Payments Portal

User Guide

Version 1.0 – 01 March 2023

Notice

This document contains confidential, trade secret information, which is proprietary to Planet Payment,

Inc., and its affiliates (collectively “Planet”) and is provided solely for the recipient’s use in connection with

the recipient’s use of Planet’s services. Planet reserves the right to make changes to specifications at any

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and reliable as of the date of its release; however, no responsibility is assumed by Planet for its use, nor

for infringements of patents or other rights of third parties resulting from its use, nor for the violation,

misinterpretation, or misapplication of any laws, or any regulation of any card association including Visa

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rights owned by Planet and the recipient is only granted an end user license to use this information for

the purposes of receiving services from Planet, pursuant to an agreement with Planet or one of its

authorized partners. All modifications or improvements to any of the information and specifications in this

document shall belong exclusively to Planet. No unauthorized copying, disclosure or use of this document

is permitted without the express written consent of Planet Payment, Inc. or its affiliate(s). Planet®,

Rights Reserved.

Payments Portal User Guide

Version 1.0 | 01-MAR-2023

Version history

Version Date Modification(s)

1.0 March 01, 2023  Analysis and content merging of deprecated Payments Portal documents

 Content conversion to the Planet template

 Minor content enhancement

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Table of contents

Version history 3

Table of contents 4

1. Overview 6

1.1 Login 6

1.2 Home Page 8

1.3 Top Menu 10

2. Payment Gateway 11

2.1 Overview 11

2.2 Authorizations 11

2.1 Transactions 12

2.2 Completions 14

2.3 Floor Limit 14

2.4 Create a New Refund or Payment 15

3. Online Payments 17

3.1 Overview 17

3.2 Transactions 17

3.3 Refunds 18

3.4 Pay By Link 18

3.4.1 Add Pay By Link 19

3.4.2 Pay By Link detail fields 20

3.4.3 Pay By Link optional detail fields 21

4. Virtual Terminal 22

4.1 Overview 22

4.2 Transactions 22

4.1 Authorize 23

4.2 Pay 23

4.3 Settle 24

5. Token 25

6. My Services 26

6.1 My Reports 26

6.1.1 Report types 26

6.2 My Invoices 29

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6.2.1 My Invoices highlights 30

6.3 Master Account 31

6.3.1 Overview 31

6.3.2 Create Basic User – “View Only” access 32

6.3.3 Create Advanced User – “Read and Write” access 33

6.3.4 Online Payments (website reservations) 34

6.3.5 Edit user account settings 35

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1. Overview

The payments portal provides a comprehensive view of all payment data processed through Planet

gateway services.

We provide all merchants with a user-friendly web portal to manage transactions and reconcile data

with reporting tools.

The portal is accessible via any online device and offers instant access to real-time transaction data.

With up to 3 years of history, the portal supports faster and more accurate reconciliation to support

business management.

The portal is supported by the following minimum browser requirements:

 Google Chrome

 Firefox

 Edge

 Opera

1.1 Login

1) Access the portal via the internet using the URL:

https://www.3cportal.com/portal/index.htm

2) Click on Please log in to begin or Login using SSO depending on your company setup SSO (Single Sign

On) is only available for specific merchants and would need to be configured by Planet Customer Support

team. Most general users should ignore SSO and click Please log in to begin.

3) Enter the Username and Password provided by Planet Customer Support team.

 Passwords require a minimum of ten (10) characters with at least one numeric, one alpha Character, and

one special character (~!@#$%^&*_-+=`|\( ) { }[]:; " '<>,.?/.).

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

Passwords will expire after 90 days. The user will be forced to change the password upon expiration and log

in with the new password. New passwords must be different from the previous twenty-four (24).

 Passwords cannot be changed more than once per day.

If a user has an active account but has forgotten their password, it can be reset by clicking Reset

password. If a user has forgotten their username, they should contact Planet support. The following error

message will pop up.

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Customer ID info must be entered on this login screen. This information will be sent by the master user

at the merchant location for the first login with credentials. If incorrect, the user will be prompted to retry

or contact Planet support. Users are locked out of the portal after three failed sign-in attempts and must

reset their password. Contact support.help@planetpayment.com for assistance.

