--- title: "E-Pay Configuration" slug: "e-pay-configuration" updated: 2026-07-26T13:45:31Z published: 2026-07-26T15:38:49Z canonical: "help.idibilling.com/e-pay-configuration" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # E-Pay Configuration To configure E-Pay: 1. In Admin Console, under **Business Rules > Local Services > CostGuardService > ServerName_CostGuardServer > Customer Management Settings**, double-click **E-Pay**. This displays the E-Pay window. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82332.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A02Z&se=2026-11-14T11%3A58%3A02Z&sr=c&sp=r&sig=3xrqY8ZYyeCEHndpHm2cwfBHXBFZOYCaEXy5qVQ6ilk%3D) 2. Enable/disable E-Pay settings as required and described below: | Force Approved Debit Transactions | If checked, enables a link for a transaction on the 'Make One-Time Charge' window in Accounts Receivable. | | --- | --- | | Credit Transaction Offset Adjustment Default | If checked, the Offset Adjustment field on an adjustment is selected by default. The user can clear the field if necessary. | | Debit Transaction Offset Adjustment Default | If checked, the Offset Adjustment field on a payment is selected by default. The user can clear the field if necessary. | | Bypass E-Check Transaction Processing | If selected, E-Check transactions are not submitted. | ### Authorize.Net The Authorize.Net configuration lets you set up your company's specific information to access Authorize.Net's credit card processing service if your company has a contract with them. 1. In Administration Console, select **Business Rules > Local Services > CostGuardService > serverName_CostGuardServer > Customer Management Settings > E-Pay**. Double-click **Authorize.Net**. This displays the Authorize.Net window. **(Show picture)** ![Authorize.NetBusinessRules](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/51702.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A02Z&se=2026-11-14T11%3A58%3A02Z&sr=c&sp=r&sig=3xrqY8ZYyeCEHndpHm2cwfBHXBFZOYCaEXy5qVQ6ilk%3D) 2. Enter the Authorize.NET information as described below: | Merchant Login | Your company's Merchant login, as supplied by Authorize.Net, to access the payment gateway. | | --- | --- | | Password | Your company's password used to access Authorize.Net's payment gateway. | | Transaction Description | Description of all transactions. The description is sent to Authorize.Net via the payment form. | | Test Mode | If selected, all transactions sent to Authorize.Net are submitted as test transactions. | | Bypass E-Check | If selected, E-Check transactions are not submitted to Authorized.Net. | | Immediate ACH through EPay Payments | If selected, ACH transactions are created during the Export E-Pay Transactions process in RateBill. The actual E-Check transaction is part of an ACH Batch file. | 1. Click **Save**. ### Shift4 The Shift4 configuration lets you set up your company's specific information to access Shift4's credit card processing service if your company has a contract with them. 1. In Administration Console, select **Business Rules > CostGuardService > serverName_CostGuardServer > Customer Management Settings > E-Pay**. Double-click **Shift4**. This displays the Shift4 window. **(Show picture)** ![Shift4Admin](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/58936.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A02Z&se=2026-11-14T11%3A58%3A02Z&sr=c&sp=r&sig=3xrqY8ZYyeCEHndpHm2cwfBHXBFZOYCaEXy5qVQ6ilk%3D) 2. Enter the Shift4 information as described below: | Merchant ID | Your company's (store's) Merchant ID as supplied by Shift4 to let IDI access the Shift4 console application that resides near the IDI server. | | --- | --- | | Application IP Address | The IP Address of the machine where the Shift4 console application resides. | | Application Port Number | The Port Number that is used for the Shift4 console application on the machine. | 1. Click **Save**. ### LinkPoint The LinkPoint configuration lets you set up your company's specific information to access LinkPoint's credit card processing service if your company has a contract with them. 1. In Administration Console, select **Business Rules > CostGuardService > serverName_CostGuardServer > Customer Management Settings > E-Pay**. Double-click LinkPoint This displays the LinkPoint window. ![LinkPoint](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29460.