- EBMS Knowledge Base
- Sales
- Payment Card Processing
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
EBT Cards
Electronic Benefits Transfer (EBT) cards can be processed within EBMS with a compatible EBT payment card processor. The ability to process EBT cards is similar to other payment cards. Review the Payment Card Overview section for more information on processing payment cards within EBMS.
THe following settings are only required for the legacy Payware Connect service. EBT for Verifone Point does not require any of the following settings in EBMS.
EBT processing is only available in the US.
A debit pin pad is required to process EBT cards. Complete the following steps to configure EBMS to accept EBT card payments:
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Configure payment type and associated cash account for EBT cards. Review the Configuring EBMS to Payment Cards section for more details.
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Payment cards are processed within specific dialogs such as the sales invoice window or customer payment windows. Click on the Credit/Debit Card payment method on the sales invoice. Review the Customer Payments > Down Payments or Customer Payments > Processing Customer Payments sections for more details.
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Enter card information and select EBT in the payment dialog as shown below.
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Process the card payment similar to other debit payments. Review the Customer Payments > Payment Entry Dialog section for more details.
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The type of EBT payment must be selected as shown below. EBT Food Stamp is limited to approved items. There are limitations to what items can be purchased. Note that EBMS does NOT monitor the Food Stamp limitations. EBT limitations must be manually restricted by the user.
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This completes the EBT payment process. Review the Troubleshooting Credit Card Processing section for more details.
Complete the following steps to check an EBT card balance:
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The utility to view the EBT card balances can be launched from the following locations.
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Open a Sales Order and select View > Check EBT Card Balance.
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Select Sales > EBT Card Balance from the main EBMS menu.
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The system requires a debit pin pad to open the following dialog as shown below:
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Swipe the card and select the Get Balance button.
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Click the Close button to exit.