AccountMate - Software That Fits

How it Works

With no source code changes necessary, XBridge is compatible with AccountMate 7.0 and 8.0 and is simple to install and implement.

Functionality delivered through the XBridge solution includes:

  • Search for Customers, Invoices and Sales Return Invoices
  • Securely store Credit Card or Check Account information for Customers for ‘card/check-on-file’ use
  • Perform Credit Card or Electronic Check transactions against Sales Orders, Invoices and Sales Return Invoices

XCharge Delivered Through XBridge - Screenshots

Use the arrows to navigate through the screenshots

Customers Record ScreenSlide 1

Customers Record Screen

Invoices ScreenSlide 2

Invoices Screen

Sales Orders ScreenSlide 3

Sales Orders Screen

Refunds ScreenSlide 4

Refunds Screen

Accounts on File ScreenSlide 5

Accounts on File Screen

Pre-Authorizations ScreenSlide 6

Pre-Authorizations Screen

User Management ScreenSlide 7

User Management Screen

XCharge Client SetupSlide 8

XCharge Client Setup

Highlight invoice and click "Select invoices to process."Slide 9

Highlight invoice and click "Select invoices to process."

Enter payment amount (may be partial or full).Slide 10

Enter payment amount (may be partial or full).

XBridge first displays any cards-on-file for the customer.   A card-on-file may be used for payment or “Pay with XCharge” may be selected to process another card.Slide 11

XBridge first displays any cards-on-file for the customer. A card-on-file may be used for payment or “Pay with XCharge” may be selected to process another card.

Swipe or manually key in credit card information.Slide 12

Swipe or manually key in credit card information.

Transaction processes.Slide 13

Transaction processes.

XBridge shows the amount processed. Click “Post payments” to post to AccountMate.Slide 14

XBridge shows the amount processed. Click “Post payments” to post to AccountMate.

Posting verification screenSlide 15

Posting verification screen

XBridge displays the outstanding amount for the invoice.Slide 16

XBridge displays the outstanding amount for the invoice.