickBooks Settings (There are no specific transaction or
paymenttypesforQuickBooksPointofSale)
Choose the QuickBooks transaction types for payment processing
(checkallthatapply).Currentlywesupportthefollowingtransaction types from QuickBooks: ‘Sales Receipt’, ‘Receive Payment’,
TransactionTypes ‘CreditMemo’,‘Invoice’and‘SalesOrder’.Werecommendcheck(notavailablewithPOS) ingthefirstthreetransactiontypes.
ForuseofRecurringBillingyoumustcheckInvoice.
Default settings are: ‘Sales Receipt’, ‘Receive Payment’, ‘Credit
Memo’.
WhichtypesofpaymentwillbehandledbyyourpaymentprocesPaymenttypes sor (check all that applies)? These payment types are defined in
QuickBooks in the Payment Method List. Usually you check all
typesofCreditCardPayments.
Preferences
AutomaticallyconCheckifyouwillautomaticallylogontoQuickBooks.
necttoQuickBooks
QuickMode
Whenchecked,aminimalpaymentwindowisshownfortheusual
day-to-daytransactions.
UseShortCuts Enableuseofkeyboardshortcuts.
autoClosePayment
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Defaultfalse.
Ifsettotruethepaymentdialogisclosedautomaticallyafterprint-
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ingoriftheprinterselectioninthesettingsissetto‘None’aftera
successfulpaymenttransaction.
AlwaysshowtheSelectTransactionDialog.Default:true.
IfsettofalsetheSelectTransactionDialogisshownonlywhen:
showSelectDialog
1. Notransactionsarefound.
2. Morethanonetransactionisfound.
Default:false.
Ifsettotrue,theSelectTransactiondialogisclosedautomaticallyif
therewasonlyonetransactionshown.
autoCloseSelectDialog
Send an email receipt to the customer via the selected payment
gateway.Currentlysupportedgatewaysare:
SendEmailReceipt
authorize.net(Overridesthemerchantaccountsettings)
PayTrace
Pleaseentertheappropriatedataanddonotforgettopress‘Save’tostoreyoursettings.
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KEYBOARDSHORTCUTS
Keyboard shorts simplify the use of some of the QMerchant dialog. Five different short cuts are implemented for the
followingdialogsandareactivewhenyouareconnectedtoQuickBooks.Theshortcutscangetmodifiedviathecustom
settingsdialog.Tousetheshortcuts,pleaseenableitinthesettingsdialog.
G LOBAL
ThereisaglobalshortcutAlt–Gthatdirectlyopensthepaymentdialogfromanyapplication.Whenyoui.e.havesaved
atransactioninQuickBooks,bypressingAlt-Gthepaymentwindowcomes.ThereisnoneedtobringQMerchanttothe
front.
M AINWINDOW Alt–G Getthepayment.Openeitherthepaymentdialogortheselecttransactiondialog.
S ELECTIONOFTRANSACTIONSWINDOW Alt–P Processtheselectedtransaction.Openthepaymentwindow.
Alt–C Closethewindow.
P AYMENTW INDOW(SMALLANDLARGEWINDOW )
Alt–S Submitthetransaction
Alt–R PrinttheReceipt
Alt–C Closethewindow.
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MULTIPLEMERCHANTACCOUNTS
Youcansimultaneouslyusemultiplemerchantaccounts.Theadministrationisdoneasfollows:
Pleaseenablethemultiplemerchantaccountsfeaturefromthespecialmenu.
EnterallnecessaryinformationinthePaymentGatewayInformationbox.
ThenenterintheMultipleMerchantAccountstextfieldanameforthisaccountandpress‘Add’.Thiswillcreatethis
merchantaccount.
With‘Del’youdeletetheselectedaccountandwith‘Chg’youwillchangetheinformationfortheselectedaccount.
Ifyouneveraddedanaccount,theinformationasshowninthePaymentProviderGatewaywillbeused.Ifyouadded
onlyoneaccount,thatonewillbeusedautomatically.
Ifyoudefinedmorethanonemerchantaccount,youhavetoselectthemerchantaccounttouseatthedashboard.
Themerchantaccountselectionisvisibleonlyifyouhavedefinedalistofmerchantaccounts.
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USEQMERCHANTASVIRTUALTERMINALWITHOUTQUICKBOOKS
FromToolsmenuchoose‘VirtualTerminal’.Thefollowingdialogappears:
EnterthenecessaryinformationandpressSubmittoprocessthecreditcard.DependingontheversionofQMerchant,
youcanprocesse-checkswithAuthorize.Netalso.Toswitchbetweencreditcardande-check,makeyourselectionof
thepaymenttypeatthebottomofthedialogmentionedabove.Thee-checkpaymentdialogisasfollows:
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Withthevirtualterminalyoucanalsoprocessothertransactiontypes.Thosearelistedatthebottomofthepayment
screenundTX-Type.Mostcommontypesare
VOID Voidaprevious–notyetsettledtransaction.
REFUND
Refundaprevioussettledtransaction
Pleaseenterintheparametersfield(bottomleft)thetransactionandtheauthorizationcodeseparatedbyaslashi.e.
0006780/12345.Thenentertherefund/voidamount,creditcardnumberandexpirationdataandpresssubmit.
Ifyoudonotknowtransactionidorauthorizationcode,bothareincludedinthetransactionreportorthetransaction
log,accessiblefromtheQMerchantmenus.
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USEQMERCHANTWITHQUICKBOOKSPRO,PREMIERE,ENTERPRISE
AlwaysstartQuickBooksfirst,becauseQMerchantistriggeredautomaticallybyQuickBooks.
AfteraconnectiontoQuickBookswasestablished,theDashboardlookslikethis:
ThereareseveraltransactiontypessupportedbyQMerchant,whichareusedforfurthertransactionprocessing:
• SalesReceipt,
• ReceivePayment,
• CreditMemo
• Invoices(automaticallycreatesareceivepaymenttransactionorusedforrecurringbilling)
• SalesOrder(automaticallycreatesareceivepaymenttransactionifitisaCAPTUREtransaction)
Based on example screenshots from QuickBooks we will outline the typical payment procedure. This process remains
thesamewithotherQuickBooksversion,butthescreensmaylookdifferent.
Pressthegreen‘GetPayment’buttontocaptureapaymentfromQuickBooks.
Hint:IfyouhavestoredcreditcardnumbersinQuickBooksandyouwouldliketousetheminQMerchant,pleaseopen
thepaymentinformationofthecustomerinQuickBooksandcopyandpastethecreditcardnumberintotheaccountno.
field.Ifthatfieldisusedforotherpurposes,pleasefollowtheinstructionsintheQMerchantTroubleshootsection(#10)
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WORKINGWITHSALESRECEIPTS
(TheoutlineoftheQuickBooksdialogsmayvaryandbedifferentdependingontheQuickBooksversionyouuse).
CreateasalesreceiptinQuickBooks.Inordertoprocessthepaymentandchargeacreditcard,itisimportantthatyou
selectthecorrectPaymentMethod.Thismustbeoneofthepaymentmethodsyouacceptedinthesettingsdialog.Aftercompletingthesalesreceipt,press‘Save&Close’or’Save&New’.Makesure,thatthethecheckbox‘’Process…payment
whensaving’abovethe‘Save’buttonsinNOTchecked.OtherwiseyouwilluseIntuitforpaymentprocessing.
Nowpressthegreen‘GetPayment’buttoninQMerchant.TheinformationofthesalesreceiptistransmittedtoQMerchantandthefollowingdialogpopsup.Mostfieldscontaininformationofthesalesreceipt.Pleasecompletethemissing
fields(Thoseinyellowaremosttimerequired)andpresssubmit.Thiswillsendtheinformationtoyourpaymentprocessorforfurtherprocessing.
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Ifyoudidn’taddsomerequiredinformation,youwillseethosefieldsflaggedredandfurtherprocessingissuspended
untilyouentertheinformation.Asaresult,thepaymentprocessorrespondseitherwithasuccessorafailure.Inany
caseyouwillgetanappropriatemessage.Incaseofasuccesstheresultwillappearas:
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Theresultingauthorizationcodeand/orthetransactionidareshown.Wheneveryouaddedorchangedthecreditcard
information,thisinformationcanbecomestoredinQuickBooks.Pleasepress‘UpdateQuickBooks’todoso.Inanycase,
theauthorizationcodeandthetransactionidarerecordedinQuickBooks.
Incaseofafailure,youcandirectlyreturntothesalesreceiptinQuickBooksanddothenecessarychangesthere.Have
inmind;thetransactionisrecordedinQuickBooks,eveniftheprocessingwithyourpaymentproviderfails.So,you
areresponsibletotakecorrectiveactions.
Asmentionedabove,theauthorizationcode,thetransactionid,theamountchargesandthelastfourdigitsofthecredit
cardarerecordedinQuickBooks.Tomakethosevisible,youmustchangeyoursalesreceipttemplate.Inthesalesreceiptpress‘CustomizeTemplate’andselectyourtemplatefromthedialog.
‘Edit’willleadyoutothefollowingscreen:
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UnderfieldsisanadditionalentryQ_Authorization.
TherearealsosomefieldslabeledQ_RB_.Thoseareforusewithrecurringbilling.
PleasecheckthefieldQ_Authorizationandaddsometitlelike‘TXID’toit.Andpress‘OK’tosaveyourchanges.TheTX
IDwillappearinthesalesreceiptasshownbelow.
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USEOFCHECKS
Analternativetotheuseofcreditcardsistheelectroniccheckfeature.(Pleasenotethatthisisnotsupportedbyallpayment
gateways)
Just select in QuickBooks as payment method ‘Check’. In QMerchant the echeck payment information will come up.
Mostvaluesarepreset.Youhavetoenterthebankaccountnumberandthebankroutingnumber.Asyoucanseeatthe
bottomofthepaymentwindowaspaymenttypeECHECKisselected.
There is also a way to automate the entry of the banking information. In QuickBooks you can define some additional
fieldsthatholdthisdataforeachcustomer.Pleasenamethefieldsasfollow:
BankName:
Nameofthebank
BankAccount: Customeraccountnumber
BankRouting: Routingofthebank(ABA)
IncaseyouworkwithinvoicesinQuickBooks,thenyoutomanuallyselectECHECKaspaymenttypeintheQMerchant
paymentscreen.
