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O RBITAL V IRTUALT ERMINALU SER G UIDEJanuary 2014Version 6.00
Orbital Virtual TerminalVersion 6.00Orbital Gateway on the Web:Orbital Integration LibraryOrbital Gateway ch.comOrbital Virtual Terminal User GuideVersion 6.00January 2014 2009 Chase Paymentech Solutions, LLC. All rights reserved.This document contains information which is proprietary to Chase Paymentech Solutions, LLC. This informationmay not be reproduced in any way, or shared with a third party, without the written permission of ChasePaymentech Solutions, LLC.Some of the materials contained within have been provided by agreement from processing and financialexchange partners. This information, materials, trademarks and or product names are the property of theirrespective owners and may be covered by additional copyrights.All brand names and product names used in this document are trade names, service marks, or registeredtrademarks of their respective owners.All information and features contained herein are subject to change without notice.Revision HistoryDateVersionActionDescription07/20/05VT 3.0Original CreationOriginal Creation11/05/05VT 3.2AddNew Reporting functionality11/05/05VT 3.2ChangeDifferent Logon Page11/05/05VT 3.2AddNew Multi Merchant Logon11/05/05VT 3.2AddNew Reporting Admin11/05/05VT 3.2AddNew General Admin11/05/05VT 3.2ChangeDifferent Purchase card prompt06/01/06VT 3.5ChangeNew logo and Gateway Support e-mail address06/01/06VT 3.5AddNew Order – Purchase Card Level III sectionOpen Batch – Purchase Card Level III sectionPurchase Card III Admin section01/31/07VT 3.10ChangeUpdated all screenshots01/31/07VT 3.10AddAdded VT File Import section and new Profile features (AutoSuggest and Reuse)02/26/08VT. 4.0AddAdded Managed Billing, Cardholder E-mail Service, andAuthorization Recycle sections.06/03/08VT 4.1ChangeExpanded information on Scheduled Reports, Managed BillingProfiles, and Authorization Recycling. Gift Card language added.07/09/09VT 4.1.1ReformatPut into new template, modified style for usability.08/09/10VT 4.2AddAdded Account Updater and Partial Authorization information11/1/11VT 4.3AddElectronic check processing for North American merchantsPage 2 of 260
Orbital Virtual TerminalVersion 6.0011/1/11VT 4.3AddInternational Maestro method of payment11/1/11VT 4.3AddMasterCard SecureCode static AAV support11/1/11VT 4.3AddGift Card block deactivations and reactivations for North Americanmerchants11/1/11VT 4.3AddAccount Updater eligibility11/1/11VT 4.3AddMSR reversals11/1/11VT 4.3AddSafetech Fraud Analysis11/1/11VT 4.3ChangeElectronic check processing enhancements for Global merchants11/1/11VT 4.3ChangeProfile support for European Direct Debit11/1/11VT 4.3ChangeLogin authentication06/26/12VT 4.4AddLevel 2 and 3 support for Commercial Cards06/26/12VT 4.4ChangeUK Maestro processing enhancement and screen revisions06/26/12VT 4.4ChangePurchase Card III Admin to Level II & III Admin05/01/13VT 5.1AddEmail and SMS of receipts, enhanced authorizations for Globalmerchants1/14/2014 VT6.00AddIBAN European Direct Debit, MasterCard eCommerceauthorization reversals for suspected fraud, and the Visa DebtIndicatorPage 3 of 260
Orbital Virtual TerminalVersion 6.00Table of ContentsCommon Tasks . 10List of Tables . 11How to Use this Guide . 12Who Should Read this Guide . 12Organization of this Guide . 12Related Documentation . 13What's New in this Release . 13Using the PDF Version of this Guide . 13Conventions Used in this Guide . 14Chapter 1Introduction. 15Features and Benefits . 15Payment Methods and Tools . 15Auto-Settle Feature . 16Duplicate Checking . 16Security Features . 16Profile Management . 17Managed Billing. 18Account Updater . 18Auto Email Service . 18Merchant Selectable Response (MSR) . 19Authorization Recycling . 19Reporting . 19Data Storage . 2024-Hour Technical Support . 20Merchant Requirements . 20Setup Process . 20Chapter 2Getting Started . 21Initial Account Setup . 21About Usernames and Passwords . 21Authorized Contact Security . 21Functional Access Security . 22Login and Password Delivery . 22Accessing the Virtual Terminal . 25Overview of Virtual Terminal (VT) Usage . 27The User Interface. 28Searching . 30Using the Online Help . 32Page 4 of 260