1.2 Home Page

The Home Page displays menu options to access information about Payment Gateway, Online

Payments, Virtual Terminal, Tokens, and My Services. Each category has menu options specific to that

category. These are described in detail throughout the guide.

On the Home Page, the user and merchant’s name will appear in the banner at the top right of the

screen. Select “Contact” at the top right corner to locate customer support information by country.

Additional User guides can be found on the top of the right side of the page.

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The following screen displays the latest release information, including version and release notes.

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1.3 Top Menu

The tabs at the top of the Home Page represent different functionalities in the portal. Some data may

not be available to all users. The tabs displayed are based on user permissions for each merchant.

On the Home Page, the merchant’s name will appear in the banner at the top right of the screen in

addition to the center.

Release highlights can be found in the center of the screen.

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2. Payment Gateway

2.1 Overview

In the payment gateway tab, users will find card present Point Of Sale transactions and authorization

data.

By clicking on each item in the drop-down menu, users can access the detail for each transaction

type.

2.2 Authorizations

This will allow the user to view a page showing all real-time authorizations from the payment gateway

server.

Below is an example of POS Authorisations results for “Today.” Additional filters can be applied to

narrow down transactions returned in the query.

Filters and actions shown here are user permissions based. User types include: basic, read-only,

advanced, master, etc.

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Merchants with several locations and multiple countries can click the Location button magnifying glass

icon on the right side at the top of these pages to specify locations where they want to view report data.

Again, the ability to view this data is dependent on user permissions management.

2.1 Transactions

Transactions allows the user to view a page showing all transactions uploaded from the payment

gateway server and have reached our invoicing system. It displays the final settlement reconciliation

record for the transactions approved during a business day. It will run next day early morning (T+1)

between the Planet payment transaction host and the merchant acquirer bank. Your acquiring bank will

process and collect the funds from the card-issuing banks to pay the funds for the card payments to the

merchant.

The authorizations and transactions screens allow users to initiate several follow-up actions based on

individual authorization events, including: new payments, new refunds, new authorizations, and view

receipts. This will be available to merchants who are enabled with online payments.

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Users who do not have online payments or e-commerce enabled will see refund, reversal, and view

receipts only.

The EMV Terminal page supports filtering at the top by Terminal ID. This shows all terminal details and

information for deployed hardware in the merchant locations.

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2.2 Completions

This will allow the user to view a real-time page showing all transactions uploaded from the payment

gateway server. There is no delay between the actual transaction posting and the transaction rendered

visible online.

Shown below are the Completion results for “Today” filter. Users can choose any date to search by.

Apply the first six or the last four card digits, a specific date, or card type to find the transaction.

The completions tab allows merchants to verify and confirm if a payment has gone through online and

settled towards Planet transaction host.

The ability to export data into reports is available on the left side at the top in PDF, CSV, and MS Excel

formats for each report screen.

2.3 Floor Limit

This section shows offline transactions which have been declined at your parking facility. To view this

section, select the Floor Limit tab under Payment Gateway. Search by date by selecting either Today or

Custom from the date drop-down menu, choose the desired range, and click the Search button. The date

searched by is the Payment Gateway Upload Date.

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If multiple locations are enabled on your login, you can select a specific one from the drop-down menu

on the right, or this can be left on Select, which returns results from all locations.

The results show two date fields, Shift Date and Transaction Date. Shift Date is the date the transaction

was accepted at the parking equipment. Transaction Date is the date our systems last re-attempted to

authorize the transaction.

2.4 Create a New Refund or Payment

If the functionality is enabled, you can create a new refund or payment from an existing transaction

without having access to the entire card data.

From the transaction page, choose one of the following from the drop-down menu:

 New Pay – Create a new transaction based on existing transactions. Once New Pay is selected from the

drop-down menu, click the green check mark.

 New Refund – Create a new refund from a particular transaction. Once New Refund is selected from the

drop-down menu, click the green check mark.

Once completed, the page shows the credit card number and expiration date already entered.

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User Data (1) and User Data (2) can be used to enter comments used subsequently for auditing

purposes.

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3. Online Payments

3.1 Overview

Once logged in to the Portal, select the Online Payments tab. You can search for transactions using

the date drop-down and choose a period using the calendars.

