Aptora

Tell Me More!
  • (913) 276-2177
  • Home
  • Products
    • Shop Online
    • Total Office Manager Software
      • General
        • 75 FAQs – Before the Sale
        • Honest Customer Reviews
      • 3rd Party Integrations
        • Verizon, CallCap, Celero, ServiceFirst, and More
      • Cloud, On-Premises, or Hybrid
        • Hosted Cloud or Client Server (you host it, you own it)
      • Field Service Management
        • General Overview of FSM
        • Best Service Agreement Software for HVAC, Plumbing, and Field Service Businesses
        • Service Scheduling & Workorder Management
        • Inventory Management in the Field
        • Customer Access Portal
        • Field Service Management Mobile App
      • Sales and Marketing
        • CRM Software for HVAC, Plumbing, and Field Service Businesses
        • Sales Opportunity Manager
        • Sales Leads & Marketing Management
        • Best CRM Software for HVAC, Plumbing, and Field Service Businesses
      • Business Operations
        • Inventory & Warehouse Management
        • Barcode Scanning Reimagined
        • Asset & Equipment Management
        • Employee Timeclock App
      • Accounting and Payroll
        • Contractor Accounting Overview
        • Fully Departmentalized General Ledger
        • Sales, Estimating, & Accounts Receivable
        • Purchasing & Accounts Payable
        • Job Costing & Management
        • AIA® Billing and Payment Applications
        • Purpose Built Payroll
        • Banking & Credit Card Management
        • Credit Card Merchant Account
      • Specialized Reports and Dashboards
        • Custom Reporting Software
        • Dashboards
        • Contractor Compass
        • Custom Mobile Form Builder
      • Services
        • Proven Software Onboarding
        • Onsite Consulting and Training
        • Total Office Manager Coaching
        • Data Migration Services
        • Software Integrations
        • Business Consulting
    • Flat Rate Pricing Software
      • Flat Rate Plus Online®
      • Flat Rate Simple®
  • Industries
        • Field Service Businesses
          • HVAC Business Software
          • Plumbing Business Software
          • Electrical Service Software
          • Petroleum PEI Industry Software
          • Locksmith Software
        • Other Specialty Industries
          • Alarm Business Software
          • Construction Business Software
          • Lawncare Business Software
        • View All Industries We Serve
  • Contact
    • Online Information Request
    • Request a Software Demo
    • Contact Information
    • Join Us on Facebook
  • About Us
    • The Man Behind Aptora: Mr. HVAC
    • Aptora’s Customer Referral Program
    • Join Our Mailing List
    • Our Core Values
    • Our Story
    • Meet Our Team
    • Careers at Aptora
    • Our Partners
    • Legal Information and Disclosures
  • Resources
    • Read Our Blog Articles
    • Watch our YouTube Videos
    • Follow Us on X (Twitter)
    • Support
      • Search Our Help Pages
      • Help Topics - Complete List
      • Tips & Advice - Complete List
      • Technical Support FAQ List
      • Watch Our Videos
      • Aptora University
      • Our YouTube Channel
      • Dedicated Support Website
      • Software Roadmap
  • (913) 276-2177
Request More Info
Youtube
  • Home
  • Products
    • Shop Online
    • Total Office Manager Software
      • General
        • 75 FAQs – Before the Sale
        • Honest Customer Reviews
      • 3rd Party Integrations
        • Verizon, CallCap, Celero, ServiceFirst, and More
      • Cloud, On-Premises, or Hybrid
        • Hosted Cloud or Client Server (you host it, you own it)
      • Field Service Management
        • General Overview of FSM
        • Best Service Agreement Software for HVAC, Plumbing, and Field Service Businesses
        • Service Scheduling & Workorder Management
        • Inventory Management in the Field
        • Customer Access Portal
        • Field Service Management Mobile App
      • Sales and Marketing
        • CRM Software for HVAC, Plumbing, and Field Service Businesses
        • Sales Opportunity Manager
        • Sales Leads & Marketing Management
        • Best CRM Software for HVAC, Plumbing, and Field Service Businesses
      • Business Operations
        • Inventory & Warehouse Management
        • Barcode Scanning Reimagined
        • Asset & Equipment Management
        • Employee Timeclock App
      • Accounting and Payroll
        • Contractor Accounting Overview
        • Fully Departmentalized General Ledger
        • Sales, Estimating, & Accounts Receivable
        • Purchasing & Accounts Payable
        • Job Costing & Management
        • AIA® Billing and Payment Applications
        • Purpose Built Payroll
        • Banking & Credit Card Management
        • Credit Card Merchant Account
      • Specialized Reports and Dashboards
        • Custom Reporting Software
        • Dashboards
        • Contractor Compass
        • Custom Mobile Form Builder
      • Services
        • Proven Software Onboarding
        • Onsite Consulting and Training
        • Total Office Manager Coaching
        • Data Migration Services
        • Software Integrations
        • Business Consulting
    • Flat Rate Pricing Software
      • Flat Rate Plus Online®
      • Flat Rate Simple®
  • Industries
        • Field Service Businesses
          • HVAC Business Software
          • Plumbing Business Software
          • Electrical Service Software
          • Petroleum PEI Industry Software
          • Locksmith Software
        • Other Specialty Industries
          • Alarm Business Software
          • Construction Business Software
          • Lawncare Business Software
        • View All Industries We Serve
  • Contact
    • Online Information Request
    • Request a Software Demo
    • Contact Information
    • Join Us on Facebook
  • About Us
    • The Man Behind Aptora: Mr. HVAC
    • Aptora’s Customer Referral Program
    • Join Our Mailing List
    • Our Core Values
    • Our Story
    • Meet Our Team
    • Careers at Aptora
    • Our Partners
    • Legal Information and Disclosures
  • Resources
    • Read Our Blog Articles
    • Watch our YouTube Videos
    • Follow Us on X (Twitter)
    • Support
      • Search Our Help Pages
      • Help Topics - Complete List
      • Tips & Advice - Complete List
      • Technical Support FAQ List
      • Watch Our Videos
      • Aptora University
      • Our YouTube Channel
      • Dedicated Support Website
      • Software Roadmap
  • (913) 276-2177
Request More Info
  • Home
  • Products
    • Shop Online
    • Total Office Manager Software
      • General
        • 75 FAQs – Before the Sale
        • Honest Customer Reviews
      • 3rd Party Integrations
        • Verizon, CallCap, Celero, ServiceFirst, and More
      • Cloud, On-Premises, or Hybrid
        • Hosted Cloud or Client Server (you host it, you own it)
      • Field Service Management
        • General Overview of FSM
        • Best Service Agreement Software for HVAC, Plumbing, and Field Service Businesses
        • Service Scheduling & Workorder Management
        • Inventory Management in the Field
        • Customer Access Portal
        • Field Service Management Mobile App
      • Sales and Marketing
        • CRM Software for HVAC, Plumbing, and Field Service Businesses
        • Sales Opportunity Manager
        • Sales Leads & Marketing Management
        • Best CRM Software for HVAC, Plumbing, and Field Service Businesses
      • Business Operations
        • Inventory & Warehouse Management
        • Barcode Scanning Reimagined
        • Asset & Equipment Management
        • Employee Timeclock App
      • Accounting and Payroll
        • Contractor Accounting Overview
        • Fully Departmentalized General Ledger
        • Sales, Estimating, & Accounts Receivable
        • Purchasing & Accounts Payable
        • Job Costing & Management
        • AIA® Billing and Payment Applications
        • Purpose Built Payroll
        • Banking & Credit Card Management
        • Credit Card Merchant Account
      • Specialized Reports and Dashboards
        • Custom Reporting Software
        • Dashboards
        • Contractor Compass
        • Custom Mobile Form Builder
      • Services
        • Proven Software Onboarding
        • Onsite Consulting and Training
        • Total Office Manager Coaching
        • Data Migration Services
        • Software Integrations
        • Business Consulting
    • Flat Rate Pricing Software
      • Flat Rate Plus Online®
      • Flat Rate Simple®
  • Industries
        • Field Service Businesses
          • HVAC Business Software
          • Plumbing Business Software
          • Electrical Service Software
          • Petroleum PEI Industry Software
          • Locksmith Software
        • Other Specialty Industries
          • Alarm Business Software
          • Construction Business Software
          • Lawncare Business Software
        • View All Industries We Serve
  • Contact
    • Online Information Request
    • Request a Software Demo
    • Contact Information
    • Join Us on Facebook
  • About Us
    • The Man Behind Aptora: Mr. HVAC
    • Aptora’s Customer Referral Program
    • Join Our Mailing List
    • Our Core Values
    • Our Story
    • Meet Our Team
    • Careers at Aptora
    • Our Partners
    • Legal Information and Disclosures
  • Resources
    • Read Our Blog Articles
    • Watch our YouTube Videos
    • Follow Us on X (Twitter)
    • Support
      • Search Our Help Pages
      • Help Topics - Complete List
      • Tips & Advice - Complete List
      • Technical Support FAQ List
      • Watch Our Videos
      • Aptora University
      • Our YouTube Channel
      • Dedicated Support Website
      • Software Roadmap

