Articles
Process a Payment on the Merchant Gateway
Update/Verify Energy Force Prior to Processing Payment The Customer Vault ID must be setup in Energy Force prior to processing the sale in the Automatic Payment Type menu in Energy Force Note: It is recommended to match the Customer Vau...
Create and Managing Merchant Gateway Users
Create Merchant Gateway Users Click Settings in the Utilities section of the Main Menu Click User Accounts in the General Options section Click Add A New User Note: There is a key to identify the Permissions and Notifications by t...
Adjust Settlement Schedule on Merchant Gateway
The settlement schedule will set the time that the settlements process will initiate for the desired processor. This doesn’t reflect the payment posting times in Energy Force. Please update Energy Force time zone in the Merchant Maintenance table fo...
Merchant Gateway Onboarding Form
Fill out the form with the required information to gain access to the NMI Gateway. Merchant Gateway Onboarding ...
Save and Search in Customer Vault
Save a Payment Method in Customer Vault Payment methods can be stored in a secured Customer Vault in the Merchant Gateway to allow for future card processing and automatic payments from Energy Force. Add Customer Payment Method to the Customer Vau...
Accessing the Merchant Portal
The Merchant Portal can be accessed at any time from within Energy Force when a customer is set up with the Portal. Select EF Portal in the menu bar of Energy Force to navigate to the Merchant Portal Login page. Merchant Portal Login Ent...
Add Another Billing Method To Customer Vault
When logged into the Merchant Gateway, click List Customers. Search for the customer vault record to whom a billing method should be added. Note : Using the Energy Force Customer # is recommended. If a record exists in the Customer Vault,...
Send Consumer Email Receipt of Payment
A consumer payment receipt can be emailed in the following ways: When posting a one-time payment or a first-time payment in the gateway, select the option to Send the Receipt Email and a receipt will be emailed to the email address entered in th...
Gateway Payment Reconciliation Report
The Payment Reconciliation Report was created for Payment Integration and Consumer Portal customers. View all transactions made through Energy Force or a connected NMI account and compare and reconcile with NMI transactions, view failures and othe...