Settings
(click to enlarge)
The Settings tab contains multiple, partially very important, options, to configure your account, the processing, or even just basic access to the Saferpay API. It is thus very important to understand and know the tools at hand, which will be shown and explained in the following chapter.

Processing

The Processing menu, contains the settings, to accept SEPA related refunds.
Saferpay does offer the possibility to accept refunds for certain SEPA-based payment methods. However those need special attention. Reason being, that SEPA does not directly offer refunds, which is just in the nature of the payment-system itself. Due to this, Saferpay offers a workaround, to make manual SEPA-refunds easier for the merchant.
Each SEPA-based refund is filed into a special journal, where you -the merchant- can request an export of these transactions, by either selecting the transactions you want, or you simply export all the new refunds, that haven't been exported yet.
However, in order for this to work, you must first activate that option here in the Settings and also configure your bank-account. This is necessary, so Saferpay can automatically build the export-file for you.

Notifications

(click to enlarge)
Under notifications, you can configure if, where and in what language Saferpay should contact you in case of certain events and news. Each Input accepts a comma-separated list, so if you want to enter more, than one E-Mail, you can do so.
Due to legal restrains, Saferpay will not send you any notification, if no consent is given, by entering an e-mail.
We highly recommend configuring these, as you may miss out on important information, that could impact the processing of your transactions.

Miscellaneous

Misc includes general notifications about your transaction point status. We'll explain, what a transaction point is, further down in this chapter under Transaction Points Summary.
Note, that these checkboxes also apply to this.
  • Low transaction points
  • No more transaction points
  • No daily batch close
These three checkboxes control different events, concerning your transaction points.

Marketing

Marketing includes announcements about new features, payment methods, blog entries and special offers, that may interest you.

Technical

Technical includes new releases and maybe difficulties on Saferpay side, but also important information about expiring certificates, or the deactivation of old and deprecated APIs and API-functions. Thus it is highly recommended, to configure this e-mail notification.

paydirekt

This is special, as it directly concerns one payment method: paydirekt. Unlike other payment methods, that essentially only know three transaction status at most -authorized, captured, failed-, paydirekt knows a fourth: PENDING.
A pending status means, that it cannot be determined, whether or not the requested action could be performed, during runtime. Thus, Saferpay will throw this status and notify you, if a definitive status could be determined. While this does work via the Saferpay API, you can also configure an e-mail notification, if you want to.

Payment Means / Terminals

(click to enlarge)
This section includes all information about the terminals, that are activated under your account, the connected payment methods, the contract numbers, currencies and other features. In addition, it also allows you to configure certain payment methods right there, for this given terminal.

Terminal selection

(click to enlarge)
At the top, you'll have a drop-down menu, which includes all your terminals, which are sorted by Type and TerminalId, alongside some information about the activated brands, the location and its name.
There are three basic types of terminals:
Your account may not have a terminal of each type activated.
  • eCommerce: This is your standard terminal, which you should use for normal transactions, within your webshop.
  • Secure PayGate: This terminal is similar to the eCommerce terminal. It does the same kind of transactions, but is specifically intended to be used in conjunction with the Saferpay Secure PayGate and not your normal webshop.
  • Phone Mail Order: As the name suggests, this is intended to be used for Mail Phone Order transactions. It should not be used for your webshop!

Settings

(click to enlarge)
Under the Settings, you can give the terminal your own description/name and you can (de-)activate the daily automatic closure, or batch close, which happens at 10pm Central European Time.
Deactivating the closure is not recommended, unless you specifically want to trigger the closure manually, or want to use the Saferpay Payment API.

Self service

(click to enlarge)
At the bottom of your terminal, you'll find the Self service area. Here you can configure certain payment methods, so you may process payments, using these methods. How the configuration is done, is explained in our integration guide, in the corresponding chapter, about the specific payment method.
Currently supported are:

Shop Plugins

(click to enlarge)
This area is specifically dedicated to the settings and configuration of certain Shop Plugins, which are further explained over here.
Not all shop plugins need this kind of configuration and thus are not displayed there.

Transaction Point Summary

This section will give you a detailed overview over your transaction point usage per month and terminal.

What is a transaction point?

A transaction point is a mean to monetize a transaction, or more specific: certain steps of a transaction, including:
  • The authorization (including refunds)
  • Cancellation
  • Batch close (not per transaction, but per batch close itself)
Each do cost one transaction point.
Should you no longer have any transaction points -note that this depends on your contract. If you have any questions regarding this, ask your contract manager!-, you'll still be able to do transactions, but your ability to do a batch close and thus transferring the money to your bank account, will be removed, until you buy more points.

Export

This summary can also be exported, by clicking on CSV or Excel below.
XLSX-Excel.xlsx
18KB
Binary
XLSX-Excel
CSV.csv
806B
Binary
CSV-File

Saferpay Fields Access Tokens

(click to enlarge)
This option is only available for merchants, with a Saferpay Business license!
Here you can create the Saferpay Access Tokens, needed for the Saferpay Fields. The Saferpay Fields are a PCI DSS SAQ-A compliant way to directly integrate a card form into your website, with your own look-and-feel, via JavaScript.

Creation

The creation of an access-token has to follow certain rules and you must be sure, that you understand these, or the fields may not work.
First, you need to click on Create Saferpay Fields Access Token.
(click to enlarge)
This will open up this dialogue, where you have to select and fill in the Terminal, a Description and the Source URL(s).
Please be very mindful, when selecting the Terminal and Source URL(s). The latter especially must be your shop URL, where you want to use this Access Token on. When you initialize the Saferpay Fields and your host -the referer- does not match one of the configured URLs, Saferpay will deny your Access with a 403 Forbidden, so please make sure, that these URLs are indeed correct, or the Fields won't work!
Furthermore, you can only authorize a card with the Saferpay Fields, on the TerminalId you have selected during this dialogue.

Integration and usage

The technical implementation and the usage of the Saferpay Fields, is further explained in our Integration Guide, alongside some examples.

Payment Page Configuration

The Payment Page Configuration offers certain ways to style and modify the Saferpay Payment Page. It has its own manual, which you can find over here.

IP Permissions

(click to enlarge)
This section enables you, to limit the Access to the Saferpay Payment API (JSON API) via an IP-Whitelist.

Creation

(click to enlarge)
In order to create a new entry, simply enter the IP-range you want to allow. If you just want to limit the access to one specific IP, simply enter the same value for start and end.
(click to enlarge)
Once you have created an entry, it will displayed in a list below.

Removal

(click to enlarge)
If you want to remove one, or more entries, simply check the box on the left side of the entry and click Remove.