Adding Payment Accounts

Your Company can use multiple payment accounts with the PMOD module, depending on your needs. However, these payment accounts (Production and Test accounts) must be added to the EP Account List, IB Account List, or PB Account List in DAT-MAIL to be available while using the PMOD module.

To add a payment account, perform the following:

1. File > EP Account List, IB Account List, or PB Account List from DAT-MAIL's main menu.

   The Provider listed in the File menu depends on the Provider set in the drop-down list on the PMOD tab of Program Settings > Program Setup.

   

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2. The Browse the EasyPost Account File, Browse the International Bridge Accounts, or Browse the Pitney Bowes Accounts screen will display. To add a new account, click Insert.

   

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3. The Record Will Be Added screen will display. First, enter an Account Name to quickly identify the account (for example, payment type, customer involved, or whether it is Test or Production mode). Next, enter the Provider's required information. When finished, click OK.



or

When you register for a Production account for International Bridge, you must use a different email address to register. Maybe you use a personal email address for Test (or another person's email address) and your company email address for Production mode.



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4. The Record Will Be Added screen will close, and the newly added account will display in the list. Click Close when finished adding your EP, IB, or PB account.

5. The details of existing accounts can be Changed or Deleted by clicking the corresponding button.

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