Evosus Card Services

Evosus Card Services - Overview
What is dipping and tapping? Magnetic-stripe credit cards have been around since the 1960s, and use the same technology as cassette tapes. The United States is actually one of the last countries on the planet that is still using them, and it is one of the reasons why the US leads the world in credit card fraud. In an effort to catch up with t...
Record a Credit Card Chargeback
Follow the steps below to record a credit card charge that was disputed, commonly called a charge back. To record a credit card charge back with no associated returns or sales then you should create an unassociated refund to the customer’s account. You must have a cash drawer open and change your processing date back to the date that the charg...
Add Card on File
Follow the steps below to add a credit card to a customer account. The credit card information is not stored in the database. The credit card information is sent to OpenEdge and validated, and then a token is returned and saved on your database. This token is used instead of the credit card information when a credit card transaction is processe...
Evosus Card Services - Setup Overview
Step 1: Review the steps in this process Review all of the steps in this process and contact us at cardservices@evosus.com if you have any questions or concerns. To upgrade to this release, you must at least be on version 6.3.X of Evosus Software, and using a compatible operating system and Microsoft SQL Server. Step 2: (2-3 ...
Install RCM
The OpenEdge Remote Client Manager (RCM) software handles the communication between the credit card reader and OpenEdge. RCM must be installed on every workstation that is attached to a card reader. How does the communication work? Here is an outline of the communication steps that take place when processing a transaction. Evosus requests ...
Install RCM on a MS Terminal Server
The OpenEdge Remote Client Manager (RCM) software handles the communication between the credit card reader and OpenEdge. How does the communication work? Here is an outline of the communication steps that take place when processing a transaction. Evosus requests an OpenEdge payment form. The OpenEdge payment form wakes up the RCM. RCM ...
Requests - Ready to Settle, Declined, Voided, Settled
The Requests - Ready to Settle, Declined, Voided, Settled menu options all open the Card Requests Search screen (Administration > Evosus® Card Services > Requests - Ready to Settle, Declined, Voided, Settled), but each option filters the screen by a different transaction status. For example, if you select Requests - Voided, the Card Reque...
Batches
All of the Batches options (Closed, In Batch, Not in Batch) open the Card Settlement Batches screen (Administration > Evosus Card Services by OpenEdge > Batches - Closed, Batches - In Batch, Batches - Not In Batch), but each option filters the screen by a different batch state. For example, if you select Batches - Closed, the Card Settlem...
Card Transaction Report
Use the Credit Card Transaction Report (Administration > Evosus Card Services by OpenEdge > Card Transaction Report) see a list of credit card transactions grouped and subtotaled by merchant bank profile, store, and cash drawer, and filtered by credit card transaction date. Filters Date - Transaction date of the credit card transacti...
Card Batch Transaction Report
Use the Card Batch Transaction Report (Administration > Evosus Card Services by OpenEdge > Card Batch Transaction Report) to see a list of credit card transactions grouped and subtotaled by merchant bank, store, settlement batch, and filtered by the credit card transaction date. Filters Date - This is the transaction date. Status ...
Customer Credit Card on File Report - Non-OpenEdge
Use this report to generate a list of customers with a credit card on file that has not been converted to a token using the Migrate Legacy Cards On File to OpenEdge Tokens utility. This report does not apply to customers with credit cards that have been tokenized by OpenEdge. OpenEdge If you are using OpenEdge, the credit cards on file that a...
Customer Credit Card on File Report - OpenEdge Tokens
Use the Customer Credit Card on File - OpenEdge Tokens option to view all of the  credit cards on file that have been tokenized. You can also use this screen to access the audit log, which displays a list of all changes that have been made to the credit cards on file. You can also access this screen by clicking Card On File on the Preview tab ...
Migrate Legacy Cards On File to OpenEdge Tokens
Use the Migrate Legacy Cards On File to OpenEdge Tokens option to migrate all of the credit cards on file to OpenEdge servers and replace the card information with tokens. If you stop using OpenEdge - We cannot change the tokens back into credit card numbers that are on file. Step 1: Verify that all legacy merchant profiles are inactive Verif...
Refresh Request Status
Use the Refresh Request Status option (Administration > Evosus Card Services > Refresh Request Status) to refresh the status of the credit card batches. For example, if you think a credit card batch has been settled but it still has an Approved status on the Card Requests Search screen, select the Refresh Request Status option to update t...
Merchant Profiles
Use the Merchants screen to create and maintain merchant profiles. A merchant bank profile is a record that represents the relationship with a credit card processor, and it contains all of your merchant information - for example, merchant id, and connection information. Changes to merchant profiles are saved in the audit log The audit log is ...
Test RCM/Terminal
This screen only applies if you are using Evosus Card Services. Use the Test RCM/Terminal option (Administration > Evosus Card Services > General Setup > Test RCM/Terminal) to verify the workstation that you are logged into can be used to accept credit card payments. This test verifies that the application can communicate with the car...
Secure Card Data/Encryption Key Maintenance
Use the Secure Card Data/Encryption Key Maintenance screen to rotate encryption and purge old credit cards on file. Make sure every user has logged out. To verify that all users are logged out, select Help> About in the toolbar at the top of the application, and then click the Product Licenses button. The License Monitor screen appears. ...
Pin Required For Credit Card Transactions?
What if you're processing a credit card transaction and the card reader terminal asks for a PIN? And what if the customer doesn't know their PIN? The chip in the credit card determines when a PIN is required Each chip in a credit card contains a list of what verification method should be used when the card is presented to a particul...
Card Reader Terminal Is Unresponsive Or Asleep
What if a card reader terminal shuts down and doesn't turn back on when you try to process a transaction? The card reader terminal is powered by the workstation using the USB drive. It is important to set up the workstation so that it provides consistent power to the card reader terminal. This keeps the card reader terminal from becoming ...
Evosus Card Services - Canada
Starting in version 6.6.1XX, Evosus Card Services now supports processing credit card transactions in Canada. How do you get started? Contact OpenEdge to create an account and get started.  Kellie Barron-Smith Phone: 510-795-4939 or 800-774-6462 ext. 4939 What equipment do we offer in Canada? Go here to see which devices we support. You ...
Processing Card Transactions - EMV Chip and Pin Technology
Processing card transactions using the new EMV Chip and Pin card terminals, Introduced in Evosus 6.5 or greater, is similar to how card transactions were processed in the past. Below are examples of how your Evosus screen will appear depending on if you transacting the card number. Using the Card Reader Terminals:  After clicking Save Paym...
OpenEdge clients that use Evosus - CertificatePayInstall Utility
Follow the steps below to install the required certificate files, and a PayGateway.dll file that is required by 3/31/18.  The process outlined below is critical to avoid card processing outages beginning on 4/1/18. Obtain the Administrator Password. Download the zip file.  Extract CertPayInstall.exe from the file. Make sure that Evosus Ent...