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Accessing the portal for the first time

You will receive an email from your region at ‘no-reply@vficonnect’ confirming your Verifone Cloud Services account has been set up, followed by another email with a link to set your password.

Follow the instructions to complete your Merchant Portal account set up. Check your junk or spam folders if you do not receive the emails.

Note: For your security, Verifone Cloud Services logs you out of the Portal after 30 minutes of inactivity.

Navigating the Portal

portal nav

When you log on to the Portal you are taken to the Transactions dashboard on the Reports tab. Use the navigation bar on the left of the Portal to access different tabs.

Reports tab

Transactions Dashboard

transaction details

On the Reports tab you can access the main Transactions report where you can search and filter your organisation’s transactions and export reports. Your transaction report includes all transactions from all your Payment Channels, including refunds and pre-authorisations.

In addition to filtering your transactions by organisation and Merchant ID, you can also apply the following filters to your transactions:

  • Transaction or settlement date
  • Transaction details
  • Transaction identifiers

Filter by transaction or settlement date

transaction filter

Click Created date or Settled date to filter transactions based on a date range.

  • If ‘Created date’ is selected, the filter will include transactions initiated during the selected date range
  • If ‘Settled date’ is selected, the filter will include transactions settled during the selected date range

Filter by transaction details

transaction filter

Select + Add Filter to filter transactions based on the following transaction details:

  • Channel: Where the sale originated e.g. from terminal or online. (Note: For New Zealand, the ‘POS’ means the transaction was processed on an EFTPOS terminal in-store).
  • Currency: Currency in which the transaction was tendered e.g. New Zealand Dollar (NZD)
  • Product: The card type used by the cardholder
  • Transaction type: The type of transaction e.g. sale or refund
  • Transaction status: The status of the transaction e.g. approved or declined

Filter by transaction identifiers

transaction identifier

You can search for transactions based on transaction identifiers (see below). Select a transaction identifier from the dropdown menu, enter the correct value for the transaction/s you are searching for into the search bar and then click Search.

You can find some of these identifiers on your terminal receipts.

receipt

  • Terminal ID: You can find this on all of your receipts. It is the last four digits of the ‘TSP’ number.
  • Stan (System Trace Audit Number): The 6-digit number incremented for each transaction the terminal sends.
    • Note: New Zealand users can find this on your EFTPOS receipt as the ‘Tran’ number. Example: 000287
  • RRN (Reference Retrieval Number): Only available on some merchant EFTPOS receipts. Made up of the date the transaction was processed and the transaction stan number (System Trace Audit Number). Example: 200807030680
  • Batch Number: This is the settlement date of the transaction in the format YYDDMM
  • Reference: For transactions processed on an EFTPOS terminal in-store this is the RRN
  • Settlement ID: Not applicable for New Zealand
  • Transaction ID: For New Zealand transactions processed on an EFTPOS terminal in-store this is the RRN

Transaction detail

transaction detail

Click a particular transaction to see additional details about the transaction:

  • Organisation: The organisation associated with this transaction
  • Reference: The transaction reference number. For New Zealand in-store EFTPOS terminals, this is the RRN
  • Channel: Where the sale originated i.e. on a terminal or online. If the channel is given as ‘POS’, this means the transaction was processed on a terminal in-store
  • Click on the tabs to see more information about the transaction:
  • History: All events that happened on a transaction are logged
  • Details: See the below ‘Report columns’ section for definitions of these transaction properties
  • Customer: For e-commerce we will also display actual customer information like name, billing- & shipping address

Exporting reports

exporting report

Once you’ve applied filters to display the transactions you want to export, click Export CSV to generate a transaction report for download.

1. Select the report type:

  • ‘Basic report’ will contain the same columns as the transaction table in the Portal.
  • ‘Full report’ will export all transaction detail fields
    2.Click Download CSV
  • See report columns section for definitions of all transaction detail fields.

Report columns

Below are definitions for all of the transaction detail fields included on full reports.

Field name Definition Region

Created_at_date

Date of transaction  

Created_at_time

Time of the transaction  

Created_at_timezone

Time zone of transaction   

Created_at_utc 

Consolidated date, time and time zone

 

Reference

 

NZ: For EFTPOS terminal-initiated transactions this is the RRN

Entity

Trading name of the site that processed the transaction

 

Product

Card used for payment

 

Orig.amount

Sales transaction amount

 

Original amount currency code

Currency in which the transaction was tendered

 

Curr.amount

Currency code (e.g., Euro EUR

 

Curr.amount currency code

The actual amount the merchant will get paid. In case of a refund the current amount might be lower than the original amount. In case of a top-up it will be higher.

