CMS Payment Processing

CMS Payment Processing

What is CMS?
Complete Merchant Solutions, or CMS, is a company that provides payment processing services.
  1. Link to the CMS Knowledge Base: https://completemerchantsolutions.freshdesk.com/support/home

Prerequisites
Before a company can process payments, they must complete the merchant account underwriting process.


Secret Key Authentication


You will receive "secret key" information from CMS when you sign up.  Give this information to an Omadi Agent, and they will set up your domain.
The EMVIO KEY and SECRET KEY will be provided to you by provided to the merchantservices@omadi.com email group by CMS. If the EMVIO KEY and SECRET KEYs are both saved, the ACCESS KEY ID will populate.  



Congratulations! Setup is now complete.  You can now accept payments.


Accepting Payments



Now that payment processing is set up, users that were granted permissions can go to any open job ticket or invoice in the system.  If you go to the Payments tab, you will have two sections: a Payment Information section and Payer Information section. Located in the Payment Information section there will be a new button called “Process Payment” below the balance due information and right next to an open field.  To process a payment, you must enter in the amount of money that is to be processed and applied to the balance due.


After entering a value and clicking on the “Process Payment” button, you will see a popup. This is where you will capture the required credit card information for processing. The workflow is different depending on whether or not you have a card reader.  Please find the applicable sections below on how to proceed from here.


Using a Card Reader



If you have a card reader, then you will need to click the “Chip” button on the modal.  This will prompt you to insert the credit card into the reader. You will then follow the instructions on the modal to you enter the PIN if prompted, and it will tell you when to remove the credit card as well.  You must be using a CMS-approved device in order for this feature to function correctly. For instructions on how to set up the card reader devices, please click here.


Entering a Card Manually


If you opt to not use a card reader, you can still process payments by manually entering in the card number, the expiration date, the CVV, and ZIP code of the billing address associated to the credit card.


Receipt Options


After the transaction has completed, you will be presented with options to print or email a receipt. If the popup is closed, it can be reopened using the “View Receipt Options” button.


Processing Statements


You will also now be able to apply specific amounts to statements. On the statements screen you will find an “Apply Payment” button on the right side of the statement information. On this screen you will need to enter in the amount of money that will be processed and applied to this statement in the “Total Payment Amount” field.  Next, you need to specify what type of payment you are processing. This information is only going to be used for reporting purposes. After you have entered in the total and selected a payment method, you can click the “Process Payment” button. Pressing this button will launch the payment modal. From here you will follow the steps above in either the Using a Card Reader section or the Entering a Card Manually section.


Note: When processing a payment in this way, payments are not automatically recorded in the Omadi system. The payment must still be divided between invoices on the statement, and the “Submit” button must still be clicked to record those payments.


Does Omadi charge customers to use this integration?
There is no charge to Omadi to use the CMS integration.  CMS may require payment to use their service.
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