File > EP Account List or IB Account List

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 or IB 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 or IB 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.

   

   or



2. Either the Browse the EasyPost Account File or Browse the IB Account File screen will display. To add a new account, click Insert.

   

   or

   

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 mode Test or Production). Next, enter the provider's required information. When finished, click OK.



or



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 or IB account.

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

Return to File Menu