FirstView Merchant Guide

Access to FirstView

Your Welcome Letter for your credit card processing account will contain the initial Username and Password for FirstView. In the event you do not receive or cannot find your Welcome Letter, please contact your sales representative for assistance.

To access and log in to FirstView, follow these steps:

1. Open your web browser and go to https://www.firstview.net, then from the log in page, select "New Account".
2. Under the second New User section, enter your 16-digit Merchant ID number as shown on your Welcome Letter, and the Password will be the temporary password also provided on that document, labeled as “Web Password.” Once entered, click Continue.

Setting Up Your Account:

After entering your 16-digit Merchant ID number and Password and clicking on "Continue", you will see this page:

1. Fill in all the fields in the User Setup and Security Question sections and select your Contact Preferences
   • Usernames must contain between 6 and 20 characters with no special characters and at least one letter.
   • Passwords must be at least 12 characters long, including 1 uppercase letter, 1 lowercase letter, and 1 number.
2. Click "Continue". FirstView will redirect you to the login page where you will now login with your newly chosen Username and Password.
3. Users will then be prompted to enter the Multi-Factor Authentication Security Code that will be sent to them via email or text from email address: no-reply@deluxe.com or a short code number.
   • FirstView users will be prompted for Multi-Factor Authentication every 90 days or each time they log into FirstView from a new device or computer.
      

Multi-Factor Authentication

What is Multi-Factor Authentication? Multi-Factor Authentication (or MFA) is an added layer of security to protect user's confidential information.

• When a user logs into FirstView, the system will send a "security code" to the email address or phone number listed in the User Profile.
• The security code must be entered to verify (or authenticate) that the person logging in is authorized to access the FirstView account.
   

Multi-Factor in FirstView - Email

Once the username andpasswordare inputted, the merchant will be directed to the MFApopup.

1. After successfully signing in you will be directed to the Multifactor Authentication screen, to receive a code, select "Send me the code".
    

   

   You will then receive an email from no-reply@deluxe.com as shown below that will display your authentication code.

   

2. Enter the generated code into the appropriate fields and click "Verify".

Multi-Factor in FirstView - Text

Email and SMS Authentication will be available for users who have both fields added to their FirstView profile.

1. To receive a verification code via text, select the arrow on the screen as seen below and select "SMS Authentication".
    

   

2. Select "Send Code" to initiate the text to your number saved within your FirstView profile.

   

3. You will receive a code from a short code number like below:

   

Merchant Home Page

Logging into FirstView will by default open the Merchant Home Page shown below:

Creating a Sub-User

If you are a primary FirstView user, you can create and manage sub-users, who have differing access to your FirstView merchant information.

To create a sub-user, follow these steps:

1. From the top Navigation menu, click Account Settings. Then select Sub-Users. 

   

2. Click "Create Sub-User". The User Setup and Linked Merchants sections should appear at the bottom of the page. In the User Setup section, enter the Username, First Name, Last Name, and Email.
3. In Permissions, check tick all options the sub-user will be need access to.
4. In the Linked Merchants section, check all merchant account numbers you want to associate with this sub-user.

5. Click "Insert Sub-User" at the bottom of the page. The sub-user will be created and appear in the Sub-User Management list. 

   

Downloading Statements

Using FirstView, you can download your month-end statements and 1099K forms whenavailable. To download statements, follow these steps:

1. In the top Navigation menu, click on the "Statements" option.

   

2. The Merchant Statements page will open. If desired, change the period for either Credit Card or Tax Statements and click "Download". An Opening File window should then open.

   

3. Select Open with or Save File, and click OK. The file opens or saves according to your selection.

Search Transactions Report

The Search Transactions report allows you to search all transactions (that have been authorized, captured, or settled at least one day prior) in your merchant portfolio in one report.

To run the Search Transactions report, follow these steps:

1. In the top Navigation menu, click on the "Search Transactions" option.

   

2. Options in the Search Criteria section will default to show Authorizations with the previous week as the default From Date and To Date options. Transactions can also be searched by Capture and Settle date or can include transactions from all of these reports.

3. Click on Additional Search Criteria to expand your search options.

   

4. In the Additional Search Criteria section, you are given the following options, which can be used individually or in any combination. If no search criteria are entered in this section, your search will automatically include all transactions that fall within the options selected in the Search Criteria section.
   • You can limit your search by Credit Card Type (if no options are selected here, the search will return all types).
   • You can limit your search to only show transactions between an Amount Min and/or AmountMax.
   • You can search for a transaction run on a specific card by using the Credit Card First Six, Credit Card Last Four, Authorization Code or Invoice Number fields.
   • You can search for transactions by a specific merchant under your merchant portfolio by using the Merchant Name and Merchant Number fields. If you have already selected an Active Merchant (seen in the top left-hand corner of your screen), these fields will be automatically filled with that merchant information, but can be cleared out in order to run the report for your entire portfolio.
   • You can limit your search to show transactions in a specific batch or run on aspecific terminal ID by utilizing the Batch Number and Terminal ID fields.

