Configuring the system for credit card processing

After installation requirements have been fulfilled, you can begin setting up the system for the Credit Card Interface. The sequence of tasks is important; complete these configurations in the order presented.

• Setting up credit card security
• Setting up credit card defaults
• Setting up the credit card processor
• Setting up credit card payment types
• Setting up credit card terms
• Setting up credit card tokens for customers and ship-to locations
• Setting up stored reports:
  • Customer Credit Card Status Report
  • GL Balance Order Entry Report
• [Optional] Setting up and associating multiple merchant IDs
• [Optional] Modifying credit card token information
• [Optional] Deleting a credit card token
• [Optional] Setting up for scanner device transactions