WORLDLINE Saferpay Secure Paygate and QR Code Creation User Guide
- June 1, 2024
- WORLDLINE
Table of Contents
Payments to grow your world
Worldline
Guide
Saferpay Secure PayGate and QR code creation.
Saferpay Secure PayGate.
Settings for secure PayGate.
In order to be able to use Secure PayGate, you must set the basic settings
when you f irst access the system.
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Access via saferpay.com/BO/Login.
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Login with your username and password.
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Under “Secure PayGate” select the menu item “Settings”. 3.1. Conf iguring the basic settings:
• First enter an e-mail address to which the notif ications of successful payments should be sent.
• Select the desired standard authorisation type.
Note: for the options “Pre-authorisation” and “Normal (final) authorisation”, the authorisations must be captured manually in the journal overview.
• Set payment conf irmations under “Links in the PP”.
You can redirect the customer to your own websites for successful, unsuccessful, and aborted payments or use the Saferpay Secure PayGate default settings.
Secure PayGate notif ies the server after payment has been made.
• SPG e-mail
addresses:
Next, enter a “Sender e-mail address”, a “BCC address” and a “Reply to address”. You can freely choose the pref ix of the “Sender e-mail address”.
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Incorporating the T&Cs:
• The T&Cs are sent to the customers as an attachment.
This fulf ils the requirements of credit card companies regarding the notif ication of your T&Cs. Select the language and attach the T&Cs in the respective language.
• Please note that the T&Cs (if applicable) are automatically attached in the language selected when the e-mail is sent.
Creating an offer. -
Under “Secure PayGate” select the menu item “Links”.
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In the overview page, click on the blue button “Create new link”.
In the drop-down menu you can select one of the offer templates you have created or the option “Individual offer” option. -
Select the desired terminal.
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Creating an offer:
• Fill in the payment information in the f irst section. (amount, reference number, etc.)
• In the “Amount” f ield, enter the amount to be paid.
• In the “Authorization Type” f ield, select the type of authorisation.
• Enter your booking number or reference number, for example, in the “Reference number” f ield.
• In the “Expiration Date” f ield, enter how long the offer should be valid for.
• Enter the customer data in the “Customer address” section.
• Prepare the e-mail to your customers in the “Message” table.
• You have the option of uploading additional documents (GTCs, offers) via “additional attachment”.
• The payment link redirects the customer directly to his payment (link only becomes activate after saving).
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Saving the offer:
• Save the payment link to the clipboard.
• Send the of f er with payment link to your customer.
• Open the e-mail in your e-mail program (attachments are not transf erred to the e-mail program). Multi-Use Payment Links. -
Under “Secure PayGate”, select the menu item “Multi-Use Payment Links”.
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On the overview page, click on the blue button “Create new multi-use payment link”.
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Create a multi-use payment link offer:
• In the f irst section, enter the sales description.
• In the “Terminal” f ield, enter the terminal to which you want to book.
• In the “Currency” f ield, you can select the currency of the transaction.
• In the f ield “Authorisation type”, you can select the type of authorisation.
• In the f ield “Payment Page Configuration”, you can specify which of the payment page you have configured is to be displayed.
• In the f ield “Payment Notification”, enter the e-mail address for the payment confirmation.
Editing an offer. -
Access via saferpay.com/BO/Login.
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Log in as usual with your username and password.
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Under “Secure PayGate” select the menu item “Links”.
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Click on “Details” in the overview page to edit an existing offer.
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Edit your entries.
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Saving/sending the offer
• Save the payment link to the clipboard.
• Send the offer with payment link to your customer.
• Open the e-mail in your e-mail program (attachments are not transferred to the e-mail program).
Payment functions.
Payment| Credit card payments are authorised online and then automatically
captured. The result is displayed within a few seconds.
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Reservation| The payment amount is authorised and reserved online. In the
Saferpay Backoff ice the transaction is displayed in the journal as
“Reservation”. The payment is only f inalized when you capture the
reservation.
Booking authorised by telephone| After a telephone authorisation, you can make
a card payment. To do this, you need the authorisation number issued by
telephone.
Credits| Use this function to refund an amount to a cardholder.
Cancellation| Alternatively: You can cancel transactions provided they
have the status “Reservation”.
All transactions can be displayed in the journal area. Clicking on “Details”
provides a “Cancel” option for reservations.
Administrative functions.
Journal| In the Saferpay journal you have the option of initiating credits,
searching by individual transaction, displaying cancelled and older
reservations/bookings or exporting data.
