Activate the New System Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox. Do not click the Batch Convert button at this point. This will be covered later. Create a Bambora Merchant Account Bambora If needed, create a new account by logging into https://bambora.com You will need the following information […]
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How to Set Up Credit Card Gateways This help topic explains how Electronic Transactions – Gateway Setup is completed on Total Office Manager. This feature allows you to accept Checks and Credit Cards as customer payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total
Electronic Transactions – Gateway Setup (for credit cards) Read More »
Introduction EnerBankUSA offers bank financing for home remodeling projects. Aptora Mobile II has an interface with its system for both their mobile app and their website. EnerBank USA is a wholly-owned subsidiary of CMS Energy Corp. (NYSE: CMS). EnerBank USA is a registered trademark of CMS Capital Corp. Aptora is not legally affiliated with EnerBank
EnerBank USA Financing Setup and Usage Read More »
Introduction This help topic was designed to assist users with common electronic transactions – credit card troubleshooting they may be experiencing in Total Office Manager. Common Problems The most common cause of errors and problems is incorrectly entered credit card information or incomplete or incorrectly filled in fields. Here are the first things you should
Electronic Transactions – Credit Card Troubleshooting Read More »
How to Process Customer Credit Cards with the Batch E-Pay Utility The E-Pay (EPay) utility will allow you to select one or more unpaid invoices and process customer credit cards in a batch mode. This help topic covers where to find that feature and how to use it. Setting up or changing processors may be
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Electronic Transactions List – Credit Card Payment History The Electronic Transaction list is used to view and manage all Electronic Transactions that are run in Total Office Manager. For how to setup and process transactions, please read the topic on Electronic Transactions – Gateway Setup. Form Access From the main menu, click Customers | Electronic
Electronic Transactions List Read More »
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