Setting Up Credit Card Processing

These instructions will help you set up integrated credit card processing in your software. DaySmart Software products work exclusively with X-Charge integrated credit card processing services by OpenEdge. To use this feature, we recommend you have the following:
  1. Merchant Account: before you can process your first integrated credit card transaction, you need to have a merchant account. Ownership of a merchant account is required to process credit cards and also provides a way for the credit card funds to be routed to your bank account. Please contact OpenEdge at (888) 384-6006 for more information on how to obtain a merchant account. Businesses can have multiple merchant accounts to facilitate each independent contractor employed.
  2. Credit Card Reader: a credit card reader is a device that attaches to your computer and allows you to quickly obtain the information needed for a credit card transaction by swiping the credit card through the reader. If you use a credit card reader, you will not need to manually type in the credit card information. Some credit card readers are a little larger than a candy bar and plug directly into the USB port on your computer. You can also purchase a keyboard with a built-in credit card reader. It is recommended that you only use processing hardware obtained directly from OpenEdge.
  3. Printer: a receipt printer is used to print receipts. One receipt is kept by the customer and the other receipt is signed by the customer and returned to you. DaySmart Software officially supports and sells Epson brand receipt printers. You can also use a regular full-size (8.5" x 11" sheets of paper) Windows printer to print receipts.
  4. Internet Connection: a phone line modem is used by your computer to connect to your merchant account provider and process the charge. For higher processing speeds, we recommend a cable modem or DSL line to process the credit card transactions.
Please contact OpenEdge at (88) 384-6006 to purchase any of the above items, except for the phone line or Internet service.

Single Merchant Account Setup
Single merchant account means that all credit card transaction amounts will be deposited into one account. Most businesses use high speed Internet to process their credit card transactions, but a phone line modem will also work. OpenEdge allows processing for Visa and MasterCard credit cards. See Accepting Discover and American Express for instructions on accepting Discover and American Express.
  1. Obtain processing hardware and connect it to your computer(s).
  2. Obtain your business' merchant account information by contacting OpenEdge at (888) 384-6006. A merchant account is a requirement to process credit cards. They will assist you with the proper configuration and setup on the computer(s) used to process credit card transactions.
  3. On all computers on the network, be sure Windows file sharing is enabled and that it allows other users to modify files. Make sure your Windows file sharing is NOT set as read only. Also, be sure that your software is installed on all computers on the network.
  4. Have your bank ID number and terminal ID number ready. If you are unsure about any of these, call OpenEdge credit card processing support at (800) 338-6614, and they can give you this information or tell you the status of your bank and terminal IDs.
  5. Start your software.
  6. Select Options from the Tools pull-down menu.
  7. Click the Credit Card Processing tab.
  8. Check the Enable credit card processing box. 
  9. Choose XCharge if you will be processing cards using the XCharge processing method or EdgeLink Cloud if you will be using that method. Contact Open Edge Support if you are unsure.
  10. Click the Test Connection button to make sure that the software is able to communicate. If you get an error message, contact OpenEdge support.
  11. If you are using EdgeLink Cloud for processing, you will need to enter your X-Web IDTerminal ID, and AuthKey. These will all be provided to you by OpenEdge.
  12. Additionally, if you accept EMV credit cards transactions, check the box to enable this in the software. Accepting EMV transactions only works with the EdgeLink Cloud method and requires further setup on your computer(s) by OpenEdge.
  13. Check the Show a pop-up message confirming the transaction was approved box if it's not already.
  14. Choose from the following options in the Tips section:
    • Include a tip line only if one or more services are listed on the ticket
    • Always include a tip line
    • Never include a tip line
    • Treat tips for independent contractors as direct tips for credit card transactions
  15. Click the OK button to return to the Options screen.
  16. Click OK again to return to your software.
  17. Repeat Steps 6-15 for each additional computer that will be processing credit cards.
You should now test your integrated credit card processing. To do so, add or edit a ticket. Add a service and mark it to a dollar. Click the Tender = Due button and click the Process Credit Card button. Swipe the credit card and your software will process the card and approve or decline it. If the card is approved the ticket will automatically close. Perform a return for the service to return the money to your card. If your credit card did not process, call OpenEdge credit card processing technical support at (800) 338-6614.

If you have independent contractors that will be processing credit cards though the software as well, see the article here for instructions to add their individual merchant accounts.

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