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Daily closing statement| Payments and credits are submitted to the credit card
companies with the daily closing statement. Daily closing statements which
have already been executed can be viewed under “Daily closing statement”.
Settings| You can f ind the settings for notif ications and the overview of
your Saferpay terminals here.
Processing options.
Card verif ication number| The three-digit sequence is printed directly after
the credit card number in the signature strip on the back of the card.
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Card verif ication number
(American Express)| The four-digit verif ication number for American Express
however is located on the front of the credit card.
Reference number| This is an optional f ield on the credit card payment form.
This allows you to label transactions with your own order or job number.
Sales description| This is an optional f ield on the credit card payment and
electronic direct debit form and helps the buyer to allocate the payment.
Logout| You can leave the Saferpay Backoff ice using the “Logout” button.
The session ends automatically if there is no activity after 30 minutes.
Important information.
Capturing reservation| Reservations must be captured within a few days.
Otherwise, the authorised payment amount expires.
Please capture the payment in the Saferpay journal overview.
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Executing daily closing statement| Only after a daily closing will the
payments be submitted to the credit card companies and, depending on your
payment date, credited to your bank account. It is therefore essential that
you carry out a day-end closing. You can conf igure your account to
automatically execute the daily closing statement once every day (22:00).
Reservations are only processed if they have been captured. Open reservations
are displayed in the journal overview.
User ID and password| Only personnel authorised by you should have access to
your login details.
Please keep these details in a safe place.
User manual| The user manual and other information is available in the
download area of your Saferpay Back office.
Your local point of contact can be found at: worldline.com/merchant- services/contacts
You can create multiple QR Codes for different cases.
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QR Code Creation.
Go to Secure PayGate > Multi-Use Payment Links.
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Create new Multi-Use Payment Links.
Click on “Create new Multi-Use Payment Links”.
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QR Code Setup.
These settings will def ine how your QR CODE will work. Step| Settings| Value| Sample Value| Note
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Offer details
1| Sales description | The Name of your QR Code.| WL QR Code| You can create as many as you want and give them each a different name
2| Currency | Select your Currency| EUR|
3| Fixed amount| On/Off| Off| You can decide to put a f ixed QR code with fixed amount (Automatic value linked to the QR code) or a dynamic QR code (Customer has to scan the QR code & enter amount to be paid).
4| Authorization Type | Automatic capture will capture the Payment directly.| Automatic capture|
Payment page configuration
5| Customer email configuration| Required field – The customer needs to enter his email address on the payment page.
Optional field – The customer can enter his email address on the payment page optionally.
Hidden – The customer does not have any possibility to enter the email address on the payment page.| | By default, you can set Optional field, and let the customer choose if they want to receive a copy of the Payment confirmation.
6| Payment Page configuration| Select the NAME of you Payment Page.| | Possible to add personalized payment page with your logo.
7| Reference number prefix| The prefix before the payment ID.| QRPAY| Will generate QR_PAY_01
QR_PAY_02 QR_PAY_03 …
Offer
8| Merchant notif ication | The e-mail where you want to receive Payment
Confirmations.| | You can setup multiple e-mails if needed. Will each receive the payment conf irmation.
9| Payment link **| The link behind the QR Code.| | You can use this link to send by message / mail / share online, or use it to preview your Page.
10| QR Code| You can save the QR Code as .PNG to implement into your custom Layout.| | You can share the QR code on your screen (online / social media / website) or print it in own f lyer.
11| Flyers to Print| Click on the Flyers will let you to Print a Worldline Pre-made flyer in the language of your choice.| |
12| Save| Don’t forget to save your QR Code.| |
Once saved, you will return to the overview where you will see all your QR codes. You can have as many as you want, each with custom-made set-up.
About Worldline
Worldline [Euronext: WLN] is a global leader in the payments industry and the
technology partner of choice for merchants, banks and acquirers. Powered by c.
18,000 employees in more than 40 countries, Worldline provides its clients
with sustainable, trusted and innovative solutions fostering their growth.
Services offered by Worldline include in-store and online commercial
acquiring, highly secure payment transaction processing and numerous digital
services.
In 2022 Worldline generated a revenue close to 4.4 billion euros.
For further information
[email protected]
www.fsc.org
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Worldline is a registered trademark of Worldline SA. June 2023
©2023 Worldline.
worldline.com
References
- Worldline Global | Payments to grow your world
- Worldline Global | Get in touch
- Worldline Global | Get in touch
- Saferpay Backoffice