Credit Card Help for:<br> FAXCASH VIRTUAL TERMINAL

Here you will find instructions on how to use our Faxcash Virtual Server.
Credit Card Help for:<br> FAXCASH VIRTUAL TERMINAL
Credit Card Help for FAXCASH VIRTUAL TERMINAL
CHECKS: SEE LOWER SECTION

A. Manual Transactions

Receipt Number: You can manually enter a receipt number or if left blank the system will auto generate a receipt number or you.

Third Party Reference: (Optional) This field can be used at your discretion. This field can be used for searching criteria’s. MANY WILL USE THE TELEPHONE NUMBER TO TRACK BY

Amount: Enter dollar amount to be charged each time transactions runs. USD ONLY

Transaction Type: Sale, Pre Auth, Credit or Force

Card Type: Choose the type of card being used. Visa, MC, American Express, Discover,Prevay ,JCB, DINERS

Card Number: THEN CID / C V V 2 Enter in the credit card number.

CV V 2: Should be used when card is not present, it is however not required to process the transaction.

American Express – 4 digit number that appears on the front of the card, located above the credit card number. Visa/MC - 3 digit number that appears on the back of the credit card, the number appears in the signature field at the end of the credit card number. ALSO YOU MAY NEED THE LAST NUMBER OF THE CREDIT CARD ON THE FRONT TO PLACE IN FIRST THEN THE CID C V V 2

Expiration Month & Year: The month and year card will expire. MMYY O704 NO SPACES OR DASHES

Ignore AVS Response: Check this box if you want to ignore the AVS response that comes back from the processor.

Card Holder Name: Enter name that appears on the credit card.

HOME Street Address, City, State, Zip Code: Enter card holders billing address information.

Cardholder E-mail: (Optional) BUT SUGGESTED

Shipping Information

Shipping Not Applicable: Check this box if shipping does not apply to the type of transaction

GET THE HOME BILLING ADDRESS FIRST, THEN IF ALL IS OK WITH THE LAST 4 DIGITS OF SOCIAL SECURITY, USE YOUR BEST JUDGEMENT TO SHIP TO AN UNREGISTERED ADDRESS

B. Recurring Billing OPTIONAL
Add New Recurring Transactions
This is where you will add your customers recurring billing record.

Status:

Active: If you want transactions to be processed

Inactive: If you do not want transaction to run but want to retain history records.

Amount: Enter dollar amount to be charged each time transactions runs.

Transaction Type: Sale or Pre Auth

Card Type: Choose the type of card being used. Visa, MC, American Express, Discover.

Card Number: Enter in the credit card number.

CVV2: Should be used when card is not present, it is however not required to process the transaction. American Express – 4 digit number that appears on the front of the card, located above the credit card number. Visa/MC - 3 digit number that appears on the back of credit card, the number appears in the signature field at the end of the credit card #.

Expiration Month & Year: The month and year card will expire.

Day of Month to Process: Choose the day of the month you want transaction to be processed.

Process Frequency: Choose either weekly, monthly, quarterly, semi-annually or annually.

Times to Process: This refers to how many times you want the transaction to run. If you want to run indefinitely leave blank and make sure you click on the Process Indefinitely field below. If you want it to run for the next 6 months, place the number 6 in this field.

Process Indefinitely: Place a check in the box if you want to process indefinitely.

Ignore AVS Response: Check this box if you want to ignore the AVS response that comes back from the processor.

Card Holder Name: Enter name that appears on the credit card.

Street Address, City, State, Zip Code: Enter card holders billing address information.

Cardholder E-mail: (Optional)

Third Party Reference: (Optional) This field can be used at your discretion. This field can be used for searching criteria’s.

Active Transaction Listing

Provide a list of all your active recurring billing accounts.

Options: Edit, Delete, Manual, Refund, History

Edit: Allows you to go into the record and make changes to the customers information.

Delete: This will delete the record entirely.

Manual: Allows you to manually process transaction without entering in all the card data.

Refund: Allows you to refund the customer transaction.

History: List all the transactions processed for the specific customer.

Inactive Transaction ListingProvides a list of accounts that have a Status of Inactive.

View Cardholder Expiration Dates:List all the customers whose expiration dates on credit cards will expire within the next 30 days.

Search Recurring Transaction System:Provides you with various searching criteria to look up a specific recurring customer.

C. Account Reporting

The account reporting section provides you with all the transactions that you have processed through the FAXCASH VIRTUAL TERMINAL. Start and End Date: Choose the month, day and year of the transactions you want to retrieve. Search Option Fields: Cardholder Name, Card Number, Third Party Reference and Receipt Number: Report Type: Sale, Refunds, Declines, and Voids. If you check sales only sales will appear on report. If you check them all, then Sales, Refunds, Declines and Voids will appear on the report.

