Manage Consumers
Manage Consumers User Guide Version 1.0 Date: July 3, 2017
3111 North University Drive, Suite 705, Coral Springs, FL 33065 | P 800.996.0398 | F 954.346.3791
Table of Contents VERSION TRACKING
3
INTRODUCTION
4
FIND A CONSUMER
4
VIEW SPECIFIC RECORDS
6
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 2 of 9
Version Tracking Version Number 1.00
Modification Date 07-03-2017
Modified By
Changes Completed
Product Development
Initial Documentation Completed.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 3 of 9
Introduction Use the Manage Consumers page to search for a specific consumer – by name, email, credit card number, transaction ID or purchase ID. You’ll see a list of all purchases associated with the consumer data you search; you can view details about purchases, as well as cancel a subscription or refund any specific transaction associated with a purchase.
Find a Consumer Login to the SegPay Merchant Portal at: https://mp.segpay.com. Point your mouse at the My Consumers menu and select Manage Consumers.
Choose the search criteria you want to use to find the consumer.
You can search by the following: Purchase ID: Enter a complete purchase ID to locate that specific purchase Transaction ID: Enter a complete transaction ID to locate that specific purchase associated with the transaction you are trying to find. Account Number: Enter a complete credit card number to show all purchases associated with the card. Partial Account Number: Enter the first 6 and/or last 4 digits of the card number to show all purchases associated with the card. Email Address: Enter the consumer’s complete email to show all purchases made by that consumer.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 4 of 9
Partial Email Address: Enter any part of the email. For example, if you are searching for [email protected] you can enter techsupport, segpay, segpay.com, etc. Name: Enter the consumer’s first or last name to show all purchases made by that consumer. Username: Enter the consumer’s username on your system to show all purchases made by the consumer with that username.
Enter your search terms and click Find Purchase.
Purchases associated with your search criteria are displayed in a table. To sort the list alphabetically or numerically according to any specific column in the report, click the column header (click it again to return to the original sorting).
By default, the table will display 25 results per page, maximum. Click the Items per Page menu below the report to increase the results per page to 25, 50, 100 or “All” (to see all results on one page).
The following columns are displayed in the table:
Merchant ID: You’ll see this only if you manage more than one merchant account. Status: You’ll see one of the following: o Active: Subscription purchase that is still ongoing. o Cancelled o Declined o Expired: Subscription purchase that has since ended. o One Time: Non-subscription purchase. Purchase ID Website Initial Price: Price of the most recent transaction associated with the purchase. Email on File
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 5 of 9
Credit Card: Consumer’s credit card number (masked), if applicable.
View Specific Records
Click View Record in the last column to view more specific purchase details (see image below), including all recurring transactions associated with original subscription purchase. You’ll also see more information about the consumer. You can cancel a subscription or refund individual transactions associated with the subscription.
If you click Cancel Purchase, you’ll be asked to select a reason for the cancellation, and to provide additional comment, in the text box, to document your reason for cancelling.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 6 of 9
Any recurring transactions associated with this purchase are listed in the table at the bottom of the page.
Each row represents a transaction associated with the Purchase you are viewing. For each transaction, you will see the following data: Trans ID Date Amount Status: Refund, Chargeback or Void. Approved Response: Type: Sale, Instant Conversion, Delayed Capture or One-Click, Stage: Signup, Conversion or Rebill. Reverse: Select the checkbox and a Refund Selected Transactions button will display above the table (see image below). Click the button to issue a refund. Note that if the transaction is pending, you will be voiding the transaction, not refunding.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 7 of 9
You’ll be asked to select a refund type: o o o
Refund and Expire: Refund the transaction and expire the membership immediately. Refund and Cancel: Refund the transaction and the membership will expire on the next scheduled rebill date. Refund Only: Refund the transaction, but leave the membership active (it will be charged again on the next scheduled rebill date).
Then select a reason for the refund, and add comments in the text box, to document your reason for cancelling.
Click Perform Refund. The refund (or void) will briefly be in a pending state. When it processes, the table will update the status, as in the image below. If your refund or void is still in a pending state after 24 hours, please contact [email protected].
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 8 of 9
If you questions or comments about anything in this document, please email our technical support team: [email protected].
