Sarah Swinney
Articles
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Credit Card Pre-Authorizations
If you subscribe to RFMS Credit Card Services you have the ability to obtain credit card pre-authorizations from your customers on quotes. This service is available for use with RFMS Order Entry ...
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Taking Payment with Cyncly Pay
When taking a credit card payment with Cyncly Pay there are few different methods you can use. If you are are taking a payment in Core be sure you are using a desktop compatible terminal. Please ...
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Download or Print Supplier Information
Suppliers lists can be downloaded to a CSV file or Printed directly from RFMS Next. If you are intending to print folder labels, best practice would be to download the CSV file and then print fro...
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Voiding or Refunding Payments with Clover Connect
This article gives steps for voiding or refunding all or part of an order when the payment was received using RFMS Card Services powered by Clover Connect. Full RefundNote: The option to void or re...
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What Point of Sale Terminals can I Use with Cyncly Pay?
This article features information to help you understand how to select and use compatible terminals with Cyncly Pay. For more information about the available terminals and their pricing please se...
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How to Create and Manage Check Templates
From this screen you can add and manage check templates. How to Add a New Template Name the template Confirm the size of the check portion Set the printer offset Select the layout; for example:...
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Using the Fuzzy Search on a Find Screen
Fuzzy Search allows you to locate records even when yo don't know the exact spelling or full value of a field. By adding the "%" wildcard symbol before or after your search text, you can expand the...
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Printing Year-End Tax Forms
Use this guide as a quick reference for printing W-2, 1099, T4, T5018, and summary forms once all year-end data has been generated and reviewed.All forms must be verified for accuracy before printi...
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What to Know if You're Moving to Cyncly Pay from OnTop
If you are making a change from OnTop to Cyncly Pay please review this article to see what changes you should expect to see. What will be different? When processing a payment a webpage will open...
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How to Post to an Account
From the view transactions screen of a checking account there several actions available in the toolbar: Add a bank charge, post a single check, or post a deposit. Posting a Bank Charge Post a...