3.2 Transactions

In the Online Payments tab, e-commerce merchant users will find reporting for e-commerce

transactions, including both those made online and those initiated utilizing the Pay by Link product.

The Transactions shows transactions that have been processed for payment. It also allows the issue

of a full or partial refund from a previously processed transaction without having access to card data.

Actions can be found on the online payments transactions view, such as reversals, refunds, new

payments (sales), preauthorization, captures, and view the receipt for users who are allowed these

permissions.

To refund a transaction, use the search option at the top of the transaction screen and search by the

last four numbers of the credit card and the authorization date. Choose Refund from the drop-down menu

under Actions and click the tick.

If the Refund follows the Online process, the following window is displayed, where the amount to refund

must be entered. Click Yes to submit the refund for processing.

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If the refund follows the Offline process, the following window is displayed. Enter the amount to refund

and click Yes to submit the refund for processing.

User Data (1) and User Data (2) can be used to enter comments used subsequently for auditing

purposes.

3.3 Refunds

Refunds allow you to see all the refunds made, whether invoiced or not. To access Refunds, you must

have the appropriate permission.

3.4 Pay By Link

Pay By Link allows merchants to set up payments and provide a secure URL link to their customers

to execute payments. When the customers click the link, they are redirected, via a browser, to a secure

payment page to complete the payment. The merchant can provide the link to the customer through

email, text message SMS, among other methods.

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The user must have

permission to add or edit a Pay By Link.

Pay By Link lists all Pay By Links associated with the CustomerID login. The list can be filtered using

the column headers.

Select the desired Pay By Link from the list to check the details. Click the correspondent Edit button

available on the left side of each entry. The details are populated at the bottom of the screen.

After selecting a Pay By Link in the list, the details are populated in the fields at the bottom of the

screen:

3.4.1 Add Pay By Link

To add a new Pay By Link, click the ADD button at the bottom of the screen. This page allows users

to enter all necessary data to create a new Pay By Link.

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It is also possible to view Pay By Link details if they are connected to Online transactions. To filter out

the rows containing only Pay By Links, tick the Show Advanced Search Field checkbox and PaybyLink.

The resulting rows will have a new action, View PaybyLink. Selecting this action shows the PaybyLink

detail (read-only).

3.4.2 Pay By Link detail fields

 PaybyLinkID – This is the unique identifier used to process payments on 3C systems.

 URL – The merchant needs to provide this URL to their customer to facilitate payment.

 eMerchant – This is the eMerchant account used by 3C iPage to process the payment.

 Type – A PaybyLink can be of type Single (only one payment is allowed) or Multiple (allows the customer

to perform multiple payments with the same PaybyLinkID.

 Status – Indicates the current status of the Pay By Link. Active allows payment processing; Complete

indicates a successful payment for Type Single.

 Currency – The currency to perform the transaction.

 Amount – The Amount of the transaction.

 Language – The template language presented to the customer, if supported by the portal.

ServiceAction

 The PBL page service action to be performed.

 3DS, 3DSPay Perform a Three D Secure payment where possible. 3DSAuthorise Perform a Three D Secure

authorization where possible. Pay Perform a payment.

 Authorise Perform an authorization.

 CreateToken Validate card data only and return a token

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Available service actions are dependent on your account configuration.

 RequesterRefNo – The merchant’s unique payment reference is available on payments reporting.

 UserData – These fields can provide additional merchant reference data.

 Template – This identifies which template is used to process the payment. The default value should be

used; available templates depend on your account configuration.

 OptionFlags – Reserved for future use; your integration manager will let you know if this field is required.

 Username – The user that created/modified the Pay By Link.

 Active – Ensure that the box is checked for Active. Otherwise, the recurring payment will not be active, and

the transactions will not be created.

3.4.3 Pay By Link optional detail fields

These fields are optional and are dependent on your account configuration. These values can default

as part of the template.

 post_url_success, post_url_fail The URL Planet invokes success/failure; this is a Host to Host message the

customer browser is not involved.

 redirect_approved, redirect_declined, redirect_error The URL Planet redirects the customer’s browser to.

 merchant_script_data[n] These values can be used to customize what is displayed to the customer. Values

entered here in conjunction with the template configuration transform the payment page displayed to the

customer.