Orbital Virtual TerminalVersion 6.00About Batches . 32Chapter 3Working with New Orders . 33Processing a Credit Card Purchase (Authorization and Capture) . 33Processing a Credit Card Refund . 39Processing a Prior Authorization . 41Processing Account Verification . 44Processing an Electronic Check Transaction . 47General Information . 47ECP Transaction Descriptions . 48Processing a UK Maestro/Solo Transaction . 52Processing an International Maestro Transaction . 55MasterCard SecureCode (MCSC) . 55Profile and Managed Billing . 56Processing European Direct Debit . 58Processing a Bill Me Later Purchase . 67Processing a Bill Me Later Refund . 70Processing a PINless Debit Transaction . 71Advanced Features for Transaction Processing . 73Use Profiles . 74Add Profiles . 75Add Managed Billing . 75Selecting Soft Descriptors . 75Chapter 4Working with the Open Batch . 76Searching for a Transaction in the Open Batch . 76Results Output . 77Viewing Transaction Details . 80Adding a Profile. 83Viewing the Order History (Audit Trail) . 84Marking a Successful Authorization for Capture . 85Unmarking a Captured Transaction . 85Adjusting Level II – III Data . 86Voiding a Transaction . 87Settling All Marked for Capture, Credit, and Force Transactions . 89Splitting a Transaction into Separate Shipments. 90Chapter 5Reviewing Post-Settlement Data. 94Searching for Batches . 94Results Output . 94Reviewing a Closed or Pending Batch . 97Reviewing a Rejected Batch . 98Page 5 of 260
Orbital Virtual TerminalVersion 6.00Viewing a Transaction in a Closed, Pending, or Rejected Batch . 100Searching for Transactions . 101Results Output . 103Viewing Transaction Details . 104Adding a Profile. 107Initiating a Credit from an Order (Quick Credit) . 108Viewing the Order History (Audit Trail). 109Chapter 6Administering the Virtual Terminal . 111Profile Management . 111Configuring Account Updater . 111Schedule of AU Requests . 114AU Default Merchant Number . 115Configuring Automatic Email Messages to Cardholders . 116Setting Preferences for Managed Billing . 120Setting Preferences for PINless Debit . 120Setting Preferences for Authorization Recycling . 121Setting Preferences for Gift Card . 122Partial Redemption Auto Authorization . 122Remaining Balance Capture Setting . 122Setting General Preferences . 123View/Enter Card Number . 125Remove Auth or Auth/Capture Button . 126Mandatory AVS . 126Two Step Settlement Process . 126Auto Settle . 126Attempt Authorization Reversal When Voiding. 126Authorization Reversal for Suspected Fraud . 126Partial Authorization . 127International Maestro Static AAV . 128Safetech Merchant ID . 128Card Indicators . 128Setting Level II – III Preferences . 128Prompts . 129Selecting Line Item Detail Units of Measure . 131Specifying Information to Appear on Receipts . 132Configuring Scheduled Reports . 134Card Account Truncation . 134Scheduled Reports . 134On Demand Reports . 137Chain Level Reports . 138Page 6 of 260
Orbital Virtual TerminalVersion 6.00Selecting Response Codes to Automatically Decline . 139Setting Preferences for Soft Descriptors . 141Global Support . 142PNS/North American Support . 143Setting Descriptors . 143Chapter 7Working with Reports . 147Locating Reports . 147Retrieving and Saving Reports . 148Chapter 8Working with Profiles . 149About Profiles and Managed Billing . 149Creating a Profile . 149Creating a Profile as a Distinct Action . 149Creating a Profile When Processing a Transaction . 152Locating an Existing Profile . 154Search by ADMIN Profile Management . 154Search by NEW ORDER . 155Using a Profile in a Transaction . 157Editing a Profile. 157Profile Status . 158Change Log . 160Chapter 9Managed Billing . 162Billing Schedule . 162Scheduled Billings . 169Completed Billings . 172Change Log . 172Chapter 10Working with Level II and Level III Data . 174Entering Level II / III Data for a Purchase . 174Entering Level II/III for a Credit/Refund . 179Chapter 11Working with Gift Cards . 181Processing a New Gift Card Transaction . 181Performing a Gift Card Authorization. 182Performing a Gift Card Sale (Redemption) . 183Performing a Prior Redemption . 183Adding Funds to a Gift Card Balance . 184Performing a Prior Add Value . 184Refunding a Purchase Value to a Gift Card . 185Viewing the Balance Available on a Gift Card .
Orbital Virtual Terminal Version 6.00 Page 3 of 260 11/1/11 VT 4.3 Add International Maestro method of payment 11/1/11 VT 4.3 Add MasterCard SecureCode static AAV support 11/1/11 VT 4.3 Add Gift Card block deactivations
