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Copyright © 2008 Affiniscape. All rights reserved. RECONCILIATION ROUND UP How to rope in credit cards for your association.

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Presentation on theme: "Copyright © 2008 Affiniscape. All rights reserved. RECONCILIATION ROUND UP How to rope in credit cards for your association."— Presentation transcript:

1 Copyright © 2008 Affiniscape. All rights reserved. RECONCILIATION ROUND UP How to rope in credit cards for your association.

2 Copyright © 2008 Affiniscape. All rights reserved. What does AMS do? A merchant account simply means that your association can take not only Visa and MasterCard credit and debit cards but also American Express and Discover. The associations can also take debit and check cards as a form of payment.

3 How it Works Copyright © 2008 Affiniscape. All rights reserved. Looks pretty easy doesnt it? 99.9% percent of the time payments run through the system without any problems and the funds are deposited directly into the associations local checking account We will talk about the.1% that goes wrong a little later in the presentation!

4 Goals of this Session 1.Teach you how to reconcile your bank statements in under 24 hours 2.Share a few war stories about reconciliation 3.Show you how to use the reporting in Plug N Pay in order to handle member questions, returns, duplicate transactions etc quickly and painlessly. Copyright © 2008 Affiniscape. All rights reserved.

5 What is Plug N Pay? Plug N Pay is like a credit card machine on the internet for your association. They are responsible for handling the security during a credit card transaction and storing the credit card number. Copyright © 2008 Affiniscape. All rights reserved.

6 Plug N Pay Basics How to Run a Sale How to Process a Void or Return Reporting Copyright © 2008 Affiniscape. All rights reserved.

7 Copyright © 2008 Affiniscape. All rights reserved. I call this blue background Home Base. Every time you log into PNP you will see this Admin Screen.

8 How to Run a Sale Copyright © 2008 Affiniscape. All rights reserved. The fields that you absolutely, positively must fill in are: Billing address Zip code CVV (card verification field) By entering in these fields you will get the best pricing from Visa and MasterCard because you are helping them to cut down on fraud on the internet.

9 How to run a Void or Return Copyright © 2008 Affiniscape. All rights reserved. When you click on the Transaction Administration Link you are taken to this screen that gives you the ability to run a report and run a void or return without typing in the entire credit card number again.

10 Copyright © 2008 Affiniscape. All rights reserved. Once you click on the blue transaction ID number you are pulled into a new window where you can click on either the VOID or DO RETURN button. How to run a Void or Return

11 Now on to the Important Stuff REPORTING How to reconcile to your bank statement Copyright © 2008 Affiniscape. All rights reserved.

12 Start at Home Base Copyright © 2008 Affiniscape. All rights reserved. You are going to click on the link for Transaction Administration.

13 Step 1: How do I access the report? Copyright © 2008 Affiniscape. All rights reserved. You may access the report by clicking on the Transaction Administration link. You will be pulled into a new window and there is a blue bar on the left hand side. Scroll down the page until you see in the blue bar.

14 Using the Review Batch Report Set the date range that you would like to reconcile. A batch report can be displayed on the screen or downloaded to excel that shows the total amount batched for the day. The report generated shows a batch amount for each day that you had transactions. Copyright © 2008 Affiniscape. All rights reserved.

15 Setting the Review Batch Options Scroll down to the middle of the report, check to Display Account Code Info, and the click the Review Batch button Copyright © 2008 Affiniscape. All rights reserved.

16 2007 Review Batch Report In 2007 we rolled out the review batch report that contained a manual description, Affiniscape transaction ID, and most importantly a DESCRIPTION!

17 Great News for Trade Organizations! Copyright © 2008 Affiniscape. All rights reserved. This year we added the COMPANY field to the payment page so you can now track payments! AMS continues to improve the credit card processing experience for our partners by improving the one area that matters most- REPORTING!

18 2008 New and Improved Review Batch Report Copyright © 2008 Affiniscape. All rights reserved. In 2008 we added the Company name field to the report for our trade associations that do not track individual members.

19 Tips and Tricks What could possibly go wrong? Duplicate Transactions Balancing Credit Card Deposits Confirmations Common Error Messages in Plug N Pay Copyright © 2008 Affiniscape. All rights reserved.

20 Duplicate Charges Why do duplicates happen on the website? Copyright © 2008 Affiniscape. All rights reserved. We do gray out the submit button while the payment is processing so your members do not click the submit button multiple times.

21 Danger! The Back and Refresh Buttons! Copyright © 2008 Affiniscape. All rights reserved.

22 Why do duplicates happen? Copyright © 2008 Affiniscape. All rights reserved.

23 Fees: Monthly vs Daily For our association partners the bank gives us special deposit consideration. All AMS accounts are set up to deposit the full dollar amount of the sale into your local checking account. For example, if the association processes $1000 on the website, then the bank will deposit $1000 into your local checking account. The second option for paying credit card fees is out of each individual batch, which makes reconciliation much more difficult. If your account is set up this way and you would like to have that adjusted please let us know at the end of the session. Copyright © 2008 Affiniscape. All rights reserved.

24 Confirmations for Payment There are several settings that control confirmations on the Affiniscape website and also in Plug N Pay. If you are not receiving your confirmations in Plug N Pay you may fix the setting under the Management link. Copyright © 2008 Affiniscape. All rights reserved.

25 Common Error Response on PNP Now we are going to walk through some of the common error messages that you may encounter. Most of the transactions go through as Success which is what we like to see. The next few slides answer the status response of Problem or Bad Card that you may see in the payment admin section of 24x7. Copyright © 2008 Affiniscape. All rights reserved.

26 Error Code 58: Transaction Not Allowed to Terminal This error message is generated when a client is NOT set up to take American Express. The two most common issues is that an American Express account may not exist for the association or it may not be activated in all systems. Copyright © 2008 Affiniscape. All rights reserved.

27 Luhn 10 Error This means that the credit card number was typed in incorrectly. There is an algorithm used to generate credit card numbers and if the card does not pass this basic test than the card is declined. Solution: I advise clients to double check the number. This is more than likely caused by a data entry error or the infamous fat fingers. Copyright © 2008 Affiniscape. All rights reserved.

28 05 Do Not Honor This is a generic decline message. The credit card companies do not tell us why the card was declined. All that we know is that this transaction is not going through. Solution: I would recommend waiting another day and try the transaction again or calling for another form of payment. Copyright © 2008 Affiniscape. All rights reserved.

29 Introducing our HELP section! Copyright © 2008 Affiniscape. All rights reserved. If you need HELP with online payments answers are a click away! Our FABULOUS HELP section will walk you through common questions such as how to run a return or a void.

30 Questions? Comments? Janelle Benefield x Copyright © 2008 Affiniscape. All rights reserved.


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