Electronic Transactions – Gateway Setup (for credit cards)

Didn't Find What You're Looking For?

If you didn’t find what you were looking for, try a new search!

  • Software Setup & Installation
    • New Company Wizard
    • Check Web For Update
    • Fixing Common Setup Problems
    • Installation – Networking
    • Installation Error Codes
    • Installation Troubleshooting
    • Mapping Drives for Network Shares in Aptora Hosted
    • Configuring Aptora Hosted for Windows OS
    • Preparing Total Office Manager for Contractor Compass™
    • Configuring Aptora Hosted for macOS
    • How to Install and Use Contractor Compass Dashboards
    • Who Do I Contact?
  • Importing, Exporting & Migrations
    • Importing – Timesheets
    • Importing Data Into Total Office Manager
    • Importing Flat Rate Plus for Aptora Hosted Solutions
    • Importing Flat Rate Plus™ Data into Total Office Manager
  • Navigation & Searching
    • Advanced Search
    • Find As You Type
    • Keyboard Shortcuts
    • Workflow Navigator
    • List Management – Filter Center
    • List Management – Quick Filter
    • List Management – Smart Lists
  • Tools & Utilities
    • Company Information
    • Asset and Tool Tracking & Management
    • Audit Trail
    • Standard Calculator
    • Custom Footers List
    • Document Manager (how to use it)
    • Email Setup for Total Office Manager
    • Fixed Assets (adding and editing company assets)
    • Loan Amortization Calculator
    • Phone Message List
    • Caller ID – Phone Monitor
    • Reminder Items List
    • Reminder List
    • Repeat Appointments
    • Work/Ship Method
    • City State and County Finder by Zip Code
    • Utilities – Overview
      • Database Checkup Utility
      • Mark Items to be Sold Utility
      • Bulk Customer Inactivation Utility
      • Update Sales Departments Utility (mass change)
      • Missing Department Entries (how to locate)
      • Remove Telephone Formatting Utility
      • Locate/Merge Duplicate Customer:Jobs Utility
      • Fix Address Fields Utility
  • Security, Users, & Preferences
    • Administrator Bypass Authorization
    • Granting Permission to Users
    • Preferences – Overview
    • How to Make Total Office Manager Faster in Eight Steps
    • Total Office Manager User List
  • Employees & Payroll
    • Employees – Adding New and Editing
    • Employee Type
    • Employee List
    • Setting up a Payroll System from Scratch
    • New Employee Setup
    • Employee Efficiency – Assign Hours
    • Form 940 (Annual FUTA Tax Return)
    • General Overview of Setting Up Payroll
    • History Form (customer:job, vendor, and employee)
    • IRS Form 1099 and 1096
    • Pay Payroll Liabilities Form (usage)
    • Paycheck List
    • Employee Time Off Adjustments
    • Filling Out Form 941 (step by step)
    • Find Tax Form
    • Form 941 (Quarterly Federal Tax Return)
    • Pay Group List
    • Pay Period
    • Paycheck Details Form
    • Payroll Employee Setup Templates
    • Process Pay Group
    • Process Paychecks
    • Taxes Tab
    • Time Off Tab
    • Payroll Liability Adjustment
    • Payroll Liability Balances
    • Payroll Liability Refund Deposit
    • Payroll Paystub (from Paycheck)
    • Payroll Summary
    • Payroll Taxes by City or Local Municipality
    • Unemployment Tax Rates
    • W-3 Form Completion
    • Workers’ Compensation
    • Direct Deposit – ACH File List
    • Direct Deposit Company Setup
    • Direct Deposit Company Setup List
    • Process Direct Deposit for Payroll Checks
    • Certified Payroll Setup and Usage
  • Customer Equipment & Service Agreements
    • Service Agreements (adding and editing)
    • Service Agreement List
    • Service Agreements List (how to use it)
    • Service Agreements – Using the Batch Renewal Utility
    • Managing & Renewing Service Agreements (non batch renewal)
    • Service Agreements – Escrow Accounting
    • Customer Equipment (adding and editing)
    • Customer Equipment List
    • Equipment Type List
  • Sales & Use Tax
    • Pay Sales Tax Liability
    • Sales Tax Code
    • Sales Tax Code List
    • Sales Tax Item Groups (adding and editing)
    • Sales Tax Item List
    • Sales Tax Items (creating and managing)
    • Sales Tax Liability Adjustment
  • Invoice Items & Inventory Management
    • Adding Invoice Items – Discount
    • Adding Invoice Items – Group
    • Adding Invoice Items – Inventory Part
    • Adding Invoice Items – Non-Inventory Part
    • Adding Invoice Items – Other Charge
    • Adding Invoice Items – Payment
    • Adding Invoice Items – Serialized
    • Adding Invoice Items – Service
    • Adding Invoice Items – Service Agreement
    • Adding Invoice Items – Subtotal
    • Deleting Inventory Items
    • Inventory Adjustment and Review
    • Inventory Assembly Items (item assembly)
    • Inventory by Warehouse
    • Inventory By Warehouse Bins CDV
    • Inventory Valuation Methods
    • Inventory History
    • Inventory Item Adjustment (Non-Serialized)
    • Inventory Item Adjustment (Serialized)
    • Invoice Items List
    • Inventory Markup Table List
    • Inventory Re-Ordering
    • Inventory Replenishment (reorder)
    • Inventory Sales Activity
    • Inventory Transfer
    • Inventory Valuation
    • Invoice Item List
    • Invoice Items – Changing Chart Of Account Selections
    • Invoice Items – Overview
    • Using Invoice Item Aliases (alternative part numbers)
    • Item Category List
    • Item History
    • Item Lookup
    • Item Receipt List
    • Item Reservations (reserving sold items)
