Merchant Portal

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Portal

User guide

Quick reference guide

Getting started

Accessing the Portal for the first time

You will receive an email from ‘no-reply@verifone.com’ 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

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.

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Reports tab

Transactions Dashboard

On the Reports tab you can access the main Transactions dashboard where you can search and filter your organisation’s transactions and export reports. Your Transaction dashboard includes all transactions from your Points of Interaction including refunds, and pre-auths.

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

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

  • If ‘Created date’ is selected, the filter will include transactions processed 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

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

  • Channel: Where the sale originated e.g. from an EFTPOS terminal or online. ‘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

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 EFTPOS terminal receipts:

Terminal ID: You can find this on all of your EFTPOS 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. You 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 currently used for NZ
Transaction ID: For transactions processed on an EFTPOS terminal in-store this is the RRN

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 in-store EFTPOS terminals, this is the RRN
  • Channel: Where the sale originated i.e. on an Eftpos terminal or online. If the channel is given as ‘POS’, this means the transaction was processed on an EFTPOS terminal in-store

Click on the tabs to see more information about the transaction:

  • History: Gives time and date information for the transaction, plus the status, sale amount and currency
  • Details: See the below ‘Report columns’ section for definitions of these transaction properties
  • Customer: Displays information such as the card type and masked card number

Exporting reports

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 export the date, reference number and transaction amount
  • ‘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.

  • Created_at_date: Date of the transaction
  • Created_at_time: Time of the transaction
  • Created_at_timezone: Time zone of the transaction
  • Created_at_utc: Consolidated date, time and time zone
  • Reference: 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., New Zealand Dollar NZD)
  • Curr.amount currency code: Transaction amount
  • Status: Transaction status, e.g. Sale Authorised or Sale Declined
  • Merchant_id: The merchant ID for the point of interaction for the transaction
  • Organisation_id: (not applicable for New Zealand)
  • Arn: (not applicable 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 number (System Trace Audit Number).
  • Settlement_date: The date the funds settled in your merchant account
  • Settlement_Id: (not applicable for New Zealand)
  • All shipping information fields are not applicable to New Zealand
  • Shopper_interaction: where the sale originated i.e. Eftpos terminal or online. ‘POS’ means the transaction was processed on an EFTPOS terminal.
  • STAN (System Trace Audit Number): The 6-digit number incremented for each transaction the terminal sends.
    Organisation.name: (not applicable for New Zealand)
  • Terminal_id: The Terminal ID of the ‘point of interaction’ which initiated this transaction

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Administration tab

Organisations

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.

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

The Points of Interaction (POI) tab lists the points of interaction that populate your Transactions dashboard. This tab currently only lists your in-store EFTPOS 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 EFTPOS terminal

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

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 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

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Help & Support tab

Help & Support


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

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Your account

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.

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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.

FAQs

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

Users are logged out automatically after 30 minutes of inactivity.

I'm locked out of my account. What should I do?

You will be temporarily locked out of your account after five failed login attempts. Please wait 15 minutes and then try logging in again. Alternatively, you can reset your password by clicking ‘Forgot Password?’ on the Sign In screen.

Why is the link in my reset password email invalid?

For your security, reset password links are only valid for 30 minutes. If you click on an expired reset password link, you’ll see an ‘Unable to reset password, snapshot token is invalid’ error message. Follow the instructions on-screen to create a new password reset link, or navigate back to the sign in screen and click ‘Forgot password?’.

How many users can a Merchant Admin add?

There is no limit on the number of users Merchant Admins can add.

What transaction data is available on the Portal?

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.

How do I see transactions for a particular terminal?

You can filter your transactions by Terminal ID to see transactions for a particular terminal. The Terminal ID is available on your EFTPOS receipts as the ‘TSP’.’

Log in to the Portal and filter your transactions by the date range you want to view transactions for, i.e. the ‘Created date’ and then export a Full Report.

The last row on the Full Report (column AN) shows the last number of the Terminal ID for the terminal the transaction was processed on. Turn on filters and filter by the last number of the TSP. For example, if the TSP is 3xxxxx000001, apply a filter and check ‘1’ to see all transactions from terminal 3xxxxx000001 processed during the selected date range.

How far back does the transaction history go?

Transaction history is from the date a merchant is onboarded onto the platform. Transactions processed before this are currently not available.

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

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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Need Further Help?

View our full range of support services and submit a request here.