backoffice quick start guide: faq€¦ · backoffice quick start guide: faq helping you get started...
TRANSCRIPT
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 2 of 10
Welcome to our BackOffice Quick Start guide BackOffice is Bamborarsquos reporting and insights tool ndash our one-stop-shop where you can access your businessrsquo transactional data as well as manage your payments and customer details
We understand that getting started when yoursquore new to payments can be tricky so we put together this handy guide to help
Quick Start Index
1 How do I access my account page 2 How do I reset my BackOffice Password3 How do I submit a payment via BackOffice 4 How do I view my payment history amp trigger actions against a transaction5 How do I implement customer registration (Token) 6 How do I create a new customer7 How do I schedule a payment8 How do I create a new user9 How do I run a report
1 How do I access my account pageLets get started once you log into the Backoffice you will be welcomed by our Zebraffe on the home page
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 3 of 10
To access your account page use the Tree View on the left navigation and click on Root on the main section of BackOffice to see your account
Once you see your account click on the account number to access the main account page
Yoursquore in
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 4 of 10
2 How do I reset my BackOffice passwordEasily Click the lsquoforgotten passwordrsquo link on the main BackOffice login page
Tip for resetting Your password must be at least 8 characters and be a mix of numbers and letters
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 5 of 10
3 How do I submit a payment via BackOfficeThe Backoffice can act as a Virtual terminal to give your team the ability to process MOTO payments (Mail Order Telephone Order) in a securely for ad-hoc paymens To do this make your way to your account by clicking on Tree View on the left navigation and click
on Root on the main section of BackOffice to see your account
Select File gt Submit payment
You should now see this screen
Fill in the associated details You can now submit a payment
If you need to test your account set-up you can use test card which looks like the below When using this card input any future expiry date and 3-digit CVV to start your test
If you need more information on card testing head over to the Bambora APAC Developer Portal
Card Type Card Number
Visa 4005550000000001
Mastercard 5123456789012346
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 6 of 10
4 How do I view my payment history amp trigger actions against a transactionUnder View -gt Payment History the following functionality can be performed
bull Search for Transactions - You can search transactions using the desired criteria and select the Search button to see the payment history
bull View Transaction details ndash After locating the specific transaction use the Actions drop down list and select View Details
bull Print or email Transaction Receipt ndash Under Actions Click Trn Recipt This will provide a screen with the options to print or email the receipt
bull Perform refunds ndash Under Actions click Refund The below screen will appear where you can refund the transaction back to your customers original payment method Once yoursquove confirmed the details click Submit Refund to submit the refund request
bull NOTE ndash The refund process consist of the full transaction cycle which requires the funds to be taken from your account before it is processed and refunded back to the customer This may take 7-10 business days for the customer to receive the refunded amount
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 2 of 10
Welcome to our BackOffice Quick Start guide BackOffice is Bamborarsquos reporting and insights tool ndash our one-stop-shop where you can access your businessrsquo transactional data as well as manage your payments and customer details
We understand that getting started when yoursquore new to payments can be tricky so we put together this handy guide to help
Quick Start Index
1 How do I access my account page 2 How do I reset my BackOffice Password3 How do I submit a payment via BackOffice 4 How do I view my payment history amp trigger actions against a transaction5 How do I implement customer registration (Token) 6 How do I create a new customer7 How do I schedule a payment8 How do I create a new user9 How do I run a report
1 How do I access my account pageLets get started once you log into the Backoffice you will be welcomed by our Zebraffe on the home page
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 3 of 10
To access your account page use the Tree View on the left navigation and click on Root on the main section of BackOffice to see your account
Once you see your account click on the account number to access the main account page
Yoursquore in
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 4 of 10
2 How do I reset my BackOffice passwordEasily Click the lsquoforgotten passwordrsquo link on the main BackOffice login page
Tip for resetting Your password must be at least 8 characters and be a mix of numbers and letters
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 5 of 10
3 How do I submit a payment via BackOfficeThe Backoffice can act as a Virtual terminal to give your team the ability to process MOTO payments (Mail Order Telephone Order) in a securely for ad-hoc paymens To do this make your way to your account by clicking on Tree View on the left navigation and click
on Root on the main section of BackOffice to see your account
Select File gt Submit payment
You should now see this screen
Fill in the associated details You can now submit a payment
If you need to test your account set-up you can use test card which looks like the below When using this card input any future expiry date and 3-digit CVV to start your test
If you need more information on card testing head over to the Bambora APAC Developer Portal
Card Type Card Number
Visa 4005550000000001
Mastercard 5123456789012346
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 6 of 10
