Download PayPoint User's Guide

PayPoint® User’s Guide
Table of Contents
Disclaimer ___________________________________________________________________ i
Revision History ______________________________________________________________ i
1.0 Introduction ______________________________________________________________
Who Should Read This Manual _______________________________________________
The MyWay Insurance Example ______________________________________________
Guide Overview ___________________________________________________________
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2.0 How to Login _____________________________________________________________
Log In Screen _____________________________________________________________
Change Password __________________________________________________________
Choose Time zone__________________________________________________________
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3.0 Basic Site Navigation ______________________________________________________
Site Logo _________________________________________________________________
Site Title _________________________________________________________________
Menu Bar ________________________________________________________________
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4.0 Manage Users ___________________________________________________________
PayPoint Login and Password Policy __________________________________________
Access Rights ____________________________________________________________
Roles ___________________________________________________________________
Creating Users ____________________________________________________________
Search for a User Account __________________________________________________
Edit User ________________________________________________________________
Change User Password _____________________________________________________
Delete User ______________________________________________________________
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5.0 Search Screen ___________________________________________________________
Searching by Site, Agency, or Application ______________________________________
Search Results ____________________________________________________________
Exporting Search Results ___________________________________________________
Payment Details __________________________________________________________
Transaction (T) Detail __________________________________________________
Credit Card Payment Processor Details ____________________________________
E-Check Payment Processor Details _______________________________________
PINless Debit Payment Processor Details ___________________________________
Convenience Fee Models ___________________________________________________
Primary Payment and Convenience Fee – Separate Transactions ________________
Primary Payment and Convenience Fee – Integrated Transaction ________________
Refund (Void) ____________________________________________________________
Chargeback ______________________________________________________________
Saving and Sharing Searches ________________________________________________
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Version 2.6.0
June 10, 2011