5. After all appropriate search criteria are entered, click "Submit" to request the report. The report results can be exported into Excel as needed.

   

Reports

Using FirstView, you can run many Reports, including the following:

• Authorization Detail
• Captured Batch Summary
• Captured Batch Detail
• Daily Deposit Detail
• Card Number History
• Chargeback Detail
• Retrieval Request Detail 

All Merchant Reports Page

Some of the merchant-level reports are accessible directly from the Reports menu. Others require you to select All Merchant Reports from the Reports menu.

To open the All Merchant Reports page, follow these steps:

1. In the top Navigation menu, click Reports. The Reports menu will expand.

   

2. Click All Merchant Reports in the top left of the expanded Reports menu. The All Merchant Reports page will open. All available reports are shown in the menu below:

   

Authorization Detail

The Authorization Detail report shows a detail of all transactions communicated via your processing terminal for the day selected. This includes all approved, declined or voided transactions, plus all communications regarding the batch (such as a batch inquiry transaction). Because daily transaction data is typically loaded to FirstView the day after processing, the Authorization Detail report will usually show transactions the day after they are authorized.

To run the Authorization Detail report, begin at the All Merchant Reports page and follow these steps:

1. From the Auth/Capture Reports section, select "Authorization Detail". The report page will open with the details for the default dates. If desired, change the From and To dates, then click "Submit" to modify the date range.
    

   

   

2. You can use the First, Previous, Page Number, Next, or Last buttons to move through the report. You can also use the "Previous Day" or "Next Day" buttons to step through reporting for other days. To view detail for a specific batch, click a number in the Batch # column.
3. To download the report in Excel, click on the "Download in Excel" button at the bottom of the page and follow the instructions prompted by your computer.

Captured Batch Summary

The Captured Batch Summary report shows a total of all batches submitted for settlement before the daily cut time assigned to your processing front end. Because daily batch data is typically loaded to FirstView the day after your batch has been submitted, the dates in the Captured reports will usually show the day after you closed your batch.

To run the Captured Batch Summary report, begin at the All Merchant Reports page and follow these steps:

1. From the Auth/Capture Reports section, select "Captured Batch Summary". The report page will open with information from the default dates. If desired, change the From and To dates, then click "Submit" to see a new date range.

   

   

2. To see details in the Sales Volume chart, hover over a data point and the details will appear.
   

3. To see batch detail, click on either the Captured Date or Batch Number. The detail for that date/batch will appear.

   

4. To download the report in Excel, click on the "Download in Excel" button at the bottom of the page and follow the instructions prompted by your computer.
    

Captured Batch Detail

The Captured Batch Detail report shows all transactions batched before the daily cut time assigned to your processing front end. Because daily batch data is typically loaded to FirstView the day after your batch has been submitted, the dates in the Captured reports will usually show the day after you closed your batch.

To run the Captured Batch Detail report, begin at the All Merchant Reports page and follow these steps:

1. From the Auth/Capture Reports section, select "Captured Batch Detail". The report page will open, showing information from the default date.

   

   

   

2. To see details in the Sales Volume chart, hover over a data point and the details will appear.

3. The report detail is at the bottom of the page:

   

   

4. You can use the Show Entries field and the First, Previous, Page Number, Next, or Last buttons to move through the report. You can also use the Previous Day or Next Day buttons to move through reporting for other days.
   • To view the Authorization Detail, click a date in the Auth Date column.
   • To view the Batch Detail, click a number in the Batch Number column.
   • To view the Captured Batch Detail by Card Type report, click the card type in the Type column. The Capture Batch Detail report opens.
5.  To download the report in Excel, click on the "Download in Excel" button at the bottom of the page and follow the instructions prompted by your computer.
    

Daily Deposit Detail

To run the Daily Deposit Detail report, begin at the All Merchant Reports page, follow these steps:

1. From the Settlement Reports section, select Daily Deposit Detail. The report page will open with information for the default dates. If desired, change the From and To dates, then click "Submit" to modify the date range.

   

2. You can use the First, Previous, Page Number, Next, or Last buttons icons.
3. To download the report in Excel, click on the "Download in Excel" button at the bottom of the page and follow the instructions prompted by your computer.
    

Chargeback Detail

A chargeback is a transaction that has been disputed by the cardholder.

To run the Chargeback Detail report, begin at the All Merchant Reports and follow these steps:

1. From the Other Reports section, select "Chargeback Detail". Select Incoming Chargeback Dates, Original Transaction Dates or Closed Dates. If needed, change the From and To dates and click "Submit".

   

   

2. Clicking the paper clip icon on the right side under Action will bring up documents related to the chargeback. There will be a pop-up box showing an option to download the chargeback notification paperwork under Actions.

   

3. To upload a supporting document for the chargeback notification, click "Choose File" to browse your files. Once selected, click "Upload" to update your chargeback case.