Archive by Author

Paperless Payments – Capture Electronic Signatures

Eliminate the need to store paper receipts by capturing electronic signatures. Save money and reduce fraud. This new device and service allows you to capture the signature and automatically attach them to the transaction.This service also is a green technology that reduces a business cost and helps the environment. Never need to go through boxes of stored receipts again.

Email or Print Receipts – Keep it green by emailing receipts to your customers. You can print if you need to but more and more customers enjoy receiving receipts by email so they don’t have to worry about storing them. It is a win for both you and your customers.

Reduce your Carbon Footprint - Demonstrate your commitment to your local community by acting responsibly and minimizing environmental pollution.

Virtual Terminal – Manage your transactions

August 2, 2012 by sbsake business Virtual Terminal

Print and Email Receipts

Sometimes business need to print the receipt or the customer request this at a later date. You can print and email receipts for your customers. One added benefit is that you are also able to print transaction history or download into a pdf for the client also.

Customize the Receipt

You can customize the printed receipt or email based on your business needs. Some business like to add additional details on there receipts or limit the information that is included also. All you need to do is modify the template and you are ready to go in minutes.

Manage your transactions with a click of a button

Once you process the transaction you have several options in the virtual terminal to manage the transactions. Simply pull up the transaction and select the option or action you would like to take. For example if you want to refund the total back to your client you would just need to click on refund button. One extra benefit is that you can attach a note to the transaction also so you have reference to why the modification was made. Here are some of the choices

Edit, Refund or Recharge

Edit transactions to keep contact and purchase information up-to-date.

Refund transactions with a simple click of a button.

Recharge any account in your history with a single click.

Void, Hold or Recur

Void Transactions so that funds are not captured.

Hold authorizations until you are ready to capture the funds.

Setup recurring accounts to automatically bill customers.

Block Cards

Hold authorizations until you are ready to capture the funds.

Virtual Terminal – Contact Manager

August 1, 2012 by sbsake business Credit Card Processing Merchant Solutions Payment Gateway Virtual Terminal

Contact & Account Manager

Manage your contacts and the accounts that they have paid you with. Generate purchase history with a click of the mouse. The contact manager is a secure way of storing your customers information and credit card details online. You can add basic contact information plus Company Name, Business Title, Email, Website and customer Id. You also have the ability to add more than one payment method or address.

We will automatically create a contact for you every time you process a card for a new customers.

Storing contact and payment details

Why is this feature so important ? You never want to store credit card numbers at your office on your computers due to the liability it creates for your business. Instead add your customers and card numbers into our secure contact manager. Once you have added your current customers information to our secure contact manager you will eliminate the liability of storing the card data at your business.

Create Groups

Your contacts also can be set into groups. Some business like to create groups to manage different part of there business to streamline the process. Simply just create the group and place your customers into the correct group category. Now all you will need to do select the group and you will see all the customers that are in this group. Think of this as a way to organize your clients into separate categories.

Export your list

You also can export your contact list in excel or a csv format. Use this information for email marketing or mail campaigns as example. This can be dont at any point but the information is available to use if you need it.

Virtual Terminal – Searching and Reporting

July 31, 2012 by sbsake business Credit Card Processing Merchant Solutions Payment Gateway Virtual Terminal

Enhanced searching and reporting tools

Our Virtual Terminal gives you the ability to search transactions to locate information whenever you may need it and also provides detailed results. For example if you need to look up a transaction by credit or customer name it will return all matchings actions related to this information. We also provide advanced reporting tools to allow you or CFO to see up to date information that truly is updated in real time. Take a look at basic overview of these feature – If you have a more detailed question on how this would work in your business feel free to contact us by phone or email.

Searching – Simplified searching tools that deliver results

Search the entire transaction history of your account and get results immediately. Have you ever lost a recent or customer receipt ? Most companies at one time or another has misplaced transaction information and had to spend hours if not days trying to locate this information. Now you can access this information via our virtual terminal within seconds. All you would need to do is log into your account enter details about your customer or transaction and the results will be retrieved. You can also tailor your search fields for your business like Invoice number, dates, amount or card number.

Virtual Terminal - Analytics and Graph Reports

Reporting – Analytics and Graphs

Our online reporting tools allows you to access your overall picture overtime or predefined options like day, week, month and year. You can view your batch totals online or export the details to excel document for offline records. Access charts/graphs to analyze your transactions. You will also have access to export the transactions to a pdf, excel and csv.

These tools allow you to track your progress online and multiple locations business can track by location or department giving you up to date information in real time.

Virtual Terminal – Basic Overview

July 31, 2012 by sbsake business Credit Card Processing Merchant Solutions Virtual Terminal

What is a Virtual Terminal? Processing credit card transactions through any computer with an Internet connection. You can key cards manually, or swipe cards via a USB card swiper. What is the benefit of a virtual terminal vs those out of date terminals? The obvious benefit would be the options. The current offline terminals you may have offer the ability to process transaction and that’s about it. Sometimes they are still connected to dial-up and you are responsible for the long distant charges. That’s correct DIAL UP. Now Our Virtual terminal allows you to use as many computers as you need so there is no need for multiple offline terminals no need for repair or device upgrade costs. If you have a computer or mobile device – you are able to process credit cards quickly.

Now let’s talk features…

Process credit card transactions through any computer with an Internet connection. Key cards manually, or swipe cards via a USB card swiper. The Great benefit here is you can use this on as many computers or devices that has an internet connection to process payments or run reports. There is no need for outdated terminals or additional hardware costs. Just a computer and USB Card Swiper.

Manage your transactions. Edit transactions to keep contact and purchase info up to date, Refund transaction with just one click, Recharge any account in your history with a single click, Void the transactions to prevent them from being captured during batching process, Hold authorizations until you are sure the sale is final, Recurring transaction can also be set up with ease so you can manage and update this info and Block Cards for future transaction.

Print and email receipts
Virtual Terminal allows you to print and email receipts for your customers. You can customize the receipt to identify your company branding.

Searching & Reporting
Search the entire transaction history or your account. You can also generate reports online instead of storing paper receipts. GO GREEN…… You can get batch totals, view analytics/Graphs and use the exporting to have offline reports or use software like QuickBooks. You can also break down totals by user or department to track multiple locations. The possibilities are endless..

Customizable Search

Custom tailor your search fields for your business needs. Example Invoice, P.O., Dates, Amount, Card number and much more. This creates the ability to focus tracking more on what is need within your business model.

Contact & Account Manager
Manage your contacts and the accounts that they have paid you with. Generate customer purchase history with just one simple click.

Now that’s a lot of options. If this is something you need for your business or just like to have the options for future cost savings. Just click on the link below for a quote and we can give you a ~ FREE Rate Analysis ~ and access to our live online demo. We can also come to your office to walk you through the process also. Sometimes it’s just easier to do yourself. Let’s get started