 Use an easily identifiable

RequesterRefNo

to allow you to keep track of your Pay by Links.

 User Data (1-5) are reference fields. For example,

User Data (1)

can be used for a facility or other

reference parameter. Data entered in these fields will be included in each transaction and are

essential for data mining. This must also be kept consistent for all entries.

 If you only expect one payment, always select

Type

Single

; the status can always be set back to

active to allow future payments.

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4. Virtual Terminal

4.1 Overview

The Virtual Terminal tab drop-down menu displays reporting for transactions initiated via the Virtual

Terminal.

The Virtual Terminal is a web-driven application that allows users to process card transactions without

requiring a physical terminal. Users can enter card details directly on the screen to process

authorizations, and sales, issue refunds, and settle (complete) transactions using a valid authorization

code obtained separately. Minimal card details are required, and reference data can be optionally

entered to note specifics about the payment for accounting purposes.

4.2 Transactions

Transactions tab allows you to see the history of all Virtual Terminal transactions processed. There are

three actions you can also initiate from this menu:

 New Pay – Create a new transaction based on existing transactions. Once you have selected New Pay

from the drop-down, click the green check mark to complete the transaction.

 New Refund – Create a full or partial refund from a particular transaction. After you select New Refund and

click the green check mark, it initiates the refund and takes you to a payment screen. By default, the total

transaction amount is populated; for partial repayment, enter the new amount and click Submit.

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 View Receipt – Select View Receipt from the drop-down to view the original receipt issued in a transaction.

Select View Receipt via the drop-down, and click the green check mark to see the receipt. From this view,

you can print the receipt or highlight the receipt and CTRL-C/CTRL-V {copy & paste} into another

document.

Transactions can be sorted by clicking on the desired column heading. For instance, clicking on the

Card Type column header sorts all transactions by card type. By default, all transactions are sorted by

Transaction Date.

The Search menu at the top right of the Transactions page allows you to search your historical

transactions by Date, Card Number, or Status.

Virtual

Terminal

supports wild cards, which is helpful if you don’t have the whole card number. For example,

if you have the last

four digits of the card and would like to search by them, simply put %xxxx, where you

replace the x’s with the actual numbers.

4.1 Authorize

Authorize can be used when you need to hold an amount available for capture later on an account

without actually charging the cardholder.

Once you have completed the Authorization, you can capture the amount in the Transactions menu.

Locate your previous authorized request, and select Capture from the drop-down menu. Click the green

checkbox to initiate the capture request up to the initial authorized amount.

Refund function allows you to refund a cardholder.

4.2 Pay

Pay allows you to create a charge. If the request is authorized, it is automatically captured at the end

of the business day.

There are three mandatory fields to process a credit card transaction, the full Card No., Expiration

Date, and Amount. It is strongly recommended to complete at least the Security Code and zip code.

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Reference Data fields, User Data (1) & User Data (2), are reference fields for your transactions. These

fields are populated by you, and an example of how to use these fields would be to insert a customer or

business name in User Data (1) and a transaction note in User Data (2).

Once you have filled in the data, click, Submit to initiate the transaction. A window is displayed once

the transaction is completed.

4.3 Settle

Settle feature allows you to complete a transaction using a valid Authorization Code.

Enter the required fields, including the Authorization Code, and click Submit.

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5. Token

The Token tab drop-down menu offers a list of tokens stored for the merchant to view and select from

(Tokens). The Create Token feature allows users to create new tokens for customers instead of storing

sensitive card data.

Users can take actions from the list of tokens, including retrieving, searching, and managing the token

data, initiating new payments, new authorizations, and refunds to customers. Refer to Chapter 3, Virtual

Terminal, for more information.

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6. My Services

6.1 My Reports

Under the My Services tab, users can view a reporting module, My Reports, for more detailed daily

transaction summary reporting by product. This allows users to generate various reports which can be

viewed for an individual location or for all locations associated with the Customer ID that can be exported

to excel, PDF, or CSV.