    • Item Update Historical Transations
    • Items – Qty Checking
    • Labor Minutes
    • Price Method Types Explained
    • Markup vs Gross Profit Margin Table
    • Markups List
    • Physical Inventory Add Sheet
    • Physical Inventory Work Sheet
    • Price Level
    • Price Level List
    • Printing and Using Bar Codes
    • Resetting Inventory Counts
    • Serial Numbers List
    • Zone Pricing – Setup & Usage
    • Unit of Measure (UOM)
    • Update Retail Price Utility
    • Warehouse List
  • Vendors & Accounts Payable
    • Purchase Orders
    • Purchase Orders – New PO
    • Purchase Orders – PO List
    • Receive Items (Without a Bill)
    • Receive Items and Enter Bill Form
    • Purchase Order Tab Delimited File Format
    • Purchase Order (PO) – History
    • Adjust Bill Discounts and Credits
    • Bill History Form
    • How to Use the Vendor Bills List (locating bills)
    • Direct Deposit Setup – Vendor
    • Enter Bill for Received Items
    • Receive Payments List (how to use the list)
    • Entering Bills
    • Entering Credit Card Charges
    • Entering Credit Card Credits
    • Entering Credits – Vendor Credit List
    • History Form (customer:job, vendor, and employee)
    • Pay Bills
    • Pay Credit Card
    • Pay Credit Card (Partial Payment)
    • Payment Terms List (customers and vendors)
    • Printing Batch Vendor Checks
    • Terms – Payment
    • Vendor Form – Address Info Tab
    • Vendor Form – Contacts Tab
    • Vendor Form – Overview
    • Vendor Form – Additional Info Tab
    • Vendor List
    • Vendor Types List
    • Warranty Work and Part Reimbursement Management
    • Write Checks to Pay Bills and Expenses (how to create and edit)
  • Accounting & Banking
    • Divisions and Departments (departmentalization)
    • Chart of Accounts – Overview
    • Chart of Accounts List
    • General Journal
    • Trial Balances
    • Account Register
    • Account Summary by Type
    • Adjusting Journal Entries
    • Budget Adjustment Calculator
    • Check List
    • Creating, Editing, and Importing Budgets
    • Creating and Using a Warranty Reserve Account in Accounting
    • Electronic Transactions – Credit Card Troubleshooting
    • Electronic Transactions – Credit Cards
    • EnerBank USA Financing Setup and Usage
    • Finance Charges Settings
    • Gross Profit Per Person Day KPI
    • Making a Bank Deposit
    • Manual Deposits List
    • Positive Pay™ for Checking and Bill Paying
    • Reconcile Bank Accounts (Part 1 of 2)
    • Reconcile Bank Accounts (Part 2 of 2)
  • Scheduling & Dispatching
    • Schedule New Appointments
    • Appointment List (managing appointments)
    • Repeat Appointments
    • Work Orders – Build Custom Templates
    • Duplicate a Work Order
    • Repeating and Multi-Day Work Orders
    • Work Order Costing
    • Work Order History
    • Work Order List
    • Work Order Form – Overview
    • Work Order Types List
    • Schedule Board Basics
    • Schedule Board Options
    • Schedule Profile List
    • How to Use the Scheduling Wizard
    • How to setup GPS Tracking
    • Job Status
  • Customers & Accounts Receivable
    • Estimates – Adding and Editing (aka: sales proposals)
    • Payment Method List
    • Assessing Finance Charges
    • Managing Change Orders to Jobs
    • Creating and Printing Client Statements
    • Progressive Billing – Create an Invoice From Estimate
    • Custom Template for Invoice/Sale/Credit/Estimate
    • Customer/Vendor Message List
    • Customer Type List
    • Customer:Job List (how to use it)
    • Customer:Job Form – Additional Info Tab
    • Customer:Job Form – Address Info Tab
    • Customer:Job Form – Contacts Tab
    • Customer:Job Form – Info Tab
    • Customer:Job Form – Overview
    • Customer:Job Form – Payment Info Tab
    • Customer:Job Sub Account (adding jobs or child accounts to customers)
    • Electronic Transactions List
    • History Form (customer:job, vendor, and employee)
    • How to Purchase and Activate the AIA Billing Software Feature
    • Point of Sale (POS) – Setup
    • Point of Sale (POS) – Usage
    • Invoice/Sale/Credit/Estimate List
    • Invoices/Sales/Credits/Estimates List Report
    • Locate/Merge Duplicate Customer:Jobs Utility
    • Printing Batch Credit Memos
    • Printing Batch Invoices
    • Printing Sales Forms
    • Printing Batch Sales (Cash) Receipts
    • Receive Payments from Customers (how to do it)
    • Reimbursables (invoicing jobs)
    • Sales Forms – Overview
    • Terms – Payment
    • Setup and Usage of Customer Locations
    • User Defined Fields (UDF)
  • Reports
    • Building Custom Reports and Custom Styles
    • Dashboards
      • Executive Summary Report
    • Financial Reporting
      • Income Statement – Condensed
      • Income Statement by Department Wide Report
      • Balance Sheet Report
      • Balance Sheet – Dollar Comparison Report
      • Balance Sheet – Percent Comparison Report
      • Financials – Budget Report
      • Understanding the Statement of Cash Flows Report
      • Financial Ratio Analysis
    • Company
      • Purchasing
        • A/P Aging Detail Report
        • A/P Aging Summary Report
        • Vendors
          • Bills List Report
      • Assets
        • Assets List Report
        • Lists
      • Security
        • Advanced Security Report
      • Items
        • Inventory Profitability Report
        • Item Groups Report
    • Scheduling and Dispatching
      • Work Order & Appointments
      • Work Orders List Report
