ZigaForm version 5.3.5

The Electronic Transaction list is used to view and manage all Electronic (i.e. E-Pay) Transactions that are run in Total Office Manager.

The list should be used to view and verify electronic transactions. For the Administrator user this list also includes options to void and delete transactions shown on the list. ONLY Test Mode transactions should be “deleted” from this list.

Transactions usually settle at the end of the day, though specific settlement periods may vary. You should contact Authorize.net for more information about your settlement period.

Gateway Settings for Bambora (Canada Only)

By |2021-09-11T14:01:25-05:00September 11th, 2021|

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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Electronic Transactions – Gateway Setup

By |2021-09-11T14:02:45-05:00August 10th, 2021|

Introduction 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 Office Manager can accept payment. Requirements

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EnerBank USA Financing Setup and Usage

By |2021-08-02T16:47:25-05:00December 10th, 2019|

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

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Electronic Transactions – Credit Card Troubleshooting

By |2021-09-09T10:37:08-05:00March 26th, 2018|

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

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Electronic Transactions – Credit Cards

By |2021-09-11T13:59:25-05:00March 26th, 2018|

Introduction Electronic Transaction - Credit Cards in Total Office Manager allows you to accept credit cards as payment and get those payments authorized using an internet connection.  Setting up or changing processors may be required before Total Office Manager can accept credit cards.  You may need a Merchant Account from your own bank. Usually they

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Electronic Transactions List

By |2021-08-23T14:31:47-05:00March 22nd, 2018|

Introduction The Electronic Transaction list is used to view and manage all Electronic (i.e. E-Pay) 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 Transaction | Electronic Transactions List.

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