Module : Payment Data
Topic : Payment Processors
Version(s) : Version 5.1 and up 
Editions : All Editions

Navigate to the Payment Processors screen from the company data menu (Company Data --> Payment Data--> Payment Processors)

The Payment Processors screen is used to set up processing accounts. 

To edit an existing Payment Processor, click on the edit pencil next to the Processor you wish to edit.

To add a new Payment Processor, click on the  Add New Payment Processor button in the blue module bar.  The Edit Payment Processor Detail window will appear.

1. Enter the name of the processor as you wish it to appear. 
   
2. Enter the Sender name label.
   
3. Enter the Sender ID label.
   
4. Enter the Merchant Name Label.
   
5. Enter the Account Number Label.
   
6. Enter the File Path Label.
   
7. Enter the Login Username.
   
8. Enter the Login Password. 
   

• Click the Save button, the payment processor will be added and the Payment Processor Details window will close.
  
• To cancel any of the current changes you have made, click the  Cancel button. This will close the Payment Processor window without saving any changes.
  
• To delete the payment processor, click the Delete button. This will prompt you to make sure you want to delete this item. Clicking yes will delete the payment processor and close the Payment Processor Details window. 
  
  
  
  Note:
  
   You cannot delete when you are trying to add a new Payment Processor.
  
   
  
  
• To print the current Payment Processor window, click the   Print button.
  

Payment Processors
Copyright 2019
Revised 5.3.2019