Enter in the Merchant Services credentials you received from Forte (if these are already in your Company File you can just click next). Enter in the email address and password you used to sign up for AccountEdge Connect (this will not be required if your company file is already linked with AccountEdge Connect - if you're already linked you would just hit next).Go to Setup from the menu bar at the top of the screen and choose Web Pay > Web Pay Setup from the drop down menu.Once you have signed up for both of these accounts you would want to proceed with the following steps to setup Web Pay: A Merchant Services account through Forte.An AccountEdge Connect (Formerly AccountEdge Cloud) account.Before you can setup Web Pay for AccountEdge you must have: They also have two preliminary setup steps. Direct Pay requires you to be on AccountEdge 2018 or later. Setting up Web Pay for AccountEdge requires you to be on AccountEdge 2016 or later. Direct Pay is a feature added in AccountEdge 2018 and allows you to send your customers a single invoice for payment without the need of a customer login. For Web Pay your customers create an account where they view and pay outstanding invoices on their account. Web Pay and Direct Pay allow your customers to pay invoices online. Set Up Web Pay & Direct Pay - Allow Customers to Pay Online
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