      • Appointment List Report
      • Employee Schedule Report
    • Sales & Revenue Reports
      • Invoice Analysis Report
      • Approval Sheet (for sales)
      • AR Aging Report (Detail Report)
      • AR Aging Report (Summary Report)
      • Sales By Customer Report
      • Open Invoices Report
      • Sales By Customer Type Report
      • Sales By Department Report
      • Sales by Foreman Report
      • Sales By Item Category
      • Sales by Item Detail Report
      • Sales By Region Report
      • Sales By Salesperson
      • Sales by Technician
    • Payroll
      • Payroll Item Detailed History Report
      • Employee Time Sheet Report
      • Time Off History Report
      • Certified Payroll Register Report
    • Contacts & Jobs
      • Contact Lists
        • Vendor Contact List Report
        • Contacts by Marketing Source Report
        • Contacts by Region Report
      • Jobs & Job Costing
        • Job Costing Overview Report
        • Job Costing Summary Report
        • Job Costing Report
        • Reimbursables Report
        • Missing Invoices on Work Orders Report
      • Contact Log (Employee) Report
      • Contact Log (Vendor) Report
      • Contact Log (Customer) Report
      • Contact Log (Company) Report
      • Contact Log (Asset) Report
    • Accounting
      • Banking
        • Bank Reconciliation Report
        • Credit Card Charges/Credits Report
        • List Of Checks Report
        • Payments By Payment Method Report
      • General Ledger & Journal
        • General Journal Report
        • Trial Balance Report
        • Journal Entries Report
        • Account Register Report
        • Transaction Details by Account Report
      • Sales Tax Reports
        • Sales Tax Detail Report
        • Sales Tax Liability Report
        • Sales Tax Setup
        • Sales Tax Summary
    • Labels
      • Mailing Labels: Employees
      • Mailing Labels: Vendors
      • Mailing Labels: Customers:Jobs
      • Asset Labels Report
      • Item Labels
  • Other Reports
    • Print – Options
    • Print Preview Tools for Reports
    • Printing Sales Forms
    • Printing Your Reports (a basic overview)
    • Solving Printing Troubles
    • Marketing List Generator (MLG)
    • Sales By Marketing Source
    • Marketing Campaign Types
    • Contacts by Marketing Source Report
    • Marketing Source Summary
  • Custom Data Views (CDV)
    • Custom Data Views (CDV) for Report Building (overview)
    • Customer Equipment CDV Report
    • Employee Efficiency CDV
    • Invoice/Sale/Credit/Estimate List CDV (report)
    • Inventory Cost Review CDV
    • Technician Efficiency CDV
    • Missing Department Entries (how to locate) CDV
    • Missing Invoices on Work Orders CDV
    • Missing Work Orders Invoiced CDV
    • Missing Reimb Work Orders CDV
    • PO Reimbursables CDV
Menu
  • Software Setup & Installation
    • New Company Wizard
    • Check Web For Update
    • Fixing Common Setup Problems
    • Installation – Networking
    • Installation Error Codes
    • Installation Troubleshooting
    • Mapping Drives for Network Shares in Aptora Hosted
    • Configuring Aptora Hosted for Windows OS
    • Preparing Total Office Manager for Contractor Compass™
    • Configuring Aptora Hosted for macOS
    • How to Install and Use Contractor Compass Dashboards
    • Who Do I Contact?
  • Importing, Exporting & Migrations
    • Importing – Timesheets
    • Importing Data Into Total Office Manager
    • Importing Flat Rate Plus for Aptora Hosted Solutions
    • Importing Flat Rate Plus™ Data into Total Office Manager
  • Navigation & Searching
    • Advanced Search
    • Find As You Type
    • Keyboard Shortcuts
    • Workflow Navigator
    • List Management – Filter Center
    • List Management – Quick Filter
    • List Management – Smart Lists
  • Tools & Utilities
    • Company Information
    • Asset and Tool Tracking & Management
    • Audit Trail
    • Standard Calculator
    • Custom Footers List
    • Document Manager (how to use it)
    • Email Setup for Total Office Manager
    • Fixed Assets (adding and editing company assets)
    • Loan Amortization Calculator
    • Phone Message List
    • Caller ID – Phone Monitor
    • Reminder Items List
    • Reminder List
    • Repeat Appointments
    • Work/Ship Method
    • City State and County Finder by Zip Code
    • Utilities – Overview
      • Database Checkup Utility
      • Mark Items to be Sold Utility
      • Bulk Customer Inactivation Utility
      • Update Sales Departments Utility (mass change)
      • Missing Department Entries (how to locate)
      • Remove Telephone Formatting Utility
      • Locate/Merge Duplicate Customer:Jobs Utility
      • Fix Address Fields Utility
  • Security, Users, & Preferences
    • Administrator Bypass Authorization
    • Granting Permission to Users
    • Preferences – Overview
    • How to Make Total Office Manager Faster in Eight Steps
    • Total Office Manager User List
  • Employees & Payroll
    • Employees – Adding New and Editing
    • Employee Type
    • Employee List
    • Setting up a Payroll System from Scratch
    • New Employee Setup
    • Employee Efficiency – Assign Hours
    • Form 940 (Annual FUTA Tax Return)
    • General Overview of Setting Up Payroll
    • History Form (customer:job, vendor, and employee)
    • IRS Form 1099 and 1096
    • Pay Payroll Liabilities Form (usage)
    • Paycheck List
    • Employee Time Off Adjustments
    • Filling Out Form 941 (step by step)
    • Find Tax Form
    • Form 941 (Quarterly Federal Tax Return)