D. Pending Transactions OVER THE INTERNET AND INVENTORY ARE OFTEN DIFFICULT TO SHIP TIMELY

SO AUTHORIZE FIRST < SALE > THEN SEND ONLY THE SHIPPED TRANSACTIONS TO COLLECT < BANK >

this special function allows you to control refunds.

This will list all the transactions that have been processed as pre-auth transactions. Pre-Auth transactions are used when you want to hold the customers funds prior to shipping the items. Order Details: Provides the credit card information that was used for the pre-auth. Remove Order: Will delete the transactions. Capture File: When you ship the item you want to, then "capture file" so customer gets billed for the item.

E. AVS Preferences: you chose what you will allow.

The system is setup with a default that we recommend you use. This determines what happens when the processor sends back a response on the address verification process.

FAXCASH RECORDS THIS TRANSACTION FOR FRAUD PREVENTION

FAXCASH CHECK ENTRY
CHECKS: FOLLOW THE ABOVE INSTRUCTIONS THAT HAVE BEEN INTERGRATED INTO THE CHECK PICTURE

IF ALL THE FIELDS ARE FILLED YOU WILL SEE A CHECK LIST. AFTER YOU PRESS SUBMIT, THEN YOU WILL BE ASKED TO PLACE THE TRANSIT / ROUTING NUMBER AND THE ACCOUNT NUMBER TO VERIFY. A GREAT TEST TO MAKE SURE WE ARE CHARGING THE EXACT PROPER ACCOUNT

FROM LEFT TO RIGHT ON BOTTOM OF CHECK CALLED MICR NUMBER
PLACE ON TOP

CHECK NUMBER

00123 USUALLY THE CHECK NUMBER STARTS THE MICR LINE

123456789 USUALLY 9 DIGITS THE TRANSIT ROUTING NUMBER

54545432167 USUALLY THE ACTUAL ACCOUNT NUMBER ALSO CALLED THE DDA
AND THE ACTUAL ACCOUNT NUMBER ON BOTTOM OF CHECK

A SECOND TIME TO RECHECK THAT THEY REALLY DO MATCH IS REQUIRED UNLESS YOU USE A CHECK READER ATTACHED TO COMPUTER. ( CALL FAXCASH FOR PRICING ON CHECKREADERS )

We at faxcash understand that as you use our system it becomes easier and easier,

Sometimes laughably so.
The first few times it may be new so we wrote these instructions with newbie's in mind

Please call our staff toll free if you need help

800 237 8139 - Likewise with any suggestions ......

FAXCASH DIVISION OF NATIONAL DEBIT CORP ©2000
- All Rights Reserved -
Any reproduction or republication without express written consent is prohibited.
Neither NDC, nor any of it's affiliates
will be responsible for third party material.


A. Manual Transactions
	Receipt Number: You can manually enter a receipt number or if left blank the system will auto generate a receipt number or you.
	Third Party Reference: (Optional) This field can be used at your discretion. This field can be used for searching criteria’s. MANY WILL USE THE TELEPHONE NUMBER TO TRACK BY
	Amount: Enter dollar amount to be charged each time transactions runs. USD ONLY
	Transaction Type: Sale, Pre Auth, Credit or Force
	Card Type: Choose the type of card being used. Visa, MC, American Express, Discover,Prevay ,JCB, DINERS
	Card Number: THEN CID / C V V 2 Enter in the credit card number.
	CV V 2: Should be used when card is not present, it is however not required to process the transaction. American Express – 4 digit number that appears on the front of the card, located above the credit card number. Visa/MC - 3 digit number that appears on the back of the credit card, the number appears in the signature field at the end of the credit card number. ALSO YOU MAY NEED THE LAST NUMBER OF THE CREDIT CARD ON THE FRONT TO PLACE IN FIRST THEN THE CID C V V 2
	Expiration Month & Year: The month and year card will expire. MMYY O704 NO SPACES OR DASHES
	Ignore AVS Response: Check this box if you want to ignore the AVS response that comes back from the processor.
	Card Holder Name: Enter name that appears on the credit card.
	HOME Street Address, City, State, Zip Code: Enter card holders billing address information.
	Cardholder E-mail: (Optional) BUT SUGGESTED

Shipping Information
	Shipping Not Applicable: Check this box if shipping does not apply to the type of transaction GET THE HOME BILLING ADDRESS FIRST, THEN IF ALL IS OK WITH THE LAST 4 DIGITS OF SOCIAL SECURITY, USE YOUR BEST JUDGEMENT TO SHIP TO AN UNREGISTERED ADDRESS


