Forte setup for more than one MerchantID

Overview

• This new Forte feature is available to the canary version of darwin Cloud.
• User must log into https://aws.darwin.cloud/

Purpose

• Allow users to use different Merchant ID’s for agents in different offices
• Allow users an easy way to set up non-Agents who may be paid from multiple Companies within a database

Set up requirements

Enable Forte Payment Feature

• Navigate to Settings > Set Up > Application Settings > Forte
• Enable “Allow multiple forte accounts within companies” and set the value to TRUE

Add Merchant ID (MID)

1. Go to Ledger
2. Go to Chart
3. Select the company from the dropdown
4. In Forte column, click the hyperlink add

For every MerchantID, the forte configuration will require 2 sets of settings:

Settings for Non-Agents: the setup will require the user to select:

• for APPayments - which PersonTypes should use this MerchantID
• for ARPayments - which PersonTypes should use this MerchantID

Adding Payment Information

1. Go to People
2. Click search button and search for an agent
3. Go to Payment Methods
4. Click Setup cc/ach button
5. Add CC payment information
6. Add ACH payment information
7. Click save button