Global Settings – Payment Processors tab

Payment Systems

Payment System – Bluepay (your selected processor) Account 1 Name – location name
Account ID – from processor
Access Key – from processor

Account 1 Tax, % – sales tax in your area

This amount will be added to purchases where you have checked “⎕ taxable” when creating a sales item.

Live Mode Enabled – Yes

Make sure this is Yes before you add any student credit cards you wish to charge in the future.

Account 1 Location – where this is Card Payment Method – Credit Card ACH Payment method – ACH Enable ACH Payments – No

ACH is direct payment from someone’s checking account

Disable “auto payment” switcher – No

Enable Account 2 – No

Unless you have a second location that has a second bank account, then fill all these out a second time for the second location. Second accounts incur an additional PSM licensing fee.

….all account 2 stuff here…..

Save Card/ACH in both Accounts – Yes

if you have two locations and want to be able to charge the same card for services at either location.

Paypal

Set up with tech support.