Quick guide for CyberSource Invoicing - Live Payments

Quick guide for CyberSource Invoicing

Quick guide for CyberSource Invoicing

1. Login:

URL: https://businesscenter.cybersource.com/ebc2/

Alternatively, if you can not remember the above link, you can find the Login menu from:

URL: https://cybersource.com

Then, Login >> Global


Fill your Organisation ID and username:


In the next step, CyberSource will send an OTP to your registered email address, click on “Email…” button:

Passcode could be found in your email. Fill it into the box:

2. Access:

From the Homepage, find Invoicing in the left menu:

>>> Visit
Manage Invoices

 

3. Setting (Required):

This is the 1st time setup, and there is one crucial setting.

>>> Click “Settings”

 

There will be various settings, and the most important one is “Branding”, which includes:

  1. Business Name 
  2. Invoice Logo (optional)
  3. Brand color (optional)
  4. VAT number (optional)
  5. Currency: required to change to AUD (default = USD, which is non functional)

CyberSource provides a Preview section, just click on any space in the page to see your new changes.

Example:

 Secondly, “Security” tab:
  1. Disable 3DS if you accidentally click on the option (Note: Live Payments could provide 3DS as part of our solution in the near future. However, considering the friction for the payment, this option is turned off at the moment).


The remaining tabs are optional.

For advanced use, you might want to add more “Custom Fields”, please visit this resource:

https://developer.cybersource.com/docs/cybs/en-us/invoicing/developer/all/rest/invoicing/invoicing-ebc/invoicing-mdf-textbox.html

Note:

  1. Once save the settings, you can revisit this menu to update later.
  2. If you changed the setting after you sent the invoicing link to your customer, your customer might not see the new change (for example: new logo/ colour) as it might take a few minutes for the update. Your customer is advised to reload (F5) their web browser.

4. Manage Invoice:

On the left menu: visit > Invoicing >> Manage Invoices

>>> click “Create Invoice” for the 1st usage:

You need to fill all the Invoice details:


Examples:

1.Create an Invoice:


Send invoice: immediately

Create invoice: saved in your list, and view it later like this

 

Sample email (your customer view):

Click on the link (inside the email): open the invoice URL:

Payment example:

 


Go back to the Manage invoice page: you can see the invoice status = paid

Alternatively, you can see the transaction list (in case it’s a partial payment, you might need to find another transaction related to this invoice):

 

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