 

Status

Transaction status, e.g. Sale Authorised or Sale Declined

 

Merchant_id

Merchant ID comes from the PPC, not the POI. The POI will return the Terminal ID.

 

Organisation_id

  N/A for New Zealand 

Arn

  N/A for New Zealand

Batch_id

This is the settlement date of the transaction in the format YYDDMM

 

Card.bin

The Bank Identification Number of the card (usually the first 6 digits of the card number)

 

Card.last_four

Last four digits of the card

 

Card.issuer_country

The country where the card was issued

  • All customer information fields are not applicable to New Zealand

_Id

Unique identifier of the transaction in the Portal

 

RRN: (Reference Retrieval Number)

Made up of today’s date and the transaction STAN  (System Trace Audit Number)

 

Settlement_date

The date the funds settled in your merchant account

 

Settlement_Id

  Not applicable to NZ

Administration tab

Organisations

organisation

The Organisations tab displays all of the organisations you have access to.

Depending on the structure and size of your business (and your access level) your organisation might be a single business with one store, a single business with multiple stores, or have multiple stores across multiple businesses.

organisation

Click on the blue arrow on an organisation record to view organisation details.

The initial structure of your organisation is based on your Eftpos NZ account structure. If you need to make changes to your organisation, call our Technical Helpdesk on 0800 338 767.

Coming Soon: Payment Provider Contracts

On the Payment Provider Contracts (PPC) tab you will be able to view contracts and agreements with your payment solution providers. The PPC tab will provide a list of all your current Merchant Facilities with useful information such as your Merchant IDs and supported features and payment types for each facility.

Points of Interaction

points of interaction

The Points of Interaction (POI) tab lists the points of interaction that populate your Transactions dashboard. This tab currently only lists your in-store terminals, but may include additional payment services as we roll out new products and features.

  • Name: Currently this is the unique four-digit number at the end of your Terminal ID which identifies which terminal this POI is
  • Organisation: The organisation associated with the POI
  • Terminal ID: Currently the same as the name column
  • Type: Displays the POI type. This field will be populated withPoint of Sale’ if the POI is an in-store terminal

Users

users

You can view and search for users in your organisation by name or email address on the Users tab, depending on your access level. Merchant admins can also add new users on the Users tab.

Creating new users

creating new users

Only users with ‘Merchant Admin’ access can set up new users.

  • Select Administration > Users.
  • Click Add New User
  • Complete the following fields:
    • Full name
    • Email address
    • Access rights - determines the level of access needed for transaction tasks. See merchant roles section below.
    • Organisation

The new user will receive an email inviting them to set up a password to activate their account.

Merchant roles

merchant roles

  • Merchant Admin – The Verifone Cloud Services account contact person who provides employees within your organisation Portal access. An organisation can have more than one Merchant Admin
  • Merchant Supervisor- Usually reserved for managers. Has read access for the Transaction dashboard, Organisations list and Points of Interaction list
  • Merchant Reviewer- Read access for all dashboards on the Portal
  • Merchant Cashier – Read access for the Transaction dashboard, Organisation list and POI list
  • Merchant User - Ideal for call centre support staff. Read access for the Transaction dashboard, Organisation list and POI list

Help & Support

help desk

Access the user guide for the Portal and find out where to get further support on the Help & Support tab.

Account Settings

account settings

Click on your account name at the bottom of the navigation bar to access your account settings. Click Edit user to change your account name, change your password, set language preferences, and view access rights.

FAQs

Q: How long does the Portal keep a user logged in without activity?

A: Users are logged out automatically after 30 minutes of inactivity.

Q: How many users can a Merchant Admin add?

A: There is no limit on the number of users you can add.

Q: What transaction data is available on the Portal?

A: The Transaction dashboard currently shows all transactions made using a payment card in-store, including cancelled and declined transactions. Some ‘comms error’ transactions won’t appear if the terminal could not connect to the network to process the transaction and offline mode transactions won’t appear until the terminal can reconnect to the network.

Q: How far back does the transaction history go?

A: Transaction history is from the date a merchant is onboarded onto the platform. Previous transactions are not available currently.

Q: How do I change the date and time format on the Portal?

A: Your date and time format on the Portal is set by your browser settings. To change the date or time format, update your browser settings or contact your IT support.

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