Splitit USA Inc. User Guide for Merchants

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1 Splitit USA Inc. User Guide for Merchants Page 1

2 COPYRIGHT 2015 Splitit USA Inc. ALL RIGHTS RESERVED RELEASE October 2015 Disclaimer: SPLITIT USA INC. OR ITS SUPPLIERS MAY DISCONTINUE OR MAKE CHANGES IN THE INFORMATION, PRODUCTS OR SERVICES DESCRIBED HEREIN AT ANY TIME WITHOUT PRIOR NOTICE TO YOU AND WITHOUT ANY LIABILITY TO YOU. ANY DATED INFORMATION IS PUBLISHED AS OF ITS DATE ONLY, AND SPLITIT USA INC. DOES NOT UNDERTAKE ANY OBLIGATION OR RESPONSIBILITY TO UPDATE OR AMEND ANY SUCH INFORMATION. SPLITIT USA INC. RESERVES THE RIGHT TO TERMINATE ANY OR ALL WEBSITE OFFERINGS OR TRANSMISSIONS WITHOUT PRIOR NOTICE TO THE USER. FURTHERMORE, BY OFFERING THIS WEBSITE AND INFORMATION, PRODUCTS OR SERVICES VIA THIS WEBSITE, NO DISTRIBUTION OR SOLICITATION IS MADE BY SPLITIT USA INC. TO ANY PERSON TO USE THE WEBSITE OR SUCH INFORMATION, PRODUCTS OR SERVICES IN JURISDICTIONS WHERE THE PROVISION OF THE WEBSITE AND SUCH INFORMATION, PRODUCTS OR SERVICES IS PROHIBITED BY LAW. Page 2

3 1 Table of Contents 2 About This Guide Getting Started Log on to the Merchant Administration Website Reset your password Dashboard Change your password Log out of the Splitit Administration Website Plans Information Virtual POS Detailed plan information Detailed installment information Basic search Advanced search Creating an installment plan In Store Creating an installment plan Phone Order Activating Installment Plans for Merchants that Charge after Shipment Changing Consumer s Credit Card details (Avilable Dec 2015) Cancelling an installment plan (including Refund Options) Manual Refund Exporting a report to Excel Splitit Members Searching for a Splitit Member Exporting a report to Excel Merchant Profile Getting API credentials Generating an embedded code Setting up a Terminal Adding a new authorized user to your account Editing details regarding an authorized user Deleting an authorized user from your account Unlocking an authorized user Support Frequently Asked Questions Sending an to Splitit Customer Support Online Chat Calling Customer Service Page 3

4 2 About This Guide The Splitit USA Inc. (Splitit) User Guide for Merchants explains how to use Splitit from a Web browser. It includes all of the information you need to get started, manage your terminals, review your customers accounts, generate reports and track activity. We want to hear your comments and suggestions about this manual and any other documents related to Splitit. Please feel free to contact us at info@splitit.com with your feedback. You can find more information and documentation about Splitit USA Inc. at 3 Getting Started To get started using Splitit, you need to access the Merchant Administration Website and manage your account. This chapter includes how to: w Log on to the Merchant Administration Website w Reset your password Prerequisite: You should have obtained your user name and temporary password from Splitit in order to access the Administration website. If you have not yet received this information, please call Log on to the Merchant Administration Website Step 1: Open your browser and in the address bar, type: The Merchant Administration Website login page will appear. Step 2: Type your username and password in the correct fields. Step 3: Click the Enter button. You will immediately be asked to reset your password. Page 4

Step 4: Enter the password you received via Email.

5 Step 4: Enter the password you received via . Step 5: Enter your new password in the New Password field; then re-enter it again in the Confirm Password field. NOTE: your new password can contain a combination of letters and digits. Page 5

6 Step 6: Click the OK button. The system will log you into the Merchant Administration Website. 3.2 Reset your password If you forget your username and/or password, follow the steps below: Step 1: Click the Forgot Password link. A popup window will appear. Page 6

Step 2: Type your username or email address. Step 3: Click the OK button. A new Password will be sent to the e-mail registered to your account.

7 Step 2: Type your username or address. Step 3: Click the OK button. A new Password will be sent to the registered to your account. Step 4: Return to the log-in page and enter your user name and the new password you received via . You will immediately be asked to reset your password. Step 5: Enter the password you received via . Step 6: Enter your new password in the New Password field; then re-enter it again in the Confirm Password field. NOTE: your new password can contain a combination of letters and digits. Step 7: Click the OK button. Page 7

4 Dashboard The Merchant Administration Website is divided into five sections. This chapter discusses the Dashboard section; other sections are discussed in the following chapters.

