Visualize Success 2011 Ed White Professional Services Visual South, Inc. Credit Card Sales Processing Options

Visualize Success 2012 What is VISUAL Credit Card Integration? VISUAL Credit Card Integration –Credit card processing as part of standard Order to Invoice process –Financial document creation –Consolidate data –Configurable Process –Security

Visualize Success 2012 Why Implement Credit Card Integration? Credit card processing without integration –External program, website, or device to enter charges requiring redundant data entry –Mistakes matching which charge goes with which order –Shipments that go out without a valid card –Manual effort to match charges with invoices –Manual effort to create cash receipts and apply to appropriate invoice –Personal Information Protection –What are the risks of unprotected Credit Card data? –What is the Cost of a security breach? Soiled reputation Loss of trust Lost customers

Visualize Success 2012 Why Implement Credit Card Integration? Efficiency Dont deal with multiple systems/interfaces –Single interface –No re-keying of data Direct link between customer orders, invoices, and credit card charges Automatic creation of financial documents –Standard Financials –Global Financials Invoices are automatically paid Single report for reconciliation of invoices and charges

Visualize Success 2012 Why Implement Credit Card Integration? Errors/Accuracy Checks the order amount Flags orders with failed credit card data Prevent shipment with failed credit card charges Financial documents created correctly and linked to credit card transactions

Visualize Success 2012 Why Implement Credit Card Integration? Security Credit card numbers are never stored or transmitted in the clear Secure communication with credit card processor Card numbers are displayed masked (****-****-****-1111) Per user security settings –Access to unmasked card numbers –Transactions allowed Logging of access to credit card numbers Logging of credit card transactions Purge utility to clear old data (can be automatic)

Visualize Success 2012 Credit Card Integration Overview Example based on Authorization at order entry Check authorization at time of shipment Capture full amount at invoicing

Visualize Success 2012

Configurability –Set when credit card transactions can occur Order entry, shipment, invoicing –Which financial documents are created –Which users have access –Automatic launch or manual

Visualize Success 2012

Processors Credit Card Processors Supported –Authorize.Net –Chase Paymentech –Payflow Pro –Sage Payment Solutions –Skipjack Financial Services –USA ePay

Visualize Success 2012 Customizations Customizations – Every business is different –Customize the credit card solution to your business practice –Integrate charging in Invoice Forms –Add a new credit card processor –Data migration –Integration with e-commerce solutions VISUAL eBusiness

Visualize Success 2012 Thank You