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iQ Pro – Quick Reference Guide

iQ Pro - Quick Reference Guide

Table of Contents

 

iQ Pro – Overview

 

Add a Product to an Invoice
Create a Custom Report
Create a Customer Vault Record
Create a New User
Create a Saved Product
Create a Shopping Cart
Create Recurring Billing
Find a Transaction
Find Customer in Vault
Refund a Transaction

Run a Card-Not-Present Sale
Run a Card Present Transaction with an EMV Reader
Run a Card-Present Transaction with Card Reader
Run a Sale from the Customer Vault
Save a Customer to the Vault After Card-Not-Present Sale
View or Download a Custom Report
View Settlements
Void a Transaction

Download the QRG

iQ Pro – Overview

Add a Product to an Invoice

  1. From the Invoices drop-down menu, choose Create
  2. On the Invoice Creation page, enter the customer and invoice number
  3. Under the “Bill To” section, select “Require Billing Only on Payment”
  4. Next, clear any pending line items
  5. Click on “Find Product” to view, search, and select from saved products to add to your invoice
  6. You can search using Product ID, Price, Name, and Date Created/Updated
  7. Select a product to add it to the invoice
  8. On the Invoice Creation page, you also have the option to add a message for the customer
  9. If appropriate, deselect “Allow Partial Payments”
  10. Adjust other “Options” settings as needed
  11. Click “Create Invoice”
  12. You will then be taken to the “Invoices Search” page
  13. Click the edit icon on the invoice you have created to edit any details
  14. Click the view icon to view the customer’s invoice
  15. The Products you have added appear as line items on the invoice with their descriptions and details.

Create A Custom Report

  1. From the dashboard on the left, select Manage, then Settings.
  2. From the top menu, select Custom Outputs.
  3. Then select Create New.
  4. On the Select Type drop down menu, choose Transaction.
  5. Then click Create.
  6. You can type in a name for the report.
  7. Then select the fields you would like in your report by dragging and dropping from the Available Fields section, to the Selected Fields section.
  8. The items will appear in the order that you drag and drop them into the Selected Fields section.
  9. The items can also be re-arranged once they are in the Selected Fields section, by dragging and placing the selected item on top or below any of the other selected fields.
  10. You can also remove an item from the Selected Fields section, by dragging and dropping the item back into the Available Fields section.
  11. Once you have the desired fields selected, click the Create button at the bottom.
  12. From the top menu, select Custom Outputs.
  13. Then select Create New.
  14. On the Select Type drop down menu, choose Transaction Table.
  15. Then click Create.
  16. You can type in a name for the report.
  17. Same as with the other report, select the fields you would like in your report by dragging and dropping from the Available Fields section, to the Selected Fields section.
  18. The fields will appear in the order that you drag and drop them…  and can be re-arranged by dragging.
  19. Once you have the desired fields selected, click the Create button at the bottom.

Create a Customer Vault Record

  1.  Select “Customer Vault” from the left-hand menu bar.
  2.  Select “Create”.
  3.  Choose which payment option you would like to save for the customer.
  4.  Enter the customer’s card number and expiration date.
  5.  If you choose, enter a custom ID, description, and a default credit card processor.
  6.  Enter any customer billing information.
  7.  If you choose, enter the customer’s shipping information.
  8.  Click “Create”.

Create A New User

  1.  From the left-hand options menu, click Users in the Manage menu.
  2.  Then click Create New User.
  3.  Enter the fields for the user profile according to the following guidelines.
  4.  Username. A unique name for the user.
  5.  Name. The first and last name of the user.
  6.  Email. The user’s email address.
  7.  Role. The user’s role, either Standard or Admin.
  8.  Default Processer. Select one of the processors listed. Please note that the default processor cannot be listed as none.
  9.  Click Create.

