EDITION: Standard and Enterprise
RESOLUTION:
The Company Master File includes options for entering online payments along with setup for your merchant account with Solupay or Sage Payments.
To Setup Merchant Account:
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Admin Master Files Company
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Select or highlight the Company ID to setup the merchant account (do not click edit, only highlight or select company line)
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Click the '+' to Add a new record or Edit to modify an existing record
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Merch Acct ID: enter ID for this company, only used in SARA as reference
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Merch Acct Desc: enter merchant description for this company, only used as reference in SARA
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Curr ID: using the drop-down, select the currency ID used for this merchant account, only transactions with this currency ID can be selected for payment on this merchant account
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Max Payment Amt: enter in the maximum acceptable payment amount for this merchant account
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Active: select to activate the merchant account
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Cust Class ID (optional): using the drop-down, select the customer class to be set as default for this merchant account
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Interface: using the drop-down, select Solupay or Sage Payments
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Solupay - enter the Interface URL, either the test or live URL for this merchant account
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Sage Payments - Enter in your Merch Login ID and Merch Login Key
Click Save or Update