- EBMS Knowledge Base
- Sales
- Card Processing and Koble Payments
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
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 for 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 Down Payments or 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 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.
How to check an EBT card balance:
The utility to view the EBT card balances can be launched from the following locations:
- Open a Sales Order and select View > Check EBT Card Balance.
- Select Sales > EBT Card Balance from the main EBMS menu.
The system requires a debit pin pad to open the following dialog as shown below:
Swipe the card and select the Get Balance button.
Click the Close button to exit.