VISA/MASTERCARD SET UP
(For Internet Transactions)

The procedures used for setting up the ability to accept credit cards over the Internet are as follows:

  1. Obtain approval from your Dean's Office for the revenue producing activity you are going to set up. See Procedure: 403-Revenue Producing Activities - Establishing an RPA

  2. Contact Division of Information Technology (DoIT), 262-9110 to discuss setting up an e-commerce website.

  3. Fill out both New Viaklix Merchant Application forms (New Merchant Application Form and New Merchant Application Form: VIAKLIX Account ). The following information is needed:
    a. Merchant name (this is your DBA-Doing Business As name)
    b. Address, phone #, fax #, contact name
    c. What services will be provided with the credit card
    d. The estimated volume of transactions per month
    e. The estimated dollar volume per transaction

  4. Return completed form to Cash Management
    a. Mail form to 21 N Park St., Suite 6101, Madison, WI 53715-1218
    b. Fax form to Cash Management 262-5060 or
    c. Attach document to an email and send to cashmgt@bussvc.wisc.edu
    d. Cash Management will forward application to Elan/Nova.

  5. Contact Cash Management (262-0658) to provide coding information for deposits
    a. Fund, UDDS, (activity), class code
    b. Are deposits subject to sales tax? (If not sure, call 2-1305 or 2-0582)
    c. Transfers of all or part of the deposit to other coding may be done by using the Receipts (or Sales Credits) Transfer Form (available at http://www.bussvc.wisc.edu/acct/forms.html)
    d. Transfer forms (see c. above) also used to change tax status of all or portion of deposit

  6. Set up Internal Work Order Form (new FY08) by logging onto My UW, select the Services tab, and choose Single External Requisition and Internal Work Order Generator from the Requisition and Number Generator Module.

    Send Internal Work Order Form  to Cash Management, Attn: Janet Hamm, 21 N Park St., Suite 6101, Madison, WI 53715-1218
    a. Amount should be estimate of costs for remainder of fiscal year
    b. Amount must include set-up costs and monthly fixed costs
    c. Discount charges based on usage (contact Cash Management staff for current rates.)
    d. Include Merchant Identification Number on requisition
    e. Process requisition through normal channels
    f. Copies of monthly statements available on request (265-2909)

  7. Comply with all data security regulations. Exact requirements for Cardholder Information Security Program (CISP) are at www.visa.com/cisp

  8. Provide website your customers will be using.

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