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01. Installation of iTrust StrongBox
02. Logging in to iTrust StrongBox
03. iTrust StrongBox Main Screen (home page)
04. Accept Payments Screens
04a. Swiping or Manual Entry of a Card
04b. Approval or Denial of Transaction
04c. Credit Card Declined
04d. Setting up a StrongHold Account
04e. Setting up a Recurring Payment
05. Recurring Payments - Edit, Delete, Run
06. Batch Processing
06a. Making a batch template
07. Customer Management System
07a. Creating a new customer record
07a. Editing an existing customer record
08. Administration Access
08a. Setting Up Dealer Information
08b. Setting User Permissions
08c. Creating User Account
08d. Transaction History
08e. Printing a Detailed Report
08f. Payment Provider Settings
08g. Checkout Provider Settings
08h. Payment Button Generator
08i. Shopping Cart Configuration
09. Wireless Processing
09a. Configuring your wireless device
09b. Pairing your card reader with your device
09c. Setting up your wireless display
09d. Running a transaction
10. StrongHold (Card Vault)
01. iTrust StrongBox Installation
Installation Steps:
1. Open an Internet Explorer browser window and enter this URL into the browser's address bar: http://www.itrustdownloads.com/itruststrongbox.msi
2. Select "Run" when the install window pops up.
3. Agree to the license agreement and click "next".
4. Wait for the program to configure your system and install. This may take several minutes.
5. Click "finish" when the installation completion window pops up and you are done!
Congratulations on a successful installation!
You are now ready to enjoy the most sophisticated billing management solution available today. Take a few moments to familiarize yourself with its features.
Attention Windows Vista Users:
Before proceeding to Step 1. Please follow the steps below to add the iTrust StrongBox domains to your trusted sites so the strongbox features will work properly in Vista. Computers using Windows XP do not need to be concerned with these additional steps unless you experience a problem.
1. Open in the IE browser "tools", then "Internet options"
2. Open the "security" tab and click on "trusted sites" then click on the "sites" button.
3. UNCHECK the little box that says "Requires server verification......"
4. Add to the trusted zone the following sites:
http://www.itrustdownloads.com then - click "Add"
http://www.itruststrongbox.com - then click "Add"
http://www.itrustoffice.com - then click "Add"
5. Click "close" then finally "apply" and select Okay to close the window.
Then proceed to Step 1. below
02. Logging in to iTrust StrongBox
iTrust Office icon
You will notice the iTrust Office icon that looks like a safe on your desktop. It will be your access button to launch your iTrust StrongBox for the first time. Click on the icon of a "safe" button and the iTrust StrongBox console pops up ready to login.
iTrust StrongBox login
(click to enlarge)
username: demo
password: demo
Once you have logged in you can change it in the admin section. It will then stay open until you click again on the "X" in the upper right hand corner. Try it now.
Step 2.
Double LeftClick on the small safe icon on the taskbar close to your clock in the lower right hand side of the taskbar. This opens up the iTrust StrongBox again on the same page as you left it. Try it now.
iTrust StrongBox pop-out menu
Now try a single RIGHT Click on the small safe icon on the taskbar. It will display a small popup menu where you can access many useful links. There are help files too in case you have any difficulties using iTrust StrongBox.
Step 4.
When you are ready to logout you will find a logout link at the top of that small popup menu. It is labeled iTrust StrongBox, hovering your mouse will display the logout link to click on. Once logged out you'll need to click on the larger desktop icon to re-launch your iTrust StrongBox. After a couple of hours of inactivity you will be logged out automatically and have to re-login to continue using your iTrust StrongBox.
Step 5.
Use the Contact Us form to send us a message letting us know that you have successfully installed the toolbar. One of our technicians will contact you to check that everything is working properly.
If for any reason you need to uninstall iTrust StrongBox you can download and install the latest version at:
http://www.itrustdownloads.com/itruststrongbox.msi
Contact customer support using our contact form form through the toolbar if you experience any problems during install or uninstall.
Our examples here displays screens from our Medical Edition customized for the medical community. The term "patient" is interchangeable with "customer", "client", "dealer", etc. Customized versions of the screens including skin colors and designs to fit your business are available.
After Logging in your will be taken to the home page where special links and alerts will be displayed.
A prompt of the number of recurring payments you have will always be displayed on the home page.
Accept Payment icon
Transaction History icon
Patients icon
Recurring Payments icon
Accept Payment
If you are running a charge by either swiping the card with the customer present, or manually if the card does not swipe or you are taking the order over the phone or the Internet, you would start here.
Follow these simple steps:
1. Select if the transaction will be a sale or an authorization only.
2. Check the box if the customer is present or not. If you have a customer already on file select his name from the drop down box. You can also select to Add a new customer's info which will take you to the add customer screen. Adding a new customer's billing address is not required to complete a swipe or manual entry unless you want to save the card information.
