I want to introduce myself to those that are new to Paytelligence and processing credit cards with Accpac.

My name is Mitch Senman and I am head of training and support for Paytelligence ERP Payment Processing.  Recently, I have been assisting with many new installs of Paytelligence.  And I am noticing certain trends with these new installs.

There are many different ways to process an order in Order Entry.  Some companies want to take prepayments up front, and some want to take payments when they ship.  Some want to change the way they process orders when they use credit cards and some want to do things exactly the same way that they process other payments.  Also, some companies are only processing credit card payments on AR Invoices.

The way that you use Paytelligence is totally up to you.  You can choose how to process your credit card payments.  You may need to alter some of your procedures to accommodate for processing credit cards through Accpac.  But I want you and your organization to only make changes that you feel comfortable with.  Establishing good credit card processing procedures is important when implementing this new module.

Take some time to determine how you want your staff to handle the credit card processing.  This will help you to set up the best procedures for your staff.  Paytelligence can be used in a sample company with test data free of charge.  I recommend setting up a training environment for Paytelligence on your server before you go live.  This will give you an opportunity to try out your procedures.  If these procedures don’t work the way you like, you’ll have an opportunity to tweak and make changes.  Once you feel that these procedures are ready, you need to take some time to educate and train your staff on these procedures.