Support Documents

Read how to set up and use your PaymentMate software

Looking for a support document? You're likely to find it on this page. Just click one of the following links to read or print the document you want. Or browse the articles at our new PaymentMate Knowledge Base page.

• PaymentMate installation and setup
• PaymentMate check processing
• PaymentMate credit and debit card processing
• PaymentMate Pharmacy Edition documents
• Other PaymentMate support documents
• Epson, MagTek, RDM, and other devices
• Other support documents

PaymentMate software installation and setup

• Installing and activating PaymentMate
• Configuring PaymentMate

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PaymentMate TeleCheck check processing

• Processing checks with PaymentMate
• Electronic Check Acceptance (ECA) check processing
• LockBox, PayIt and mailed check processing
• Check by phone (CBP) processing
• Recurring check batch (PPD) processing
• Check-on-delivery (COD) processing
• Paper check acceptance (PCA) processing
• Closing the daily check batch and printing batch reports

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PaymentMate First Data credit and debit card processing

• Credit card and PIN debit card processing
• Manually keying credit cards
• Voiding, issuing credit, and recharging cards
• Closing the credit and debit batch and printing batch reports

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PaymentMate Pharmacy Edition documents

• How to import new and update existing OTC items
• How to return an item and refund a purchase
• How to tender payment to an FSA, HRA, or other card
• How to void a transaction and refund a purchase
• PaymentMate Pharmacy Edition Reference Guide
  (190+ page PDF—might take several minutes to download)

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Other PaymentMate support documents

• PaymentMate Web Reporting online batch reports
• PaymentMate Standard Edition Reference Guide
  (160+ page PDF—might take several minutes to download)
• PaymentMate Pharmacy Edition Reference Guide
  (190+ page PDF—might take several minutes to download))
• PaymentMate POS computer, cashdrawer and equipment setup
• Firewall settings required for PaymentMate
• Configuring and using PaymentMate security features
• Troubleshooting flowchart for PaymentMate and MagTek scanner
• Troubleshooting flowchart for PaymentMate and RDM scanner

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Epson®, MagTek®, RDM, and other devices

(in alphabetical order by manufacturer)

• Belkin serial-to-USB adapter driver installation
• Epson TM-T88IV thermal receipt printer driver installation
• Epson TM-T88IV thermal receipt printer quick start guide
• Epson TM-T88IV thermal receipt printer technical manual
• First Data FD-10 PIN pad specifications
• First Data FD-10c PIN pad driver installation
• First Data FD-10c PIN pad specifications
• MagTek Excella multi-check imager quick start guide
• MagTek Excella multi-check imager technical manual
• MagTek Excella MDX dual-sided check imager driver installation
• MagTek Excella MDX dual-sided check imager technical manual
• MagTek Excella utility (configuration software for Excella)
• MagTek MICRbase utility (configuration software for MICRImage)
• MagTek MICRImage check imager quick start guide
• MagTek MICRImage check imager technical manual
• MagTek Mini MICR USB check reader technical manual
• MagTek USB Swipe magnetic card reader quick start guide
• MagTek USB Swipe magnetic card reader technical manual
• PaymentMate POS computer, cash drawer and equipment setup
• Posiflex (PaymentMate POS) computer technical manual
• RDM EC7000i dual-sided check scanner manufacturer's manual
• Setting up the RDM EC7500i series scanner
• Using the RDM EC7000i scanner and the PaymentMate software
• Star TSP600 Series thermal receipt printer driver installation
• Star TSP600 Series thermal receipt printer quick start guide
• STLab serial-to-USB adapter driver installation

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Notices and other documents

• Urgent Notice: Scheduled Update to Secure Transport for Datawire (released 12/22/09)
• SecurityMetrics Questionnaire B (questions and answers)
• SecurityMetrics Questionnaire C (questions and answers)
• SecurityMetrics Questionnaire D (questions and answers)

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