What fields do I need to complete for level two and level three?

Home Using the Payments Portal

The following transaction types can qualify for level two or level three processing rates:

  • Card sale
  • Pre-authorization
  • Forced sale
  • Repeat sale

If you want to provide level two information:

  • In Card Information, select the Commercial Card check-box

If you want to provide level three information:

  • In Card Information, select the Commercial Card check-box
  • In Order Information, select the Level 3 Transaction check-box

If you select the level two or level three check box, the Payments Portal displays extra fields for you to complete.

Important: We cannot guarantee that the processor will process your transaction at the level two or level three rates, even if you complete all the fields on the Payments Portal.


Commercial Card Information

FieldDescription
Purchase Order
Reference that you create for the transaction when you run it. For example, an order number from Salesforce. 
Tax Indicator
Drop-down menu to indicate whether you are including tax or not including tax in the transaction. There are three values:
  • Provided - You have provided the tax amount, which is 0 or more.
  • Not Provided - You are selling taxable goods or services, but you are not providing the tax amount. 
  • Exempt - The goods or services are exempt from tax. If you select exempt, you cannot type a Tax Amount in the Order Information or Line Item details. 
Product Description
The description of the goods or services you are selling to the customer.


Order Information

FieldDescription
Destination Postal Code (level three only)
The postal code of the destination you are shipping the goods to.
Destination Country Code (level three only)
The country you are shipping the goods to.
Ship from Postal Code (level three only)
The postal code of the location you are shipping the goods from.
You can change the default to a location of your choice, if you ship goods from somewhere else, for example, a warehouse.
Discount Amount
The dollar amount you are giving as discount for the transaction.
Shipping Amount
The dollar amount you charge your customer for shipping or freight.
Duty Amount
The total dollar amount for the sum of the following:
  • Import duty
  • Excise
  • Customs tax
  • Impost tax
  • Tax levy


Line Item Information

If you run transactions on the Payments Portal, you can only one line-item per transaction.

  • If you want to record each item included in a sale you must run each line item as a separate transaction.
  • If you want to run only one transaction for a group of items, we recommend that you enter the information for your highest-value item into the line item detail. 
Note: We recommend that you use a POS or a Genius device to run level three transactions. To check if your system can run level three transactions, speak to your POS provider.
FieldDescription
Commodity Code
The commodity code for associated with the line item.
Note: Corporate purchasing organizations use commodity codes to manage their total spend across different product lines. There is no global standard for accepted commodity codes; we recommend that you contact your processor for a list of codes.
UPC
The Universal Product Code associated with the line item. This is usually your supplier’s unique product-identifier, or your inventory number.
 If you do not have an inventory number, type 12 characters without zeros or spaces.
Description
The description of the product.
Quantity
The number of goods you are specifying in your line item detail.
Unit of Measure
The unit of measure for the line item.
Unit Cost
The dollar cost of the item in your line item detail.
We automatically populate this field from Subtotal Amount in the Order Information. You can edit this field.
Discount Amount
The dollar amount of discount you are applying to the line item.
We automatically populate this field from the Discount Amount in the Order Information. This is an editable field.
Total Amount
The total amount for the line item.
 We automatically calculate this field by multiplying the Unit Cost by the Quantity. You can edit this field.
Tax Amount
The tax amount on the line item.
We automatically populate this field from the Tax Amount in the Order Information field. You can edit this field.
Extended Amount
An extended amount associated with this line item.
We automatically calculate this field by multiplying the Unit Cost by the Quantity.
Credit or Debit
An indicator that specifies whether the customer is paying for this line item using credit card or debit card.
Net or Gross
An indicator that specifies whether the line item cost is either:
  • Net: does not include tax.
  • Gross: does include tax.


Modified on: Mon, 12 Nov, 2018 at 12:20 PM