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WORKINGWITHINVOICES/RECEIVEPAYMENTS
(TheoutlineoftheQuickBooksdialogsmayvaryandbedifferentdependingontheQuickBooksversionyouuse).
WhenaninvoiceisrecordedinQuickBooks,thereisnotadirectpaymentinvolved.Paymentwillusuallybedonebya
ReceivePaymenttransaction.
MakesurethatyouselecttheappropriatePaymentMethodandthen‘Save&Close’or‘Save&New’.Makesure,thatthe
the checkbox ‘’Process… payment when saving’ above the invoice list is NOT checked. Otherwise you will use Intuit for payment
processing.
Nowpressthegreen‘GetPayment’buttoninQMerchant.TheinformationofthepaymentistransmittedtoQMerchant
andthesamedialogsasdescribedwiththesalesreceiptprocedureabovewillfollow.
When in the Settings under Transaction Types the option ‘Invoice’ is checked, invoices for payment can be selected
manually.Fromthedashboardpressthegreenbutton‘WaitforPayment’.Thiswillshowalistofunpaidinvoicesaswell
asofalltransactionsfromthelast2/15minutes.
Usuallyonlyunpaidinvoicesareretrieved.Inadditiontothisretrievedinvoicesarefilteredbythepaymentterms.I.e.
whenapaymenttermCreditCardisspecified,onlyinvoiceswiththistermareretrieved.Allothersareignored.Bydefault,thereisfilteringofinvoicesdisabled.Toenableit,pleasechangethe‘FilterInvoicesbyTerm’inthe‘CustomSettings’.Pleasereadmoreunder‘CustomSettings’.
Fromtheinvoicesshown,highlighttheoneforthepaymentandpressOK.
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Youcanpaytheinvoicesimilartothesalesreceiptexplainedearlieron.Afterasuccessfulpayment,QMerchantautomaticallycreatesareceivepaymentinQuickBooks.Inordertoseethesuccessfulpaymentintheinvoice,youhaveto
customizetheinvoicetemplateasdescribedforthesalesreceipt.Theinvoicewillthenlooklikethescreenshotbelow.
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WORKINGWITHSALESORDERS
TheuseofsalesordersinconjunctionwithQMerchantissimilartothehandlingofinvoices.
FirstyoucreateinQuickBooksasalesorder.DependingonyourmodeofoperationyoucannowselectinQMerchant
thesalesorderandprocessitwiththepaymentprovider.
Usually you just do an authorization to validate the credit card and amount. We will store a successful authorization
backtoQuickBooks.Whenyoulatercreateaninvoiceforthesalesorderthenyoucancapturetheamount.Itisbasically
thesameaswithinvoices.QMerchantdisplaystheauthorizationcode/transactionidofaformerauthorizationtransaction.Afterasuccessfulcapture,areceivepaymenttransactionisautomaticallygeneratedinQuickBooks.
Ifyouhavechosentochargethecreditcardwiththesalesorder,thenareceivepaymenttransactioniscreatedandyour
customerhasacredituntilyouapplyittoaninvoicelateron.
Anexample(forauthorize.net):
InQuickBookscustomizethetemplatesforsalesordersandinvoicesandmadevisibletheadditionalfieldQ_Authorizationto
seetheauthorizationcodeandtransactionid.
InQMerchantinthecustomsettingschangeDefaultTxtypetoAUTH_ONLYtoavoidincidentalcaptureofsalesorders.Also
intheQMerchantsettingsselectSalesOrderastransactiontype(SointherightupperlistatleastSalesOrderandInvoiceis
checked).
NowcreateasalesorderinQuickBooksandcaptureitviatheQMerchantgetpaymentbutton.Inthepaymentscreenatthe
bottomthetxtypeisselectedasAUTH_ONLY.Submitandauthorizethecreditcardandstoretheauthorizationcodebackto
QuickBooks.
ThencreateinQuickBooksfromthesalesorderaninvoice.OpenitinQMerchantviathegetpaymentbutton.AtthepaymentscreenattheleftbottomistheauthorizationcodeshownandastxtypeVOIDisselected(Unfortunatelythisisthedefault).ChangeVOIDintoPRIOR_AUTH_CAPTUREandsubmit.Thiswillnotaskforanycreditcardinfoandthecardwillbe
charged.
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WORKINGWITHCREDITMEMO
(TheoutlineoftheQuickBooksdialogsmayvaryandbedifferentdependingontheQuickBooksversionyouuse).
ACreditMemoisatransactionwhereyourefundthecustomer.Thiscanbedonebyrefundingacreditcard.Thestepsin
QuickBooksareasfollows:
CreatetheCreditMemo.
Saveitandchoosehowtoprocessthecreditmemo.
Issuetherefund.MakesurethatyouselectthePaymentMethodasindicatedandpress‘OK’.TheprocessingwithAuthorize.Netisthesameasdescribedearlieron.
Makesure,thatthethecheckbox‘’Process…paymentwhensaving’atthebottomisinNOTchecked.OtherwiseyouwilluseIntuit
forpaymentprocessing.Thenpressthegreen‘GetPayment’buttoninQMerchantandproceedinQMerchant.
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RECURRINGBILLING
RecurringBillingissupportedfortheQuickBooksdesktopversions(notPoint-of-Sale)andwithauthorize.netaspayment
provider.Therearesomestepsnecessarytoenablerecurringpayment.
1.Withauthorize.netyouneedacard-not-presentaccountwithrecurringbillingenabled.
2.InQuickBooksmakesurethatyouhaveunderTermsanentry‘RecurringBilling’.Furthermorecheckthatyouhavethe
sameentryavailableaspaymentmethod.TheseentriesareautomaticallyaddedwhenyouinstallQMerchant.
3.IntheQMerchantsettingsdialog,selectInvoiceasTransactiontype.
4.Youuserecurringbillingwithinvoices.
Wehavetwodifferentscenarioshere.
a. Youhaveanunlimitedrecurringbilling.Pleasechooseasinvoiceamounttheregular(i.e.monthly)payment
rate.InQuickBooks,enteraninvoiceamountwiththeregularpaymentamountandselect‘RecurringBilling”as
Terms.
b. Youhaveafixednumber(i.e.12)ofpayments.InQuickBooks,enteraninvoiceamountwiththeentireexpected
paymentsandselect‘RecurringBilling”asTerms.
Theinvoicetemplatewilllooklikethefollowing:
Inthepictureaboveyoualsoseesomeadditionalfields,whicharefilledbytheQMerchantapplication.Theyhavethe
followingmeaning:
Q_Authorization:authorizationcode,transactionid,subscriptionidwhateverisappropriate,amountcharged
Q_RB_Info:Ratefortherecurringbillingofthisinvoice,Intervalinwhichthebillingoccursandmaximalnumberof
billings.
Whenyousavetheinvoice,youcanretrievethattransactionanddisplayit–viathe‘GetPayment’buttoninthe
paymentdialogofQMerchant.
AtthebottomofthemerchantdialogRecurringBillingisselectedaswellasCreateSubscription.
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AdditionallytheRecurringBillingDialogisvisible.
Thefieldshavethefollowingmeaning:
• Start: Date,whenthebillingstarts.Bydefaultitistoday’sdate.TheformatisYYYY-MM-DD
• Every: Periodinwhichthebillingoccurs.I.e.1Month=Everymonth,10Days,everythendays
• Times: NumberoftimesthebillingoccursorUnlimited.
Whenyouchangethenumberoftimes,theamountwillbeadjusted.Itiscalculatedasamountoftheinvoicesdivided
bytimes.Exceptyouchoose‘Unlimited’.Thentheamountisnotadjusted.
Ifthesefieldsarecorrectandyouenteredthecreditcardinformation,thesubsriptionissubmittedtothepayment
provider.That’sall.Afterasucessfulcompletionthesubscriptionidisshown.Whenyougobacktotheinvoicein
QuickBooks,itwilllooklikethiswithallQ_fieldspopulated.
Ifyoueverhavetheneedtocancelasubsription,youmayeitherdothatatthepaymentprovidersmerchantwebsiteor
asfollows:
OpentheVirtualTerminal,selectaspaymenttype‘RecurringBilling’,Cancel_Subscrastxtypeandenterthesubsription
idoftheinvoiceinthefieldSubs_ID.Thensubmit.Thesubscriptionwillbecancelled.
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Whenyoureceivelateronapaymentbyyourpaymentprovider,youmustmanuallycreateareceivepaymentin
QuickBooksoruseourQImportsoftwareproduct.
Tomanuallycreatethereceivepayment,pleasedothefollowinginQuickBooks.
Selectthecustomeranditsinvoiceandopenthereceivepaymentdialog.Pleaseselectaspaymenttype‘Recurring
Billing’.ThatwaysitpreventsQMerchantfromopeningupthepaymentdialogagain.Thedialoglooksasshownbelow.
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BATCHPROCESSING(‘UNATTENDEDMODE’)
Incaseyouhaveauthorize.netaspaymentgateway(othersmaybeimplementedlateron)youcanprocessaseriesof
paymentsinunattendedmode.Bydefault,theunattendedmodeisNOTenabled.Tomakeuseofit,pleaseopenthe
settingsdialogandclickthemenu‘Special’.Makesurethat‘AllowBatchProcessing’ischecked.
Whennowthegreen‘GetPayment’buttonispressed,thelayoutofthetransactionselectiondialogischanged.
The query for transaction remains unchanged. After the query is done, QMerchant analyzes the transaction data and
verifiesifthetransactioncanbeprocessed.Thatverificationdependsonthetx-type(AUTH_CAPTURE,AUTH_ONLYetc.)
thatisused.Validtransactionsaremarkedgreenandchecked.Invalidonesareinredandunchecked.
Foralltx-types:Thetransactionmusthaveacreditcardnumberandanexpirationdate.Theamountofthetransaction
islargerthanzero.
AUTH_CAPTURE:Validifthetransactionwasneverchargedearlieron.
AUTH_ONLY:Validifthetransactionwasneverchargedearlieron.
Allothertx-types:Validifthetransactionhasatransactionid/authorizationcode.
Regardlessofthecolormarking,youcancheckthetransactionanditwillbeprocessed.Hoveringthemouseoverthe
firstcolumnofthelistshowsthereasonwhyatransactionismarkedgreenorred.
