Set Up Texada Pay in the U.S.

Describes how to enable Texada Pay in the United States in your SRM (Systematic Rental Management) application for the entire company or for a specific division.

Type

How to

Audience

SRM Counter and Bookkeeper

Products

SRM, Texada Pay

In This Article

Context

Set up Texada Pay when you need to enable your company to accept and process payments and have the payment information flow into SRM and on to your bank and credit card institutions. 


Notes: 


Authentication tokens

The key to making Texada Pay work is to obtain an authentication token from Texada Support.  The authentication token tells OpenEdge Payments that your company is a Texada Pay user, and is authorized to use their services. 


If your company enables your customers to make in-person payments at the counter using a debit or credit card reader, you require a single token for all your card readers. See: “Install Texada Pay Card Reader Software and Hardware in North America: for more information on setting up your card reader. 


Texada Pay only supports OpenEdge Payments card reader hardware in the U.S.. If you wish to use this functionality, you must first be an OpenEdge Payments customer. See: “About Texada Pay” for more information on how to contact OpenEdge Payments.


Note: You do not have to set up Texada Pay for a division unless you intend to use a card reader specifically in that division. 

Before You Begin

Required: Internet connection, valid Texada Pay authentication token, valid SRM login credentials and access permissions, valid OpenEdge Payments account

Optional: OpenEdge Payments card reader hardware and software

Body

Set up Texada Pay for the entire company

  1. On the SRM navigation page, navigate to System Maintenance > Configure System Settings > System tab > Company Parameters
    The Company Parameters pop-up opens
  2. Next to Software Integration, click more options
    The Software Integration Parameters pop-up opens
  3. Click the Texada Pay tab
  4. Check Activate Texada Pay
  5. Type your Texada authentication token in the Authentication Token field
    Note: You can only have a single active authentication token at a time per company in each instance of SRM
  6. Type your authentication token in the Authentication Token field
  7. Click OK
  8. Click Accept
  9. Click OK
  10. Click Accept
    Texada pay is set up to process payments for this company
    Note: If you have installed the Texada Pay card reader software and hardware, you can use Texada Pay with your OpenEdge card reader console to take in-person payments

Optional: Set up Texada Pay for a specific division

  1. On the SRM navigation page, navigate to System Maintenance > Configure System Settings > System tab > Company Parameters
    The Company Parameters pop-up opens
  2. Next to Software Integration, click more options
    The Software Integration Parameters pop-up opens
  3. Click the Texada Pay tab
  4. Check Activate Texada Pay
  5. Next to Division Settings, click more options
    The Divisional Credit Card Authentication Token pop-up opens
  6. Type your Texada authentication token for a specific division in the Authentication Token field
    Note: You can only have a single active authentication token at a time per division in each instance of SRM
  7. Click Accept
  8. Click OK
  9. Click Accept
  10. Texada Pay is set up to process payments for this division
    Note: If you have installed the Texada Pay card reader software and hardware, you can use Texada Pay with your OpenEdge card reader console to take in-person payments

Next Steps

Install Texada Pay Card Reader Software and Hardware in North America   Set Up Payment Methods in Texada Pay

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