ForteVerify is an additional, optional service that provides additional verification of the EFT account number to be debited. These “preauthorization” searches (also called “checks,” not to be confused with a financial “check”) are performed automatically for subscribing merchants (no additional fields required in authorization messages). There are two levels of the ForteVerify service. They can…
Address change form 2015 Application Checklist 2015 Cancellation Form 2015
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Step 1: Now that you have create a source key (see How To Add A Source Key), you may need to customize the form to meet the clients needs. Open your source key, and click on the “Customize ePay Form” button. Step 2: After clicking the customize button, you will see a page containing the…
Step 1: Find the account you want to add the source key to and click the “explore” button. Step 2: After you are in the account, click on the “settings tab” Step 3: After clicking the Settings tab, another menu appears below the first. Click on “Source Keys”. Step 4: When the source keys…
The key to a successful project is to remain organized throughout it. That is why we use Basecamp. When you first find out there will be a spec sheet needed or a demo needed, be sure to go into Basecamp and start your project there. Be sure to name the project appropriately, for example, if…
First, find out what kind of demo the client is wanting to see. Is it just an “out of the box” demo, a customized demo or a collector/debtor initiated demo? Knowing this information will not only help you figure out the best way to approach the demo, but it lets you be prepared. Once you…
When doing a specifications meeting with the client, open your blank Spec Sheet, use this sheet as a guide to walk through the form you are sharing with the client to determine what field and other requirements the client may need. Be sure to save the file as ClientName-SpecSheet, (i.e. CollectionAgency-SpecSheet).
Just a quick test post.