The Merchant Account Setup window can be used to configure a LexCharge merchant account(s) by primary timekeeper for use in Point of Sale (POS) credit card processing of Tabs3 Billing payments. Only one merchant account can be created for a single timekeeper. The following information may be configured:

Timekeeper Select the timekeeper for which the merchant account will be configured. The button can be used to open a Lookup window, which allows you to view a list of existing timekeepers and select any timekeeper by double-clicking it. Only existing timekeepers will be accepted. The description of the selected timekeeper will be displayed to the right of the field after the item is entered. When editing an existing merchant account, this field is dimmed and cannot be changed. Only one merchant account can be created per timekeeper.
Merchant ID Maximum of 36 characters. Enter the Merchant ID for the merchant account. We recommend copying and pasting the Merchant ID.

Note: The Merchant ID is an ID assigned to the firm by LexCharge®. This ID is used to connect to the merchant account when a credit card is processed.

Description Maximum of 50 characters. Enter the text you want displayed when selecting a merchant account.
User ID Maximum of 32 characters. Enter the User ID for the merchant account.
Password Maximum of 255 characters. Enter the Password for the merchant account. This field is masked for security purposes. Passwords are case sensitive and cannot contain special characters.
Confirm Password Maximum of 255 characters. Retype the password for the merchant account. The contents of this field must match the password in the previous field. This field is masked for security purposes.

Note: The User ID and Password are determined by LexCharge and the firm when signing up for the merchant account. This information must be provided in order to connect to the merchant account when a credit card is processed. Please contact Tabs3 Support with any questions or issues regarding your merchant account.

The OK button can be used to close the Merchant Account Setup window and save any changes made to the item.

Note: Changes made to merchant accounts are not applied until the Customization window has been saved.

The Cancel button can be used to close the Merchant Account Setup window without saving any changes to the item.

The Test Account button can be used to send a test transaction to LexCharge using the information provided. A message will be displayed indicating success, or a rejection if any of the information is incorrectly configured.

The Delete button can be used to clear all fields in the Merchant Account Setup window. Clicking OK after clearing an account will delete that merchant account from Tabs3 Billing.

See also:   Credit Card Processing Overview
  LexCharge Customization