Pleasereviewalltransactionandcheckallthosetransactionthatmustbeprocessed.Thesmall+and–buttonsselectall
ornone.Whenthereviewisdone,click‘Processcheckedtransactions’.Theunattendedmodestarts.Sametimeared
STOPbuttonisdisplayedthatstopstheprocessing.Duringtheprocessingeachtransactionsismarkedifprocessedsuccessfulornot.Ifsuccessful,itisstrokedoutandmarkedgray.Ifthetransactionfailed,itismarkedred.Hoverthemouse
overthefirstcolumnofthefailedtransactiontoseethefailurereason.Everythingelseisidenticaltothesingletransactionprocessing.Don’tforgettoreviewthetransactionlogaftertheunattendedmodeisfinished.
Still,youcanprocessasingletransactionasusual.
Reminder:Whenyouliketore-processthetransactionforwhatreasonever(likevoidingall),pleasequeryagain,since
thelistedtransactiondoNOTreflectthepreviousprocessingstate.ThatstateisupdatedinQuickBooksonly.
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BEHAVIOROFTHEGETPAYMENTBUTTON
The behavior of QMerchant after you click at the Get Payment button depends on the transaction types you have
checkedinthesettings.QMerchantsupportsfivedifferenttransactionstypes.
SalesReceipt
CreditMemo
ReceivePayment
Invoice
SalesOrder
Thefirstthree(SalesReceipt,CreditMemo,ReceivePayment)directlycorrespondtotherespectiveQuickBookstransactions.Whenthesetransactiontypesarecheckedandyoucreateoneofthosetransactions,theGetPaymentbuttonwill
queryQuickBooksforallthosetransactionscreatedormodifiedwithinthelastfiveminutes.Theyaredisplayedinadialogandcanbechosenforfurtherprocessing.
TheInvoicetransactionismainlyused,ifyouworkwithrecurringbilling.Here,theGetPaymentbuttonretrievesinvoicescreatedormodifiedwithinthelastfiveminutesandwithRecurringPaymentaspaymenttermset.Whenyouthen
processatransactionwithyourpaymentprovider,QMerchantautomaticallycreatesareceivepaymenttransactionin
QuickBooks,sothattheinvoicesismarkedPAIDinQuickBooks.
Mostcommon,onlySalesReceipt,CreditMemo,ReceivePaymenttransactiontypesarechecked,becausethosearethe
onlyQuickBookstransactionthatareinvolvedinsomekindofpayment.Ifyoumainlyworkwithinvoices,thepleaseuncheckReceivePayment.OtherwiseyouwillseetransactioncreatedbyQMerchantinthepaymentselectiondialog.
Thetransactionsinthelistaremarkedasfollows:
ClearText:Acreditcardtransactionnotyetprocessed.
StrokedText:Atransactionthatisprocessed.DoubleclickitonlyifyouneedtoVOIDorRefundthetransaction.
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ClearTextwithgraybackground:Atransactionsubmittedintestmode.So,thecreditcardwasnevercharged.
EitherreprocessthetransactionoutsideoftestmodeorremoveitinQuickBooks.
ItalicText:Atransactionwherewecannotdetermineexactlyifitwasprocessedornot.Pleasecheckthetransactionlog.ThismayhappenonlyforSplittransactionsinQuickBooksPoint-of-Sale.
Queryfortransactionsbydate.
QuickBookshastwodifferentdates.Oneisthetransactiondate,asshowninthedatefieldofthetransaction.
Theotheroneisthetransactionmodificationdate.Inthequerydialog,wemixboth.Whenyoujustchangedor
createdatransaction(withinthelast15mins)thatoneisshown.
When you query for a transaction, we look for the modification date of the transaction. When using a QuickBooksdesktopversion,youcanalsoquerybytransactiondate.Thosearethequeriesinthelowerpartofthe
dateselectionbox.
Queryfortransactionsbyreferencenumber.
YoucanalsoseektransactionsinQuickBooksbyreferencenumber.Pleaseselect‘EnterReferenceorCustomer’
andenterthereferencenumberofthetransactioninthequeryfield,replacingthedateselectionsandclickquery.Thequeryisdoneasfollows:
QuickBooksDesktopversions:Queryforthetransactiontypesasspecifiedinthesettingsdialog.Ifthe
transactiontypeallowspaymentmethods(i.e.salesreceipt),onlycreditcardpaymenttransactionsare
retrieved.
QuickBooksPoint-of-Sale:Onlysaleswithacreditcardpaymentareretrieved.
Queryfortransactionsbycustomername.
YoucanquerytransactionsinQuickBooksbycustomername.Pleaseselect‘EnterReferenceorCustomer’and
enterthecustomernameinthequeryfield,replacingthedateselectionsandclickquery.Thequeryisdoneas
follows:
QuickBooksDesktopversions:Queryforthetransactiontypesasspecifiedinthesettingsdialog.Ifthe
transactiontypeallowspaymentmethods(i.e.salesreceipt),onlycreditcardpaymenttransactionsare
retrieved.
QuickBooksPoint-of-Sale:notavailable.
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USEQMERCHANTWITHQUICKBOOKS–POINTOFSALE
(TheoutlineoftheQuickBooksdialogsmayvaryandbedifferentdependingontheQuickBooksversionyouuse).
SelectQuickBooks–PointofSalefromtheQMerchant-Dashboard.
Thefollowingdialogappears.
Itmaytakesometimeuntilthenextscreenwiththecompanydataselectioncomesup.
SelectyourPOSdatafile.Itmayhappenthatyouwillseethesetupdialogsasdescribedearlier.
AfterthattheQMerchant-Dashboardlookslikethis:
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InordertomakeasalewithQuickBooks–PointofSaleyoustartwiththefollowingscreeninQuickBooks–PointofSale
andcreateasale:(ThefollowingscreenshotsmaydifferinvariousQuickBooksPOSversions)
Createasale.
Afteryoufinishedpressthe‘Credit’buttonforcreditcardpaymentandadialogwiththevariouscreditcardscomesup..
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Chooseoneofthecreditcardtypesandreturntothepreviousscreen.
Press“SaveOnly”orSave&Print”.NowyouarefinishedwiththeQuickBookspartofthepayment.
NavigatetotheQMerchantDashboardandpress“GetPayment”
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ThesaleisrequestedfromQuickBooks–PointofSaleandpresentedasfollows:
Completetheyellowfieldseitherbyswipingacreditcardorbyenteringthemmanually.ThenPress‘Submit’totransfer
thedatatoyourpaymentprocessor.Aftercompletionyouseeamessageboxwiththeresult.Dependingonyour
QuickBooks–PointofSaleversion,QMerchantwilladdthetransactionidandtheauthorizationcodetothesalesreceipt
inQuickBooksPOS.Youalsocanhardcopyareceiptwiththe‘Print’button.
Haveinmind;thetransactionisrecordedinQuickBooks,eveniftheprocessingyourpaymentprocessorfails.So,you
areresponsibletotakecorrectiveactions.
Ifyourcustomerisgoingtopaythebillwithseveralcreditcards,pleaseenterthosedifferentpaymentsinQuickBooks
Point-of-Sale.QMerchantwillautomaticallycreatethenecessarynumberoftransactionsforapprovalandprocessing.
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VOIDS,CREDITSANDREFUNDS
QuickBooksPointofSalehasfourdifferenttransactiontypes,whichwillresultinacreditcardtransaction:
SalesandDepositwillchargeacreditcardwhileReturnandRefundwillrefundacreditcard.Normallywewilldetect
thesetransactiontypesautomatically.WealsodetectifaSaleisinfactarefundbecauseofexchangeditemsor.Means,
wheneverwedetectthatthetotalamountisnegative,wetreatthisasarefund.
The exception to this is a VOID. If you like to void a transaction, then click at payment screen in QMerchant the link
‘SwitchtoMANUAL’.Thenyouareabletomakechangesintheparameterfieldsatthebottomofthepaymentscreen.
PleaseenterthetransactionidofthetransactiontovoidintheTX-IDfield.SelectVOIDasTX-Type.Thenenterthecredit
cardinformationandpresssubmit.
ImportantRules:
Thesearetheguidelinesforissuingacreditfromauthorize.net.Theyaresimilarforotherpaymentproviders:
ThistransactionisalsoreferredtoasaRefundandindicatestothegatewaythatmoneyshouldflowfromthemerchant
tothecustomer.Thegatewaywillacceptacreditorarefundrequestifthetransactionsubmittedmeetsthefollowing
conditions:
•
•
•
•
•
•
The transaction is submitted with the ID of the original transaction against which the credit is being issued
(tx_id).
Thegatewayhasarecordoftheoriginaltransaction.
Theoriginaltransactionhasbeensettled.Ifitisnotsettled(usuallythetransactionisasoftoday,pleaseusethe
VOIDfunction)
ThesumoftheamountsubmittedintheCredittransactionandallcreditssubmittedagainsttheoriginaltransactionislessthantheoriginaltransactionamount.
Thefullorlastfourdigitsofthecreditcardnumbersubmittedwiththecredittransactionmatchthefullorlast
fourdigitsofthecreditcardnumberusedintheoriginaltransaction.
Thetransactionissubmittedwithin120daysofthesettlementdateandtimeoftheoriginaltransaction.
In case you subscribed to authorize.net ECC Expanded Credit Capabilities, you can credit any amount to a credit card
outsideoftherulesabove.ECCcanbeenabledattheauthorize.netmerchantwebsite.
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QUICKMODE
Fordaytodaytransactionsi.e.saleorsalesreceiptyoucanchooseinthesettingstousethequickmodeinsteadofthe
fullpaymentview.Thewindowshowsasfollowsandallowsyoutoenter/swipethecreditcardinformationandsubmit
thedatatothepaymentgatewayprovider..
Allbuttonshavethesamefunctionsasinthefullpaymentview.
Aclickatthesmallbuttonlabeled‘F’returnsyoudirectlytothefullpaymentview.
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SERVERINSTALLATIONANDMANAGEMENT
InstallQMerchantataWindowsserverofyourchoice.QMerchantisinstalledforAllUsers.
TheinstallationofQMerchantforaserverisidenticaltothedesktopinstallation.PleaseconfigureQMerchantcompletelyatyourfirstdesktopstation.TheservermanagementisavailableafterQMerchantisactivatedbyaserveractivation
code.Duringthisactivationthecurrentprofileandallsettingsarecopiedtoacommonplace,whereallusersofQMerchantcanaccessthose.
