Use the Business Center for Invoicing

You can create and manage invoices using the Business Center. This section describes how to log in and perform these invoicing tasks in the Business Center:

• Manage your invoices
• Apply fraud management detection to your invoices
• Filter invoice transactions using transaction management
• Generate reports with invoice data
• Create custom fields and messages in an invoice

To enable 3-D Secure for your invoices, see Add Payer Authentication to Invoicing.

For additional documentation about how to perform other invoicing tasks in the Business Center, choose Support > Help on the top right of the Business Center home screen.

Log in to the Business Center

You can create, send, and manage invoices using the Business Center:

After logging in to the Business Center, choose Invoicing on the left navigation panel to access the Invoicing menu.

Set Up a Fraud Management Profile

Use Decision Manager to apply fraud detection to your invoice transactions. Follow these steps to create a profile and a corresponding profile selector rule for your invoice transactions.

1. Log in to the Business Center.

2. On the left navigation panel, choose Decision Manager > Configuration > Profiles. The Profiles page appears.

3. In the Order Profiles section, click ADD EMPTY PROFILE. The Profile Editor page appears.

4. Enter the relevant information for these sections and their corresponding fields:

   • Profile Definition
   • Queue Selection
   • Fraud Score Threshold Rule Generator

5. In the Rules section, select only Accept and Reject rules, and enter any relevant information into the Priority and Execution Timing fields.

6. When done, click APPLY. You can click SAVE instead if you do not want the new profile to be immediately active. The Profiles page appears.

7. In the Profile Selectors section, click ADD SELECTOR RULE. The Rule Definition page appears.

8. In the Rule Definition section, enter this field information:

   Field	Definition
   Name	The name of the profile selector rule.
   Description	The description that explains the profile selector rule.
   Profile	Choose the profile you created on the Profile Editor page.

9. In the Rule Conditions section, choose these options:

   1. Select All conditions below are true. By default, it is already selected.
   2. Set Order Elements to Connection Method.
   3. Set Comparison Operator to is equal to.
   4. Set Comparison Values to Custom Value.
   5. In the Custom Value(s) field, enter Invoicing.

10. When done, click APPLY. You can click SAVE instead if you do not want the new profile selector to be immediately active. The new profile selector now appears as an active selector.

Handling Flagged Invoice Payments

When the customer completes an invoice payment, this message might display to them: "Success. Your transaction is being processed. We will notify you when it is completed."

This message indicates that the payment is flagged for fraud. The customer must now wait until you accept or reject the payment using Decision Manager in the Business Center. Until you accept or reject the payment, the customer can no longer make the payment. If the customer reloads the payment screen, this message displays: "Information: A payment is pending completion."

Approve a Flagged Invoice Payment

1. Log in to the Business Center.
2. On the left navigation panel, choose Decision Manager > Case Management > Cases. The Case Management page appears.
3. Click the order number of the pending invoice payment. A decision window appears.
4. To approve the flagged invoice payment, click the approve icon (green checkmark).
5. After reviewing the comments and reason codes, click ACCEPT. The settlement information displays.
6. Click SETTLE. The payment is now settled.
7. (Optional) To enable automatic settlement for accepted payments, on the left navigation panel choose Decision Manager > Configurations > Extended Settings. In the Payment Processing section, use the Description drop-down menu to choose Enable with Settlement Selected.

Reject a Flagged Invoice Payment

1. Log in to the Business Center.
2. On the left navigation panel, choose Decision Manager > Case Management > Cases. The Case Management page appears.
3. Click the order number of the pending invoice payment. A decision window appears.
4. To reject the flagged invoice payment, click the reject icon (red X).
5. After reviewing the comments and reason codes, click Select. The successful rejection message displays.
6. (Optional) To enable automatic reversal for rejected payments, on the left navigation panel choose Decision Manager > Configurations > Extended Settings. In the Decision Reject section, use the Description drop-down menu to choose Enable with authorization reversal selected by default.

Filter Invoice Transactions

This task describes how to view only your invoice transactions by using the filter tool in Transaction Management.

1. Log in to the Business Center.
2. On the left navigation panel, click Transaction Management > Transactions. The Transaction page appears.
3. Click Add filter. The New Filter field appears.
4. Click the New Filter field and enter Client Application or choose Client Application from the drop-down menu.
5. Click the New Filter field again and enter Invoicing or choose Invoicing from the drop-down menu.
6. When done, click Search. The Search Results table displays only your invoice transactions.
7. (Optional) To verify that the transactions listed in the Search Results table are invoicing transactions, click Edit columns. The Edit Table Layout section appears.
8. Click Add item. The Add Table Column page appears.
9. In the Select Table Column field, enter Client Application or choose Client Application from the drop-down menu, and then click Save. The Edit Table Layout section appears.
10. Click Save. The Search Results table appears with your filtered transactions and the new Client Application column. Each entry in the Client Application column contains the Invoicing value, indicating that the transaction is an invoice.

Generate a Report with Invoice Data

This task describes how to use the Reports feature in the Business Center to generate a report that contains only your invoicing data.

1. Log in to the Business Center.
2. On the left navigation panel, choose Reports > Downloadable Reports > Available Reports. The Available Reports page appears.
3. Click Create custom report. The Create Report Subscription page appears.
4. In the Advanced Report Features section, click the Connection Method drop-down menu and choose Invoicing. There is additional required information you must enter before you can generate a report.
5. When done, click Create. The Report Subscription Management page appears. Click the Custom Report Subscriptions tab to view your new custom report that includes invoicing data.

Create a Custom Text Field

You can create a custom text field to display to your customers or merchants on your invoice checkout page. This text field enables users to enter information in the text field, or read a custom message. For example, you can give your customers the option to enter any specifications for their order in the text field.

1. Log in to the Business Center.

2. On the left navigation panel, choose Invoicing > Manage Invoices.

3. Click the Custom Fields tab. The Custom Fields options displays.

4. Click Text field.

5. Enter this information in the fields:

   Field Name	Description
   Label	The title of the new custom text field.
   Min character limit	The minimum number of characters the customer or merchant must enter in the text field.
   Max character limit	The maximum number of characters the customer or merchant must enter in the text field.
   Default text	The text that displays by default in the text field.

6. Check the Customer visible box to make the text field viewable by the customer. You can check the Customer Read Only box to prevent the customer from entering text in the text field. Choose this option if you want to display a message to the customer.

7. Click Add Field when done. The new custom text field is listed under the Custom Fields tab, and its corresponding drop-down menu appears in the invoice preview.