Advanced setup > Set up Credit Card Processing > Activating Credit Card Processing
 New Features
Date Range on Registers Customer Portal Prepare Bank Deposit - Sortable Columns Link to Deposit ID Last Transaction Date - Advanced Card Search Filter Credit Limit & Hold window Auto Fill on Sale Payments Sortable Columns for Receive Payments Save Custom Notes Customer Statements for Overdue Invoices Sales Tax Rate changes
Introduction
Learn about your AccountEdge software
Manuals Online help Other resources
Where to start Explore your AccountEdge software
Command centers Action menu Calendar (date entry) Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys Default screen font Spell-check
Setting up your company file
Overview Create a company file Easy setup assistant Set up preferences Set a password for the company file Set up accounts Enter account opening balances
Advanced setup
Overview Set up sales Do an initial bank reconciliation
Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Set up Credit Card Processing
Activating Credit Card Processing
Web Pay Setup Web Store Setup Manage AccountEdge Connect Manage AccountEdge Mobile Manage Rerun
Banking
Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using Merchant Account Service
Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments
Reconciling your bank accounts
Undoing an account reconciliation
Importing statements Analyzing your cash flow [Windows only]
Sales
Creating a Lead Card Creating a customer card Entering sales
Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions
Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control
Credit limits Credit holds
Customer credits
Settling credits
Accounting for bad debts Process Web Orders
Note: to access this log, go to the Documents folder and click AccountEdge Basic v3 folder and then click Shopify Logs.
Items
Creating items Customizing Items
Creating custom lists Custom lists and item reports Creating brands list Brands list and sales reports Weight Creating custom fields Creating tags list Tag list and item reports
Lists
Adding a record
Adding records using Easy-Add
Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records
Combining cards Combining accounts Combining items
Tracking Mileage
Company vehicles list Mileage Rates Mileage Slips
Email Templates
Transactions
Finding a transaction Changing or deleting a transaction
Changing a transaction Deleting a transaction
Reversing a transaction Recurring transactions
Setting up recurring transactions Recording recurring transactions Reminders
Create copy of a transaction Publishing to Calendar
Publishing an invoice to Calendar Publishing a recurring transaction to Calendar Publishing a reminder to Calendar
Reports
Producing reports Customizing reports
Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details
Forms
Finding forms Sending forms
Sending forms when you record a transaction Sending forms in a batch Advanced filters
Customizing forms
Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
Adding and editing elements
Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands
Contact management
Creating a card Keeping in touch with your contacts
Personalized letters Mailing labels Reminder log Other ways to keep in touch
Grouping your contacts
Custom lists
Customizing cards
Card identification codes Card pictures Lead Source and Status
Reviewing your contact information
Reminders
Financial control
Tracking financial information
Accounts Jobs Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer
Budgets
Entering budget amounts Budget Shortcuts window
Auditing your records Reviewing financial information
End-of-period procedures
Month-end procedures
Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Lock periods
Starting a new fiscal year
Task 1: Complete month-end tasks Task 2: Provide information to your accountant Task 3: Enter end-of-year adjustments Task 4: Back up your company file Task 5: Start a new fiscal year Task 6: Optimize and verify your company file
Managing user accounts and company files
Managing Master Password Backing up and restoring company files Servicing your company file
Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file date Troubleshooting your company file
Importing and exporting data
Exporting data Importing data Managing import and export records
Using OfficeLink Viewing reports in Microsoft Excel (OfficeLink) Modifying OfficeLink templates for Microsoft Excel
 
 
Creating personalized letters (OfficeLink)
 
OfficeLink templates for personalized letters
 
Viewing reports in Microsoft Excel Creating personalized letters using OfficeLink OfficeLink templates for personalized letters
Warning:  Important note about changing templates!
 
OfficeLink notes and warnings AppleScripts
Glossary
■[Create/Convert to] Order
■[Create/Convert to] Order Select to convert a quote to an order. This button appears only for saved quotes. ■[Create/Convert to] Invoice Select to convert a quote or an order to a invoice. This button appears only for saved quotes and recorded orders. ■Save as Recurring Sale Select to save the sale as a recurring transaction and set up a schedule for recording it in the future. ■Create Copy Select to create a copy of the sale. This option is only available on an existing quote, order and invoice. ■Use Recurring Sale Select to choose a recurring sale to record. This option is only available on a new quote, order, and invoice. ■Add Reimbursable Expense Select to be reimbursed for expenses you have incurred on a job for the customer. ■Apply to Sale Select on a credit memo to apply to a sale for the same customer. ■Pay Refund Select on a credit memo to pay a refund to the same customer. This option will open the Settle Returns & Credits window displaying a check to the customer. ■[Create/Convert to] Order ■[Create/Convert to] Invoice ■Save as Recurring Sale ■Create Copy ■Use Recurring Sale ■Add Reimbursable Expense ■Apply to Sale ■Pay Refund ■[Create/Convert to] Order Select to convert a quote to an order. This button appears only for saved quotes. ■[Create/Convert to] Invoice Select to convert a quote or an order to a invoice. This button appears only for saved quotes and recorded orders. ■Save as Recurring Sale Select to save the sale as a recurring transaction and set up a schedule for recording it in the future. ■Create Copy Select to create a copy of the sale. This option is only available on an existing quote, order and invoice. ■Use Recurring Sale Select to choose a recurring sale to record. This option is only available on a new quote, order, and invoice. ■Add Reimbursable Expense/Mileage Select to be reimbursed for expenses/mileage you have incurred on a job for the customer. ■Apply to Sale Select on a credit memo to apply to a sale for the same customer. ■Pay Refund Select on a credit memo to pay a refund to the same customer. This option will open the Settle Returns & Credits window displaying a check to the customer. ■Save as Recurring Sale ■Create Copy
Accounts List [Summary] Accounts List [Detail] As Of 9/12/17 Account Transactions 1/1/17 through 12/31/17 Linked Accounts
Index
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.
To apply for a Merchant Account:
To activate Business Services

More help options

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