Advanced setup > Set up Credit Card Processing > Activating Credit Card Processing
Before you can activate and begin using Credit Card processing, you need to apply for a merchant account. Once your application is approved, you will be sent the information required to activate Credit Card Processing.
You need the merchant account to authorize and track transactions through the electronic payments network.
When you apply for the Merchant Account Service (credit card processing), you must select a checking account into which credit card issuers are to deposit receipts.
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Go to the Setup menu and choose an option:
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Merchant Account Service
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Click the Apply Now link.
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When your application is approved, you will be sent a merchant ID, user name, and password required to activate your merchant account. If you applied for the Merchant Account Service, you will also receive a separate package of literature, signage, and other materials.
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Go to the Setup menu and choose an option from the table below:
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Merchant Account Service
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The Business Services Setup window appears.
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a
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b
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If you want to start the authorization process as well as record the transaction when you click Record in the transaction windows [Enter Sales (New Order or New Invoice), Receive Payments, Receive Money, and Settle Returns & Credits windows], select the Send Credit Card Payments for Authorization Using the Record Button option.
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note : Do not use the ‘Send Credit Card Payments for Authorization Using the Record Button’ preference if you use the Get Statement feature
If you use the Merchant Account Service and the Get Statement feature, we recommend that you don’t select the option to authorize a credit card payment using the Record button.
If an authorized transaction that has not been entered into your company file is included in the Unmatched Statement Transaction window, you could inadvertently, authorize the transaction when you click Record in this window.
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Enter the Merchant ID, User Name, and password information you received when you subscribed to Business Services.
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Click OK.
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