    • Pay Group List
    • Pay Period
    • Paycheck Details Form
    • Payroll Employee Setup Templates
    • Process Pay Group
    • Process Paychecks
    • Taxes Tab
    • Time Off Tab
    • Payroll Liability Adjustment
    • Payroll Liability Balances
    • Payroll Liability Refund Deposit
    • Payroll Paystub (from Paycheck)
    • Payroll Summary
    • Payroll Taxes by City or Local Municipality
    • Unemployment Tax Rates
    • W-3 Form Completion
    • Workers’ Compensation
    • Direct Deposit – ACH File List
    • Direct Deposit Company Setup
    • Direct Deposit Company Setup List
    • Process Direct Deposit for Payroll Checks
    • Certified Payroll Setup and Usage
  • Customer Equipment & Service Agreements
    • Service Agreements (adding and editing)
    • Service Agreement List
    • Service Agreements List (how to use it)
    • Service Agreements – Using the Batch Renewal Utility
    • Managing & Renewing Service Agreements (non batch renewal)
    • Service Agreements – Escrow Accounting
    • Customer Equipment (adding and editing)
    • Customer Equipment List
    • Equipment Type List
  • Sales & Use Tax
    • Pay Sales Tax Liability
    • Sales Tax Code
    • Sales Tax Code List
    • Sales Tax Item Groups (adding and editing)
    • Sales Tax Item List
    • Sales Tax Items (creating and managing)
    • Sales Tax Liability Adjustment
  • Invoice Items & Inventory Management
    • Adding Invoice Items – Discount
    • Adding Invoice Items – Group
    • Adding Invoice Items – Inventory Part
    • Adding Invoice Items – Non-Inventory Part
    • Adding Invoice Items – Other Charge
    • Adding Invoice Items – Payment
    • Adding Invoice Items – Serialized
    • Adding Invoice Items – Service
    • Adding Invoice Items – Service Agreement
    • Adding Invoice Items – Subtotal
    • Deleting Inventory Items
    • Inventory Adjustment and Review
    • Inventory Assembly Items (item assembly)
    • Inventory by Warehouse
    • Inventory By Warehouse Bins CDV
    • Inventory Valuation Methods
    • Inventory History
    • Inventory Item Adjustment (Non-Serialized)
    • Inventory Item Adjustment (Serialized)
    • Invoice Items List
    • Inventory Markup Table List
    • Inventory Re-Ordering
    • Inventory Replenishment (reorder)
    • Inventory Sales Activity
    • Inventory Transfer
    • Inventory Valuation
    • Invoice Item List
    • Invoice Items – Changing Chart Of Account Selections
    • Invoice Items – Overview
    • Using Invoice Item Aliases (alternative part numbers)
    • Item Category List
    • Item History
    • Item Lookup
    • Item Receipt List
    • Item Reservations (reserving sold items)
    • Item Update Historical Transations
    • Items – Qty Checking
    • Labor Minutes
    • Price Method Types Explained
    • Markup vs Gross Profit Margin Table
    • Markups List
    • Physical Inventory Add Sheet
    • Physical Inventory Work Sheet
    • Price Level
    • Price Level List
    • Printing and Using Bar Codes
    • Resetting Inventory Counts
    • Serial Numbers List
    • Zone Pricing – Setup & Usage
    • Unit of Measure (UOM)
    • Update Retail Price Utility
    • Warehouse List
  • Vendors & Accounts Payable
    • Purchase Orders
    • Purchase Orders – New PO
    • Purchase Orders – PO List
    • Receive Items (Without a Bill)
    • Receive Items and Enter Bill Form
    • Purchase Order Tab Delimited File Format
    • Purchase Order (PO) – History
    • Adjust Bill Discounts and Credits
    • Bill History Form
    • How to Use the Vendor Bills List (locating bills)
    • Direct Deposit Setup – Vendor
    • Enter Bill for Received Items
    • Receive Payments List (how to use the list)
    • Entering Bills
    • Entering Credit Card Charges
    • Entering Credit Card Credits
    • Entering Credits – Vendor Credit List
    • History Form (customer:job, vendor, and employee)
    • Pay Bills
    • Pay Credit Card
    • Pay Credit Card (Partial Payment)
    • Payment Terms List (customers and vendors)
    • Printing Batch Vendor Checks
    • Terms – Payment
    • Vendor Form – Address Info Tab
    • Vendor Form – Contacts Tab
    • Vendor Form – Overview
    • Vendor Form – Additional Info Tab
    • Vendor List
    • Vendor Types List
    • Warranty Work and Part Reimbursement Management
    • Write Checks to Pay Bills and Expenses (how to create and edit)
  • Accounting & Banking
    • Divisions and Departments (departmentalization)
    • Chart of Accounts – Overview
    • Chart of Accounts List
    • General Journal
    • Trial Balances
    • Account Register
    • Account Summary by Type
    • Adjusting Journal Entries
    • Budget Adjustment Calculator
    • Check List
    • Creating, Editing, and Importing Budgets
    • Creating and Using a Warranty Reserve Account in Accounting
    • Electronic Transactions – Credit Card Troubleshooting
    • Electronic Transactions – Credit Cards
    • EnerBank USA Financing Setup and Usage
    • Finance Charges Settings
    • Gross Profit Per Person Day KPI
    • Making a Bank Deposit
    • Manual Deposits List
    • Positive Pay™ for Checking and Bill Paying
    • Reconcile Bank Accounts (Part 1 of 2)
    • Reconcile Bank Accounts (Part 2 of 2)
  • Scheduling & Dispatching
    • Schedule New Appointments
    • Appointment List (managing appointments)
    • Repeat Appointments
    • Work Orders – Build Custom Templates
    • Duplicate a Work Order
    • Repeating and Multi-Day Work Orders
    • Work Order Costing
    • Work Order History
