Cayan to POR Pay UI Overview

We’re excited to support your transition from Cayan to POR Pay! We understand that even small changes in the user interface (UI) can take time to get used to. This information page guides you through the updates and helps you find where everything is located in the new UI.

Table of Contents

• Card Entry UI Comparison

• Payment Method Selection UI

• Token Selection UI

• End of Day / CC Batch UI/ Credit Card Inquire

• Refunds

• Additional Resources

Credit Entry UI Comparison

Below is a photo comparison of the UI on the “Card Entry” screen between Cayan and POR Pay.

Key Changes when Switching from Cayan to POR Pay

• The "Sale Amount" field is now located at the top of the POR Pay Card Entry screen, labeled simply as "Amount."
     
• The "Expiration Date" field has changed from a freeform entry to two dropdown menus labeled "Exp Month" and "Exp Year."
     
• The "Submit" button is now labeled "Process" on the POR Pay screen.

Payment Method Selection UI

Below is a photo comparison of the UI on the “Payment Method Selection” screen between Cayan and POR Pay.

Key Changes when Switching from Cayan to POR Pay

• The "Amount" field is now labeled "Amount to Charge" and is editable.
    
• You’ll see three radio button options for selecting the payment method: "Pre-Auth," "New Card," and "Existing Card." If "Pre-Auth" is not available, it will appear blurred.
     
• When choosing "New Card," you can either enter the details manually using the "On-screen" option or swipe the card using the "Terminal" option.
    
• After selecting the appropriate options, click "Process Payment" to complete the transaction.

Token Selection UI

Below is a photo comparison of the UI on the “Token Selection” screen between Cayan and POR Pay.

Key Points for Switching from Cayan to POR Pay

• The "Amount to Charge" is now displayed on the "Token Selection" screen.
    
• Use the radio buttons to select where to charge the amount: Pre-Auth, New Card, or Existing Card.
   
• Existing Cards are displayed in a dropdown menu for easy selection.

End of Day / CC Batch UI / Credit Card Inquire

Below is a photo comparison of the UI on the “End of Day / CC Batch/ Credit Card Inquire” screen between Cayan and POR Pay.

Key Points for Switching from Cayan to POR Pay

• The date in the bottom-right corner of the POR Pay screen now also includes the time in the following format: YYYY.MM.DDTHH:MM.
   
• Aside from this change, the "End of Day / CC Batch" screen remains nearly identical.

Refunds

Previous Transaction

This is the standard approach for processing refunds, as it ties the refund directly to the initial payment (token/transaction) on the relevant contract. It offers greater security and restricts refunds to the original card used for payment.

Existing Card

This method attempts to refund a saved card on the account, which may not be the same card as the original payment. The capability to refund to any saved card poses a security concern, requiring a processor waiver before activation (e.g., Cayan).

If "Independent Refund" is disabled or unsupported by your processor, attempting "Existing Card" refunds may cause errors or declined payments. In these scenarios, use "Previous Transaction".

Recommendations

• For most refund scenarios, "Previous Transaction" is preferred for secure, reliable processing and correct transaction association.
• Use "Existing Card" only if "Independent Refund" has been enabled with your processor and your operational workflow justifies it.

Additional Resources

Quiklink Overview | Elite
This article covers the QuikLink flow for consumers (your customers) in Elite.por.my.site.com
     

eCommerce | Consumer Portal Overview
This article was created for your use as a Point of Rental customer. This article reviews some of the Consumer Portal's features.por.my.site.com
   

eCommerce | Consumer Portal Setup
In this article, we will review some of the basic setup for the eCommerce Consumer Portal, which is available for Elite customers.