Whatistheeffectofaserver?
ThenormalusercanonlychangetheQMerchantsettingsforsomeindividualparametersasprinterorswipereader.All
othersettingsaredisabled.OnlytheQMerchantadministratorcanchangethosesettingsandmakethemavailabletoall.
AfterServeractivation,fromtheSupportmenu,anewentry‘ServerManagement’isshown.Withservermanagementa
normalusercancopythecommonQMerchantprofiletoitsindividualstation.Also,youcanlogonasAdministrator.The
loginispasswordprotected.ThepasswordisalwaystheQMerchantserialnumber,availablefromtheAboutdialog.
OnlytheQMerchantadministratorcanchangetheQMerchantsettingsaswellasthecommonprofile.Thesettingsare
savedautomatically.Ifyouwouldliketomakeyourindividualsettingsavailableforeverybody,usethesetprofilemenu
command.
QMerchantdeactivation.
OnlytheQMerchantadministratorcandeactivateQMerchant.Afterloginasadministrator,theLicenseManagementis
visible.
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LEVELIIDATA
Some payment providers support Level II transaction data. Level II data are submitted automatically. The following
screenshotshowsthepositionoftheLevelIIdata.
Thecalculationsareasfollows:
PO_NumiscopiedfromReference.
Taxiscalculated
CustomerIDisgeneratedfromLastnameandFirstname
TaxExemptissetifthereisataxamountornot.
Regardingdutyandfreight,theamounttransmittedis0.00.IfwedetecttheitemsDuty,FreightorShippingwe
willtransmittherealamount.
Allfieldsareeditable.Iftaxischanged,thesubtotalischanged.
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LEVELIIIDATA
Whenusingbusinessorgovernmentpurchasecard,atleastLevel2dataarerequiredasexplainedabove.Inadditionto
thatLevel3isasteptolowerthetransactioncosts.Currently–uptoourknowledge–onlyafewpaymentgateways
haveimplementedtheacceptanceofLevel3data.
QMerchant currently supports the transmission of Level 3 data for the PayTrace gateway. You can specify the use of
Level3inthesettingsdialog.
Bydefault,theLevel3modeisNOTenabled.Tomakeuseofit,pleaseopenthesettingsdialogandclickthemenu‘Special’.Makesurethat‘Level3’ischecked.
QMerchanttransmitsthefollowinginformationtothepaymentgateway:
AllLevel2fieldsplus
Ship-Tocountry
Ship-Topostalcode
AdditionalTax=0.00
AdditionalTaxrate=0.00
Informationforallthelineitems:
ID,
Description,
Quantity,
UnitofMeasureasEACH,
Unitprice,
Amount,
Addl.Taxas0.00,
Addl.Taxrateas0.00,
Discountas0.00
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CIM(AUTHORIZE.NETCUSTOMERINFORMATIONMANAGEMENT)
WithQMerchantv5.1.0wesupporttheusageofauthorize.netcustomerprofiles(CIM)toprocesspayments.
CIMisnotenabledautomatically.Toenableit,pleaseselectfromtheInformationmenuSupport|CustomSettings.Acceptthemessage.FromthefollowingdialogrevertCimEnabledfromfalsetotrue.Pressoktosavethedialog.
When you open a payment screen i.e. via the Virtual Terminal you see a new entry CIM in the menu of the payment
types.
WhenyouselectCIM,thereisanewgroupoffieldbelowthecreditcardinformation.
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Thefieldshavethefollowingmeaning:
ThefirsttextboxistheCustomerProfileID.TheseconddropdownlistcontainstheCustomerPaymentProfileIDs.Both
arenecessaryinordertouseCIMforpayment.
WiththecheckboxyoucandefinetouseCIMortouse.i.e.acreditcardforpayment.
WiththeUpdateButtonyoucanchangethecreditcardinformationintheCIMpaymentprofile.Addeithercreatesa
newcustomerprofileatauthorize.net(ifnotalreadydefined)oraddsanewpaymentprofilethere.Thebuttonwiththe
questionmarkshowstheCIMprofileasgiveninthefirsttextbox.
Youcanhaveasmanyastendifferentpaymentprofiles.Ifthereismorethanoneprofileyouhavetoselectwhichone
touse.Inadditiontothepaymentprofilenumberweshowthelast4digitsofthecreditseparatedbyanasterisk.
MosttimesCIMisusedwiththeCIMprofileinformationcapturedfromQuickBooks.WeexpectthatinformationcontainedanadditionalfieldnamedQ_CIM,definedatthecustomerlevelinQuickBooks.Theinformationinthefieldisthe
ProfileID.WhenQMerchantfindsthatinformationwewillautomaticallysuggestitforpayment.
IncasethatyoudonothaveaCIMProfile,usecanusetheAddbuttontocreateone.Ifthecreationwassuccessfulwe
willautomaticallytransferittoQuickBooksandstoreitintotheQ_CIMfieldforlaterusage.
IfyouhavetheneedtocreatealargeamountofCIMprofiles,werecommendtheusageofourothertoolslikeQImport.
Pleasecontactourhelpdesk.
InQuickBooksPoint-of-Sale,pleasedefineacustomfieldasfollows:FromthePreferencesmenuselectCompanyand
thenfromthelistboxGeneralandMyFieldLabels.Nameoneofthe“CustomerCustomFields”Q_CIMandcheckUse.
Leavethedialogwithsave.
Note:QMerchantcurrentlydoesnotallowtheuseofrecurringbillingwithCIM.
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USEOFMAGNETICSTRIPEREADERS
QMerchant supports several Magnetic Card Readers. Most commonly used is the Magtek USB Reader like MagTek
21040101thatweusedfortesting.EveniftheyhaveanUSBconnector,theyoperateeitherasUSBHIDdeviceoraso
calledkeyboardwedge.
Yousimplecantest,whichtypeofcardreaderyouhave.PleaseopentheWindowsnotepad.Placethecursorintothe
notepadandthenswipeacard.Ifyouseethecarddatainthenotepadthenyouhaveakeyboardwedge.IntheQMerchantsettings,pleaseselect‘Keyboard’.
OtherwiseyouhaveanUSBreader.Pleaseselecttheappropriatetype.
Useofkeyboardwedge:
Whenthepaymentscreenopens,thecursorisusuallyplacedinthecreditcardnumberfield.Nowyoucanswipethe
cardandtheinformationfromthecreditcardisdisplayinthevariousfields.Youcanrepeattheswipeasoftenasyou
need.PleasemakesurethatifpossibleyourkeyboardwedgesendaCRafterfinishingreading.Pleaseconsultthestripe
reader’smanual.
UseofUSBcardreader:
Whenthepaymentscreenopens,youcanswipethecardatanytime.Ifthecardisswipedsuccessfully,agreenlabelis
shown above the submit button. Whenever you need to swipe the card a second time (i.e. the customer changed its
mind),thenclickthatgreenlabel.Thecolorofthelabelbecomesyellowandyoucanswipethecardagain.
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QMERCHANTMENUENTRIES
Tools
Settings Opensthesettingsdialog
Backup/Restore Opensadialogtobackupand/orrestorethesettingsandthelogfiles.
VirtualTerminal OpentheVirtualTerminalfortransactionsoutsideofQuickBooks
GetTransactionfromQuickBooks Samefunctionasthe‘GetPayment’button.
PaymentGatewayVirtualTerminal OptionalmenutonavigatetoyourpaymentprovidersVirtualTerminal(availableforselectedpaymentprovidersonly.Pleasecontactourhelpdesk.)
SetupWizard Re-Initializes all settings for QuickBooks and your payment provider. Currently this is supportedforauthorize.netonly.
Re-PrintReceipt Re-Printatransactionreceipt.
ExitQMerchant EndtheQMerchantprogramanddisconnectfromQuickBooks
Information
About OpenstheAboutdialog,whichdisplaytechnicalinformation.
Help OpensthisQMerchantGuide.
ViewSaleslog Displaythelistofsalesdone.
ViewApplicationlog Displaythetechnicalinformationlogfile.
ViewTransactionlog Displaythelistoftransactionsdone.
ViewSalesReceiptbyrefnumber QuickBooks Point of Sale only. Retrieve transaction id and authorization code of a transactionreferencedbyareferencenumber.
TransactionReport Showsaformattedreportofthedailytransactions
SalesReport Showsaformattedreportofthedailysales
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Support
CustomSettings Openthecustomsettingsdialog(onadviceoftheQMerchantsupportteamonly)
TestMSR Testamagneticstripereaderorcardreader.
ShowDataFolder Openthefolderlocation,whereQMerchantstoresitsdata.
ServerManagement (availableintheQMerchantServerversiononly)
LoginasAdmin LoginasadministratorforQMerchantserver
SetUserProfile SetprofileinformationforaQMerchantServeruser
GetUserProfile ReplaceprofileinformationforaQMerchantServeruser
License
PurchaseLicense PurchaseyouQMerchantlicense.
Activation AfterpurchaseyouwillreceiveanactivationcodeforQMerchant.Pleaseenterithere.
De-Activation Incaseyouaregoingtouseyouractivationcodeatadifferentcomputer,pleasedeactivate
itherefirst.
ViewLicenseAgreement Readthesoftwarelicenseagreement.
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THELOGFILE
Alltransactionssendtoyourpaymentproviderarerecordedinadailylogfile.ThelogfilecanbeaccessedviatheDashboard.ItopensanInternetExplorerwiththefollowingcontent(similarforotherpaymentproviders):
ForPayTracethelogisasfollows:
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TRANSACTIONTYPESANDOTHERCODES
MostcommontransactionTypes
Whenworkingwithacreditcardtransactionprocessor,youcanspecifyseveraltransactiontypes:
AUTH_CAPTURE
Thisisthemostcommontransactiontype.
Itauthorizesthetransactionamountandcapturesthemoney
AUTH_ONLY Justauthorizetheamount.Itmustgetcaptureslateron.
CAPTURE_ONLY
Capturesapreviouslyauthorizedamount.(Needstheauth-codeortransactionid)
VOID Cancelsanauthorization,voidsatransaction(Needstheauth-codeortransactionid)
CREDIT Reimbursesthecreditcard(Forauthorize.Netonly)(Needstheauth-codeortransactionid)
CREATE_SUBSCR
Createasubscriptionforrecurringbilling.