    • Work Order List
    • Work Order Form – Overview
    • Work Order Types List
    • Schedule Board Basics
    • Schedule Board Options
    • Schedule Profile List
    • How to Use the Scheduling Wizard
    • How to setup GPS Tracking
    • Job Status
  • Customers & Accounts Receivable
    • Estimates – Adding and Editing (aka: sales proposals)
    • Payment Method List
    • Assessing Finance Charges
    • Managing Change Orders to Jobs
    • Creating and Printing Client Statements
    • Progressive Billing – Create an Invoice From Estimate
    • Custom Template for Invoice/Sale/Credit/Estimate
    • Customer/Vendor Message List
    • Customer Type List
    • Customer:Job List (how to use it)
    • Customer:Job Form – Additional Info Tab
    • Customer:Job Form – Address Info Tab
    • Customer:Job Form – Contacts Tab
    • Customer:Job Form – Info Tab
    • Customer:Job Form – Overview
    • Customer:Job Form – Payment Info Tab
    • Customer:Job Sub Account (adding jobs or child accounts to customers)
    • Electronic Transactions List
    • History Form (customer:job, vendor, and employee)
    • How to Purchase and Activate the AIA Billing Software Feature
    • Point of Sale (POS) – Setup
    • Point of Sale (POS) – Usage
    • Invoice/Sale/Credit/Estimate List
    • Invoices/Sales/Credits/Estimates List Report
    • Locate/Merge Duplicate Customer:Jobs Utility
    • Printing Batch Credit Memos
    • Printing Batch Invoices
    • Printing Sales Forms
    • Printing Batch Sales (Cash) Receipts
    • Receive Payments from Customers (how to do it)
    • Reimbursables (invoicing jobs)
    • Sales Forms – Overview
    • Terms – Payment
    • Setup and Usage of Customer Locations
    • User Defined Fields (UDF)
  • Reports
    • Building Custom Reports and Custom Styles
    • Dashboards
      • Executive Summary Report
    • Financial Reporting
      • Income Statement – Condensed
      • Income Statement by Department Wide Report
      • Balance Sheet Report
      • Balance Sheet – Dollar Comparison Report
      • Balance Sheet – Percent Comparison Report
      • Financials – Budget Report
      • Understanding the Statement of Cash Flows Report
      • Financial Ratio Analysis
    • Company
      • Purchasing
        • A/P Aging Detail Report
        • A/P Aging Summary Report
        • Vendors
          • Bills List Report
      • Assets
        • Assets List Report
        • Lists
      • Security
        • Advanced Security Report
      • Items
        • Inventory Profitability Report
        • Item Groups Report
    • Scheduling and Dispatching
      • Work Order & Appointments
      • Work Orders List Report
      • Appointment List Report
      • Employee Schedule Report
    • Sales & Revenue Reports
      • Invoice Analysis Report
      • Approval Sheet (for sales)
      • AR Aging Report (Detail Report)
      • AR Aging Report (Summary Report)
      • Sales By Customer Report
      • Open Invoices Report
      • Sales By Customer Type Report
      • Sales By Department Report
      • Sales by Foreman Report
      • Sales By Item Category
      • Sales by Item Detail Report
      • Sales By Region Report
      • Sales By Salesperson
      • Sales by Technician
    • Payroll
      • Payroll Item Detailed History Report
      • Employee Time Sheet Report
      • Time Off History Report
      • Certified Payroll Register Report
    • Contacts & Jobs
      • Contact Lists
        • Vendor Contact List Report
        • Contacts by Marketing Source Report
        • Contacts by Region Report
      • Jobs & Job Costing
        • Job Costing Overview Report
        • Job Costing Summary Report
        • Job Costing Report
        • Reimbursables Report
        • Missing Invoices on Work Orders Report
      • Contact Log (Employee) Report
      • Contact Log (Vendor) Report
      • Contact Log (Customer) Report
      • Contact Log (Company) Report
      • Contact Log (Asset) Report
    • Accounting
      • Banking
        • Bank Reconciliation Report
        • Credit Card Charges/Credits Report
        • List Of Checks Report
        • Payments By Payment Method Report
      • General Ledger & Journal
        • General Journal Report
        • Trial Balance Report
        • Journal Entries Report
        • Account Register Report
        • Transaction Details by Account Report
      • Sales Tax Reports
        • Sales Tax Detail Report
        • Sales Tax Liability Report
        • Sales Tax Setup
        • Sales Tax Summary
    • Labels
      • Mailing Labels: Employees
      • Mailing Labels: Vendors
      • Mailing Labels: Customers:Jobs
      • Asset Labels Report
      • Item Labels
  • Other Reports
    • Print – Options
    • Print Preview Tools for Reports
    • Printing Sales Forms
    • Printing Your Reports (a basic overview)
    • Solving Printing Troubles
    • Marketing List Generator (MLG)
    • Sales By Marketing Source
    • Marketing Campaign Types
    • Contacts by Marketing Source Report
    • Marketing Source Summary
  • Custom Data Views (CDV)
    • Custom Data Views (CDV) for Report Building (overview)
    • Customer Equipment CDV Report
    • Employee Efficiency CDV
    • Invoice/Sale/Credit/Estimate List CDV (report)
    • Inventory Cost Review CDV
    • Technician Efficiency CDV
    • Missing Department Entries (how to locate) CDV
    • Missing Invoices on Work Orders CDV
    • Missing Work Orders Invoiced CDV
    • Missing Reimb Work Orders CDV
    • PO Reimbursables CDV
Print Friendly, PDF & Email

