1) Open the PC Charge Payment Server and double click on the icon on the bottom right area (near the clock) of your taskbar. Click OK to get the main program running. Look on the bottom of the screen in the drop down menu and write down the merchant number (you will have to program that into CRE)

2) Once that is done, minimize PC Charge so it is still running in the background.

3) Go into the CRE Invoice screen. Click Options, then Setup, then Setup Screen, then the CC Processing tab.

4) Choose PC Charge

5) Type in the location of the Active-Charge folder in the Credit Card Processing Drive area. If you installed PC Charge in its default location, then you should type:

C:\program files\active-charge

Alternatively, you can find the location by browsing through your Windows Start Menu to the PC Charge Program folder and then right-clicking on the PC Charge program, and then left-clicking on Properties. Inside the properties, take note of what the target location says. This is where your PC Charge program is located.

6) In the Processing Company drop down menu, choose the credit card processor you signed up with (i.e. Visa - Vital/VisaNet)

7) In the Merchant Number field, type in the number you copied from PC Charge Payment Server.

8) Click Update and now you should be ready to do credit card transactions.

REMEMBER!!! You must have PC Charge running in the background. You do not have to go into the actual GUI (user interface), but as long as you see that PC Charge icon in your task bar on the bottom right of the screen, you should be ok.

After correctly mapping your computers to a server to use a CRE database, you can also set them up to use the PC Charge program that is installed on that server.

1) Check your computer to see what the mapped drive letter of the Server is. Go to My Computer in the Start Menu and look for Network Drives, you should see a letter like “S: C on Server” (or whatever you mapped to).

2) Provided your drive is mapped to the C: drive of the Server, you can use the same location that is specified in CRE on the server for PC Charge, just change the drive letter to that of your mapped drive. So if the location on the server is C:\program files\active-charge, the location on your networked computer would be S:\program files\active-charge.

3) The rest of the setup information in the CC Processing section of the Setup Screen also needs to be filled in. i.e. – Credit Card Processor and Merchant Number.

4) Click update to save the Credit Card setup information. CRE should now be able to process credit cards through PC Charge on the server.