1	"Easy Credit Card Processing" Easy Credit Card Processing Presented by Leonard Ansin President – Ansin Technology Group
2	What is Easy Card Processing? Sage BusinessWorks lacks a native credit card processing module. ECP provides the solution by adding the ability to easily incorporate credit card transactions using Sage BusinessWorks and Sage Payment Solutions as the Credit Card Gateway. ECP will increase the client’s credit card productivity. No more telephone calls for credit approval or keying in the information on the desktop terminal.
3	Why Accept Credit Cards? Increase sales 50% or more Customer convenience Eliminate collection hassles Speed up cash flow Increase Customer Productivity … but processing with spreadsheets or paper takes a LONG time!
4	Easy Card Processing Module Simple add-on for Sage BusinessWorks Automates processing Bills cards with a single click
5	Accepts Them All
6	How It Works Select customer View invoices Enter payment amount Transaction is sent to the Gateway and the Posting goes to Sage BusinessWorks, in a matter of seconds.
7	ECP Features and Index, version 1.21
8	Easy Screens Set up and format module in under 30 minutes
9	Open BusinessWorks database The User Name and Password are the same that you use to open your BusinessWorks Company data file
10	Import Customers from existing Company Click here to Import Customers Option to Filter import using BW Custom Category
11	Fields Imported from BusinessWorks Name Address City State Zip Code Finance Contact Phone Number Email address
12	Import Existing Customer Credit Card Use this option to import customer credit card number and expiration date from the selected company.
13	Credit Card Information Imported Account # Expires Easy Card Processing automatically determines the Card Company Once Credit Cards are imported, you should delete any CC information in Sage BusinessWorks
14	Quick Searches
15	Customer Service When ECP opens, the default display allows the user to only view the last 4 digits of the selected customers credit card and the Expiration month and Year. To allow changes and view the CC details, click here.
16	Allow changes to customer sensitive data Select the option you want to allow Entry the manager’s password Click here to make the change. You can change the password here. You are provided the initial password by Tech support.
17	Add new Credit Cards Use this option to add and update customer credit card details. ECP allows multiple credit cards
18	Process Payments
19	Apply Customer Deposit Select this option to charge a customer credit card with a Deposit and have the deposit automatically appear in the Customer’s account in Sage BusinessWorks.
20	Apply payment to balance forward Use this option, to apply a Credit Card payment to a series of customer invoices, in one step.
21	Charge the Customer’s Credit Card Only Use this option to process a Credit Card Charge to the Sage payment Solutions gateway and not update BusinessWorks
22	Built in Help Built in help files, explaining how each process works.
23	Refund Payment Use this option to apply a refund to the Customer’s credit card. AKA: Void. Applies Debit to Invoice in BW
24	Credit an Open Credit Use this option to refund an open credit (This also reduces the open credit in Sage BusinessWorks.
25	Credit Card Refund Use this option to refund the charge and reduce the amount owed in Sage BusinessWork Credits Invoice
26	Options after Transactions is complete After a transaction is complete, the options are: Send Email Only Print Receipt Only Print Receipt and send client Email Exit (Do not print or email)
27	Send Customer Email Confirmation The customer Email Confirmation form is automatically populated You can edit the message before sending Click send email.
28	Transactions display in BusinessWorks Transaction date represents the date entered on the ECP Payments Screen The reference CrCard means it’s a Credit Card Transaction, after BW version 8.01 If the reference shows Chk# 1 as default for a CC transaction then its BW version 8.0 or earlier. Detail screen, reference field will display CC Name and last 4 digits of CC number
29	G/L Transactions Display in BusinessWorks Select G/L / Reports / Journal Report Lists Debits and Credits for both payments and invoices added through ECP
30	A/R Transactions in BusinessWorks Select A/R / Transactions / Bank Deposits Search by Date range Listed are the payment amounts and the Customer ID Listed is the CC type or Deposit or Sales Order #
31	Sign onto Sage Payments Solutions From the Payments Screen, select Utilities, then Members login Displays Sage Payment Solutions for you to logon to view the current batch details
32	Create New Sales Orders Use this option to create a sales order. Use this option to display the existing sales orders for the selected Customer
33	Add New Sales Order Creates a sales order and a credit card payment. In BusinessWoks you can edit the sales order by adding items, editing the total value, then convert the order to an invoice. See Enhanced Sales Order on pages 44 -45
34	Accept Electronic Checks 1^st Select a customer. 2^nd click on Eelectronic check 3^rd populate the fields 4^th click Accept Electronic Check 5^th from the payments screen, click accept and the process is the same as any other payment.
