Sarah Swinney
Articles
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Amp Connect Messaging Client Opt-In and Communication Tracking
Customers must give permission to receive marketing messages by email, text, or both. They can do this through your website, by signing up directly, or by giving verbal consent, which can be record...
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Automated Sample Reordering with Amp Connect
With Amp Connect, your customers will automatically receive a message when a sample is checked out. If the sample isn’t returned within a set time, the system can trigger a reorder—saving time and ...
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What is Amp Connect?
Amp Connect is a smart communication tool that helps flooring retailers stay connected with customers through automated emails and text messages. This integration is designed for CCA participants. ...
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How to Reconcile Credit Card Payments and Post Deposits with Payments Flex
Use Payments Flex and the RFMS Receipt Recap Report to reconcile credit card payments, refunds, fees, and payout totals before posting the deposit in RFMS Accounting.The workflow is to run Receipt ...
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Accept Card Payment in RFMS Core Order Entry
You can accept card payments in RFMS Core Order Entry when you have a Payment Solution set up. The basic steps are the same for all payment solutions. This article uses Payments Flex to show the pr...
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Send a Payment Request with My Flooring Link
Use My Flooring Link to send an order to a customer so they can review it and make a payment. The customer can pay part or all of the order balance based on the minimum payment settings you choose....
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End of Year Tax Documents Not Lining Up
If printed W-2, 1099, T4, or T5018 forms are not aligning correctly with pre-printed government forms, the issue is usually caused by PDF scaling settings.CauseMost PDF readers default to Shrink or...
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What Payments Services work with RFMS?
RFMS has integration with Payments Flex which is powered by Cyncly Payments. This is an embedded solution that allows you to view reports and detailed payment data, manage notifications and fraud s...
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Current and Resolved Issues for RFMS
This is an up to date and complete list of known issues as well as their resolutions. If no resolution has been enacted the notice will read TBD. Not all issues will have a work around or a user fi...
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RFMS Virtual Accounting E-Filing Services
RFMS Virtual Accounting offers E-Filing Services to help businesses prepare and submit their year-end forms accurately and on time. This service supports both U.S. and Canadian clients.Review this ...