CANCEL_SUBSCR
Cancelasubscriptionforrecurringbilling.
AVSCodes
A=Address(Street)matches,ZIPdoesnot
B=AddressinformationnotprovidedforAVScheck
E=AVSerror
G=Non-U.S.CardIssuingBank
N=NoMatchonAddress(Street)orZIP
P=AVSnotapplicableforthistransaction
R=Retry–Systemunavailableortimedout
S=Servicenotsupportedbyissuer
U=Addressinformationisunavailable
W=9digitZIPmatches,Address(Street)doesnot
X=Address(Street)and9digitZIPmatch
Y=Address(Street)and5digitZIPmatch
Z=5digitZIPmatches,Address(Street)doesnot
CardCodeverificationCodes
M=Match
N=NoMatch
P=NotProcessed
S=shouldhavebeenpresent
U=Issuerunabletoprocessrequest
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PRINTRECEIPT
CHANGETHEPRINTRECEIPT
Thetemplateforprintreceiptislocatedintheapplicationdatafolderandisnamedprintreceipt.xsl.Theapplicationdata
foldercangetaccessedviatheAboutDialogwithaclickatthelink‘OpenApplicationDataFolder’
Openthefileprintreceipt.xslwiththenotepadeditorandeditthehighlightedlinesasfollows:
Pleaseplaceyourcompanyheaderinformationattheplacemarkedyellow.Youalsocanaddafooterlineattheplace
markedyellow.Ifyouhavetohaveanewline,pleaseusethefollowingcharactersequence:
.Donotforget
tosavethefile.
<xsl:stylesheetversion="1.0"xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:outputmethod="text"indent="no"omit-xml-declaration="yes"/>
<xsl:paramname="topMargin">20</xsl:param>
<xsl:paramname="leftMargin">10</xsl:param>
<xsl:paramname="firstTab">60</xsl:param>
<xsl:paramname="barCode">true</xsl:param>
<xsl:paramname="barFont">Free3of9Extended</xsl:param>
<xsl:paramname="barSize">48</xsl:param>
<xsl:paramname="barReference">//Reference</xsl:param>
<xsl:paramname="logoName">logo.jpg</xsl:param>
<xsl:templatematch="/|@*|node()">
<xsl:comment>Placeyourcompanyheaderbelow</xsl:comment>
<xsl:comment><![CDATA[<LOGO>]]></xsl:comment>
<xsl:text></xsl:text>
<xsl:comment>YourCompanyheaderinthetextabove</xsl:comment>
<xsl:text>&#xd;&#xa;Receipt&#xd;&#xa;</xsl:text>
<xsl:value-ofselect="Receipt/PaymentType"/>
<xsl:text>&#xd;&#xa;Reference:</xsl:text>
<xsl:value-ofselect="Receipt/Reference"/>
<xsl:textxml:space="preserve"></xsl:text>
<xsl:value-ofselect="Receipt/Date"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:value-ofselect="Receipt/Description"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:value-ofselect="Receipt/NameOnCard"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:value-ofselect="Receipt/CardType"/>
<xsl:textxml:space="preserve">****</xsl:text>
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<xsl:value-ofselect="substring(Receipt/CreditCard,string-length(Receipt/CreditCard)-3)"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:for-eachselect="Receipt/Items/SingleItem">
<xsl:value-ofselect="ItemID"/>
<xsl:text>&#09;</xsl:text>
<xsl:value-ofselect="Description"/>
<xsl:text>&#09;</xsl:text>
<xsl:value-ofselect="Price"/>
<xsl:text>&#09;</xsl:text>
<xsl:value-ofselect="Quantity"/>
<xsl:text>&#09;</xsl:text>
<xsl:value-ofselect="Total"/>
<xsl:text>
</xsl:text>
</xsl:for-each>
<xsl:text>
</xsl:text>
<xsl:textxml:space="preserve">Subtotal:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/Subtotal"/>
<xsl:textxml:space="preserve">&#xd;&#xa;Tax:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/Tax"/>
<xsl:textxml:space="preserve">&#xd;&#xa;Total:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/Total"/>
<xsl:text>&#xd;&#xa;&#xd;&#xa;</xsl:text>
<xsl:iftest="Receipt/PaymentType='RECURRINGBILLING'">
<xsl:text>RecurringBilling&#xd;&#xa;</xsl:text>
<xsl:textxml:space="preserve">Rate:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/ARBRate"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:textxml:space="preserve">Start:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/ARBStart"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:textxml:space="preserve">Interval:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/ARBIntv"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:textxml:space="preserve">Times:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/ARBMaxOccurrence"/>
<xsl:text>&#xd;&#xa;</xsl:text>
</xsl:if>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:value-ofselect="Receipt/Processor"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:value-ofselect="Receipt/TxType"/>
<xsl:textxml:space="preserve">&#xd;&#xa;AuthCode:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/Authorization"/>
<xsl:textxml:space="preserve">&#xd;&#xa;Transaction-ID:&#09;</xsl:text>
<xsl:value-ofselect="Receipt/TransactionID"/>
<xsl:text>&#xd;&#xa;</xsl:text>
<xsl:text>&#xd;&#xa;&#xd;&#xa;&#xd;&#xa;&#xd;&#xa;................................................</xsl
:text>
<xsl:text>&#xd;&#xa;Signature&#xd;&#xa;&#xd;&#xa;</xsl:text>
<xsl:comment><![CDATA[<BARCODE>]]></xsl:comment>
<xsl:comment>Placeyourcompanyfooterbelow</xsl:comment>
<xsl:text></xsl:text>
<xsl:comment>YourCompanyfooterinthetextabove</xsl:comment>
<xsl:comment><![CDATA[<PAGEBREAK>]]></xsl:comment>
<xsl:comment>Possiblyanotherpage</xsl:comment>
</xsl:template>
</xsl:stylesheet>
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BARCODEPRINTING
Bydefaultbarcodeprintingisswitchedoff.Toenableit,pleasedothefollowing:
1. ChangethebarCodeparameterintheprintreceipt.xslfileto“true”(Itismarkedblueinthelistingabove)
2. Printingisdonebyaspecialfont.Itisnamed“Free3of9extended”.ThisfontisdeliveredwitheachQMerchant
distribution,butnotinstalledautomatically.Pleasegotothesamelocationwheretheprintreceipt.xslfileisand
double-clickthefileFRE3OF9X.tff.Thiswillinstallthefont.
3. Bydefaultthereferencenumberofthetransactionisbarcoded.
4. Tochangethebarcodesize,theinformationtobarcodeorthefonttype,pleasechangetheappropriateparametersintheprintreceipt.xslfileorcontactaddQinsupport.
5. Don’tforgettosavetheprintreceipt.xslfile.
RECEIPTFORMATTINGPARAMETERSANDCOMMANDS
Parameters:
topMargin
leftMargin
firstTab
barCode
barSize barFont
barReference
logoName
Positionfromthetopofthepageinpoints(Default:20)
Positionfromtheleftinpoints(Default:10)
Positionofthefirsttabinpoits(Default:60)
Printabarcode(Default:false)
Heightofthebarcodeinpoints(Default:48)
Fontusedforbarcodeprinting(Default:3FreeOf9Extended)
Contentofthebarcode(Default:Referencenumber)
Nameofthelogofile(Default:logo.jpg)
Commands:
<![CDATA[<BARCODE>]]>
<![CDATA[<PAGEBREAK>]]>
<![CDATA[<LOGO>]]> Placeholderforthebarcodeposition
Continueprintingatanewpage
Placeholderforlogoatthetopofthereceipt
SpecialCharacters:
&#xd;&#xa;
&#09; Newline(Linefeedandcarriagereturn)
Tabcharacter
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RE-PRINTARECEIPT.
Choosethisfunction,ifyouneedanoldprintreceiptorincaseyouforgottoprintthecurrentreceipt.
Selectthedateofthetransaction.Thenenteroneofthefollowing:
•
•
•
•
transactionid
authorizationcode
amountofthetransactionor
reference
Ifyoudonotknowoneofthosevalues,pleaseopenfromtheReportsmenuthesalesreportandcheckoutthetransactionid.Afterwardsyouwillseetheprintdialogand/oryoucanprintthereceipt.
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CUSTOMSETTINGS
ThesesettingscontrolinsomeaspectshowQMerchantbehaves.Pleasechangethosesettingsonadvicebyoursupport
teamonly,sincewrongsettingsseriouslyinfluencethewayQMerchantoperates.
Thedescriptionofthesettingsisasfollows:
Name
Default
Comment
AcceptPendingTransactions
False
WhensettotruependingtransactionsfromQuickBooksarealso
selectedforpayment.Bydefaultthoseareignored.
allowShortCuts
False
AlternateTxType
AlwaysShowTxDialog
True
Allowsshortcutsinthepaymentwindow.Implementedshortcuts
are:
Alt-C=CloseWindow
Alt-S=SubmitTransaction
Alt-P=PrintReceipt
Valid transaction type as alternate to the defaults. I.e.
AUTH_ONLYinsteadofAUTH_CAPTURE.
Alwaysshowaselecttransactiondialog.IfsettoFalse,thedialog
issuppressedifonlyonetransactionisavailable.
AppDirectory
Locationofapplicationdatafolder.
ARForPayment
AR-Account name in QuickBooks (without the numbers) where
to place the received payment. By default it is placed into ‘AccountsReceivable’.
AutoApplyRPayment
True
Applies an automatic receive payment automatically by QuickBooks if the payment cannot be applied to the original invoice
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transaction.
autoClosePayment
False
Automaticallyclosethepaymentdialogafterasuccessfultransaction.
autoCloseTxDialog
False
Automaticallyclosethetransactionselectiondialog.
AutoPrint
Automatically (Auto) print a receipt after a successful transaction.
CCExpDateFieldName
CCExpDate
Name of custom field that contains the credit card expiration
date
ccFormLocation
150,150
Screenlocationofthepaymentform
CCNumberFieldName
CCNumber
Nameofcustomfieldthatcontainsthecreditcardnumber.Defaultistheuseoftheaccountnumberofthecustomerpayment
info.
CheckFields
True
Checkthefieldforplausibilitybeforesubmittingatransactions
CIMEnabled
False
Ifsettotrueusesauthorize.netCIMforpayments.
CIMValidate
none
ValidationcodeforCIMtransactions
ColorTransactions
True
Showgreencoloriftransactionhasvalidcreditcardcredentials.