3. Chose the swipe or manual entry tab.
4. Fill in the amount of the charge, Do Not add the $ symbol!
5. Enter an Optional Invoice ID to help you identify the transaction in your transaction history. this is not a required field.
6. The Reference number is automatically filled in by the processor so there is no need to enter anything here or change this number.
7. Click PROCESS to be taken to the page which will take the card information by either swiping the card or entering it manually.
Accept Payment Screen 04a
1. After you have swiped the card, or entered the information manually, you will see the acceptance screen indicating that the card information was verified and accepted by your card processor.
2. Verify yourself the card information and especially the transaction amount to make sure it is all correct. If you have made an error you can click "change card" or "cancel transaction" to go back to the accept payment screen and re-enter any incorrect information.
3. Click "PROCESS TRANSACTION" to run the card and complete the sale. You can always issues a return or void the transaction from your transaction history if you need to.
Accept Payment Screen 04b
If the card was approved by your card processor you'll receive this pop-up notification with your approval code and transaction number. These numbers will appear in your detailed transaction history through the print history function.
Here you can print out a receipt for your customer if needed. Click close to close the window and iTrust StrongBox is ready for the next transaction.
Accept Payment Screen 04c
If the credit card is declined by your processor for any reason you'll be notified like this. Simply click the "cancel transaction" screen and return to the accept payment screen where you can re-enter the card information manually or swipe a different card.
Accept Payment Screen 04d
Please note that to create a storage account "StrongHold" for your customer's card information you must first set up a record of the name and billing address of that customer.
1. If you already have a customer record saved then select that customer from the drop down list.
2. If you need to create a new record choose "Add New Customer" (or patient as in this example). You will be taken to the Add Customer screen where you can create a new record.
3. Once you have created that new customer record come back to the accept payment screen and select that customer from the drop down box to proceed.
4. Check the "Save Card" box and fill in the amount you want to charge on the initial charge.
NOTE: You will need to enter the card information or swipe the card twice to set up the StrongHold (card vault) account. If you are not doing an initial sale type transaction then just set the transaction to authorize only, or enter any small amount from $0.01 to $1.00 to run a valid transaction against the card. The second swipe or manual entry will not charge anything against the card.
5. To set up a Recurring Billing at the same time see instructions below.
Recurring Billing Screen
1. Checking the recurring billing box brings up a small window where you can select the frequency (monthly, weekly, daily, etc) and the number of times you want the recurring billing to run.
2. Click "okay" and the window disappears and your recurring billing is set up. Its that simple!
3. Next step is to click the PROCESS button and run the transaction.
Remember that after you run the card the first time the same process window pop ups again to create the card vault account. You will need to swipe or manually enter the card again to complete the process.
Once both processes are down you'll receive the approval screen signifying that you have successfully created a StrongHold account AND set up a recurring billing.
Recurring Payments
Recurring Payments Screen
Click Accounts to Edit
Delete Warning Pop-up
Run Payment Immediately
05. Recurring Payments Screen
Listed here will be all your recurring payments. You can sort them by customer, last 4 digits of the card or amount by clicking on the appropriate link in the red bar.
1. Click "edit" to change the amount of the recurring payment.
2. Click the "X" to delete the recurring payment.
3. Check the box, one or several or all, and run all the payments now instead of waiting for their periodic recurring date to trigger the payment to run.
Below you will see various screenshots showing the different actions you can perform on the Recurring Payment Screen.
Batch Processing Screen
Here you can run any number of transactions all at one time. This is very useful if you have balances due from a few or many customers that need to be run at a later time when the customer is not present.
Excel Spreadsheet
You prepare an Excel spreadsheet just like the sample on the left.
Batch Transactions Screen
Once you have run the file the results will be displayed showing which transactions were approved and which failed.
To change the transactions you want to run in the batch just edit the Excel file and run again to make corrections for the failed transactions. Or run the failed transactions manually through the Accept Payment Screen.
Search Customers Screen
All of your saved customer records will be displayed here. You can sort them by category using links on the red bar, or use the drop down search menu to select the parameter you want to search with.
You can also delete or edit the saved records as needed.
There is also a link at the top to add a new record.
Create or Edit Screen
Clicking on the "Edit" button or "Add New Customer" link on the Customer Search page brings you to this screen where you can edit an existing customer's information, or create a new record.
You can also access this page from the "Accept Payment" screen by selecting the "Add New Customer" option from the drop down menu.
You can also swipe or manually process a card for this customer here as well as set up a StrongHold card storage account with or without recurring billing.
If you have a failed processed transaction this is the screen to come to change the card holder's information, update their card on file and then re-run the transaction to solve the problem causing the failed transaction.
Once you have saved the edited information you can then use the Card vault tab to issue a credit in any amount, update the credit card on file or set up a recurring billing for this customer.
