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 set the Credit Status to Continual Credit Card and 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