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Setting Up Forte EFT

Corey Syrnyk
  • Updated

This topic describes configuring Stax Bill for EFT payment processing via the Forte EFT gateway.

Note: The Forte gateway supports Address Verification.

Tip

  • For more information about Forte, visit their website.

To configure your payment gateway:

  1. In Stax Bill, navigate to Settings >Collections >Gateways and click Show Other Supported Gateways.

  2. Under "ACH/EFT" click FORTE EFT. The Stax Bill configuration pop-up appears.

    fo2.png

  3. For Organization ID, enter the  ID used that appears when you log in to Forte.mceclip1.png

  4. For the Location ID, in the side menu, click Locations and enter the location's value.mceclip2.png

  5. The Acces ID and Secure Key can be located by clicking Developer in the side menu.mceclip3.png

     

    Warning

    Stax Bill will still interpret all transactions as legitimate, so you need to refund charges made in this mode to maintain proper ledger balances in Stax Bill.

     

  6. Click Save.

Entering customer banking information 

Forte requires that Canadian banking information be entered in the proper format.

Canadian routing numbers can be entered directly with eight digits as it appears on the financial institution's Magnetic Ink Character Recognition (MICR) code or nine digits created from the MICR code.

For example, if a bank's MICR code is BBBBB-AAA, then its routing number in Forte's system can be entered as BBBBBAAA (no spaces or dashes, only digits) or 0AAABBBBB (With zero inserted as the leading digit).

In the example, the three-digit code AAA is the financial institution, while the five-digit code, BBBBB, identifies the branch. 

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