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1. Processing a transaction

In order to process a transaction in RealControl you will need to go to the ‘Terminal’ section. This can be found within the navigation menu to the left of the RealControl dashboard.

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The Terminal can be used to process card transactions including:

• Sales
• Refunds
• Card verification
• Sale and schedule
• Card verification and schedule
• Card verification and save
• Future dated payment

1.1 Sale

In order to process a ‘Sale’, follow the steps below:

1. In the ‘Type’ field choose ‘Sale’ from the dropdown menu.
2. To select a particular sub-account to process the transaction against, choose the ‘Account’ from the dropdown menu. If you have a single sub-account this will be populated by default.
3. All fields marked with an * are mandatory and must be completed to process the transaction.
4. Once all mandatory fields are complete, click on ‘Process’.

 

5. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen.

 

1.2 Refund

To process a ‘Refund’ you will need to have been assigned the role of ‘Administrator’ or ‘Power User’ to gain access to this section of the ‘Terminal’.

1. To process a refund, select ‘Refund’ from the ‘Type’ dropdown.
2. To select a particular sub-account, choose the sub-account from the ‘Account’ dropdown. If you have a single sub-account this will be populated by default.
3. All fields marked with an * are mandatory and must be completed to process the transaction.
4. You will be required to enter your personal login password as this is a mandatory field.
5. Once all mandatory fields are complete, click on ‘Process’.
6. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.

Note:

1. Please note that the refund option is not enabled by default on your account. For more information on this please contact the Global Payments Support Team.
2. You need to have the full card number and expiry date to process a refund. If you do not have these details and the transaction is less than 180 days old, you should process a rebate. For more information on rebates, please see the RealControl – Managing Transactions User Guide.

1.3 Card verification

To process a ‘Card Verification’ transaction you will need to have been assigned the role of ‘Administrator’ or ‘Power User’. The ‘Card Verification’ transaction type is used to check that a card is valid and active without authorising or holding funds.

Note: Card Verification is not supported by all acquirers, to determine if your acquirer supports card verification, please contact Global Payments Support Team for further information.

1. To process a card verification transaction, select ‘Card Verification’ from the ‘Type’ dropdown.
2. To select a particular sub-account, choose the sub-account from the ‘Account’ dropdown. If you have a single sub-account this will be populated by default.
3. All fields marked with an * are mandatory and must be completed to process the transaction.
4. Once all mandatory fields are complete, click on ‘Process’.
5. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.

 

1.4 Sale & schedule

To process a ‘Sale & Schedule Payment’ transaction you will need to have been assigned the role of ‘Administrator’ or ‘Power User’ and be enabled to use our card storage solution. 

The ‘Sale & Schedule Payment’ transaction type is used to process an initial Sale and create a schedule of recurring billing payments where payments are taken on a regular cadence for a fixed amount.

1. To process a Sale & Schedule Payment transaction, select ‘Sale & Schedule Payment’ from the ‘Type’ dropdown.
2. To select a particular sub-account, choose the sub-account from the ‘Account’ dropdown. If you have a single sub-account this will be populated by default.

3. All fields marked with an * are mandatory and must be completed to process the transaction.

4. Once all mandatory fields are complete, click on ‘Process’.
5. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.
6. Click on Schedule Payment(s) to configure the schedule you wish to create
7. This will open a new screen allowing you to dictate the interval of the schedule, any identifiers you wish to add, and the amount of the schedule. To the right of the screen, a text description of the schedule created will appear.
8. All fields marked with an * are mandatory and must be completed to process the transaction.
9. Once all mandatory fields are complete, click on ‘Process’.
10. The result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.

1.5 Card verification and schedule

To process a ‘Card Verification and Schedule Payment’ transaction you will need to have been assigned the role of ‘Administrator’ or ‘Power User’ and be enabled to use our card storage solution. 

The ‘Card verification and schedule’ transaction type is used to check that a card is valid and active without authorising or holding funds.

Note: Card Verification is not supported by all acquirers, to determine if your acquirer supports card verification, please contact Global Payments Support Team for further information.

If the card verification is successful, you can create a schedule of recurring billing payments where payments are taken on a regular cadence for a fixed amount.

1. To process a  Card Verification & Schedule Payment transaction, select ‘Card Verification & Schedule Payment’ from the ‘Type’ dropdown.
2. To select a particular sub-account, choose the sub-account from the ‘Account’ dropdown. If you have a single sub-account this will be populated by default.

3. All fields marked with an * are mandatory and must be completed to process the transaction.

4. Once all mandatory fields are complete, click on ‘Process’.
5. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.
6. Click on Schedule Payment(s) to configure the schedule you wish to create
7. This will open a new screen allowing you to dictate the interval of the schedule, any identifiers you wish to add, and the amount of the schedule. To the right of the screen, a text description of the schedule created will appear.
8. All fields marked with an * are mandatory and must be completed to process the transaction.
9. Once all mandatory fields are complete, click on ‘Process’.
10. The result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.

1.6 Card verification and save payment

To process a ‘Card Verification and Save Payment Method’ transaction you will need to have been assigned the role of ‘Administrator’ or ‘Power User’ and be enabled to use our card storage solution. 

The ‘Card Verification and Save Payment Method’ transaction type is used to check that a card is valid and active without authorising or holding funds.

Note: Card Verification is not supported by all acquirers, to determine if your acquirer supports card verification, please contact Global Payments Support Team for further information.

If the card verification is successful, you can then save this card for future use. 

1. To process a   Card Verification and Save Payment Method   transaction, select ‘ Card Verification and Save Payment Method’ from the ‘Type’ dropdown.
2. To select a particular sub-account, choose the sub-account from the ‘Account’ dropdown. If you have a single sub-account this will be populated by default.

3. All fields marked with an * are mandatory and must be completed to process the transaction.

4. Once all mandatory fields are complete, click on ‘Process’.
5. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.
6. Click on Save Payment Method to add the details of the customer you wish to save
7. This will open a new screen allowing you to add and confirm the customer details. 
8. All fields marked with an * are mandatory and must be completed to process the transaction.
9. Once all mandatory fields are complete, click on ‘Process’.
10. The result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.

 

1.7 Future dated payment

To process a ‘Future Dated Payment’ transaction you will need to have been assigned the role of ‘Administrator’ or ‘Power User’ and be enabled to use our card storage solution. 

The ‘Future Dated Payment’ transaction type is used to attempt to process a Sale on a date in the future. 

Note: This does not guarantee that a successful payment will occur, but a payment attempt will occur on the date specified.

1. To process a Future Dated Payment transaction, select ‘Future Dated Payment’ from the ‘Type’ dropdown.
2. To select a particular sub-account, choose the sub-account from the ‘Account’ dropdown. If you have a single sub-account this will be populated by default.
3. All fields marked with an * are mandatory and must be completed to process the transaction.
4. Once all mandatory fields are complete, click on ‘Process’.
5. The transaction result will display and the appropriate message will appear at the top of the ‘Terminal’ screen as seen in Section 1.1 above.

6. Click on Schedule Payment(s) to view the details of the payment that will be taken. 

2. Explanation of terms