Managing Profiles : Adding a Virtual Terminal Profile
Adding a Virtual Terminal Profile
 
Step 1
From the Profiles drop-down menu, choose Add Profile > Virtual Terminal Profile.
Step 2
Enter a profile name.
Step 3
Enter a profile description.
Step 4
Complete the remaining profile information as necessary.
Step 5
Click Create.
See the sections below for field-specific information for each profile area. The Virtual Terminal profile is added and available for use by merchants.
 
Default Values
 
Table 10
Fields for Default Values
Field
Description
Country
Default country for virtual terminal transactions.
Currency
Default currency for virtual terminal transactions.
Transaction Type
Default transaction type for virtual terminal transactions. Options are:
■
Authorization: You request an authorization when a customer makes a purchase. An authorization ensures that your customer's card account is open, is in good standing, and has funds available to complete the purchase. This option is the default.
■
Sale: A sale authorizes the card and captures the authorization. Card associations require that you choose Sale only if you fulfill the order immediately, for example, for purchases at a retail store. For online orders, you must ship the goods before you capture the funds.
Payment Type
Default payment type for virtual terminal transactions.
Customer Information
 
* 
Displaying a field on the order form is sufficient to ensure that the field appears on the receipt, but the field must contain a value. You do not need to require it.
Table 11
Customer Information Fields
Field
Description
Customer ID
Customer ID number.
Company
Company name of customer.
Phone Number
Customer phone number.
Email Address
Customer email address.
Order Information
 
Table 12
Order Information Fields
Field
Description
Order Number and Merchant Reference Number
The order number is the same as the merchant reference number, which is a unique identifier that you create for the order.
Comment
Use the comment field for a brief description of the order or any comment that you wish to add to the order. Comments that users add to the order form appear on the settlement page (where they can be modified) and in the search details page.
Shipping Address
Generally, the shipping information is required only when it differs from the billing information.
Merchant Descriptor
Merchant description that appears on the cardholder's statement. This field is not available for all processors.
Merchant Contact Phone Number
Merchant contact information, such as a phone number, that appears on the cardholder's statement. This field is not available for all processors.
Results Field
In addition to the order fields that you can add to the receipt, you can add these results fields to further help you in reconciling your transactions or to keep track of statistics. These results are returned only for payment card transactions.
Table 13
Results Fields
Field
Description
AVS Result
Gives the abbreviated definition of the address verification result for the transaction.
Auth Code
Gives the 6-digit authorization code received for the card transaction.
Printable Receipt
Complete this section to provide a printable receipt to your customers. You can use printable receipts for retail transactions and as packing information for the orders that you ship. Therefore, you can choose to provide the ability to print a single or a double receipt. You can use part of the double receipt format to give to your customer at the point of sale or as a packing slip when you ship goods.
* 
Telephone and email information is specific to each individual merchant and must be configured separately. Be sure to enter the information that you want to have appear on the receipt. This information will be printed in addition to the optional fields that you selected.
Merchant-Specific Information
The following VT settings fields are merchant-specific and need to be configured during merchant boarding. These fields can be modified when editing the product settings for a merchant.
Payment Information
You can choose which card types to display and accept in the Virtual Terminal. For example, if your merchant bank account supports only Visa and MasterCard, you can configure the Virtual Terminal to display only these card types.
For each card type that you choose in the first column, you can also choose to display (second column) or require (third column) the card verification number (CVN). The field appears in the order form below the card number in bold if you choose to require it or in normal type if you choose to only display it. If you use a card reader, you still need to enter the CVN manually because this number is not part of the information encoded in the card. The card verification number is a three- or four-digit number printed on the back or front of cards. This number ensures that your customer has physical possession of the card at the time of the order.
Email Receipt
Complete this section to email a receipt to your customers for card-not-present transactions. Check the box and enter the email address from which you want an email receipt sent by CyberSource to appear to originate.
Merchant-Defined Data Fields
You can use one or more of the merchant-defined data fields to add other information to the order, such as an order number, additional customer information, or a special comment or request from the customer.
* 
You can enter up to 64 characters in each field. As soon as you check one of the boxes, you are required to accept the terms for using the merchant-defined data fields. The link for the text and the check box are located at the bottom of the page next to the Submit button.
* 
Because no reminder of these rules exists in the Virtual Terminal, be sure that all users who place orders know about and follow the rules.
The label is the name of the field that you want to see in the Virtual Terminal. The default value is the value that automatically appears in the Virtual Terminal if you enter a value here. Whether or not you enter a value in the settings page, you can change the value that appears in the Virtual Terminal, for example:
Table 14
Merchant-Defined Field Example
Name
Default Value
Shipping
Standard
Note Although you are entering a default value in this field, you can change the value to another while you are processing a transaction in the Virtual Terminal.
If you check (at least) the Display box, complete any of the fields, and un-check the box, the data is disabled in the settings page and does not appear in the Virtual Terminal.
If you capture or void a transaction, the content of the merchant-defined field still appears in the Virtual Terminal, on the transaction confirmation and receipt, and on the transaction search detail page. You can use these fields with all card transactions available in the Virtual Terminal.