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Setting up iTransact in SureFire


🔍 Setting up iTransact in SureFire

Once all information has been entered, click Next to verify fee information and additional services.

💳 Accepting Payments with iTransact

You receive client payments quickly and easily when you accept credit card payments through the iTransact service.

With an iTransact account, you can offer your clients the option of using a credit card as a method of payment. Paying by credit card is convenient for them and profitable for you! Payments are received without the risk of insufficient funds associated with checks.

⚠️ Before You Begin

You must apply with iTransact on the SureFire Solution Center in order to offer this service.

📌 Important Note

Note: Make sure your company's iTransact Client ID is entered on the Office Information screen of Setup Assistant.

📊 Step-by-Step Guide

Once you have be approved to offer this service, use the following steps to accept payments:

Step 1: Open the iTransact link from the applicable return

Click the iTransact link near the bottom of the Price Sheet in the applicable return.

Step 2: Complete the Secure Payment Form

SureFire launches the Secure Payment Form in an internet browserwindow.

Step 3: Submit the payment securely

Complete all applicable information on form and click Submit Securely.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup