Quick guide for CyberSource Invoicing - Live Payments

Quick guide for CyberSource Invoicing

Overview

Use the Invoicing feature to create invoices and share them with your customers. The Business Center sends each invoice to its intended recipient, so you need not build a payment form on your site nor worry about handling secure payment data.
Your customers can pay the invoice directly on our hosted payment form with a payment card. The customer can pay the invoice all at once or in more than one payment. You can track which invoices have been paid, which are outstanding, and which are past due.
The business address shown on the customer's invoice comes from the address of the Business Center account that generated the invoice. The business phone number on the invoice comes from the business contact of the Business Center account that generated the invoice. The look and feel of the invoice comes from the invoice settings.

Quick guide

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):


5. Notes:

IMPORTANT
The merchant retains full responsibility for meeting any legal and tax requirements when issuing invoices to clients. 
Cybersource / Live Payments 
does not certify that the invoicing tool meets any such client requirements.
IMPORTANT
Invoicing fields are strictly designated for non-personal data and must not be used to capture personally identifying information. You are prohibited from capturing, obtaining, or transmitting any personally identifying information in or through any invoicing fields, including merchant-defined data fields.
Personally identifying information includes, but is not limited to, address, payment card number, social security number, driver's license number, state-issued identification number, passport number, and card verification numbers (CVV, CVC2, CVV2, CID, CVN). In the event it is discovered that a merchant is capturing and/or transmitting personally identifying information, whether or not intentionally, the merchant's account is immediately suspended, which results in a rejection of any and all transaction requests submitted by the merchant after the point of suspension.

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