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Fortis Credit Card Processing

  • 1.  Fortis Credit Card Processing

    Posted 10-03-2023 08:41

    Does anyone have a Fortis success story?  Our Sage 100 account that switched from Paya to Fortis several months ago wants to know.  Fortis did a demo on click to pay and a customer portal.  After several months, neither one is working and programs are still being written.  The latest release last week was supposed to solve all the issues but only created more problems.  When the sales journal was updated in AR Invoice Data Entry, Fortis processed a credit card charge for any customer that was setup as payment type check, but had a credit card on file.  Caused lots of customer issues so had to reinstall a prior version of Fortis to stop inadvertent credit card charges. 



    ------------------------------
    Steve Engmann, MBA, CMA
    DSD Business Systems
    Appleton, WI
    o: 800-627-9032 x-126
    m: 920-428-2806
    ------------------------------


  • 2.  RE: Fortis Credit Card Processing

    Posted 10-03-2023 08:45
    Hi Steve
    I have one client on Fortis Pay and they don't call us to tell us issues so I assume all is good for them but they are on an older version.

    Let me see what I can find out.

    Thank you,
    Douglas Luchansky (from my phone)

    ACI Consulting
    O 714.282.0378
    D 714.694.4194





  • 3.  RE: Fortis Credit Card Processing

    Posted 10-03-2023 08:50

    Basic credit card processing works as expected.  Click to pay and the customer portal do not work.  Processing credit cards on invoices flagged for check payment just appeared on the latest release.



    ------------------------------
    Steve Engmann, MBA, CMA
    DSD Business Systems
    Appleton, WI
    o: 800-627-9032 x-126
    m: 920-428-2806
    ------------------------------

    Original Message


  • 4.  RE: Fortis Credit Card Processing

    Posted 10-03-2023 08:52
    That's right - thanks for clarifying again - I'll see what my customer says if they are even using those features which I doubt they are

    Thank you,
    Douglas Luchansky (from my phone)

    ACI Consulting
    O 714.282.0378
    D 714.694.4194



    Original Message


  • 5.  RE: Fortis Credit Card Processing

    Posted 10-03-2023 09:38

    I noticed Patty Benitez is back and she is now with Fortis - she may be a good resource 



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 6.  RE: Fortis Credit Card Processing

    Posted 10-03-2023 10:16
    This is accurate.  Please keep me posted if you need anything. 

    Anne Sawyer, Executive Director
    anne.sawyer@90minds.com
    90 Minds, Inc.

    SCHEDULE A MEETING HERE:  Calendly - Anne Sawyer
       



    Original Message


  • 7.  RE: Fortis Credit Card Processing

    Posted 10-03-2023 16:05

    For your information, Fortis does have their Affiliate Insider Series scheduled next week (see below):  If there is anything you would like me to pass on, please let me know.  Hope to see you all there. 

    Thursday Oct 12, 2023 12:00 PM Pacific Time (US and Canada)

    Register Here: 

    Fortis Insider Series - Register Here



    ------------------------------
    Anne Sawyer
    Executive Director
    90 Minds Inc.
    Sunset Beach CA
    ------------------------------



  • 8.  RE: Fortis Credit Card Processing

    Posted 10-04-2023 10:33

    I believe what you are referring to was an issue related to the process of pulling the default payment of a customer. It was not correctly looking at the default payment in customer maintenance and instead used other payments stored for the customer.



    ------------------------------
    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
    ------------------------------

    Original Message


  • 9.  RE: Fortis Credit Card Processing

    Posted 10-04-2023 19:09

    My customer just went live with v2023 PU1.  @Todd Martin, are you saying that this bug is fixed now?



    ------------------------------
    Cooper Black
    Accounting Systems, Inc. (ASI)
    ------------------------------

    Original Message


  • 10.  RE: Fortis Credit Card Processing

    Posted 10-04-2023 20:42

    Yes. I think there is a hot fix for it.



    ------------------------------
    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
    ------------------------------

    Original Message


  • 11.  RE: Fortis Credit Card Processing

    Posted 11-09-2023 15:08

    Thanks to Tom Nanci, Patty Benitez and the Fortis team for working hard to resolve all the issues and add new features. The 7.00.00.064 release for Sage 100 version 2021 is working as expected.  The Sage 100 account is now able to generate pdf click-to-pay invoices from either Invoice Data Entry or from AR Invoice History Printing.  The best part of this solution is the Customer Portal that allows the customer to view and pay any number of open invoices via either ACH or Credit Card. 

    From Customer Maintenance, you can specify whether to allow payment via ACH, Credit Card or both.  I'm not aware of another service integrated into Sage 100 that has this level of functionality!



    ------------------------------
    Steve Engmann, MBA, CMA
    DSD Business Systems
    Appleton, WI
    o: 800-627-9032 x-126
    m: 920-428-2806
    ------------------------------



  • 12.  RE: Fortis Credit Card Processing

    Posted 11-09-2023 16:18

    Thanks for the update, Steve! 

    I am glad to see they got it working out for you and to get some feedback from you on the functionality. @Cooper Black did your customer have any issues going live on 2023 PU1? 



    ------------------------------
    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
    ------------------------------

    Original Message


  • 13.  RE: Fortis Credit Card Processing

    Posted 11-10-2023 09:13

    Thanks Todd.  No issues on going live on 2023 PU2.  We did find one issue with processing cards.  A negative invoice was created and charged.  The CC was charged for a positive amount.  It is in development and I am awaiting a fix.

     

    Otherwise, it is all good.

     

    Cooper

     

    Cooper Black

    Accounting Systems, Inc.

    15 Surrey Court  |  Columbia, SC 29212

    Direct:  803.454.6261 | Office Ph: 803.252.6154   |  Fx: 803.753.9818 | Toll free: 855.383.6154

    Email: brian@asifocus.com">cblack@asifocus.com

    Visit us at: www.asifocus.com

    Follow Us: Twitter | Facebook | LinkedIn

     

    Confidentiality Notice: This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential, and exempt from disclosure under applicable law.  If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited.  If you have received this email in error, please reply immediately and delete the message.

     




    Original Message


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