Create a Saved Product

  1. From the Shopping drop-down menu, choose Products
  2. Click Create new product
  3. Enter any product details within the applicable fields
  4. When finished with your product details, click Create product

Create a Shopping Cart

  1. To enable the Shopping Cart feature and for additional details, please contact Customer Support.
  2. After Shopping Cart is enabled…  select Shopping from the left-side menu.
  3. Select Carts from the drop-down Shopping menu
  4. Click Create New Cart
  5. Fill in the fields accordingly
  6. Click Create 
  7. After creating a cart, create your products
  8. Select Products from the drop-down Shopping menu
  9. Click on Create New Product
  10. Fill in the applicable fields
  11. Add a product image or logo if applicable
  12. Click Create Product
  13. Once you have created your products, add the products to the shopping cart
  14. To add the product(s), select Carts from the drop-down Shopping menu
  15. Click on the pencil icon on the left-hand side next to the cart to which you want to add products
  16. Click on the drop-down under “Products” to select products to add to the shopping cart
  17. Select products from the list to add to the cart
  18. Once you have added products, click on Update
  19. To view the cart, click the eye icon next to the cart, this will redirect you to the iQ Pro hosted shopping cart landing page
  20. To add a cart to a website, select Documentation from the drop-down Shopping menu
  21. You will be redirected to the Hosted Shopping Cart page. This page will provide you with all the information you need for adding a Shopping Cart and Products to your website 
  22. Additionally, you can find your shopping cart URL by following the steps for viewing your shopping cart and then copying the URL at the top of the browser.

Create Recurring Billing

  1. Select Recurring Billing from the left-hand menu
  2. Select Plans
  3. Then, select “Create New Plan”
  4. Fill in the plan details according to the plan that you would like to setup
  5. Enter a name for the plan
  6. Enter the amount
  7. Enter a description
  8. Select the billing cycle
  9. Choose the bill option and day in the month to bill
  10. Select when the plan ends
  11. You can add create Addons or Discounts if applicable
  12. To select an existing Add-on, select “Add Add-on”
  13. Or, to create a new Add-on, select “Create Add-on”
  14. Press “Create” to save and add the Add-on
  15. To select an existing discount, select “Add Discount”
  16. Or, to create a new discount, select “Create Discount”
  17. Enter the discount name, discount percentage, and discount duration
  18. Press “Create” to save and add the discount
  19. Once you have setup the plan, press “Create” to save the plan
  20. The plan will show under the Recurring Billing Plans list
  21. Once you create a plan, you can now subscribe a customer to that plan by adding a subscription to a customer vault record
  22. Select Customer Vault from the left-hand menu, then select Search
  23. Find the customer that you will be subscribing to the recurring billing plan
  24. Click the “i” or info icon next to the customer to open the customer details
  25. Then select the “Subscriptions” tab
  26. Click “Create New Subscription”
  27. Click the Plan drop-down and select the recurring billing plan for this customer
  28. In addition, you can adjust the details within the subscription if needed
  29. When finished, press “Save Subscription” to save to this customer
  30. After the subscription is saved, you’ll see the subscription details under the subscription tab of the customer’s record
  31. Lastly, select Recurring Billing from the left-hand menu and then select Subscriptions
  32. You can also select the “i” or info icon to view more details of the subscription.

Find a Transaction

  1. Click on Transactions in the Reporting menu.
  2. From the Search Options drop-down, select the appropriate Search Options (e.g. Amount, Created Date, Last Name) for the transactions you want to find.
  3. Enter the search criteria.
  4. Click Search.
  5. Click the blue info icon to view Transactions Detail.
  6. You may choose to Refund the transaction, view the printable transaction details, email a receipt, or save the customer’s information to the vault.

Find Customer in Vault

  1. Click on Search in the Customer Vault menu.
  2. From the Search Options drop-down, select the appropriate Search Options (e.g. Last Name, Company) for the customer you want to find. Enter the search criteria. Click Search.
  3. Select the customer by clicking the blue info icon.
  4. You may add or delete a Payment Method, edit an Address, or Charge the Customer.

Refund a Transaction

  1. Click on Transactions in the Reporting menu.
  2. From the Search Options drop-down, select the appropriate Search Options (e.g. Settled Date, Amount Settled) for the transactions you want to refund. Enter the search criteria. Click Search.
  3. Select the transaction you want to refund by clicking the blue info icon.
  4. Click Refund.
  5. Enter the refund amount if the amount is different than the original transaction amount.
  6. Click Process.

