AccountEdge

Merchant services — credit card processing, ACH, card swipers, and compliance.

Accepting Payments

Credit Card Setup / Processing

Compatible Credit Card Swipers

Merchant Account FAQ

Direct Deposit / Vendor Payment Setup

Credit card processing, card swipers, and merchant accounts.

Setting Up Merchant Services

How Do I Accept Credit Cards with AccountEdge?

Merchant Services

Information on how to accept payments with AccountEdge for customer credit cards or ACH transactions

How can I process customer credit cards or ACH/e-check payments in AccountEdge?

FAQs - Accepting eCheck/ACH Payments

Square FAQs

3rd Party Payments

Scenarios and how to contact Forte if you are having issues with a merchant account

When should I contact Forte for issues?

Deleting an Approved Credit Card Payment

Taking cards, ACH/eCheck, Square, and third-party services.

Processing Payments

Request a Credit Card Limit Increase for Flat Fee Merchant Account

PCI Compliance FAQs for Merchants

Compliance & Account Management

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Homepage

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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