My Reports supports three custom date stamps to search and generate a report:

1) Invoice Date = the date when funds are sent to the acquirer, typically transaction date +1

2) Shift Date = business date stamp of the merchant (24-hour business day)

3) Transaction Date = actual transaction timestamp date itself

6.1.1 Report types

Users can generate reports by revenue center with customized hierarchies. There are many reports

with different options available. Reports are configured against your login based on the account type and

services. The following table contains a list of the most common reports and a brief description of their

purpose.

Table 1 My Reports Options

Report Description

Daily Summary & Detail

Provides a daily summary of transactions processed, broken down by location, card type,

and currency. It also includes a separate page showing each transaction per location.

Daily DCC Summary &

Detail

Same as the "Daily Summary & Detail" but also provides a summary breakdown by card

entry mode, DCC capability, and currency selected.

Daily POS Terminal

Summary and Detail

Provides a daily summary of transactions processed, broken down by Terminals, card

type, and currency. It also includes a separate page showing each transaction per

Terminal and Location.

Credit Card Search Provides a list of all credit card transactions matching the given search criteria.

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Report Description

Monthly Summary

Provides a summary for a given month of transactions processed, broken down by per

day, location, card type, and currency. It also provides a monthly total for the period by

card type.

Daily Detail Export (CSV)

Provides a list of all transactions for a given date which can be easily exported to CSV

format.

Daily Fee Summary

Provides a daily summary of transactions processed, broken down by location and including

various fees such as Merchant handling fees, SIX Payment Services handling fees, and VAT.

Daily InvRun Summary

Provides a daily summary of transactions processed, broken down by location, InvRun

number, card type, and currency.

Refund Transaction Search Provides a list of all refund transactions matching the given search criteria.

Weekly Payment Summary

Provides a list of payment amounts by location, which were deposited, along with the

corresponding shift date they relate to.

Refund/Debit Credit Card

Provides a list of all refunded transactions and the corresponding debit, matching the search

criteria.

Daily Summary Export (CSV)

Provides a summary of transactions processed, broken down by customer, location, card

type, and currency for a given date, on a single line, which can be easily exported to CSV

format.

The Management tab offers a daily summary report for Card Present and Card Not Present

Transactions altogether.

If separate reports are preferred, those can be downloaded from each corresponding tab channel for

Card Present or Card Not Present.

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If users are looking for a specific credit card transaction history, the Utility tab supports a credit card

search function with the first four or last six digits of the credit card number or by entering the authorization

code.

After clicking on any of the reports, the screen below is displayed.

Select the Location by Invoice date, shift date, or Transaction date and by a specific date or a user-

defined period. Below is an extract report output.

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6.2 My Invoices

This chapter highlights how to view invoices. Once logged in to the Portal, select the My Invoices tab

under My Services.

From here, you can search for invoices by using the Location and Year drop-down.

My Invoices shows invoices for our services, which have been generated. Invoices can be viewed for

an individual location or all locations associated with your Customer ID if you have more than one location.

Start by selecting a location from the Location drop-down menu.

Search for all available invoices by leaving the Year option as [ALL] or select the “browse more…”

option to get a list of all available years for which invoices are available.

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Click the View Invoices button to generate a list of available invoices that match the criteria.

6.2.1 My Invoices highlights

You can view or download invoices from the list of invoices displayed by clicking on the Invoice No

field for the corresponding invoice. Your web browser may prompt you to open or save the file. If you wish

to view the invoice once, you can choose open; if you want to save it on your computer, you should select

the save option.

If you are having trouble

viewing the invoices, ensure you have the latest version of the Adobe PDF reader,

which can be downloaded from

http://www.adobe.com.

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6.3 Master Account

This chapter’s purpose is to give the Master User assistance to create a Basic User with View Only

access or/and an Advanced User with Read and Write access in the Portal. Read and Write access will

allow users to execute refunds and authorization reversals.

6.3.1 Overview

The Master Account page offers merchants user management within the portal, including assigning

and editing user permissions. Master Account allows the user to add, edit and delete other users assigned

to any Customer ID associated with the login.

Once logged in to the portal, select Master Account in the My Services tab menu.

It is recommended to use at least Internet Explorer 8 or higher version to view this page.

