Accpac Credit Card Processing – The very first time
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.
Accpac ERP Credit Card Processing
How many credit cards can an Accounts Receivable Customer have?
Unlimited cards can be attached to an Accounts Receivable Customer account, with the added flexibility of enabling a specific credit card number to be associated with a ship-to location in Accpac.
How do I install Paytelligence?
Paytelligence provides an easy to use application installer and is activated using Accpac Administrative Services and user security is managed using Accpac Security Groups. We recommend that you read the Quickstart Guide that is included with the Paytelligence installation files.
Does Paytelligence have reporting tools?
Paytelligence provides a number of easy to use, standard reports in addition to detailed transaction history drill-down capabilities available while using the application. In addition, Stonefield Query can be used to easily create additional customer reports.
Credit Card Processing for Sage Accpac ERP
My organization only uses Accounts Receivable, can I use Paytelligence?
Yes, Paytelligence allows you to apply credit card transactions to invoices and credit notes. A user can select multiple invoices for payment by credit card, and to minimize processing costs one payment can be applied to multiple invoices.
How can I see the status of a transaction in Order Entry?
Paytelligence has a “traffic light” which provides a visual indication of the status of a transaction. You can easily see if an order’s transactions have been approved, declined, captured or expired.
How many Merchant Accounts can I use with Paytelligence?
Paytelligence was designed to support multiple credit card merchant accounts within a single Accpac company. There is no limit to the number of merchant accounts that can be used with Paytelligence.
My company has ten locations. And I need one merchant account for each location. Can Paytelligence do this?
Yes, Paytelligence includes the ability to associate multiple merchant accounts by location.