After activating the integration, you will be able to add a credit card to a customer's profile as follows:
1. Go to the customer profile and click Edit Accounting Profile:
2. When the modal opens, click on Add/View Payment Methods:
3. Select either Credit Card or Bank Account (ACH) and click Add New Payment Method:
4. Enter the required information and click Add Payment Method:
This will sync the information back to Global Payments. Credit Cards are not stored in the TMS.
Force Payment By Credit Card on Booking
To set up a customer to always pay by credit card, you must the Credit Status to Continual Credit Card & set the Invoice Automation Method to Auto Invoice at Booking.
Force Payment By Credit Card on Delivery
To set up a customer to always pay by credit card, you must set the Credit Status to Continual Credit Card & set the Invoice Automation Method to Auto Invoice at Delivery.
Credit/Debit Card Transaction Report
To view the transaction report, log into the OpenEdge View application:
- Click on the Reports & Lists tab
Select Credit/Debit Card Transactions- Enter the desired Date & Time
- For Terminal, select Payfields/Transactions
- After the report is generated, click on the Terminal ID number in the results to produce the detailed report
- The Transaction ID will be the equivalent of the check number in Tai TMS
- In the detailed report, the Invoice Number will be equivalent to the Shipment ID in Tai TMS
Support
Contact Support at:
partnersupport@openedgepay.com