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VidaPay Training Manual

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Page 1: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Training Manual

Page 2: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation

Enter your• Account ID• Username• Passwordand click “Sign In”.

Logging In

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Page 3: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation

Select “User Manager”.

Changing Password

Select the “My Account” dropdown.

Select a Web User to continue.

TCTEST

John Doe

Demo1

[email protected]

[email protected]

[email protected]

Active

Inactive

Active

TcTester

John123

Demo5

Manager

Clerk

Manager

12345

56789

34567

2

Page 4: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Changing Password

Enter a new password.

Click “Submit”.

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Page 5: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Express Checkout: Wireless & Long Distance

Select a carrier.In the dropdown, select a plan.

*Notice some plans are PINS, others are RTR or Topups.Selecting an RTR or Topup will cause additional fields to appear.

Once you have filled out the additional fields, then click “EXPRESS CHECKOUT”.

*To enhance the product image, click on it and it will become larger.

4

Select the “Wireless” or “Long Distance” icon.

Page 6: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Express Checkout: Wireless & Long Distance

PRINT or Print Terminal

To navigate between the Customer and Merchant Receipt, click on the tabs.

5678190123456789

87456

87456457

87456457

5678190123456789

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Page 7: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Wireless & Long Distance Add-to-Cart

Some carriers have multiple categories of products. These “PIN” and “RTR” tabs allow you to toggle between the products in each group.

Click on the LOGO OF THE CARRIER to go to the “advanced checkout” where you will be able to add multiple items to your cart.

Select the “Wireless” or “Long Distance” icon.

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Page 8: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Wireless & Long Distance Add-to-Cart

Example: PIN productSelect a product and fill out the fields that are presented. Ex: QTYThen, you may either “Add to Cart” or “Express Checkout”.

Example: RTR productFor a “closed-range” RTR with a set value, you will have to enter a phone number. For an “open-range” RTR product, you will have to enter a phone number and a dollar amount in the given range.Then, you may either “Add to Cart” or “Express Checkout”.

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Page 9: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Wireless & Long Distance Add-to-Cart

If you decided to “add to cart”, the cart will automatically drop down showing that there is now an item in it.

You may click on the “x” to get rid of an item one-by-one from your cart.

You may add multiples of the same product by increasing the number in the quantity field.

“Clear Cart” will get rid of all of the items in the cart at once.

“Checkout” will take you to the receipt page and checkout all of the items in your cart.

Clicking this arrow will hide the cart.

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Page 10: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Activation

To select a carrier, click on theActivation button over top of it.

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Select the “Activation” icon.

Page 11: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Activation

To select the product, click “Next”.

You will now be redirected to the carrier’s portal which you chose.

Click anywhere on the row that corresponds to the product that you are looking for to open it.

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Page 12: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Activation

Before you can “Activate Now”, you have to enter the “Device Info”.For SIM Number, you must click:“Please click here for SIM validation” to validate the SIM.

Examples of possible error messages for incorrectly entered SIM numbers.

To try again, click on “Re-enter SIM” or “x” out of the error message and try again.

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Page 13: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Activation

If the SIM number is valid, underneath will say “Valid SIM” and the other fields will show.

Fill out the required fields and click ”Activate Now” to activate.

You may also “Port-in an existing number”. By checking the box next to port-in, the fields will show.

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Page 14: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Activation

PRINT orPrint Terminal

36451827754893859823

Simple $25 Unlimited

$25.00

43204

$25.00

SUCCESSFUL

36451827754893859823

43204

Test

Test Last

[email protected]

Simple $25 Unlimited

$25.00

$25.00

PENDING

36451827754893859823

1234512345678

FAILED

Click “Refresh” button to refresh status.

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Page 15: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Recent Transactions

To view your recent transactions, click “Recent Transactions”.

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ACTIVATIONS

PURCHASESYou have the ability to void any

purchase. A void option will appear upon scroll-over. RETURNS

Page 16: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Creating New User

TCTEST

John Doe

Demo1

[email protected]

[email protected]

[email protected]

Active

Inactive

Active

TcTester

John123

Demo5

Manager

Clerk

Manager

12345

56789

34567

Click “ADD NEW”.

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Select “User Manager”.

Select the “My Account” dropdown.

Page 17: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Creating New User

Fill out all of the required fields and click “SUBMIT”.

Select either a “Web User” or a “POS”.

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Page 18: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Edit Billing Profile

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Select an existing credit cardto edit or Add New.

Click “Submit” to submit changes.

Select “Edit Billing Profile”.

Select the “My Account” dropdown.

Page 19: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation Refill My Account

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Select an amount that you want to deposit.* You Cannot deposit an amount if you do not have an active credit card on file. You will have to return to “Edit Billing Profile” to add or edit a credit card.

Each Reload amount will have a corresponding fee.

Select “Refill My Account”.

Select the “My Account” dropdown.

Page 20: VidaPay Training Manual - SYMBITSdownload.symbits.com/TROC/files/Vidapay-Training-Manual-v2.pdf · VidaPay Site Navigation Wireless & Long Distance Add-to-Cart Example: PIN product

VidaPay Site Navigation My Rates

Select “My Rates”.

Use the tabs to view your rates for various categories.

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