By default, when you load the Master Account section, a grid shows all users currently assigned to

the Customer ID, including all child Customer IDs you are logged in with.

Once Planet has created a hierarchy, admins can be assigned to specific sub-accounts (child

customer IDs). Each merchant location is attached to its customer ID (child customer ID).

6.3.1.1 Master User

A Master User can create new users, edit user details, delete users, and refine actions and specific

permissions for each user. The Master User account functionality allows Master Users to manage their

team of users and prevents extra Setup costs. Planet can supply one or more Master User accounts.

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The Master

User

cannot create, add, edit, or delete any other

Master

User

. This action is performed

Planet.

6.3.2 Create Basic User – “View Only” access

The Basic User has the most limited role. The Basic User View, Only rights setup, allows the user to

access predefined permissions.

1) In the Master Account menu, click ADD new user.

 Unique Username

 Contact name – full name of the actual user

 Email – mandatory, used to request a new password or reset password

Master Account displays options in the configuration section that allows you to set the permissions

and actions for each user on the corresponding areas of the Portal.

2) Assign the user to the required account access level.

Select from the CustomerID the existing account to which you want to link the user. Set the account

to Active for new users or as Locked if not required anymore.

 Active – This determines whether the account is online and allowed to be used. The user cannot log

in to the Portal if this box is inactive.

 Locked – This indicates whether an account has been locked out. This might be due to several

incorrect login attempts by the user, or they have not logged in within a specific time frame, and

therefore the account becomes locked as a security precaution.

After

three failed passcode attempts, the password is locked for 20 minutes. The option to reset the

password via E

-mail is available on the Portal login page.

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3) Set required permissions for a Basic User View Only.

View Only users shall only have access to Permissions Authorization, Transactions, and Completions.

Do not attribute any of the Actions.

4) Permissions

 Authorizations – This will allow the user to view a page showing all real-time authorization from their

PlanetIntegra server.

 Transactions – This will enable the user to view a page showing all transactions uploaded from their

PlanetIntegra server and reached our invoicing system.

 Completion – This will allow the user to view a page showing all transactions uploaded from their

PlanetIntegra server in real-time.

 Duplicate - Reversal - Floor Limit depends on the product type and acquiring bank set-up. Consult

your Planet support before using these options.

6.3.3 Create Advanced User – “Read and Write” access

1) Click the Payment Gateway menu bar to set up permissions.

2) Click Authorization, Transactions, and Completions as standard Permissions.

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 Authorizations – This allows the user the view a page showing all real-time authorization from their

Planet server.

 Transactions – This allows the user to view a page showing all transactions uploaded from their Planet

server and reached our invoicing system.

 Completion – This allows the user to view a real-time page showing all transactions uploaded from

their Planet server.

3) Go to Actions in the menu bar below and click Reverse and Refund to set up standard Actions.

 Reverse – This allows the user to reverse an authorization on the authorizations page, which the

payment processor has not yet captured.

 Refund – This allows the user to refund a transaction on the transactions page.

Not all acquiring banks support these online actions. If your Master

Account

has any actions granted, it is

supported for your set

-up.

6.3.4 Online Payments (website reservations)

This product is only enabled if purchased from Planet

1) Click Online Payments to set up permissions in the Portal menu.

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2) Click Transactions as standard Permissions.

 Transactions – This allows users to view a page of all real-time transactions using their Web2Pay

system. Go to Actions in the menu bar below and click AuthoriseReverse to set up standard Actions.

 AuthoriseReverse – This allows the user to reverse an authorization in the Authorize Approved status

on the transactions page.

6.3.5 Edit user account settings

Within the grid, you can see brief information about each user, including the Customer ID the account

is assigned to and whether the account is Locked, Active, or a Master Account. Under actions, you can

find Edit and Delete options.

Delete

option deletes the user account, which cannot be undone from the

Master

Account

screen.

 Edit – loads the user details into the configuration section of the page, allowing you to make changes

as required. Edit function also allows the user to Edit the password. When you are done making your

changes, click the Update button for the changes to take effect.

 Clone – allows you to create a new user with the same permissions and settings as the user you clicked

clone. A username, email address, and customer ID must be provided.

Payments Portal User Guide

Version 1.0 | 01-MAR-2023