Customers may elect to use either a credit card or a bank draft for payment of their recurring and/or non-recurring invoices. Credit card and bank account information will be entered directly into Forte’s system using Forte’s data entry form. No credit card or bank account information will be held within your SedonaOffice database. Each time a payment method is created for a customer, Forte will exchange that information with a “token.” A token is a unique identifier that cannot be mathematically reversed back into a credit card or bank account number.
Users may add new customer credit cards or bank accounts from several locations within SedonaOffice:
- From a Customer Record
- From the EFT Customer listing within the Client Management module
- From the EFT Processing form