The optional credit card gateway used by EBMS is PC Charge Payment Server. This gateway allows a user to record and process a credit card within the EBMS software. The user can choose one of the many merchant accounts that interface with PC Charge. Verify that the credit card merchant account is compatible to the PC Charge payment server.
Contact a EBMS customer Service Rep to properly install the payment server.
The credit card gateway settings are entered within the Payment records. The Payment options are accessed by selecting Sales > Options from the main EBMS menu and clicking on the Payment tab as shown below:
Configure the following PC Charge settings:
Enter the name of the computer where PCCharge payment server is installed into the PCCharge machine name / IP entry.
Enter the PCCharge user number as configured in PCCharge software into the User # entry.
Enter the PCCharge proxy source port:. This ppn port to be used by EBMS PCCharge proxy program (this port must equal the SourcePort registry value in hkey_local_machine\software\pcchargeproxy in PCCharge machine).
Set the PCCharge report path. This path must equal a fixed shared directory where PCCharge creates reports to. Note: EBMS will tell PCCharge to create report after settlement process.
Click on a Payment Name that reflects a credit card type processed using PC Charge. Click on the Properties button to open the properties button.
The Payment Name identifies the payment type.
Enable the Active option.
Enter the following PC Charge settings. Enter the settings for each department or warehouse if multiple records show as displayed above.
Set the appropriate Cash Account. Review the Sales > Customer payments > Cash Accounts, Deposits, and Reconciling Cash section for more details on setting the cash accounts.
Enter the four-digits payment Processor ID.
Enter the correct Merchant No.
Enter the Host\Termina Processor Type.
Enter the Settlement URL: This setting is used if your processor is host based. This URL identifies the processor’s website that is used to access the processor's credit card settlement process.
Refer to the detailed PC Charge documentation for details on installing PC Charge, configuring merchant accounts, and other details.
Configure Credit Card Receipt
Go to Sales > Options and click on the Reports tab to set the payment receipt report.
Select the appropriate report option:
Select the Use this report option to use a standard company-wide credit card payment receipt report. Click on the Browse button to select the specific invoice report form. Contact your EBMS consultant for custom report options. Review the Reports > Report Customization section for more details on customizing forms and reports within EBMS.
The User Specific report selects the report form based on the user profile of a computer. This option is useful when a specific form is to be printed based on a specific location or computer. The MS Windows login user will affect this setting since the report selection is stored within the Windows registry like other user settings. The User Specific report option is often used when a local receipt printer is used in a POS environment.
Enable the Print payment receipt report when processing invoice with credit card payment options to print a receipt whenever a credit card payment is processed.