8 4 Dashboard The Merchant Administration Website is divided into five sections. This chapter discusses the Dashboard section; other sections are discussed in the following chapters. From the Dashboard, you can perform the following functions: w Change your password w Log out of the Merchant Administration Website You can also view the following information about your Splitit activities: w Total number of Splitit Plans currently active w Total original amount of all current Splitit Plans (in US dollars) w Transaction Status the status of all current plans (pending rejected & approved) w Financed vs. Non-Financed the percentage of installment plans according to their finance status (financed vs. not financed) w Credit Line Used for Financed Plans the percentage of credit used for financed plans w Income Projection your monthly income (in US dollars) Page 8

9 4.1 Change your password Step 1: Click the Change Password button. Step 2: Enter your old password. Step 3: Enter your new password in the New Password field; then re-enter it again in the Confirm Password field. NOTE: your new password can contain a combination of letters and digits. Step 4: Press the OK button. Page 9

10 4.2 Log out of the Splitit Administration Website Step 1: Press the Log off button. The Merchant Administration Website login page will reappear. Page 10

11 5 Plans Information Virtual POS This section contains details about each installment plan, including current and closed plans, the ability to create or cancel a plan, managing plans and creating reports. This chapter includes: w Reviewing detailed plan and installment information w Basic search w Advanced search w Creating an installment plan w Perform shipping for Merchants that are set as charge after shippment w Cancelling an installment plan with or without refund w Manual refund notice w Exporting a report to Excel Page 11

12 5.1 Detailed plan information The following information can be found regarding all payment plans: Field Description Example Level Created Date Plan Number The date that the Plan was opened at the store / online Unique number assigned to each plan; can be found in the welcome . 4/6/2014 Plan Plan Terminal ID Terminal number assigned by Splitit Plan Terminal Name The name of the store / online store Gap LTD Plan Consumer Full Name Consumer Customer name provided at time of purchase Customer address provided at time of purchase Dean Brown dean_b@gmail.com Plan Amount The full purchase price $ Plan Plan Outstanding Amount Plan Charged Amount Number Of Installments The amount that is still due after deducting the last installment Plan Plan $0.00 Plan The total amount already collected $ Plan The number of installments the customer requested at the time of purchase (Splitit limits between 2-12 but the merchant can also put limitations) 5 Plan Payment Gateway The Merchant Gateway connected to Splitit Authorize.Net Plan Money Flow "Monthly" in case the Merchant is funding the purchase or "SCP" if the Merchant is receiving finanacing from Splitit Monthly SCP Funding % of credit in case of SCP 0.00% Plan Additional Details Merchant reference order 11Wz567 Plan Plan Status See following table Cleared (Full captured) Plan Plan Page 12

13 Displayed Status Description Color Pending Approval Pending Authorization Pending shipment In progress Pending Administrator Support Awaiting credit card update Phone order complete successfully and is sent to consumer, until consumer get the and approves it (Consumer has 5 days), the plan will be in pending approval status/ Merchant\Consumer started wizard, got into second wizard page, and decided for any reason not to check the "I approve" checkbox or sign and close the wizard (will be deleted from grid after 30 minutes) plans that were still not authorized or got declined by gateway (will be deleted from grid after 30 minutes) The plan will be sent for authorization once the goods are shipped Plan is active; installments and authorizations are still pending Plan got decline for some reason by Gateway through the process. Plan got decline from gateway due to insufficiant funds, expiration date or other reasons. New credit card details should be provided by Consumer. Black Black Black Black Red Orange Canceled The plan was stopped by the merchant Black Strikethrough On Hold Deleted The plan is on hold; no installments are being debited until an update from the Merchant is received Pending approval\authorization that were deleted by the system after expired Blue Gray Strikethrough Cleared Plan is finished; all payments are cleared Green Page 13

14 5.2 Detailed installment information You can also see information about each individual installment: Field Name Field Description Example Level Processing Date Installment Number The date the installment was sent for approval to the issuing bank Number between 1-12 that represents the relevant installment 4/6/2014 Installment 1 Installment Card Holder Name Details on the relevant credit card Dean Brown Installment Card Number Details on the relevant credit card ******7623 Installment Expiration Date Details on the relevant credit card 2015/8 Installment Card Type Details on the relevant credit card Mastercard Installment Installment Amount Result Code Result Text The total purchase price divided by the number of installments selected The status of the transaction received via the payment gateway The description of the Result Code received via the payment gateway $21.09 Installment 1 Installment This transaction has been approved. Installment Transaction ID Transaction number assigned by Splitit Installment Installment Status See following table Approved Installment Displayed Status Description Color Waiting for process date / pending The Installment date is not yet due Black Canceled The plan was stopped by the merchant Black Strikethrough Declined Installment was not approved Red Approved Installment is approved Green Refunded A refund was issued Blue Chargeback A charge back was requested Orange Page 14

