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      Setting up Koble Payments

      To set up Koble Payments in EBMS, follow this video or take the following steps:

      1. Sign up for Koble Payments.  Review the Signing up section below for instructions.

      2. Log in to the Koble Payments Portal.

      3. Go to Settings > Account information.

      4. Copy the Merchant ID.

      5. Open EBMS and go to Sales > Options > Payment.

      6. Set the Payment Processing Type to "Koble Payments".

      7. Click New and paste the merchant ID (from step #3) into the Client/Merchant ID field.

      8. Enable the Virtual Terminal option.

      9. Go to the Koble Payments portal and go to Settings > API Keys > API Keys.

      10. Click Add API Key.

      11. Set the Name to "Private Token", set the Status to "Active", and set the Type to "Private", and click Add.

      12. Copy the new API key.

      13. Go to EBMS and paste the new API key into Private Token.

      14. Return to the Koble Payments portal and click Add API Key again.

      15. Set the Name to "Public Key", set the Status to "Active", and set the Type to "Public", and click Add.

      16. Copy the new API key.

      17. Go to EBMS and paste the new API key into the Public Key field.

      18. Enter a Description and click OK.

      19. Go to each card type and set the Payment Gateway to the new Koble Payments gateway for every Warehouse/Location listed in Payment Type Properties.

      20. Set a cash account for each Warehouse/Location within each card type.  It is recommended to use an undeposited credit cards fund here instead of a bank account or cash on hand to make your reconciliation easier.

      21. Click OK.

      Review Virtual Terminal for instructions to use the EBMS virtual terminal.

      Signing up

      To sign up for Koble Payments, go to https://paymentsportal.koblesystems.com/signup/Koble and fill out each of the forms in the application.

      • The username and password that is created in the Account Login form will be used to access the Koble Payments Portal.

      • Note that when it asks about “Annual Processing Volume” and “Average Transaction Amount”, the questions here are about the dollars that will be put through via Koble Payments, NOT total revenue across all payment methods.  It is important that these numbers are good estimates. If annual processing volume is over $600,000 or average transaction amount is over $10,000, then extra review or documents may be needed.

      • The birthdate, SSN, and percent of ownership needs to be listed for anyone who owns more than 25% of the company.

      Once the application is submitted, a response will be sent within 24-48 hours.