Manual Payment Gateways

This Help File Page was last Modified on 12/18/2019

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Manual Payment Gateways

This Help File Page was last Modified on 12/18/2019

Micro Key Solutions also supports several Manual Payment Gateway providers.

There are three simple steps to complete to enable a Manual Payment Gateway provider:

1.Sign up with the (typically) Bank that will provide Gateway services to your Company..

2.Identify the File Format required by that Manual Payment Gateway

3.Update (most have been created already) the Payment Gateway information, as may be required.


Important Note: If Tokenization is turned on to protect Credit Card Numbers, you should not use any Manual Payment Gateway (File Based) for Credit Card Processing!


Access the Payment Gateways Form:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.


Once the Maintenance Menu is displayed, Select Receivables and Choose Payment Gateways.



Payment Gateways Form - typical Manual Gateway entry


This Payment Gateways Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.


Navigation Menu - The simplified Navigation Menu is located at the top of the Payment Gateways Form.

This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.




Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Payment Gateways Form.

Select the desired Payment Gateway record or Press Insert to start a new record.


Important Note:  Before you create your a Payment Gateway you should check to see if one already exists for that Payment Processor.

If it exists, then all you may need to do is a minimal configuration for the Authentication Information.



Payment Gateways Form - Forte Record Editing View


Gateway ID - This record number will be assigned by the system as the record is initially saved.

Gateway - Enter the desired internally created description for the Gateway

Description of the Manual Payment Processor Account, we recommend adding additional information like the Bank account's last digits to clearly identify where the funds will be deposited when this Gateway is used

Payment Processor - Using the Drop-Down Selection List provided, Choose the appropriate Manual Payment Processor.

Select one of the Payment Processors for this non-automatic processor when using one that requires a file transfer.

Bank Account for Deposit - Using the Drop-Down Selection List provided, Choose the Bank into which the Receipts (Funds) are to be deposited.

File Format - File type for uploading payment draft to your Payment Processor portal:

This is required for Manual Gateways where a text file must be sent with the payment information to be processed.

This field is only for Manual Gateways where a text file must be sent with the payment information to be processed.

If an Upload File will be required, use the Drop-Down Selection List provided to Choose the appropriate File type.

File formats for the most frequently used Banks and other Manual Gateways are provided in this list


Active - Check this box if this Payment Gateway is actively being used (this is the default setting).

If Active is checked, the Gateway will be shown in the Automatic Billing and the Auto Draft screens, remove the Active Check mark for all Gateways that you do not use and don’t want to see in the system

Default - This field is associated with the Billing Cycles Form where Use Default Payment Processor field is Checked

Check this box to identify this specific Payment Gateway as the one that should be used as the default Payment Gateway for those Billing Cycles which have the “Use Default Payment Processor” box Checked.

Only one Payment Gateway can be identified as the Default.


Generate Receipts (Create Receipts when Auto Draft procedure is run) - Check this box if this Payment Gateway is to generate a Receipt record within MKMS.

Manual Payment Gateways - This applies only to Manual Gateways and indicates that Receipt records will be created for all Payment Transactions at the moment that the Payment Process is runs, and the Payment Batch is created,

oIf a Payment Batch file is Generated for a Payment Gateway that is not one of the Automatic Payment Gateways (InnoEPay,, and and

oThe “Generate Receipts” check box for the Payment Gateway record is Checked, then the MKS ePay Service:

i.Closes all Payment Transaction of the Payment Batch and tags them as approved

ii.Creates the Receipts for all Payment Transactions

iii.Allocates the Receipt to the corresponding Invoice


Use for Tokenization - Do Not Check this box for a Manual Payment Processor who requires a file transfer to process payments.

Do NOT Check this option when you manually send a file to your Payment Processor.




Warning: Changing this setting will make existing credit card tokens unusable.  All stored credit cards will be lost.

If Checked, this Payment Gateway will be used for the generation of all Credit Card Tokens,

The tokens generated by one Payment Gateway service cannot be used to process payments with a different Gateway, be very careful before changing this setting.

Click the HelpFilesNavigationMenuSaveIcon to record the updated Payment Gateway information.


Authentication Login Code & Password

This data is often incorporated in the File sent to the Manual Gateway.

Check with your Company's Manual Gateway Provider for those instructions.

Almost always, No Login or Password will be required.


Gateway Configuration Parameters  





See the manual Payment Processor's instructions for this information.


Manual Payment Gateway parameters

Normally none are required.

However, for the File FormatStandard”, “TD Merchant”, “Merchant Partners”, and “Chase (Secure Batch)

oA Gateway Configuration Parameter Key of “JulianDate” is added with a Value of "N" (these are used when generating files for these types of File Formats).




Click the HelpFilesNavigationMenuSaveIcon to record the updated Payment Gateway information.


HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Pay Integrator Gateway records.



Payment Gateways Form - List View


Click the List Icon to display the associated Grid Data.


Choosing the Columns to be Viewed:

Some columns may contain expanded comments or other information which may make the List View's display difficult to use.

Ø In the List View, you may Click the Asterisk at the left of the row of Header Names to display a Drop-Down Check List of each column's Headed Name.

Check any Header Name to be included in the List View (by default, All Header Names will be Checked)

Remove the Check for any Header Name (see illustration below) that is to be removed from the List View.



 Available Column Names


The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.




Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option



Navigation Menu shown with the List Options for Export & Print


Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.