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Batch Advantage
Getting Started with Batch Advantage
Using Batch Advantage is easy. This guide provides basic information to merchants to get you
started using Batch Advantage. We recommend that you also refer to the Batch Advantage User
Guide (available from the Batch Advantage portal Main menu Download) which provides
detailed assistance for every screen.
As a Batch Advantage customer, you obviously want to process credit card (MasterCard, Visa,
Bankcard) and charge card (American Express and Diners Club) payments. Batch Advantage
provides a few options to do this. After you have logged on, you will see a menu on the left.
Under the heading Create are the options: Upload File, New Batch, Ad-hoc Payment. The
following table explains these options and provides guidance on which option is right for you.
Option
Description
Upload File
This option allows a file containing credit and/or charge card payments to be uploaded
into Batch Advantage for processing. You would use this option if you wanted to
work offline in collecting payment details and then submit all of them at once for
processing. This is often used by merchants collecting recurring payments.
There are a number of upload formats including:
This option allows a batch of recurring credit and/or charge card payments to be
entereddirectly online into Batch Advantage rather than stored in a separate file outside of
Batch Advantage.
For many customers working entirely online, the Ad-hoc Payment option may be more
appropriate. However, the New Batch option would be best if you want to submit a
batch of recurring payments and do not want to store the card details on your hard
disk. After a batch has been processed, you may use the Create Copy feature (under
Processed Batches) to create a copy of the batch and then make any modifications
required before submitting the batch copy for processing on the next date.
Ad-hoc
Payment
This option allows for the processing of a single credit and/or charge card payment
in real-time. That is, after submitting an ad-hoc payment, you will receive a response
in a few seconds telling you whether the transaction has been successful or not.
You would use this option if you want an immediate response for a single
transaction. Customers with a permanent Internet connection may find this option
is the best for them if receiving one-off instead of recurring payments.
You should decide which option works the best for your situation and then refer to the Batch Advantage User
Guide for detailed help on the associated screens. Remember: you can also access online help for any screen
by clicking on the question mark symbol in the top right of every screen with the text Help underneath.
If processing on a non-banking
day, you will receive the funds
after the next banking days. For
example, if a file is processed
on a Saturday, the funds will
appear on the bank statement
on Tuesday morning, dated
with Mondays date (Monday
being the next banking day).
Please note the following:
For large batches or during
business periods, there may
be some time between the
submitting of a batch and
then transactions being
processed. Merchants are
advised to submit batches
before 5pm to ensure that the
transactions are processed
before the 6pm cut-off.
Merchants settling funds
to other banks may
experience delays in
settlement depending on
the other bank systems.
4. I have uploaded
my file, but it contains
errors or warnings.
What do I do now?
Errors fall into 2 categories:
Whole file meaning the
file could not be read at all.
Transaction only meaning
that the file format is ok,
but there are errors for
individual transactions.
Both types of error must be
corrected before the file can
be submitted for processing.
Errors related to the whole
file will be reported on the
Uploaded File Details page. The
status will be reported as File
Format Error, and a description
of the error will be provided.
You must correct the file as
indicated and upload it again.
You should also ensure that you
have the correct format selected
on the Set Preferences page.
Transaction level errors will
be reported on the Batch
Details page. A message will
appear stating the number
of errors in the file eg This
batch contains 1 error. You
should press the View Errors
button and step through the
(FAQs)
individual transaction errors.
The Transaction Details Error
page will display the transaction
that contains the error, along
with a description of the error.
You may either correct the error
for this transaction and press
Next, or press the Delete
button to delete this transaction
from the batch. If you delete
the transaction, it will not be
present in the reject report
after the batch is processed.
Warnings will also be reported
on the Batch Details page.
Warnings do not prevent you
from submitting the batch
they are for your information
only. You can step through
them in a similar fashion to
errors by pressing the View
Warnings button. The most
common warning is that the
card expiry date is in the past,
meaning that the transaction
will almost certainly be declined.
You may wish to correct the
expiry date before submitting
the batch for processing.
5. Ive accidentally
uploaded a batch twice.
What do I do?
If you have accidentally
uploaded a batch twice, go to
Unsent Batches and locate
the duplicate batch on the
List of Batches. Select the
unwanted batch by clicking
on the radio button (open
circle) to the left of the Batch
Name and click on Delete. You
6. My Internet connection
died whilst uploading a
file. Did it work?
If your Internet connection
dies whilst uploading a file,
re-establish your Internet
connection and log back into
Batch Advantage. You can go
to the View Recent Uploads
menu to then check whether
the upload was completed or
not. If so, you may proceed
with correcting any errors and
submitting the batch. Otherwise,
you should upload the file again.
7. My Internet connection
died whilst submitting a
batch. Did it work?
If your Internet connection
dies whilst submitting a
batch, re-establish your
Internet connection and log
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