Editing OpenEdge Payment Integration

This guide will explain how to process a check or credit card using SME, The Hub and OpenEdge (also called PayPros).




== Receiving payment on an invoice ==
To receive payment for a specific invoice:
# Verify correct customer selected
# Click on the '''Customer History''' tab
# Click on the '''Invoices''' button
# Locate the correct invoice and double click the invoice to open it up

<br>[[File:6-2-2015_8-15-34_AM.png]]




<br>1.	Verify you are in the '''Invoicing''' section of the customer account
<br>2.	Click on the '''Payments''' tab
<br>3.	Click on the '''Online Pay''' button

<br>[[File:6-2-2015_8-27-29_AM.png]]



The computers default browser will open up the High 5 Hub to the payment details screen for this customers account. *You will need to be logged into the High 5 Hub
<br>1.	Verify the correct '''Customer''' is displayed
<br>2.	Verify '''Invoice Number'''
<br>3.	Verify '''Invoice Amount''' to be charged
<br>4.	From drop down menu select appropriate method of payment ie Credit Card or Check

<br>[[File:6-2-2015_8-36-17_AM.png]]



The computers default browser will open up the High 5 Hub to the payment details screen for this customers account. *You will need to be logged into the High 5 Hub
<br>1.	Verify the correct '''Customer''' is displayed
<br>2.	Verify '''Invoice Number'''
<br>3.	Verify '''Invoice Amount''' to be charged
<br>4.	From drop down menu select appropriate method of payment ie Credit Card or Check


<br>Enter in payment information for either Check or Credit Card

<br>[[File:6-2-2015_9-24-20_AM.png]]

<br>Scroll down and click '''Make Payment'''


<br>If the payment is successful you will see a similar screen shown below.

<br>[[File:6-4-2015_7-33-49_AM.png]]

<br>The invoice in SME will now reflect that the payment has been made.

== Setup Merchant Token ==
High 5 Software will provide you your merchant token once your credit card processing account is approved.  Perform the following steps to enable your merchant account through SME:
# Go to Setup>PayPros for sme8 or Setup>Credit Card Process for sme9
# Check "Enable PayPro" (sme8) or "Enable Credit Card" (sme9)
# Enter your merchant key or token provided by High 5 Software
# Enter 1 for credit card processing command
[[file:MerchantToken.gif]]

== Using OpenEdge/Paypros without SME ==
Payment processing can also be done without SME by logging in directly to openedge/paypros.  High5 will provide your login account so you can setup a password.
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 This guide will explain how to process a check or credit card using SME, The Hub and OpenEdge (also called PayPros).
-== Features and Benefits ==
-* Integrated with both SME and Mobile Tech for SME for quickly taking payments
-* All completed payments record back into SME avoiding double entry
-* Since SME integrates payments to QuickBooks, these payments also sync into QB creating a seamless single entry system
-* OpenEdge will meet or beat any credit card rates you have now and will also provide $200 credit towards any High 5 Software purchase (as long as this promotion is available)
-* Utilize card swipe devices for lower rates and increased security
-* Fully PCI compliant with all credit card data being stored on OpenEdge system
-* Save payment information for future payments with a single click
-* OpenEdge "decline minimizer" automatically updates credit card info for updated expiration dates or new cards issued
-* Run ACH or eCheck payments for super low rates.  These can also be saved for future payments.
-* Run recurring payments on an automatic regular basis
 == Receiving payment on an invoice ==