08. Administration Access
Dealer Information Screen
This is the information that will appear on the receipts that are printed out after each transaction. Put only the information here that you want printed on the customer's receipt.
User Administration
Listed here are all the users that have access to your iTrust StrongBox. Here you can set permissions, edit and delete those you allow access to your iTrust StrongBox.
There are 3 levels of access:
1. SysAdmin - This is the top level user with access to everything, can create and delete all users.
2. Manager - Manager is the next level user with access to everything except Payment Provider, Checkout Provider and Dealer Info configurations. Manager can edit their own settings and create User settings only. Manager cannot edit or delete the SysAdmin settings.
3. User - Users can only edit or delete their own settings but not those of any other users or higher level users. Additionally, Users do not have access to any configurations or Transaction History, and cannot edit or delete customer records or card storage records.
Creating Account Screen
Creating a new user account is easy.
1. Click on the "Add User" button on the User Admin screen.
2. Select the User type from the drop down menu.
3. Enter the user's information and click Save User.
The new user is created. To edit the user just use the edit function on the main User Admin screen.
Transaction History Screen
The Transaction History screen shows all your transactions. You can search them using the red bar by clicking on the heading to sort them by Customer ID, Type of transaction, Date and Amount.
1. You can also search by many other options using the drop down menu and entering the search parameter in the search form.
2. You can void any transaction here by using the small button with the red "x". Make note that transactions can only be voided within 24 hours of processing that transaction. After 24 hours you will need to make a return action.
3. You can issue a return of the transaction amount by clicking on the small blue button with the white arrow.
Print Report Screen
At the bottom of every page the Print Current View button when clicked will display a detailed report of all these transactions with much more information on each transaction. You will able to print out a hard copy of the report from that screen. The fields displayed are:
• Customer ID
• Type of Sale
• Reference Number
• Type of Transaction (Sale, Credit, Authorization, Card Vault, etc.)
• Date and Time
• Method (Swipe, Manual, card Vault, e-commerce, etc.)
• Invoice ID
• Payment Service Provider
• Payment Response (success, declined, approved, authorize, etc.)
• Approval Code
• Transaction Amount
Payment Provider Screen
Enter here all the gateway and account information you are given from your payment provider to "hook" into their system and click "SAVE". This will enable your iTrust StrongBox to process your credit card transactions.
These settings will vary with each provider. Your iTrust StrongBox version you download after registering will have the proper forms for your particular payment processor. Version 3.0 of iTrust StrongBox will have a drop down menu enabling you to select a payment processor out of the many your iTrust StrongBox will accept.
Checkout Provider Screen
iTrust StrongBox comes complete with its own Paypal style shopping cart and configurable payment buttons to place on your website.
Additionally your iTrust StrongBox comes with pre-made modules that integrate with many of the most popular shopping carts on the market such as Miva Merchant, Cube Cart, Page Down, Magento and OS Commerce.
Here you can configure which Payment Processor you wish to use for your E-Commerce iTrust StrongBox simply by selecting a processor from the drop down box and filling in your account information.
Changing from one processor to another is as easy and selecting a different Checkout Provider from the list.
NOTE: You must have an account set up with each processor you wish to use.
08h. Button Generator - Buy Now
Configuring this Paypal style button is easy in just a few steps:
1. Enter the Product ID of the item you want to sell.
2. Enter a Product Name.
3. Enter the Price but remember NOT to enter a $ sign, the code generator will do that for you.
4. Enter the Quantity of the items that will be entered into the checkout screen of the shopping cart.
5. Click Generate Button to generate the code.
6. Click "select copy" then "copy" to copy the code to your clipboard.
7. Simply paste this html code into your website and you are ready to start selling.
8. Choose the "Add to Cart" style to actually create your own Button text.
Button Generator Screens - (click to enlarge)
Shopping Cart Screen
iTrust StrongBox comes with its own Shopping Cart which you can configure and customize to look like your own website. A few simple steps is all you need to complete the process:
1. Click on the color swatch next to the background color setting and a color palette will pop up giving you an infinite selection of colors to choose from for your background (see example below). Match the background color of your website by typing in the name of the color or the color code (see example to the left). Do this for each setting to customize the colors of your shopping cart.
2. Check the box if you want a colored border around your shopping cart.
3. Upload a custom banner to match your website to give a seamless appearance. Make sure the size of your graphic is 700px X 90px and a .jpg or .gif format.
4. Click the Preview button to see how your cart looks.
5. Make any changes to get it just the way you want, then click SAVE to integrate it into your iTrust StrongBox.
Compare the shopping cart screen shot below with our sample site at: http://www.fengshuismallbusiness.com/
09a. Configuring your wireless device
09b. Pairing your card reader with your device
09c. Setting up your wireless display
09d. Running a transaction
