Commerce Manager Request Form

Commerce Manager Request Form

Commerce Manager is a credit card processing solution for departments who need to take credit cards for small workshops, services, etc. The Campus eCommerce office can be reached at 545-2119 if you have questions.

Please provide a short description of your credit card processing need

Authorization to take credit cards

Department Head

______

Print Name Signature Date

Dean’s Office

______

Print Name Signature Date

Department Information

·  Department Name ______

·  Order Name ______(if something other than department name)

·  Order Description ______(ex: annual workshop)

·  The following information will appear on the customer’s credit card statement:

·  Merchant Name or Description ______

·  Contact Phone Number ______

·  Contact Person for setup/changes ______

·  Responsible Department individual (if difference from contact person above) read and sign below

I acknowledge that I have read and understood the Amherst Department Credit Card Policy, located at https://www.umass.edu/controller/sites/default/files/Department_CC_Policy.pdf and understand that I will be required to submit a self assessment questionnaire each spring to remain in compliance with campus policy and Payment Card Industry (PCI) standards. Further I acknowledge that it is my responsibility to inactivate the web link on the department webpage when no longer accepting credit cards and to inform the Commerce Manager administrator when to inactivate the payment page.

Signature ______Date ______

Department Financial Information

·  Speedtype ______

Fund______Department ______Program Code _____

Class ______Project/Grant ______

Credit card fees are charged monthly in arrears based on the invoice from Commerce Manager. There is a 25 cent per transaction charge as well as credit card fees passed through from the various banks and cards. The credit card fees typically range between 2% and 2.5% of sales.

Payment Information

·  Payment Amount – How customers will enter the payment amount

o  choose one: Free form box Drop down list

List the fees and the description below.

You must be an authorized revenue operation and the fees you are charging must have been approved at the beginning of the fiscal year. If you have questions concerning your fee structure, please contact your department Business Office or the Budget Office.

Description / Fee

Budget Office Authorization

______

Signature Date

·  Card/Account Types:
o  Check all the types you wish to accept / MasterCard
American Express
Discover
Visa
·  Additional Required Fields:
(Minimum required already checked) / Address associated with account
Daytime telephone number
Evening telephone number
Email address
Allow international addresses

Indicate the dates the page and processor should be available: ______

*if not tied to a specific event, indicate “ongoing”

Reporting Information

Please list the names and emails of those who will need access to Commerce Manager reporting

______

______

Refunds

Please list the names and emails of those who will be authorized to request refunds to customers:

______

______

“CC” email address (receive an email when transaction is completed) (optional)

______

You have the ability to add 15 user defined fields which are available in reports from Commerce Manager. We recommend that the participant/attendee be one of them to differentiate from the payer in case it is two different people which leaves 8 others to use. Your field can be a text box (enter free form data) or Drop Down box (list of choices) or Checkbox (Y/N answer to a question). If you choose Drop Down box, indicate your list values ( see example below) If you have more fields than can fit here, please attach another page.

FIELD / LABEL / REQUIRED
for user to enter info in this field / TYPE / *DROP DOWN BOX VALUES
EXAMPLE OF USER DEFINED FIELD / WATER BOTTLE COLOR / Y / N
/ TEXT BOX
DROP DOWN*
CHECKBOX (Y/N) / GREEN
BLUE
RED
User Defined Field 1
(recommend this be name in case it is different than who makes the payment) / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 2 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 3 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 4 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 5 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 6 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 7 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 8 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)
User Defined Field 9 / Y / N / TEXT BOX
DROP DOWN*
CHECKBOX (Y/N)

You can have up to 20 custom fields. Please attach additional field information, if needed.

Page 3 of 4

Last Revised 11/27/17