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A02Z&se=2026-11-14T11%3A58%3A02Z&sr=c&sp=r&sig=3xrqY8ZYyeCEHndpHm2cwfBHXBFZOYCaEXy5qVQ6ilk%3D) 2. Enter the LinkPoint information as described below: | Merchant ID | Your company's (store's) Merchant ID as supplied by LinkPoint to let IDI access the LinkPoint console application that resides near the IDI server. | | --- | --- | | Certificate Path | The path where the LinkPoint digital certificate (.PEM) file is located. This file is obtained from the LinkPoint merchant website. | | Host | Where transactions are sent. | | Debug Mode (***optional***) | If enabled, a transaction debug log is written to the c:\temp\ directory on the server. It is recommended you disable this for live mode. | 3. Click **Save**. ### Enhanced PCI Configuration To enter the information needed to allow access to the payment gateway: 1. In Admin Console, under **Business Rules > Local Services > CostGuardService > ServerName_CostGuardServer > Customer Management Settings > E-Pay**, double-click Enhanced PCI Configuration. This displays the Payment Gateway Configuration window. (Show picture) 2. Select the appropriate **Payment Gateway** from the list and enter the required information. - Braintree - Tempus PaymentMate **(More)** Tempus PaymentMate requires that specific Service Names be added for each tender type and also for E-Pay. The POS tender types configuration should be completed from the POS Back Office Register Policies. The information for E-Pay accounts is added via Admin Console.[(Show picture)](/docs/e-pay-configuration#expandblock-.htm_28-58964-d1e67571) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85813.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A02Z&se=2026-11-14T11%3A58%3A02Z&sr=c&sp=r&sig=3xrqY8ZYyeCEHndpHm2cwfBHXBFZOYCaEXy5qVQ6ilk%3D) For E-Pay accounts, include the following information: [Service Name](/docs/e-pay-configuration#expandblock-.htm_28-58964-d1e67577) Code representing the check tender type. > [!NOTE] > Note > > Credit Card and Debit Card tender types do not require a Service Name. #### Valid entries: **E-Pay** > [!NOTE] > Note > > The payment gateway for E-Pay is set up in Administration Console. | Tender Type | Service Name Value | Notes | | --- | --- | --- | | | PPD | Prearranged Payment and Deposit using an ACH Checking Account. Tender Type does not apply to E-Pay. | **OnlineBill** > [!NOTE] > Note > > An OnlineBill store must exist and be configured to use Tempus PaymentMate. | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | ICA | Internet Check Acceptance | | E-Check Manual Deposit | | Not applicable for OnlineBill | | Warrantied Paper check | | Not applicable for OnlineBill | **POS (Retail - with Smart Node)** | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | ECA | Electronic Check Acceptance | | E-Check Manual Deposit | ECA | Electronic Check Acceptance | | Warrantied Paper check | VERI | (PCA - Paper Check Acceptance) | **POS (Retail - without Smart Node)** | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | | Not applicable without Smart Node | | E-Check Manual Deposit | | Not applicable without Smart Node | | Warrantied Paper check | VERI | (PCA - Paper Check Acceptance) | **POS (Call Center - with or without Smart Node)** | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | CBP | Check by Phone | | E-Check Manual Deposit | | Not applicable in a call center | | Warrantied Paper check | VERI | Mail-in only. (PCA - Paper Check Acceptance) | [RetailNET ID](/docs/e-pay-configuration#expandinline-.htm_28-58964-d1e67580) RetailNET ID associated with your company's payment gateway account as provided by Tempus. [RetailNET Certificate](/docs/e-pay-configuration#expandinline-.htm_28-58964-d1e67583) RetailNET certificate associated with your company's payment gateway as provided by Tempus. [Target URL](/docs/e-pay-configuration#expandinline-.htm_28-58964-d1e67586) Target URL endpoint for the payment gateway. [OnlineBill Transparent Redirect URL](/docs/e-pay-configuration#expandinline-.htm_28-58964-d1e67589) Target URL redirect for the payment gateway. Used by OnlineBill. This setting is ignored for E-Pay accounts. [Enable PaymentMate Smart Node