Merchant Services General Information
Page Image
Page Content

Financial Services and Reporting

PROCEDURES FOR SETTING UP A MERCHANT SITE

Accepting Payments with a Terminal

Short-Term/Temporary Basis - Accepting payments for goods or services for a few weeks or months (Ex. conference, seminar, event, etc.)

Ongoing/Permanent Basis - Accepting payments for goods or services that you will be providing indefinitely or longer than 1 year.

Accepting Payments Online using CMU's Online Credit Card Acceptance Vendor

Online Payments - Accepting Payments ONLINE for goods or services for a few weeks/months (Ex. conference, seminar, event, etc.) or on an ongoing basis.

CREDIT CARD SITES

The following sites provide helpful information on fraud protection, data security, chargeback information and operating regulations and rules.

Mastercard

VISA

SITE SALES INFORMATION

ClientLine - ClientLine is for credit card processing locations on campus and provides a snapshot of essential processing information including submitted and funded transactions and fees, credit and debit activity summaries, detailed reports for drilling into specific time periods, transaction types and batches and standardized reports that can be emailed directly to you.

Please contact Sara Yonkey at 3797 to sign up for ClientLine.

 

FORMS

New Merchant Site Request Form

 

OTHER LINKS

Accepting Credit Card Payments Policy

Cardholder Data vs Payment Data

Credit Card Responsibility Template

Credit Card Security Training PowerPoint

Incident Response Plan - Dialup Merchants

Merchant Account Manager Responsibilities

Merchant Sites Security Guidelines

PCI Security Standards Council

Tips & Tools from VISA