CountryList
Comma separated list of countries placed before the common
list.WerecommendthatyoualsoaddthecountryISOcode.The
syntaxisafollows:USA;US,Canada;CA…
FirstcomesthenameyouliketoseeinthelistandthenseparatedbysemicolonthetwocharacterISOcode.
NameoftheQuickBooksadditionalfieldthatholdsthecustomer’sbankaccountnumber.
NameoftheQuickBooksadditionalfieldthatholdsthecustomer’sbankname.
NameoftheQuickBooksadditionalfieldthatholdsthecustomer’sbankroutingnumber(ABA).
RecordallmessagestoandfromQuickBooks.
CustBankAccount
BankAccount
CustBankName
BankName
CustBankRouting
BankRouting
Debug
False
DefaultTxType
AUTH_CAPTURE DefaultTransactiontype.UsuallyAUTH_CAPTURE.
DepositPaymentTo
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Deposit-Account name in QuickBooks (without the numbers)
wheretoplacethereceivedpayment.Bydefaultitisplacedinto
‘UndepositedFunds’.
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DutyItemNames
Duty
ListofthenamesoftheQuickBooksitemsspecifyingduties.This
isusedtospecifyashipmentamounttothepaymentgateway.
EditMode
False
Makeitemlistandamountseditable.
EnableBatch
False
Allows the simultaneous processing of multiple credit card
charges
forceCCV
False
Forcetheentryofthecard’sCCVcode
ForceQBXMLVersion
False
Internaluseonly.
forceZip
False
ForcetheentryofaZIPcodeinthecustomerbillingarea
getCCfromParent
False
Get credit card information from the parent customer in case
thereisnoinformationatthejob.
hideWinControlBox
False
HideWindowsControlboxes
IgnoreQBDSubtotal
False
Ignores in the item lines an item that contains ‘Subtotal’ in its
name.
ignoreReversed
True
Point-of-Saleonly.Don’tshowreveredtransactions.
InstalledVersion
n/a
Internaluseonly.
InvoiceFilterbyTerm
Placethenameofthetermincaseyouliketofilterinvoicesby
term. This field is case sensitive. If you want to switch off this
filter,removereplacetheentrywithblanks.
Itemized
False
Iftruesendsitemizedtransactionstoauthorize.net.ForPayTrace
itsendsLevel3informationtothepaymentgateway.
L3
False
EnableLevel3transactionsforPayTraceandSecureNet
L3SourceZip
ZipcodeofthemerchantforLevel3processing
LicenseRead
Internaluseonly.
mainFormLocation
100,100
Screenlocationofthemainform.
MaskCCNumber
True
Maskscreditcardandbankaccountnumbersinreports.
MaxReturnedQueryResults
50
ModifiedMinutesBack1
2
NumberofreturnedresultsforaqueryagainstQB.
Numberofminutessearchedbackbythe‘GetPayment’button
ModifiedMinutesBack2
15
Alternate number of minutes searched back by the ‘Get Payment’button
MSR
NameofMSRtype(Keyboard,COM,USB)
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MsrASynch
True
UseMagneticCardReadertoasynchronousmode.
MSRClose
True
MsrOverlap
False
MsrTimeout
30000
TimeoutforsynchronousMSRoperations
multipleMerchantAccounts
False
Supportofmultiplemerchantaccounts.
PrintCopies
1
Numberofprintreceiptcopies
Printer
Nameofreceiptprinter
PrintPreview
False
Showpreviewbeforeprinting
QBDLaunchMode
1
QuickBooksconnectionmode.
QBPOSConnection
SetsthePoint-of-Saleservertoaspecificdatabase.Themustbe
asshowninthefollowingsample:
ComputerName=QUAD;CompanyData=TestPOS;Version=10
QBVersion
n/a
Internaluseonly.
QBXMLVersion
“2.0”
MinimumQuickBooksversion
QuickMode
False
Showabbreviatedpaymentscreen.
RefundForLinkedTransactionsOnly True
Querycreditmemosandrefundforpreviouscreditcardtransactionsonly.
RemoveItemAfterProcess
True
sc_Close
C
Removes a successfully processed transaction from the transactionselectiondialog.
Closeawindow(Alt-C)
sc_GetPayment
G
Openthepaymentdialog(Alt-G)
sc_GlobalGetPayment
G
Globalshortcuttoopenthepaymentscreen.(Alt-G)
sc_Process
P
Openthepaymentscreenfortheselectedtransaction(Alt-P)
sc_ReceiptPrint
R
Printthereceipt(Alt-R)
S
Submitthetransaction(Alt-S)
selSrFormLocation
120,120
Screenlocationtotransactionselectionform
SendEmailReceipt
False
If supported by the payment gateway, automatically send an
email receipt. Currently only authorize.net and PayTrace are
supported.
sc_SubmitTx
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SetPaymentMethodForRP
False
SetapaymentmethodfornewreceivepaymentsinQuickBooks.
Otherwiseapaymentmethodisignored.
ShipItemNames
Shipping,Freight List of the names of the QuickBooks items specifying shipment.
Thisisusedtospecifyashipmentamounttothepaymentgateway.
shouldUpdate
True
Internaluseonly
ShowBackToQBBtn
False
If set to true the ‘Back to QuickBooks’ button is always shown.
OtherwiseQMerchantcontrolstheappearanceofthisbutton
ShowInTaskbar
True
SettoFalseifQMerchantshallshowup in theicon tray only, if
minimized.
ShowProcessedTxAlso
True
Iftrue,showsallprocessedtransactionsalso.
TLS12
True
EnableTLS12Security
TxConfirmationMsg
False
ConfirmationMessagebeforeatransactionisprocessed.
Trace
False
Records complete messages between QMerchant and the paymentprovider.
UpdateAppliedToTxn
False
Propagate the transaction id and authorization code to linked
transactionsinQB.
UseSaveMemory
True
ReleaseUnusedMemory.
UseTrack
0
Magnetictracktouse.(0=automaticallyselected)
UseTxInfo
False
vPosUrl
UsesinadditiontoPOSflagthetxinfo.db3databasetofilterprocessedtransactions.POSonly.
Theurlforthepaymentgatewayweb-basedvirtualterminal(.i.e.
for authorize.net https://anet.vpos.authorize.net/). Please consultyourpaymentgatewayprovider.
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REPORTS
TransactionReport
SalesReport
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ACTIVATION
WhenyoufirststartQMerchant,itworksautomaticallyinTestMode.Thisallowsyoutoplayaroundwiththesoftware
and become familiar. The only limitation in contrast to the activated product is that the maximum amount you can
chargeislimitedto5.00.
ToswitchtoproductionmodeyouhavetopurchaseQMerchantfromhttp://www.addqin.com/QMerchant.Afterpurchaseyouwillreceiveanactivationcode.Thiscodeisdisplayedafterpurchaseandisalsosendtoyouremailaddress.
Toactivate,pleaseselectinQMerchantfromthemenubarInformation,LicenseandthenActivation.
In the dialog, copy and paste the activation code and press ok. After the activation process finished QMerchant restarts.Thenopenthesettingsdialogandun-checkthetestmodecheckbox.Leavethesettingsdialogwithsave.
IfyouwouldliketouseQMerchantatadifferentcomputer,youcande-activatetheactivationcodeandactivateitat
theothercomputeragain.Youalsocanresetyouractivationatthehelpdeskathttp://www.addqin.com/QMerchant
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PAYMENTGATEWAYS
QMerchanthasimplementedthefollowingpaymentgatewayfunctionality.Iffunctionalityismissingornotimplementeddoesnotmeanthatthepaymentgatewaysdoesnotofferit.
PayTrace
Thisisthetypicalsale.Authorizethecardandcapturetheamount
PPIPaymover
Auth_Capture
Authorize.net
Function
! ! !
CaptureOnly
! ! !
AuthOnly
! ! !
Void
! ! !
Credit
! ! !
Force_Auth
" ! "
Force_Sale
" ! "
PriorAuthCapture
! " "
PinDebit
" ! "
Query
" ! "
eCheck
! ! !
RecurringBilling
! " "
CustomerInformationManagement
! " "
Level2transactions
! ! !
Level3transactions
" " !
Capturetheamountafteraspriorauthorization
Authorizetheamountandcapturelater
Voidatransactionthatisnotsettled
Issuearefund
Forceanauthorization
Forceanauthorizationandacapture
Capturetheamountafteraspriorauthorization
AuthorizeandcapturetheamountusingaPinbasedDebitCard
Querythestateofatransaction
Processcheckselectronically
Usethepaymentgatewaysrecurringbilling
Usethepaymentgatewayscustomermanagementsystem
SubmittransactionsaLevel2transactionsforbetterrates
SubmittransactionsaLevel3transactionsforbetterrates
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AUTHORIZE.NETAPILOGINIDANDTRANSACTIONKEY
Pleaselog-intoyourmerchantaccountadministrationattheauthorize.netwebsite.ThennavigatetoSettingsandthen
GeneralSecuritySettings.Choose‘APILoginIDandTransactionKey’.
YourAPILoginIDandTransactionKeyareuniquepiecesofinformationspecificallyassociatedwithyourpaymentgatewayaccount.However,theAPILoginIDandTransactionKeyareNOTusedforloggingintotheMerchantInterface.ThesetwovaluesareonlyrequiredwhensettingupanInternetconnectionbetweenyoure-commerceWebsiteandthe
paymentgateway.TheyareusedbythepaymentgatewaytoauthenticatethatyouareauthorizedtosubmitWebsite
transactions.Transactionsthatcannotbeauthenticatedbythepaymentgatewayusingthesevaluesarerejected.
IMPORTANT:TheAPILoginIDandTransactionKeyprotectyourpaymentgatewayaccountfromunauthorizeduseand
shouldnotbesharedwithanyone.BesuretostorethesevaluessecurelyonaserverseparatefromyourWebserver
andchangetheTransactionKeyregularlytofurtherstrengthenthesecurityofyouraccount.
TocreateanAPILoginIDorTransactionKeyforthefirsttime:
Step1:TypeinyourSecretAnswer.YoushouldhaveconfiguredaSecretQuestionandSecretAnswerduringaccountactivation.
Step2:ClickSubmittocontinueorclickCanceltocanceltheaction.TheAPILoginIDandTransactionKeygeneratedforyourpaymentgatewayaccountappear.