4 How do I view my payment history amp trigger actions against a transactionUnder View -gt Payment History the following functionality can be performed
bull Search for Transactions - You can search transactions using the desired criteria and select the Search button to see the payment history
bull View Transaction details ndash After locating the specific transaction use the Actions drop down list and select View Details
bull Print or email Transaction Receipt ndash Under Actions Click Trn Recipt This will provide a screen with the options to print or email the receipt
bull Perform refunds ndash Under Actions click Refund The below screen will appear where you can refund the transaction back to your customers original payment method Once yoursquove confirmed the details click Submit Refund to submit the refund request
bull NOTE ndash The refund process consist of the full transaction cycle which requires the funds to be taken from your account before it is processed and refunded back to the customer This may take 7-10 business days for the customer to receive the refunded amount
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 3 of 10
To access your account page use the Tree View on the left navigation and click on Root on the main section of BackOffice to see your account
Once you see your account click on the account number to access the main account page
Yoursquore in
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 4 of 10
2 How do I reset my BackOffice passwordEasily Click the lsquoforgotten passwordrsquo link on the main BackOffice login page
Tip for resetting Your password must be at least 8 characters and be a mix of numbers and letters
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 5 of 10
3 How do I submit a payment via BackOfficeThe Backoffice can act as a Virtual terminal to give your team the ability to process MOTO payments (Mail Order Telephone Order) in a securely for ad-hoc paymens To do this make your way to your account by clicking on Tree View on the left navigation and click
on Root on the main section of BackOffice to see your account
Select File gt Submit payment
You should now see this screen
Fill in the associated details You can now submit a payment
If you need to test your account set-up you can use test card which looks like the below When using this card input any future expiry date and 3-digit CVV to start your test
If you need more information on card testing head over to the Bambora APAC Developer Portal
Card Type Card Number
Visa 4005550000000001
Mastercard 5123456789012346
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 6 of 10
4 How do I view my payment history amp trigger actions against a transactionUnder View -gt Payment History the following functionality can be performed
bull Search for Transactions - You can search transactions using the desired criteria and select the Search button to see the payment history
bull View Transaction details ndash After locating the specific transaction use the Actions drop down list and select View Details
bull Print or email Transaction Receipt ndash Under Actions Click Trn Recipt This will provide a screen with the options to print or email the receipt
bull Perform refunds ndash Under Actions click Refund The below screen will appear where you can refund the transaction back to your customers original payment method Once yoursquove confirmed the details click Submit Refund to submit the refund request
bull NOTE ndash The refund process consist of the full transaction cycle which requires the funds to be taken from your account before it is processed and refunded back to the customer This may take 7-10 business days for the customer to receive the refunded amount
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 4 of 10
2 How do I reset my BackOffice passwordEasily Click the lsquoforgotten passwordrsquo link on the main BackOffice login page
Tip for resetting Your password must be at least 8 characters and be a mix of numbers and letters
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 5 of 10
3 How do I submit a payment via BackOfficeThe Backoffice can act as a Virtual terminal to give your team the ability to process MOTO payments (Mail Order Telephone Order) in a securely for ad-hoc paymens To do this make your way to your account by clicking on Tree View on the left navigation and click
on Root on the main section of BackOffice to see your account
Select File gt Submit payment
You should now see this screen
Fill in the associated details You can now submit a payment
If you need to test your account set-up you can use test card which looks like the below When using this card input any future expiry date and 3-digit CVV to start your test
If you need more information on card testing head over to the Bambora APAC Developer Portal
Card Type Card Number
Visa 4005550000000001
Mastercard 5123456789012346
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 6 of 10
4 How do I view my payment history amp trigger actions against a transactionUnder View -gt Payment History the following functionality can be performed
bull Search for Transactions - You can search transactions using the desired criteria and select the Search button to see the payment history
bull View Transaction details ndash After locating the specific transaction use the Actions drop down list and select View Details
bull Print or email Transaction Receipt ndash Under Actions Click Trn Recipt This will provide a screen with the options to print or email the receipt
bull Perform refunds ndash Under Actions click Refund The below screen will appear where you can refund the transaction back to your customers original payment method Once yoursquove confirmed the details click Submit Refund to submit the refund request
bull NOTE ndash The refund process consist of the full transaction cycle which requires the funds to be taken from your account before it is processed and refunded back to the customer This may take 7-10 business days for the customer to receive the refunded amount
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 5 of 10
