This article contains a video and step by step guide on how to process Mail Order and Telephone Order (MOTO) payments through the Checkout.com Dashboard.
00:00: This video shows you how to securely process Mail Order and Telephone Order (MOTO)
00:05: payments.
00:05: Watch this
00:06: if you need to manually collect customer charges using our Virtual Terminal
00:10: interface.
00:11: Before we begin, you need to verify
00:13: you have access to the dashboard and your user profile has permissions to create
00:17: payments.
00:18: Go to the Dashboard sign in link, insert your email address, and sign in with either
00:23: your password or SSO as configured.
00:26: You're now in the Dashboard, on the business overview screen.
00:30: Select the Settings gear icon on the top right to open your configuration options.
00:36: Click the settings option to access account settings for your Checkout.com account.
00:42: Select "Roles and Permissions".
00:45: Once there, click on the user email.
00:47: This will bring you to the user profile tab to see detailed information and settings
00:51: for the selected user.
00:54: To process MOTO transactions, you need the "Create payment" permission enabled.
00:58: Make sure this box is checked.
00:59: If it is
01:00: turned off, contact your Dashboard administrator to enable it for you.
01:05: Now, let's start the MOTO tutorial. Select the Payments tab on the left.
01:11: Click the Virtual terminal option.
01:14: Click on the channel option and use the drop down to choose the processing
01:17: channel for your transaction.
01:20: Click the Create payment button to begin setting up a new transaction.
01:24: Update the amount field to specify the payment amount for the transaction.
01:29: Use the currency dropdown to select the currency for the payment.
01:33: Scroll to the Card details section to enter the cardholder name, card number,
01:36: expiration date
01:38: and the Card Verification Value, also called the CVV.
01:43: If you want to add customer details, go to Payment Options.
01:47: This button opens an optional customer details form. Adding an email or billing
01:51: address helps your reporting.
01:53: Processing a MOTO transaction
01:55: only requires the payment amount, currency, cardholder name, and card details.
02:01: The dashboard provides five capture options for your MOTO transaction:
02:04: No delay,
02:06: 1 hour, 12 hours, 24 hours, or a custom timeframe. Select the option that matches your
02:11: order requirements.
02:14: For this tutorial, we will select the "No Delay" option.
02:18: You can choose to add a reference as a custom identifier for the payment.
02:21: You can also add a recipient, both of these are optional.
02:25: Now, you have two options.
02:28: You can either "Confirm payment" to process it, or "Confirm and create another" to
02:33: process the current payment and start a new one right away.
02:37: For this demonstration, "Confirm payment" has been clicked to process the charge
02:41: immediately.
02:43: To view the transaction,
02:44: navigate back to the All Payments page under the Payments tab.
02:48: Here you'll see the transaction - click on it to view the payment details.
02:54: It's worth noting that MOTO payments do not pass through authentication. Because of
02:58: this you can't verify the customer's identity,
03:00: so MOTO payments are harder to defend against chargebacks.
03:04: Now you know how to create MOTO payments on the Checkout.com Dashboard and review
03:08: payment details.