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 Office Manager can accept payment. Thankfully, it is about as easy as a phone call to do it. 

Obtaining a Credit Card Merchant Account

We built our system for and highly recommend Celero. They have saved our clients a ton of money. Their rates are fantastic, and their customer service has been spectacular. Here you will find more information and the name and contact information for our trusted rep at Celero: https://www.celerocommerce.com/aptora

Requirements for a Credit Card Gateway

You will need the following before this feature works for you:

A Merchant Account from Celero. They are both your payment gateway and processor. Total Office Manager and Aptora prefers Celero. 

Constant internet connection like cable or fiber. The internet connection must be “always on”.

Getting Your Credit Card Merchant Account is Easy

Contact Matt Gandolfo at (847) 655-1355 or email mattg@celerocommerce.com. You may go here: Aptora (celerocommerce.com)

Please be sure to mention that you are working with Aptora.

Entering Merchant Account Information into Total Office Manager

  • From the main menu, click Customers | Electronic Transaction | Gateway List.
Gateway List File Path
Gateway List File Path

Usage

  1. To add a new payment gateway, click the button to Add New.
  2. Enter your login information as supplied by Authorize.net.
Gateway List
Electronic Transactions – Gateway Setup

Field and Button Definitions

New Gateway Form
New Gateway Form
  • Name – The gateway you use to connect to the credit card processor that authorizes the transaction. Your bank will give you this information when you apply for a Merchant Account. 
  • Transaction Key – Provided by your Gateway or Merchant Account Bank. This is case sensitive. Celero will give you this information.
  • Login ID – Like a username, this information is provided by your Gateway or Merchant Account Bank. It is case sensitive.
  • Bank Account – The bank account you want the Credit Card transactions to be deposited to once they are approved.
  • Notes – Just FYI and not required.
  • Display Info on CC Transaction Form – When checked, the CC Processor Transaction Key and Login ID will be seen by Total Office Manager users.
  • Test Mode – When checked, transactions will not actually be authorized.  No money will actually be exchanged.  Useful for training purposes.  Credit Card processes are simulated without the actual card being charged. Use this function with caution. While credit cards aren’t actually processed, payments ARE processed for the Invoices, affecting A/R.
  • Gateway Web Address – The web address of your Payment Gateway. Celero will give you this information.
  • Go – The Go button takes you to the website of the Gateway above.

Gateway Preferences

You will need to go select a default gateway in your company preferences. This can be found in Edit | Preferences | Company | Company Preference. Then navigate to the Credit Card Options sections and select the default gateway you wish to use.