3 How do I submit a payment via BackOfficeThe Backoffice can act as a Virtual terminal to give your team the ability to process MOTO payments (Mail Order Telephone Order) in a securely for ad-hoc paymens To do this make your way to your account by clicking on Tree View on the left navigation and click
on Root on the main section of BackOffice to see your account
Select File gt Submit payment
You should now see this screen
Fill in the associated details You can now submit a payment
If you need to test your account set-up you can use test card which looks like the below When using this card input any future expiry date and 3-digit CVV to start your test
If you need more information on card testing head over to the Bambora APAC Developer Portal
Card Type Card Number
Visa 4005550000000001
Mastercard 5123456789012346
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 6 of 10
4 How do I view my payment history amp trigger actions against a transactionUnder View -gt Payment History the following functionality can be performed
bull Search for Transactions - You can search transactions using the desired criteria and select the Search button to see the payment history
bull View Transaction details ndash After locating the specific transaction use the Actions drop down list and select View Details
bull Print or email Transaction Receipt ndash Under Actions Click Trn Recipt This will provide a screen with the options to print or email the receipt
bull Perform refunds ndash Under Actions click Refund The below screen will appear where you can refund the transaction back to your customers original payment method Once yoursquove confirmed the details click Submit Refund to submit the refund request
bull NOTE ndash The refund process consist of the full transaction cycle which requires the funds to be taken from your account before it is processed and refunded back to the customer This may take 7-10 business days for the customer to receive the refunded amount
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 6 of 10
4 How do I view my payment history amp trigger actions against a transactionUnder View -gt Payment History the following functionality can be performed
bull Search for Transactions - You can search transactions using the desired criteria and select the Search button to see the payment history
bull View Transaction details ndash After locating the specific transaction use the Actions drop down list and select View Details
bull Print or email Transaction Receipt ndash Under Actions Click Trn Recipt This will provide a screen with the options to print or email the receipt
bull Perform refunds ndash Under Actions click Refund The below screen will appear where you can refund the transaction back to your customers original payment method Once yoursquove confirmed the details click Submit Refund to submit the refund request
bull NOTE ndash The refund process consist of the full transaction cycle which requires the funds to be taken from your account before it is processed and refunded back to the customer This may take 7-10 business days for the customer to receive the refunded amount
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 7 of 10
5 How do I implement customer registration (Token)Firstly what is customer registration
Customer registration allows you to store your customersrsquo card details in a secure environment This means that when they next revisit your site to purchase they wonrsquot have to re-enter their card details but instead a token is generated in place of their card (Read more about the benefits of tokenisation here) This method of customer card storage replaces sensitive card data with a unique Customer Number
6 How do I create a new customerTo create a new customer select File -gt New Customer Enter the customer details then click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 8 of 10
7 How do I schedule a paymentScheduling payments provides great benefit to your business Doing it manually will be a very time-consuming task but luckily you can set up BackOfficersquos Payment Scheduler to process scheduled and recurring payments for you Using the functionality means that your payment schedule is completely managed by Bambora and it can be implemented on a registered customer card ndash see no6
To set up a customerrsquos payment schedule
bull Select View -gt Customers from the horizontal menu
bull A list of Customers will appear on the screen
1 For new customer click on View under Credit Card will bring up a screen at the bottom of the page Enter the credit card details against the Customer and then click Save
bull Under Action click on Recurring Payment you will see the following screen To set up the customer schedule you will need to enter the payment schduler details as follows and and click save Please refer to the BackOffice User Guide for further detials on how to setup payment scheduler for customers
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 9 of 10
8 How do I create a new user1 Login to BackOffice with the credentials issued by Bambora via the
Onboarding Email
2 Locate yourself at the Online level select File -gt New -gt User to create a new user
3 The New User page is displayed as below Select the appropriate User Group for the new user from the dropdown list displayed enter the user details and click Save
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact
BackOffice Quick Start Guide FAQHelping you get started
BackOffice Quick Start Guide Page 10 of 10
9 How do I run a reportYou can run a range of reports through the BackOffice
To run a specific report
1 Once you are at Main account page Click View -gt Reports -gt AllTransactionDetail V3 Click on the Report field
2 The selected report name will appear in the bottom part of the screen Report parameters can be entered in this section In this example a date range is entered Clicking on the calendars allows appropriate dates to be entered
3 Clicking Download Report or View Report will generate the specific report for the parameters entered
If you need any further information on BackOffice donrsquot not hesitate to get in touch with
your Bambora point of contact