Saferpay Factsheet

Introduction

You have decided to sell your products online. Congratulations. After all, revenue growth in e-commerce continues to rise unabated. Cashless payment for purchases has also long since become the norm for consumers.

Accept the three most important payment methods in online retail and enjoy higher sales and fewer abandoned baskets in your online shop. As a full-service provider of cashless payment solutions, Worldline Switzerland AG offers efficient and secure payment processes.

Let your customers pay easily and securely by credit card or TWINT in your online shop. Together with our partner Worldline Switzerland AG, we are offering you an exclusive deal.

Saferpay Information

The product for processing online payments from Worldline Switzerland AG is called Saferpay.

To start setting up or managing your payment options, please log in to the Saferpay Backoffice.

Here’s how to proceed:

1. Open the following page in your web browser: https://www.saferpay.com/BO/Login
2. Enter your login details (username and password).
3. Once logged in, you will have access to all the functions for managing your online payment solutions.

First login to the Saferpay backend

When you log in to the Saferpay back office for the first time, you will automatically be prompted to change your password.

Here’s what to do:

1. First, enter the original password (assigned by Saferpay).
2. Then enter your new, self-chosen password – and confirm it by entering it a second time.

Password requirements:

Your new password must meet the following security criteria:

• at least 8 characters long
• at least one uppercase letter
• at least one lowercase letter
• at least one number or special character (e.g. !, @, #, $)

Only passwords that meet all criteria will be accepted.

Email

After you have changed your password, you may be asked to provide an email address through which Worldline Schweiz AG can contact you. Each user ID must be associated with an email address so that a user can unlock their account themselves in the event of a login lock. If you see a corresponding input field, please enter your email address in the “Email” field provided and confirm your entry by clicking “Save”.

Connect your shop to Saferpay

To connect your online shop to your Saferpay account, you will need two pieces of information:

• an API key (username and password)
• the terminal ID

Step 1: Create an API key:

1. Log in to the Saferpay Backoffice: https://www.saferpay.com/BO/Login.
2. In the menu, navigate to ‘Settings’ → ‘JSON API Basic Authentication’.
3. Click on ‘Create new JSON API login’.
4. Choose a secure password. The username (also known as the API address) is generated automatically.
5. Make a note of the username and password – you will need these for setup in the shop system.

Step 2: Enter API access details in the shop:

Open your shop’s administration panel and go to the ‘Saferpay JSON Business’ module. Enter the following details there:

• ‘Username’ (API address) and
• ‘Password’

in the corresponding fields.

Step 3: Retrieve the terminal ID:

1. In the Saferpay Backoffice, go to ‘Settings’ → ‘Payment methods / Terminals’ again.
2. Find the terminal you are using there.
3. Make a note of the terminal ID – you will also need this later in the shop module.

With these three details (username, password and terminal ID), you can successfully configure the connection between your shop and Saferpay.

Configuring the module

We’d be happy to show you how it works in a video: https://www.youtube.com/watch?v=KsJlE16a2ow

Where? In your shop administration, go to ‘Modules’ on the left and then to ‘Saferpay JSON’. Here you will find the configuration settings for connecting to Saferpay:

• Active: Tick this box to activate the module
• Username: Obtain this from the Saferpay backend (See Figure 3)
• Password: Choose your own password. Obtain the password from the Saferpay backend (See Figure 3)
• Terminal ID: You can find the Terminal ID in the Saferpay backend under the menu item ‘Terminals’ (See Figure 4)
• Statement text: A short message to the customer that will appear on their bank statement.
• Email confirmation: Enable this if you wish to receive a confirmation email for every order placed using a payment method via Saferpay.
• Email confirmation to customer: Enable this if you want your customer to receive a confirmation email for every order they place using a payment method via Saferpay.
• Post orders directly: If this is enabled, all amounts are posted directly and not reserved.

Enabling the desired payment methods

Once you have set up the module as described in section 3.1, you can now activate the desired payment methods.

Here’s how to proceed:

1. In your shop administration, navigate to ‘Settings’ → “General” → ‘Payment methods’.
2. In the overview, you will see all available payment methods. In the ‘Active’ column, tick the payment methods that have been correctly enabled via Saferpay.
3. Important: Only activate payment methods that are actually available or enabled for your system via Saferpay. Unsupported methods must not be activated, as this may lead to malfunctions in the payment process.

Additionally:

1. Go to ‘Settings’ → ‘Delivery countries/Shipping’.

2. Select the relevant ‘Country group’ for which credit card payment is to be permitted.

3. Under ‘Accepted payment methods’, also enable credit card payment by ticking the relevant box.

This ensures that only functioning payment methods are displayed and can be used in the shop.

Reserve or book?

PepperShop can be configured so that credit card transactions are recorded by Worldline Schweiz AG as reservations for the amount or directly as bookings.

If reservations are selected, these must always be manually converted into bookings in the Saferpay Backoffice. You can also adjust the amount downwards here. This is always advisable if changes are made to the items after the order has been received, e.g. if certain items are out of stock.

If you submit postings, a daily closing must be carried out within 48 hours. If this is not done automatically, you are responsible for doing it yourself. If this deadline is not met, Worldline Switzerland AG charges a so-called Late Presentment Fee, which amounts to approx. 0.5% of the financial transaction amount (as of May 2018).

Further help

If you have any questions or problems, our support team will be happy to help. To do so, open a support ticket:

1. Go to the Swiss21 portal.
2. Click on your profile picture in the top right corner.
3. Click on “Support”.
4. Click on “Contact support”.
5. Fill out the form and our support team will get back to you as soon as possible.

Support opening hours: Monday – Friday I 8:00 a.m. – 12:00 p.m. I 1:30 p.m. – 5:00 p.m.