35	ECP maintains 2 databases Use this option to switch between databases, connected by the Customer ID Use this option to select the default address, used for batch payments
36	Close the current gateway batch To close the open gateway batch, click on Gateway Batch from the payments screen Then click on close Batch. The values displayed are directly from Sage Payment Solutions current batch.
37	Search for Customer ID using existing Credit Card number Click on Options (from the payments screen, then Find Customers ID by CC Number Enter a few numbers of the CC Select the type of match Click Search Use the Go button to automatically bring up the selected Customer ID
38	Change a Customer ID Click on Options (from the payments screen, then Change Customer ID The current customer ID is displayed. Enter the New Customer ID Then click Continue. If no duplicates are found, the Customer ID is changed in Sage BusinessWorks and ECP
39	Delete Customer ID Click on Options (from the payments screen, then Delete Customer ID The current customer ID is displayed. Re-Enter the Customer ID Then click Delete. You will be prompted twice before deleting from Sage BusinessWorks and ECP Customers cannot be deleted if there is open history for payments, credits etc..
40	Edit Shipping Address 1^st Select a customer from the Payments Screen 2^nd click on Ship to 3^rd Edit the fields 4^th click Change Ship to Information This updates the customers information in BusinessWorks.
41	Batch Payments (AKA recurring invoices) Import Invoices by date range and further sort by Invoice # and sales rep. Batch process as many invoices as necessary
42	Add invoices on the fly Select the Customer Add new invoice(s) Setup sales account Set sales Rep Add Description Create invoice for a single customer or a group of customers
43	Set up a billing group Add Billing Groups here Add Customers to 1 or many Billing Groups
44	Enhanced Sales orders Add Multiple items to an sales order directly from your inventory. Create sales order for one customer or use Billing group feature. Send sales order to BW and convert to an Invoice in BW or include CC payment.
45	Sales Order Billing Groups Add Sales Order Billing Groups here Add Customers to 1 or many Billing Groups
46	Sales Order History Display a history of all sales orders.
47	Add New Customer on the fly Complete customer details Click Add Ready to add invoices and apply payments
48	Add New Customer using import file This shows the location the file was imported from. Select the import option, under file to import a text file The fields are automatically populated. The file layout is as follows: Customerid, (not required) Customer name, Address, City, State, Zip, Email, Telephone, Contact name Once the file is imported you must add the Customer ID, then click add New customer. This adds the client to Businessworks and ECP.
49	Transaction Reports by Customer
50	Transaction Reports by Credit Card Type Select Customer or all Customers Pick date range Select Card Type Click display Use options, then Export Report Grid to export to Excel file
51	Reprint Receipt Highlight the transaction Then click Print Receipt
52	Audit Trail Select Audit Trail Edit the data range Click Display Click Resize
53	How to Implement Obtain Sage Payment merchant account Install Easy Card Processing module Set up user login Start processing credit cards!
54	Bottom-Line Benefits Cut credit card processing time by 95% Reduce collection headaches ROI in 4 months^*
55	Compatibility Easy Card Processing is compatible with Sage BusinessWorks version 7 and 8 Windows XP, Windows server 2003 and Windows Vista ECP is installed on the same PC that Sage BusinessWorks is installed.
56	Surprisingly Affordable Single user, Network - $795 Additional users $100 each Includes 1^st Year support. Annual support - $250 Multiple Company version available Multiple Gateway Connections available. Prices subject to change without notice.
57	On Line at www.ansintech.com View Demo, using Flash Powerpoint presentation Order form (PDF) Email enquiry request Documentation
58	Find Out More Ansin Technology Group (866) 322-4530 info@ansintech.com www.ansintech.com
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