Integration](/docs/e-pay-configuration#expandblock-.htm_28-58964-d1e67592) Determines whether the register should use the PaymentMate Smart Node for POS transactions. Default: Yes. This setting does not apply to E-Pay accounts. > [!NOTE] > Note > > Changing this to **No** has the following effects: - You cannot accept electronic signatures - You cannot accept PIN debit cards - You cannot electronically scan check payments - All data must be entered manually using CostGuard screens. - [PaymentMate Smart Node Timeout](/docs/e-pay-configuration#expandinline-.htm_28-58964-d1e67595) Number of seconds CostGuard waits for authorization responses from the PaymentMate Smart Node. This setting does not apply to E-Pay accounts or OnlineBill. 3. Click **OK** to save the information. ### Tempus PaymentMate Configuration Tempus PaymentMate Configuration Tempus PaymentMate requires that specific Service Names be added for each tender type and also for E-Pay. The POS tender types configuration should be completed from the POS Back Office Register Policies. The information for E-Pay accounts is added via Admin Console. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85813.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A02Z&se=2026-11-14T11%3A58%3A02Z&sr=c&sp=r&sig=3xrqY8ZYyeCEHndpHm2cwfBHXBFZOYCaEXy5qVQ6ilk%3D) For E-Pay accounts, include the following information: **Service Name** Code representing the check tender type. > [!NOTE] > Note > > Credit Card and Debit Card tender types do not require a Service Name. #### Valid entries: **E-Pay** > [!NOTE] > Note > > The payment gateway for E-Pay is set up in Administration Console. | Tender Type | Service Name Value | Notes | | --- | --- | --- | | | PPD | Prearranged Payment and Deposit using an ACH Checking Account. Tender Type does not apply to E-Pay. | **OnlineBill** > [!NOTE] > Note > > An OnlineBill store must exist and be configured to use Tempus PaymentMate. | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | ICA | Internet Check Acceptance | | E-Check Manual Deposit | | Not applicable for OnlineBill | | Warrantied Paper check | | Not applicable for OnlineBill | **POS (Retail - with Smart Node)** | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | ECA | Electronic Check Acceptance | | E-Check Manual Deposit | ECA | Electronic Check Acceptance | | Warrantied Paper check | VERI | (PCA - Paper Check Acceptance) | **POS (Retail - without Smart Node)** | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | | Not applicable without Smart Node | | E-Check Manual Deposit | | Not applicable without Smart Node | | Warrantied Paper check | VERI | (PCA - Paper Check Acceptance) | **POS (Call Center - with or without Smart Node)** | Tender Type | Service Name Value | Notes | | --- | --- | --- | | E-Check | CBP | Check by Phone | | E-Check Manual Deposit | | Not applicable in a call center | | Warrantied Paper check | VERI | Mail-in only. (PCA - Paper Check Acceptance) | [RetailNET ID](/docs/e-pay-configuration#expandinline-.htm_29-d1e67580) RetailNET ID associated with your company's payment gateway account as provided by Tempus. [RetailNET Certificate](/docs/e-pay-configuration#expandinline-.htm_29-d1e67583) RetailNET certificate associated with your company's payment gateway as provided by Tempus. [Target URL](/docs/e-pay-configuration#expandinline-.htm_29-d1e67586) Target URL endpoint for the payment gateway. [OnlineBill Transparent Redirect URL](/docs/e-pay-configuration#expandinline-.htm_29-d1e67589) Target URL redirect for the payment gateway. Used by OnlineBill. This setting is ignored for E-Pay accounts. **Enable PaymentMate Smart Node Integration** Determines whether the register should use the PaymentMate Smart Node for POS transactions. Default: Yes. This setting does not apply to E-Pay accounts. > [!NOTE] > Note > > Changing this to **No** has the following effects: - You cannot accept electronic signatures - You cannot accept PIN debit cards - You cannot electronically scan check payments - All data must be entered manually using CostGuard screens. - [PaymentMate Smart Node Timeout](/docs/e-pay-configuration#expandinline-.htm_29-d1e67595) Number of seconds CostGuard waits for authorization responses from the PaymentMate Smart Node. This setting does not apply to E-Pay accounts or OnlineBill.