OnceyouhaveinitiallycreatedyourAPILoginID,youmaynotchangeitintheMerchantInterface.TochangeyourAPI
LoginID,pleasecontactAuthorize.NetCustomerSupport.
IMPORTANT:TheAPILoginIDisdifferentthanyouruserloginID.YouruserloginIDallowsyoutologintoyourMerchantInterfaceuseraccount.TheAPILoginIDgrantsamerchantaccesstosubmittransactionstothepaymentgateway.
Youmayobtainanew,uniqueTransactionKeyonthispageasoftenasneeded.
Toobtainanewtransactionkey:
Step1:EnteryourSecretAnswer(theanswertoyourSecretQuestionconfiguredataccountsetup).
Step2:Todisabletheoldtransactionkey,clickthecheckboxlabeledDisableOldTransactionKey.
Note:IftheDisableOldTransactionKeycheckboxisnotselected,theoldtransactionkeywillautomaticallyexpirein24hours.
Step3:ClickSubmittocontinueorclickCanceltocanceltheaction.Yournewtransactionkeyisdisplayed.
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TIPS
TESTYOURCONNECTIONTOTHEPAYMENTPROVIDER:
StartQMerchantandmakesurethatyouhaveyourpaymentproviderselectedinthesettingsdialog.Makesurethatthe
test mode is checked. Thenfrom the Tools menu select ‘Virtual Terminal’. Fill in a total amount; enter some digits as
creditcardnumber.Addtheexpirationdateandpress‘Submit’.Ifyoucanconnecttoyourpaymentproviderthenyou
willreceiveanerrormessage,thateitheryouraccountisinvalidorthecreditcardnumberiswrongorso.Thisproves
thatyoucorrectlycanconnecttothepaymentproviderandsubmittransactions.
GETTHEQMERCHANTVERSIONANDSERIALNUMBER
FromtheQMerchantmenubarselectInformationandthenAbout.IntheAboutdialogclicktheDetailsbutton.
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TROUBLESHOOT
Prerequisites
CurrentMinimumPrerequisitesare:
•
•
•
•
WindowsXP,WindowsVista,Windows7,Windows8
Microsoft.NetFramework4.0rev.5,
QuickBooks2004-2018Pro,Premiere,EnterpriseUSorCAversionor
QuickBooksPointofSale
Avalidmerchantpaymentprovideraccount.
HowdoIgetthetransactionkeyfromAuthorize.Net?
Openyourwebbrowserandnavigatetohttp://www.authorize.net.Loginintoyouraccountandgoto
the Account Settings. In the section‘Security Settings’ is a link to the transaction key. Follow that link
andacquirethetransactionkey.
IseethefollowingmessagefromAuthorize.Net
Theloginandpasswordinformationyouspecifiedisnotcorrect.
YouwillfirstneedtologintoyourAuthorize.NetaccountandgotoSettings>APILoginIDandTransactionKey.Thereyou
willacquireyourAPILoginandyourTransactionKey.SimplyreplacetheloginandtransactionkeywithinQMerchantwith
yourAPILoginandTransactionKey.
SupportedPaymentGateways:
Authorize.Net http://www.authorize.net
PayTrace
http://www.paytrace.com
PPIPaymover http://www.ppipaymover.com
Ifyouhaveadifferentpaymentprovider,pleasecontactourhelpdesk.
HowcanIseetheauthorizationandtransactionidofasalesreceipt?
InQuickBooksDesktopversions,weaddedacustomfieldQ_Authorization.Pleaseaddthistoyoursalesreceipt
layoutinQuickBooks.
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InQuickBooksPointofsale,pleaseusethesaleshistorytogetthereferencenumberofthesale.Thenopenthe
menuitem‘Viewsalesreceiptbyrefnumber’fromtheinformationmenuandenterthereferencenumber.The
requiredinformationisdisplayed.
CannotgetthecreditcardnumberfromQuickBooks
Theccnumberisshownas******…only.Intuitdoesnotallowanylongerretrievingthecreditcardnumbers
storedinQuickBooksinanun-maskedformat.So,whenweretrievethatnumber,itisshowninourpaymentdialogmasked,practicallyunusable.Tousethisnumberagain,youeitherhavetore-typeitorcopyandpasteit
fromQuickBooks.
TosolvethisproblemyoucanstorethecreditcardnumberatanotherplaceorinacustomfieldwiththecustomerinQuickBooks.Thatwayyoucanovercomethisrestriction.Itisaone-timecopyandpasteprocess.
1. YoucanusetheAccountNo.fieldofthecustomerpaymentinfo.IntheQMerchantcustomsettingsplease
enterasvalueintheCCNumberFieldNametheexpression//CustomerRet/AccountNumber.Thisisthedefault.WerecommendthisbecauseyoustillhaveallpaymentinformationinQuickBooksatthesametab.
2. Useanadditionalorcustomfield:
Createforyourcustomeranadditionalorcustomfieldnamedi.e.CCNumber.Youhavetodefineitonly
once.Itisautomaticallypropagatedtoallcustomers.Thencopyandpastethecreditcardnumberfrom
thecustomerpaymentinfointothenewfield.Leaveeverythingelselikeexpdateetc.attheQuickBooks
paymentinfo.
TheninQMerchantselectfromthe'Information'menu'Support'andthen'CustomSettings'.OKthe
messagebox.Inthefollowingdialog,thereisafieldnamedCCNumberFieldName.Clickinthecolumn
rightoffthatnameandenterCCNumber(thenameofyourcustomfieldfromabove).Clickoktosaveit.
NowQMerchantwillgrabthecreditcardnumberfromthatcustomfield.
QuickBooksDesktopVersionsi.e.EnterpriseandWindows7
IcannotconnecttoQuickBooks.TypicallythisisaproblemwithnewerQuickBooksversionandWindowsaccountcontrol.Intuitrecommendsthefollowing:PleaseopeninWindowstheControlPanelandsearchforUAC.
ItislocationintheActionCenter.ClickChangeUserAccountControlandscrollthesliderdowntonevernotify.
ClosethedialogwithOK.Closeallcontrolpaneldialogs.AlsocloseallQMerchantwindows.ThenrestartQMerchantandtrytoconnectagaintoQuickBooks.
Q UICKB OOKSP OINT-OF-S ALEV ERSIONS
IcannotconnecttoQuickBooksPOS.ThismayhappenwitholderQuickBooksPOSversions.Pleasedownload
andinstalltheQBMXLPOSRuntime,whichallowstheaccesstoQuickBooksPOSfromthefollowinglink:
http://www.addqin.com/download/QBPOSSDKRuntimeInstaller.exe
HowcanIdisabletheintegratedQuickBooksmerchantservice?
QuickBooksPOSv.10andbelow:IntheCompanyPreferences|MerchantandGiftServices,pleaseremovethe
MerchantNumber.
NewerQuickBooksPOSversions:
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ChooseFile>SetupInterview.ClickthePaymentstab.SelectNoandthenclickDone.
Other QuickBooks versions (Pro, Premiere, Enterprise): Make sure the checkbox 'Process ... credit card payment'isuncheckedallthetimewhenyousaveasalesreceipt,areceivepaymentoracreditmemo.
Errormessage‘Markettypeisinvalid.
IamtryingtouseQMerchantwithAuthorize.netforpayment.whenIprocessthepaymentIgetANerrormessageitsays‘Markettypeisinvalid’.Authorize.nethastwotypesofaccounts:CP=CardPresentorCNP=Card
notPresent.DependingonthetypeoftheaccountyoumustintheQMerchantsettingscheckoruncheckthe
Checkbox‘CPAccount’.CPAccountCheck=CP,CPAccountuncheck=CNP.Pleasereversethestateofthecheck
box.
IwanttochangetheQuickBooksversionIselectedduringinstallation.
DuringInstallationyoucanselectbetweenNone,QuickBooksPointofSaleandQuickBooksPro,PremiereorEnterprise.Toreversethisdecision,pleasedothefollowing:StartQMerchant.FromtheToolsmenuselectSetup
Wizardandfollowtheinstructions.
Ifyouhaveanyquestionsorexperienceotherproblems,pleasevisitourhelpdeskathttp://www.addqin.com
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APPENDIXA:SCREENSHOTSFORTHEUSEWITHQUICKBOOKSPOINT-OF-SALE(OLDERVERSIONS)
Createasale.
Afteryoufinishedpressthe‘TakePayment’button.
SelectCreditCardasPayment.AdialogtoselecttheCreditCardtypeappears.Maketheappropriateselection.
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Choosethepaymenttypeandreturntothepreviousscreen.
Press“SaveOnly”orSave&Print”.NowyouarefinishedwiththeQuickBookspartofthepayment.
NavigatetotheQMerchantDashboardandpress“GetPayment”
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ThesalesreceiptisrequestedfromQuickBooks–PointofSaleandpresentedasfollows:
Completetheyellowfieldseitherbyswipingacreditcardorbyenteringthemmanually.ThenPress‘Submit’totransfer
thedatatoyourpaymentprocessor.Aftercompletionyouseeamessageboxwiththeresult.Dependingonyour
QuickBooks–PointofSaleversion,QMerchantwilladdthetransactionidandtheauthorizationcodetothesalesreceipt
inQuickBooksPOS.Youalsocanhardcopyareceiptwiththe‘Print’button.
Haveinmind,thetransactionisrecordedinQuickBooks,eveniftheprocessingyourpaymentprocessorfails.So,you
areresponsibletotakecorrectiveactions.
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APPENDIXB:AUTHORIZE.NETRESPONSECODES(EXCERPTFROMAUTHORIZE.NETDOCUMENTATION)
22Thistransactionhasbeendeclined.
23Thistransactionhasbeendeclined.
Thiscodeindicatesareferralresponse.
24Thistransactionhasbeendeclined.
Thecodereturnedfromtheprocessorindicatingthatthecardusedneedstobepickedup.
35Avalidamountisrequired.Thevaluesubmittedintheamountfielddidnotpassvalidationforanumber.
36Thecreditcardnumberisinvalid.
37Thecreditcardexpirationdateisinvalid.Theformatofthedatesubmittedwasincorrect.
38Thecreditcardhasexpired.
3 11 A duplicate transaction has been submitted. A transaction with identical amount and credit card informationwassubmittedtwominutesprior.