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 9 of 9
3111 North University Drive, Suite 705, Coral Springs, FL 33065 | P 800.996.0398 | F 954.346.3791
Table of Contents VERSION TRACKING
3
INTRODUCTION
4
FIND A CONSUMER
4
VIEW SPECIFIC RECORDS
6
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 2 of 9
Version Tracking Version Number 1.00
Modification Date 07-03-2017
Modified By
Changes Completed
Product Development
Initial Documentation Completed.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 3 of 9
Introduction Use the Manage Consumers page to search for a specific consumer – by name, email, credit card number, transaction ID or purchase ID. You’ll see a list of all purchases associated with the consumer data you search; you can view details about purchases, as well as cancel a subscription or refund any specific transaction associated with a purchase.
Find a Consumer Login to the SegPay Merchant Portal at: https://mp.segpay.com. Point your mouse at the My Consumers menu and select Manage Consumers.
Choose the search criteria you want to use to find the consumer.
You can search by the following: Purchase ID: Enter a complete purchase ID to locate that specific purchase Transaction ID: Enter a complete transaction ID to locate that specific purchase associated with the transaction you are trying to find. Account Number: Enter a complete credit card number to show all purchases associated with the card. Partial Account Number: Enter the first 6 and/or last 4 digits of the card number to show all purchases associated with the card. Email Address: Enter the consumer’s complete email to show all purchases made by that consumer.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 4 of 9
Partial Email Address: Enter any part of the email. For example, if you are searching for [email protected] you can enter techsupport, segpay, segpay.com, etc. Name: Enter the consumer’s first or last name to show all purchases made by that consumer. Username: Enter the consumer’s username on your system to show all purchases made by the consumer with that username.
Enter your search terms and click Find Purchase.
Purchases associated with your search criteria are displayed in a table. To sort the list alphabetically or numerically according to any specific column in the report, click the column header (click it again to return to the original sorting).
By default, the table will display 25 results per page, maximum. Click the Items per Page menu below the report to increase the results per page to 25, 50, 100 or “All” (to see all results on one page).
The following columns are displayed in the table:
Merchant ID: You’ll see this only if you manage more than one merchant account. Status: You’ll see one of the following: o Active: Subscription purchase that is still ongoing. o Cancelled o Declined o Expired: Subscription purchase that has since ended. o One Time: Non-subscription purchase. Purchase ID Website Initial Price: Price of the most recent transaction associated with the purchase. Email on File
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 5 of 9
Credit Card: Consumer’s credit card number (masked), if applicable.
View Specific Records
Click View Record in the last column to view more specific purchase details (see image below), including all recurring transactions associated with original subscription purchase. You’ll also see more information about the consumer. You can cancel a subscription or refund individual transactions associated with the subscription.
If you click Cancel Purchase, you’ll be asked to select a reason for the cancellation, and to provide additional comment, in the text box, to document your reason for cancelling.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 6 of 9
Any recurring transactions associated with this purchase are listed in the table at the bottom of the page.
Each row represents a transaction associated with the Purchase you are viewing. For each transaction, you will see the following data: Trans ID Date Amount Status: Refund, Chargeback or Void. Approved Response: Type: Sale, Instant Conversion, Delayed Capture or One-Click, Stage: Signup, Conversion or Rebill. Reverse: Select the checkbox and a Refund Selected Transactions button will display above the table (see image below). Click the button to issue a refund. Note that if the transaction is pending, you will be voiding the transaction, not refunding.
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 7 of 9
You’ll be asked to select a refund type: o o o
Refund and Expire: Refund the transaction and expire the membership immediately. Refund and Cancel: Refund the transaction and the membership will expire on the next scheduled rebill date. Refund Only: Refund the transaction, but leave the membership active (it will be charged again on the next scheduled rebill date).
Then select a reason for the refund, and add comments in the text box, to document your reason for cancelling.
Click Perform Refund. The refund (or void) will briefly be in a pending state. When it processes, the table will update the status, as in the image below. If your refund or void is still in a pending state after 24 hours, please contact [email protected].
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 8 of 9
If you questions or comments about anything in this document, please email our technical support team: [email protected].
Confidential & Proprietary © 2017 SegPay May not be reproduced or released without the written consent of SegPay Last Revision Date: 07/03/2017 Page 9 of 9