15 5.3 Basic search Step 1: Fill in one or more of the search fields: Field Terminal ID (A list of your terminals can be found in the Merchant Information Section; this is the number assigned by Splitit) Plan Number (This number is sent to both you and the customer in the transaction approval ) Step 2: Click the Search button. Page 15

16 5.4 Advanced search Step 1: Click the + (plus sign) button. Step 2: Fill in one or more of the search fields: Field Terminal Plan Number Start Date (mm/dd/yyyy) End Dates (mm/dd/yyyy) All Dates Plan Amount Plan Status Transaction ID Currency Consumer e- mail Card Holder Name Card Number Page 16

17 Step 3: Click the Search button. 5.5 Creating an installment plan In Store Step 1: Click the Create Plan button. A popup window will appear. Page 17

18 Step 2: Fill in the required fields on Page 1 according to the table below: Select Terminal Field Enter Amount ($) Enter reference order (optional) (Merchant internal order number) Step 3: Press the OK button. Step 4: Fill in the fields on Page 2 according to the table below: Card Number Fields Expiration Date (mm/yy) CVV (3- digit security code that appears on the back of your card) Number of Installments Card Holder Name Address Mailing Address Zip Code Page 18

19 Step 5: Press the In Store button. Step 6: By choosing the In Store botton, in the second page, after inserting the customer s details, ask the customer to sign in the Signature space and then click the I Approve botton. Page 19

Step 7: Click the In Store Receipt to print out the receipt. You get a PDF file, you need to open it and print. Step 8: The Congratulations Page confirms the successful transaction.

20 Step 7: Click the In Store Receipt to print out the receipt. You get a PDF file, you need to open it and print. Step 8: The Congratulations Page confirms the successful transaction. Press the Close button and the consumer will automatically receive two s. One contains the credentials to the Consumer portal and second contains the details of the installment plan. Page 20

21 5.6 Creating an installment plan Phone Order Phone Orders will be approved by the consumer. While taking a phone order through the Virtual POS in the Merchant admin, the transaction flow works as follows: Step 1: Click the Create Plan button. A popup window will appear. Step 2: Fill in the required fields on Page 1 according to the table below: Select Terminal Field Enter Amount ($) Enter reference order (optional) (Merchant internal order number) Page 21

22 Step 3: Press the OK button. Step 4: Fill in the fields on Page 2 according to the table below: Card Number Fields Expiration Date (mm/yy) CVV (3- digit security code that appears on the back of your card) Number of Installments Card Holder Name Address Mailing Address Zip Code Page 22

23 Step 5: After inserting the consumer s details, click on "Phone Order". Step 6: You will get confirmation page with the Installment Plan number which is waiting for the consumer s approval. Press the Close button. Page 23

If the consumer says that he didn t recive the email, you can resend the email from the Plan Information

24 Step 8: The Installment plan is now on status Pendeing Approval on the Merchant portal, Plans information tab, with Resend button on the left side. If the consumer says that he didn t recive the , you can resend the from the Plan Information Grid by clicking on the Resend button on the left side of the appropriate installment plan. Step 9: Fill the correct and Click the Yes button to resend the . Page 24

5.7 Activating Installment Plans for Merchants that Charge after Shipment Step 1: In order to activate the first installment after merchandise has been shipped, click on the Ship

25 5.7 Activating Installment Plans for Merchants that Charge after Shipment Step 1: In order to activate the first installment after merchandise has been shipped, click on the Ship Now button on the left side of the appropriate installment plan. Step 2: Click the Yes button to send the shipment notice to your customer and charge the first installment. Page 25

26 5.8 Changing Consumer s Credit Card details (Avilable Dec 2015) Step 1: Select the appropriate pan. Press the Edit credit card Details button. Step 2: Fill in the required fields according to the table below: Field Address Zip Card Holder name Card Type Card Number Expiration Date (mm/yyyy) Security Code Page 26

27 Step 3: Press the Confirm button. Your credit card details will be updated. 4.9 Cancelling an installment plan (including Refund Options) Step 1: Select the appropriate plan. The Cancel Plan button is now available. Step 2: Click the Cancel Plan button. A popup window will appear with the following options: Page 27

28 - - No Refunds do not refund the card and cancel any future installments Only if a full refund is possible - can be used only for the first installment due to the limitation of 30 days cancellation - Only for the last processed installment only refund the last installment and cancel any future installments Note: When cancelling an installment plan, the current authorization will be voided, the captured installment will be refunded (if processed within the last 30 days) and all future installments will be cancelled from the Splitit system. The merchant will receive a confirmation from the Splitit system that the plan has been cancelled. It is not possible to process a refund via customer service. Page 28