Default Gateway Preference
Default Gateway Preference

Step-By-Step

Your first step is to setup your payment gateway. This is the internet host that handles your credit card transaction.

  1. From the main menu, click Customer | Electronic Transaction | Gateway List. The “Gateway List” list will open.
  2. In the “Gateway List”, click the Add New button to create a new Credit Card Gateway.
  3. For the Gateway type, select the option that correlates with your processor.
    • If you don’t see your gateway, please contact helpdesk@aptora.com for more information.
  4. Enter a name for the gateway you are setting up.
  5. Enter your Transaction Key and Login ID.
    • This information is provided by your bank/ processor.
    • This information should be on your credit card processor paperwork and can sometimes be found directly online through your merchant portal.
    • You may need to contact your CC processor to get this information.
  6. Select the Default ECheck Type.
  7. Select the Total Office Manager bank account that the credit card funds are be deposited to.
    • When you setup your merchant account, the application would have asked you for the bank account name and account number.
      • This is what you are selecting in Total Office Manager.
      • You may also select to group these payments with the other Un-Deposited Funds.
  8. Enter any notes or comments in the Notes field. This is not required.
  9. Check the Display Info of the Credit Card Transaction Form check box if you wish for this information to be displayed to other Total Office Manager users when they are processing credit card payments. You can always change this setting later.
  10. You can enter a Gateway Web Address if you wish. This step is not mandatory but may be helpful.

Credit Card Processors

Total Office Manager and Aptora Mobile II utilize the payment gateway of Celero and Authozize.net in the USA and Bambora in Canada.  You must have one of these payment gateway accounts in order to process credit cards in the desktop or field.  Please speak with your merchant to obtain one of these accounts.

United States

If you are in the USA, you may contact Celero to acquire a merchant account and an Authorize.net gateway account.  Please contact them at (847) 655-1355 and let them know you are using Aptora products and would like to obtain an account. We recommend Celero. Celero offers merchant services and has been able to save money for many customers switching to their services.

Contact Celero Today

Contact Matt Gandolfo
(847) 655-1355
mattg@celerocommerce.com
https://www.celerocommerce.com/aptora

Canada

If you are in Canada, you may contact Bambora at 888-472-2072 to inquire about gateway services.  You may read more about setting up the Bambora settings here: https://www.aptora.com/help/gateway-bambora/

Common Terms Used

Processor (AKA: Credit Card Processor)

A third party vendor who will process the Credit Card payments submitted through Total Office Manager.

Merchant Account

A written, commercial bank account established by a contractual agreement between a merchant/business and a bank and/or a payment gateway. The agreement contains the respective rights, warranties, and duties with respect to accepting bankcards like Visa or MasterCard. You must apply for this account directly from your bank, or from the Payment Processor.

Payment Gateway

A combination of software and hardware that provides an interface to a bank card processing network.

Gateway Web Address

The web address of a web based payment gateway.

Related Content

Gateway Settings for Bambora (Canada Only)

https://www.aptora.com/help/credit-card-transactions-setup

https://www.aptora.com/help/credit-card-troubleshooting

https://www.aptora.com/help/electronic-check-transactions-setup

Table of Contents

Start A New Search

Industries

  • HVAC Software Solutions
  • Plumbing Software Solutions
  • Electrical Software Solutions
  • Petroleum Software Solutions
  • Pool/Spa Software Solutions
  • Landscaping/Lawncare Software Solutions
  • Roofing Software Solutions
  • Locksmith Software Solutions
  • Construction Software Solutions
  • Residential Remodeling Software
  • View All Industries
  • HVAC Software Solutions
  • Plumbing Software Solutions
  • Electrical Software Solutions
  • Petroleum Software Solutions
  • Pool/Spa Software Solutions
  • Landscaping/Lawncare Software Solutions
  • Roofing Software Solutions
  • Locksmith Software Solutions
  • Construction Software Solutions
  • Residential Remodeling Software
  • View All Industries

SOLUTIONS

  • Total Office Manager®
  • Flat Rate Pricing Software
  • Custom Reporting
  • Best ERP, CRM, and FSM Software for HVAC, Plumbing, and Field Service
  • Inventory Management Software
  • 3rd Party Software Integrations
  • Data Migration Services
  • Total Office Manager® Reviews
  • Cloud vs On-Premise vs Hybrid
  • Aptora University
  • Onboarding
  • Total Office Manager®
  • Flat Rate Pricing Software
  • Custom Reporting
  • Best ERP, CRM, and FSM Software for HVAC, Plumbing, and Field Service
  • Inventory Management Software
  • 3rd Party Software Integrations
  • Data Migration Services
  • Total Office Manager® Reviews
  • Cloud vs On-Premise vs Hybrid
  • Aptora University
  • Onboarding

COMPANY

  • Contact Us
  • Aptora’s Customer Referral Program
  • Our Story
  • Our Core Values
  • Meet Your Team
  • Careers
  • Partners
  • Business Coaching
  • Videos & Tutorials
  • Online Store
  • Webinars
  • Legal
  • Contact Us
  • Aptora’s Customer Referral Program
  • Our Story
  • Our Core Values
  • Meet Your Team
  • Careers
  • Partners
  • Business Coaching
  • Videos & Tutorials
  • Online Store
  • Webinars
  • Legal

SUPPORT

  • Help Center
  • Go to Support Site
  • Join Our Mailing List
  • Help Center
  • Go to Support Site
  • Join Our Mailing List

Copyright © 2024

  • Privacy Policy
  • Terms of Use
  • Legal
  • Privacy Policy
  • Terms of Use
  • Legal
Facebook-f Linkedin Youtube
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Your Cart Is Empty

Check out our shop to see what's available

Your cart is empty. Shop now →
Powered by CartFlows (opens in a new tab)