Run a Card-Not-Present Sale

  1. Select Virtual Terminal from the left-side menu.
  2. Select Sale from drop-down at the top of the Virtual Terminal screen.
  3. Enter Amount.
  4. Enter Card Number and Expiration date.

    a. CVC is recommended, but optional.

  5. Click on the section headers on the right to expand the Details, Billing Contact, and Shipping Contact sections to enter additional transaction information as desired for security and reporting.
  6. Click Submit.
  7. Once the transaction has processed, you will be taken to Transactions Detail. Confirm the authorization response is approved.
  8. You may choose to view the printable transaction details, email a receipt, or save the customer’s information to the vault.

Run a Card Present Transaction with an EMV Reader

  1. Select Virtual Terminal from the left-side menu.
  2. Select Sale from the drop-down at the top of the Virtual Terminal screen.
  3. Enter Amount.
  4. Select Terminal tab.
  5. Click Submit.
  6. When the terminal “wakes up,” advise your customer to dip card, or hold smartphone within a few centimeters of the terminal to pay with digital wallet.
  7. Once the transaction has processed, you will be taken to Transactions Detail. Confirm the authorization response is approved.
  8. You may choose to view the printable transaction details or email a receipt.

Run a Card Present Transaction with a Card Reader*

  1.  Select Virtual Terminal from the left-side menu.
  2.  Select Sale from the drop-down at the top of the Virtual Terminal screen.
  3.  Enter Amount.
  4.  Click into the Card Number field
  5.  Swipe the card using the card reader. The card number, expiration date, and cardholder information will populate in the corresponding fields of the virtual terminal.
  6.  Click Submit.
  7.  Once the transaction has processed, you will be taken to Transactions Detail. Confirm the authorization response is approved.
  8. You may choose to view the printable transaction details or email a receipt.

*this feature is only available for certain account setups, please contact iQ Pro support at (888) 366-1325 to learn more

Run a Sale from the Customer Vault

  1. Click Search under Customer Vault from the left side menu.
  2. From the Search Options drop-down, select the appropriate Search Options for the customer you want to find.
  3. Enter the search criteria.
  4. Click Search.
  5. Click the Charge icon to be taken to the Virtual Terminal, populated with the customer’s information.
  6. Enter the Amount, and any additional transaction information as desired for security and reporting.
  7. Click Submit.
  8. Once the transaction has processed, you will be taken to Transactions Detail.
  9. Confirm the authorization response is approved.

Save a Customer to the Vault After a Card-Not-Present Sale

  1. Run a Sale, making sure to enter any Billing and Shipping Contact information that you want stored in the vault record.
  2. Once the transaction has processed, you will be taken to Transactions Detail.
  3. Confirm the authorization response is approved
  4. Click Vault
  5. Click Process to verify you want to save the customer’s information to the vault.
  6. Click Search under the drop-down Customer Vault menu
  7. Select the filters you would like to apply to the customer search from the “Filter Search Options” drop-down menu
  8. Click Search
  9. The customer vault record will show up on the proceeding page

View or Download a Custom Report

  1. From the dashboard on the left, select Reporting  then Transactions.
  2. Under Table Format, select the name of the custom report you want to view.
  3. To take the additional step of downloading the report, select the Download as CSV button at the bottom.
  4. On the Select Format drop down menu, choose the name of the Transaction Table report that you created.
  5. Then click Create.
  6. This will download the report as an Excel CSV file.

View Settlements

  1. Click on Settlements in the Reporting menu.
  2. From the Search Options drop-down, select Batch Date.
  3. Select a date, or date range, on the calendar for the settlements you want to view.
  4. Click Search.
  5. Click See Transactions to view transactions in the settlement.

Void a Transaction*

  1.  Click on Transactions in the Reporting menu.
  2.  Find the transaction you want to void.
  3.  Click the info icon to open the transaction details
  4.  Click Void
  5.  Then, click Process
  6.  The transaction will void and the transaction details will update accordingly

*this feature is only available for certain account setups, please contact iQ Pro support at (888) 366-1325 to learn more

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