29 Step 3: Choose the refund option from the scroll down list. Press the OK button. 5.9 Manual Refund The Manual Refund option is used to update the System regarding refunds that have been manually executed outside of the Splitit system,by the Merchant and the customer. Manual refunds can only be conducted by the merchant. When initiating a Manual Refund, no requests are set to the Payment Gateway and it is only used as an update in the Plans Information report for the convenience of the Merchant. Step 1: Select and expand the appropriate installment plan by clicking on the arrow on the left of the appropriate row. Page 29

30 Step 2: Select one of the installment numbers. The Manual Refund button is now available. Step 3: Click the Manual Refund button. A popup window will appear. Page 30

31 Step 4: Click the OK button Exporting a report to Excel Step 1: Click the Export to Excel button. Step 2: Save the report as a Microsoft Excel worksheet to the selected destination. Page 31

32 6 Splitit Members This section contains details about all customers who have ever used a Splitit installment plan. This chapter includes: w Searching for a Splitit Member w Exporting a report to Excel 6.1 Searching for a Splitit Member Step 1: Fill in one or more of the following fields in order to execute a basic search: Field Consumer User Name Consumer Full Name Consumer Page 32

33 Step 2: Click the Search button. 6.2 Exporting a report to Excel Step 1: Click the Export to Excel button. Step 2: Save the report as a Microsoft Excel worksheet to the selected destination. Page 33

34 7 Merchant Profile This section contains details about your Splitit account credentials, technical information, terminal capabilities and authorized users. This chapter includes: w Getting API credentials w Generating an embedded code w Editing a Terminal w Adding a new authorized user to your account w Editing details regarding an authorized user w Deleting an authorized user from your account w Unlocking an authorized user Page 34

35 7.1 Getting API credentials Step 1: Click the Get API Credentials button. A popup window will appear. Step 2: Choose one of the following options: - Create new credentials - Replace current credentials Step 3: Click the OK button. Page 35

36 Step 4: Enter your username and password. Step 5: Click the Close button. 7.2 Generating an embedded code Step 1: Click the Generate Embedded Code button. A popup window will appear. Step 2: Copy the embedded code script and put it in your website code. Page 36

37 Step 3: Click the Close button. 7.3 Setting up a Terminal Note: You must set up your terminal in order for the Splitit system to work. Step 1: Select the appropriate Terminal. Step 2: Click the Edit Terminal button. A popup window will appear. Page 37

38 Step 3: Fill in the username and password that you received from your payment gateway and click the OK button to validate. 7.4 Adding a new authorized user to your account Step 1: Click the Add button under Users. A popup window will appear. Page 38

39 Step 2: Fill in the required fields on Page 1 according to the table below: User Name Password User Type First Name Last Name Field Step 3: Click the Next button. Step 4: Fill in the optional fields on Page 2 according to the table below: Field Job Title Work Phone Number Mobile Number Fax Number Notes Page 39

40 Step 5: Click the Finish button. 7.5 Editing details regarding an authorized user Step 1: Select the appropriate user. Step 2: Click the Edit button A popup window will appear. Page 40

Step 3: Edit the required fields according to the table below: User Name Password User Type Email First Name Last Name Field Step 4: Click the

41 Step 3: Edit the required fields according to the table below: User Name Password User Type First Name Last Name Field Step 4: Click the Next button. Step 5: Edit the optional fields according to the table below: Field Job Title Work Phone Number Mobile Number Fax Number Notes Page 41

42 Step 6: Click the Finish button. 7.6 Deleting an authorized user from your account Step 1: Select the appropriate user. Step 2: Click the Delete button. A popup window will appear. Page 42

43 Step 3: Confirm the user s deletion by clicking the Delete button or cancel the deletion by clicking the Cancel button. 7.7 Unlocking an authorized user Step 1: Select the locked user and click the Unlock button. Page 43

44 8 Support This section provides a variety of ways to contact Splitit customer support. This chapter includes: w Frequently Asked Questions w Sending an to Splitit Customer Support. w Online chat w Splitit Customer Support Phone Number Page 44

8.1 Frequently Asked Questions Many of your Frequently Asked Questions are answered on our website. Please visit the site at http://splitit.com/contact/ for immediate information. 8.

45 8.1 Frequently Asked Questions Many of your Frequently Asked Questions are answered on our website. Please visit the site at for immediate information. 8.2 Sending an to Splitit Customer Support Step 1: Click the Customer Support button. A popup window will appear. Step 2: Fill in the required information. Step 3: Click the Submit button. Page 45

46 8.3 Online Chat If you would like to engage in an online chat with one of our customer service representatives, click on the Online Chat button and write your question. 8.4 Calling Customer Service If you have any questions or if you need any assistance, please do not hesitate to call Customer Service at Page 46

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