HOW TO SETUP THE VERIFONE GATEWAY AND USE THE TOKENIZATION SYSTEM IN HART PMS

Transcription

1 HOW TO SETUP THE VERIFONE GATEWAY AND USE THE TOKENIZATION SYSTEM IN HART PMS

2 The Verifone HART PMS gateway for payments, allows all HART PMS properties to have PCI compliance for all credit card payments made through their software. That means, that you can actually take the guest s credit card details but not save them inside HART PMS, thus protect them from online theft. Let us explain: The new technological reality forces properties to change the way they work with credit cards, as the legislation changes as well to protect all customers that use non present credit card transactions.that means that the properties need to follow a new set of rules regarding the telephone (moto transactions) and online transactions with credit cards, in order to avoid online theft (credit cards can be cloned and used by hackers). What the Verifone HART PMS gateway does is it allows the property to get the customer s credit card details but store / save them only inside the Verifone platform and not in HART PMS. Then the Verifone platform produces / returns a token number of the credit card, for the property to use for all non present transactions. This token number is a combination of the credit card number and the merchant ID (every property should request for a merchant ID from Verifone for the tokenization to work. The merchant ID is a combination of the credit card type and the property unit). On the other hand, the property needs this circuit in order to: 1. Implement cancellation policies. 2. Implement no-show policies. 3. Resolve maintenance or/and other malfunctions (i.e. mini bar not paid). This manual gives you a short description on how you can setup the Verifone HART PMS gateway for payments, but also how to use the tokenization from inside the software. 2

3 HOW TO SETUP THE VERIFONE HART PMS GATEWAY FOR PAYMENTS: Please follow the indicated steps below: 1. Go to Configuration Maintenance tab Interfaces: At the middle part of the window right click and Add Entry in order to create the interface: Interface: Key in Commidea, exactly like in the above screenshot. Type: Select Credit Card. Press Save. At the bottom part of the window right click and Add Entry in order to enter the interface details (you will get the information on all fields from Verifone): Field: Key in the field name exactly like in the above screenshot. The necessary fields are: o SystemID: Value from Verifone o SystemGUID: Value from Verifone o Passcode: Value from Verifone o AccountID: Value from Verifone o Currency: Key in 826 for UK pound. 3

4 o URL: Value from Verifone o TerminalID: Value from Verifone o VoiceReferral: Value from Verifone o RefundPin: Value from Verifone o CCURL: As it appears on the screenshot o ReturnURL: As it appears on the screenshot o AccountPasscode: Value from Verifone o PMSPayment: The online payment code fro HART PMS (see next step). Press Save. 2. Go to Configuration Financials tab Payments: ATTENTION: Do this step only if your property uses online payments. At the middle part of the window right click and Add Entry, in order to create a new payment method, that will be used for online payments. The information that you must enter is the following: Code: The payment method code. ATTENTION: This is the code used inside the interface setup, in field PMSPayment. Payment: Key in aname/description of the payment, like the one in the screenshot. 4

5 Used In: Check the Deposits check box only. Press Save. 3. Remain in Configuration Financials tab Payments: At the middle part of the window key in the Merchant Number of the credit card. Verifone will give you this number. Press Save. ATTENTION: For setting up online payments you need to follow one more step and that is contact your support team to do this for you. What they will actually do is enter the interface details inside your web booking engine, only for now there is no relevant window in cloud-reservations.net for you to see. This is why your support team will do this through sql. And that s it. The Verifone HART gateway setup is complete. 5

6 HOW TO USE THE TOKENIZATION SYSTEM IN HART PMS: Please follow the indicated steps below: 1. Go to Reservations Room Booking Find the Definite/Confirmed booking you want to enter a payment to (obviously, the payment will be a deposit at this stage) tab Traces Press the Credit Card button at the bottom part of the window. 2. Select the appropriate payment method from the drop down menu and press OK: ATTENTION: Only payment methods with a Merchant Number will appear here. 6

7 3. The window that will open if front of you is the one where you can create the token and also enter payments and refunds: Let s take a quick look at what this window shows us: Step 2: Specify the amount: Amount: Inside this field you can key in the payment or refund amount. Step 3: Specify the transactions: Single Transactions Registration: Allows you to register a credit card to the system and get its token number. Don t enter an amount at the top part of the window, just press this button and a new window will open: 7

8 Here you must enter: o The Credit Card Number. o The credit card Expiry Date (mmyy) o The credit card Security Code (CCV) Press the Proceed button. TIP: If you press the Debug button the system checks whether the connection with Verifone is on or not at that moment. Three new fields appear. If they have urls in them, then the connection is on. If they don t, then the connection is off The token is now successfully created and the system asks you to go back to your PMS. In your PMS, again inside the Traces tab, a new line of information will appear informing you of the token number (Inside the Reference No field you will see a Tokenization for: (cc number) Token: (token number) note. Now you can press the Credit Card button again in order to use the token for payments (through the Token Transactions part, see instructions further down). Payment: If you press this button you can create a token and make a payment at the same time. The only thing you will need to do previously is key in a payment amount at the top part of the window. Then, when you press this button a new window will open: Here you must enter: o The Credit Card Number. o The credit card Expiry Date (mmyy) o The credit card Security Code (CCV) 8

9 Press the Proceed button. What your PMS has now done is, it has created the token and has done the payment at the same time. This is why inside the Traces tab you can now see a line of information for this payment (Inside the Reference No field you will see a Payment for: (cc number) AuthCode: (authorization code) note. Refund: If you press this button you can refund a payment already entered in the system. In order to refund a payment, you must first key in the refund amount inside the Amount field at the top part of the window. Then, once you press Refund button a new window will open: Here you must enter: o The Credit Card Number. o The credit card Expiry Date (mmyy) o The credit card Security Code (CCV) Press the Proceed button. What your PMS has now done is, it has refunded an earlier payment. This is why inside the Traces tab you can now see a line of information for this payment (Inside the Reference No field you will see a Refund for: (cc number) AuthCode: (authorization code) note. Pre-Auth Transactions Authorization: Allows you to pre-authorize a credit card in the system and use it in cases you need a guarantee for the guest s stay. First, just enter an amount at the top part of the window and press this button. A new window will open: 9

10 Here you must enter: o The Credit Card Number. o The credit card Expiry Date (mmyy) o The credit card Security Code (CCV) Press the Proceed button. This action creates an authorization code inside the Auth Code field and also enters it inside the Traces tab of the booking, so that you know that the specific credit card has been pre-authorized. Now, if you need to actually charge the credit card, just key in an amount at the top part of the window (Amount), key in the authorization code of the credit card (Auth Code) and press the Charge button. Token Transactions First of all, you must key in the amount of money you want to charge at the top part of the window.?: By pressing the question mark button here, the system searches for already existing tokens and shows you a list of them, inside a new small window. There you can select the token you want to use (one for each of the guest s credit cards) and then, once the system has appeared the token number inside the Token field, you can key in the security code (ccv) of the credit card inside the Security field and press Charge. All token transactions will appear inside the Traces tab of the booking (each one with its relevant description), so that the user can keep a track of all token payments/refunds. 10