312Anauthorizationcodeisrequiredbutnotpresent.
313ThemerchantLoginIDisinvalidortheaccountisinactive.
315ThetransactionIDisinvalid.ThetransactionIDvalueisnon-numericorwasnotpresentforatransaction
thatrequiresit(i.e.,VOID,PRIOR_AUTH_CAPTURE,andCREDIT).
316Thetransactionwasnotfound.ThetransactionIDsentinwasproperlyformattedbutthegatewayhadno
recordofthetransaction.
317Themerchantdoesnotacceptthistypeofcreditcard.Themerchantwasnotconfiguredtoacceptthecreditcardsubmittedinthetransaction.
319Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
320Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
321Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
322Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
323Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
325Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
326Anerroroccurredduringprocessing.Pleasetryagainin5minutes.
227ThetransactionresultedinanAVSmismatch.Theaddressprovideddoesnotmatchbillingaddressofcardholder.
328Themerchantdoesnotacceptthistypeofcreditcard.TheMerchantIDattheprocessorwasnotconfiguredtoacceptthiscardtype.
330Theconfigurationwiththeprocessorisinvalid.CallMerchantServiceProvider.
333FIELDcannotbeleftblank.ThewordFIELDwillbereplacedbyanactualfieldname.Thiserrorindicatesthat
afieldthemerchantspecifiedasrequiredwasnotfilledin.
334TheVITALidentificationnumbersareincorrect.CallMerchantServiceProvider.Themerchantwasincorrectlysetupattheprocessor.
335Anerroroccurredduringprocessing.CallMerchantServiceProvider.Themerchantwasincorrectlysetup
attheprocessor.
336Theauthorizationwasapproved,butsettlementfailed.
337Thecreditcardnumberisinvalid.
339Thesuppliedcurrencycodeiseitherinvalid,notsupported,notallowedforthismerchantordoesn’thave
anexchangerate.
340Thistransactionmustbeencrypted.
347Theamountrequestedforsettlementmaynotbegreaterthantheoriginalamountauthorized.Thisoccurs
ifthemerchanttriestocapturefundsgreaterthantheamountoftheoriginalauthorization-onlytransaction.
348Thisprocessordoesnotacceptpartialreversals.Themerchantattemptedtosettleforlessthantheoriginallyauthorizedamount.
349Atransactionamountgreaterthan$99,999willnotbeaccepted.
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350Thistransactionisawaitingsettlementandcannotberefunded.Creditsorrefundsmayonlybeperformed
againstsettledtransactions.Thetransactionagainstwhichthecredit/refund was submitted has not been settled,soacreditcannotbeissued.
351Thesumofallcreditsagainstthistransactionisgreaterthantheoriginaltransactionamount.
352Thetransactionwasauthorized,buttheclientcouldnotbenotified;thetransactionwillnotbesettled.
354Thereferencedtransactiondoesnotmeetthecriteriaforissuingacredit.
355Thesumofcreditsagainstthereferencedtransactionwouldexceedtheoriginaldebitamount.Thetransactionisrejectedifthesumofthiscreditandpriorcreditsexceedstheoriginaldebitamount.
357Anerroroccurredinprocessing.Pleasetryagainin5minutes.
358Anerroroccurredinprocessing.Pleasetryagainin5minutes.
359Anerroroccurredinprocessing.Pleasetryagainin5minutes.
360Anerroroccurredinprocessing.Pleasetryagainin5minutes.
361Anerroroccurredinprocessing.Pleasetryagainin5minutes.
362Anerroroccurredinprocessing.Pleasetryagainin5minutes.
363Anerroroccurredinprocessing.Pleasetryagainin5minutes.
366Thistransactioncannotbeacceptedforprocessing.Thetransactiondidnotmeetgatewaysecurityguidelines.
368Theversionparameterisinvalid.Thevaluesubmittedinx_cpversionwasinvalid.
369Thetransactiontypeisinvalid.Thevaluesubmittedinx_typewasinvalid.
370Thetransactionmethodisinvalid.Thevaluesubmittedinx_methodwasinvalid.
3 72 The authorization code is invalid. The value submitted in x_auth_code was more than six characters in
length.
374Thedutyamountisinvalid.Thevaluesubmittedinx_dutyfailedformatvalidation.
375Thefreightamountisinvalid.Thevaluesubmittedinx_freightfailedformatvalidation.
376Thetaxamountisinvalid.Thevaluesubmittedinx_taxfailedformatvalidation.
378TheCardCode(CVV2/CVC2/CID)isinvalid.Thevaluesubmittedinx_card_codefailedformatvalidation.
384Thedevicetypeisinvalid.Thevaluesubmittedinx_device_typedidnotmatchtheconfiguredvalue.
385Themarkettypeisinvalid.Thevaluesubmittedinx_market_typedidnotmatchtheconfiguredvalue.
386Theresponseformatisinvalid.Thevaluesubmittedinx_response_formatwasnotequalto“0”or“1.”
387Thismarkettypeisnotsupported.
388TheTrack1dataisinvalid.
389TheTrack2dataisinvalid.
390ACHtransactionscannotbeprocessed.ACHtransactionscannotbeprocessedbythecard-presentsystem.
3103Thistransactioncannotbeaccepted.Avalidfingerprint,transactionkey,orpasswordisrequiredforthis
transaction.
3111Avalidbillingcountryisrequired.ThiscodeisapplicabletoWellsFargoSecureSourceSMmerchantsonly.
3 112 A valid billing state/province is This code is applicable to Wells Fargo required. SecureSourceSM merchantsonly.
3120Anerroroccurredduringprocessing.Pleasetryagain.Thesystem-generatedvoidfortheoriginaltimedout
transactionfailed.(Theoriginaltransactiontimedoutwhilewaitingforaresponsefromtheauthorizer.)
3121Anerroroccurredduringprocessing.Pleasetryagain.Thesystem-generatedvoidfortheoriginalerrored
transactionfailed.(Theoriginaltransactionexperiencedadatabaseerror.)
3122Anerroroccurredduringprocessing.Pleasetryagain.Thesystem-generatedvoidfortheoriginalerrored
transactionfailed.(Theoriginaltransactionexperiencedaprocessingerror.)
3123Thisaccounthasnotbeengiventhepermission(s)requiredforthisrequest.
ThetransactionrequestmustincludetheAPILoginIDassociatedwiththepaymentgatewayaccount.
2 127 The transaction resulted in an AVS mismatch. The address provided does not match billing address of
cardholder.Thesystem-generatedvoidfortheoriginalAVSrejectedtransactionfailed.
3128Thistransactioncannotbeprocessed.Thecustomer’sfinancialinstitutiondoesnotcurrentlyallowtransactionsforthisaccount.
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2 141 This transaction has been declined. The system-generated void for the original FraudScreen-rejected
transactionfailed.
2 145 This transaction has been declined. The system-generated void for the original card code-rejected and
AVS-rejectedtransactionfailed.
3152Thetransactionwasauthorized,buttheclientcouldnotbenotified;thetransactionwillnotbesettled.
Thesystem-generatedvoidfortheoriginaltransactionfailed.Theresponsefortheoriginaltransactioncouldnot
becommunicatedtotheclient.
2165Thistransactionhasbeendeclined.Thesystem-generatedvoidfortheoriginalcardcode-rejectedtransactionfailed.
3170Anerroroccurredduringprocessing.Pleasecontactthemerchant.ConcordEFS–Provisioningattheprocessorhasnotbeencompleted.
3171Anerroroccurredduringprocessing.Pleasecontactthemerchant.ConcordEFS–Thisrequestisinvalid.
3172Anerroroccurredduringprocessing.Pleasecontactthemerchant.ConcordEFS–ThestoreIDisinvalid.
3173Anerroroccurredduringprocessing.Pleasecontactthemerchant.ConcordEFS–Thestorekeyisinvalid.
3174Thetransactiontypeisinvalid.Pleasecontactthemerchant.ConcordEFS–Thistransactiontypeisnotacceptedbytheprocessor.
3175Theprocessordoesnotallowvoidingofcredits.ConcordEFS–Thistransactionisnotallowed.TheConcordEFSprocessingplatformdoesnotsupportvoidingcredittransactions.Pleasedebitthecreditcardinstead
ofvoidingthecredit.
3180Anerroroccurredduringprocessing.Pleasetryagain.Theprocessorresponseformatisinvalid.
3181Anerroroccurredduringprocessing.Pleasetryagain.Thesystem-generatedvoidfortheoriginalinvalid
transactionfailed.(Theoriginaltransactionincludedaninvalidprocessorresponseformat.)
3185Thistransactioncannotbeprocessed.MerchantisnotconfiguredforVPOS.
2 201 This transaction has been declined. The expiration date is invalid. This error code applies only to merchantsonFDCOmaha.
2202Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thetransactiontypeisinvalid.
2203Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thevalue
submittedintheamountfieldisinvalid.
2 204 This transaction has been declined. This error code applies only to merchants on FDC Omaha. The departmentcodeisinvalid.
2205Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thevalue
submittedinthemerchantnumberfieldisinvalid.
2206Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Themerchantisnotonfile.
2207Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Themerchantaccountisclosed.
2208Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Themerchantisnotonfile.
2209Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Communicationwiththeprocessorcouldnotbeestablished.
2210Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Themerchanttypeisincorrect.
2211Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thecardholderisnotonfile.
2212Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thebank
configurationisnotonfile
2213Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Themerchantassessmentcodeisincorrect.
2214Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thisfunctioniscurrentlyunavailable.
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78
QMerchantManual
2 215 This transaction has been declined. This error code applies only to merchants on FDC Omaha. The encryptedPINfieldformatisinvalid.
2216Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.TheATM
termIDisinvalid.
2217Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thistransactionexperiencedageneralmessageformatproblem.
2 218 This transaction has been declined. This error code applies only to merchants on FDC Omaha. The PIN
blockformatorPINavailabilityvalueisinvalid.
2219Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.TheETCvoid
isunmatched.
2220Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Theprimary
CPUisnotavailable.
2 221 This transaction has been declined. This error code applies only to merchants on FDC Omaha. The SE
numberisinvalid.
2222Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Duplicate
authrequest(fromINAS).
2223Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Thistransactionexperiencedanunspecifiederror.
2224Thistransactionhasbeendeclined.ThiserrorcodeappliesonlytomerchantsonFDCOmaha.Pleasereenterthetransaction.
September14,2017
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