B. Recurring Billing OPTIONAL Add New Recurring Transactions This is where you will add your customers recurring billing record. Status:
	Active: If you want transactions to be processed
	Inactive: If you do not want transaction to run but want to retain history records.
	Amount: Enter dollar amount to be charged each time transactions runs.
	Transaction Type: Sale or Pre Auth
	Card Type: Choose the type of card being used. Visa, MC, American Express, Discover.
	Card Number: Enter in the credit card number.
	CVV2: Should be used when card is not present, it is however not required to process the transaction. American Express – 4 digit number that appears on the front of the card, located above the credit card number. Visa/MC - 3 digit number that appears on the back of credit card, the number appears in the signature field at the end of the credit card #.
	Expiration Month & Year: The month and year card will expire.
	Day of Month to Process: Choose the day of the month you want transaction to be processed.
	Process Frequency: Choose either weekly, monthly, quarterly, semi-annually or annually.
	Times to Process: This refers to how many times you want the transaction to run. If you want to run indefinitely leave blank and make sure you click on the Process Indefinitely field below. If you want it to run for the next 6 months, place the number 6 in this field.
	Process Indefinitely: Place a check in the box if you want to process indefinitely.
	Ignore AVS Response: Check this box if you want to ignore the AVS response that comes back from the processor.
	Card Holder Name: Enter name that appears on the credit card.
	Street Address, City, State, Zip Code: Enter card holders billing address information.
	Cardholder E-mail: (Optional)
	Third Party Reference: (Optional) This field can be used at your discretion. This field can be used for searching criteria’s.

Active Transaction Listing
Provide a list of all your active recurring billing accounts.
	Options: Edit, Delete, Manual, Refund, History
	Edit: Allows you to go into the record and make changes to the customers information.
	Delete: This will delete the record entirely.
	Manual: Allows you to manually process transaction without entering in all the card data.
	Refund: Allows you to refund the customer transaction.
	History: List all the transactions processed for the specific customer.

Inactive Transaction ListingProvides a list of accounts that have a Status of Inactive.

View Cardholder Expiration Dates:List all the customers whose expiration dates on credit cards will expire within the next 30 days.

Search Recurring Transaction System:Provides you with various searching criteria to look up a specific recurring customer.


C. Account Reporting
The account reporting section provides you with all the transactions that you have processed through the *FAXCASH VIRTUAL TERMINAL*. Start and End Date: Choose the month, day and year of the transactions you want to retrieve. Search Option Fields: Cardholder Name, Card Number, Third Party Reference and Receipt Number: Report Type: Sale, Refunds, Declines, and Voids. If you check sales only sales will appear on report. If you check them all, then Sales, Refunds, Declines and Voids will appear on the report.


D. Pending Transactions OVER THE INTERNET AND INVENTORY ARE OFTEN DIFFICULT TO SHIP TIMELY SO AUTHORIZE FIRST < SALE > THEN SEND ONLY THE SHIPPED TRANSACTIONS TO COLLECT < BANK > this special function allows you to control refunds.
This will list all the transactions that have been processed as pre-auth transactions. Pre-Auth transactions are used when you want to hold the customers funds prior to shipping the items. Order Details: Provides the credit card information that was used for the pre-auth. *Remove Order*: Will delete the transactions. Capture File: When you ship the item you want to, then "capture file" so customer gets billed for the item.


E. AVS Preferences: you chose what you will allow.
The system is setup with a default that we recommend you use. This determines what happens when the processor sends back a response on the address verification process. FAXCASH RECORDS THIS TRANSACTION FOR FRAUD PREVENTION FAXCASH CHECK ENTRY CHECKS: FOLLOW THE ABOVE INSTRUCTIONS THAT HAVE BEEN INTERGRATED INTO THE CHECK PICTURE IF ALL THE FIELDS ARE FILLED YOU WILL SEE A CHECK LIST. AFTER YOU PRESS SUBMIT, THEN YOU WILL BE ASKED TO PLACE THE TRANSIT / ROUTING NUMBER AND THE ACCOUNT NUMBER TO VERIFY. A GREAT TEST TO MAKE SURE WE ARE CHARGING THE EXACT PROPER ACCOUNT FROM LEFT TO RIGHT ON BOTTOM OF CHECK CALLED MICR NUMBER PLACE ON TOP CHECK NUMBER 00123 USUALLY THE CHECK NUMBER STARTS THE MICR LINE 123456789 USUALLY 9 DIGITS THE TRANSIT ROUTING NUMBER 54545432167 USUALLY THE ACTUAL ACCOUNT NUMBER ALSO CALLED THE DDA AND THE ACTUAL ACCOUNT NUMBER ON BOTTOM OF CHECK A SECOND TIME TO RECHECK THAT THEY REALLY DO MATCH IS REQUIRED UNLESS YOU USE A CHECK READER ATTACHED TO COMPUTER. ( CALL FAXCASH FOR PRICING ON CHECKREADERS ) We at faxcash understand that as you use our system it becomes easier and easier, Sometimes laughably so. The first few times it may be new so we wrote these instructions with newbie's in mind Please call our staff toll free if you need help 800 237 8139 - Likewise with any suggestions ......