Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Accounts
Getting Started with Inventory
Baseline Configuration
User Specific Resources
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account Management View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Disconnecting an Account
Account List View: Overview
Account Groups: Overview & Example Use Cases
Serviceable Addresses: Overview and Usage
Creating a New Account
Billing
Setting up Bank Account & Credit Card Processors
Billing Settings
Billing Defaults
Taxes Setup
General Ledger Codes: Overview
Services: Overview
Building a Data Service
Building Packages
Delinquency Billing Best Practices
Accounts in Vacation Mode
Batch Payments & Deposit Slips: Overview
Payment Reversal vs Refund vs Voiding
Creating Discounts for Services and Packages
Canadian ACH tool
Printed Invoice Batches: Overview
Delinquency Exclusions: Overview and Use Cases
Multi-Month Billing & Multi-Month Services
Email Invoice Batch: Overview
Billing Calculator
Proration Calculator
Communication
Setting up an Outbound Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Email Categories: Overview & Use Cases
Email Variables & Conditions
Trigger Explanations
Companies
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
FCC Form 477: General Overview and Usage
Invoices in Sonar: Examples, Creation & Contents
Integrations
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Inventory List View: Overview
Inventory Model Management: General Overview
Tracking and Using Consumable Inventory
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Example Jobs & Templates
Geofences: Overview
Jobs and Scheduling: Overview
Mapping
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Networking
IP Assignments & Sonar
MikroTik: Setting Up a Sonar Controlled DHCP Server
Setting Up a DHCP Batcher
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
Setting Up CoA Proxy
RADIUS: Building Reply Attributes
Data Usage Available Methods
Pulse, Polling, and PHP
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
Sonar Flow
RADIUS: Build-Out & Integration with Sonar
Network Dashboard: Overview
Building a Device Mapper
Sonar IP Addressing
Network Sites: Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Sales Whitepapers
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Users: Overview
Role Creation using GraphiQL
System
How to Best Use Global Search
How Your Data is Backed Up
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
Sonar's Rich Text Editor
Mutations in the Sonar API
API Calls Using Third Party Applications - Personal Access Tokens
The New Sonar API
A Deeper Dive into the new Sonar API
Consuming the Sonar API
Filtering: Simple vs Advanced
API Wrappers for V1 Compatibility
My Info: Your Personal User Settings
Customizing your Customer Portal
Release Notes
Reporting
Ticketing
Ticketing: Overview
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticket Groups To Consider
Using Parent Tickets
How to Integrate Inbound Mailboxes with Slack
Accounting with Sonar
Working With the Sonar Team & Additional Resources
Table of Contents
- All Categories
- Billing
- Setting up Bank Account & Credit Card Processors
Setting up Bank Account & Credit Card Processors
Updated
by Mitchell Paul-Soumis
Setting up Payment Processors
In order to begin receiving customer payments (and adding the appropriate customer payment methods) your first step in the process is adding in your preferred payment processors. Below you'll find a list of Payment processors supported by Sonar, as well as a list of items required to configure the processor.
e-Check/Bank Account Processors
In Sonar, we currently support the following Bank Account Payment Processors:
- Authorize
- Login ID
- Transaction KeyTo obtain the Authorize.net Transaction key, follow these steps:
1. Select Settings under Account from the main menu on the left
2. Click API Login ID and Transaction Key in the Security Settings section
3. Enter the secret answer to the secret question you configured when you set up your account
- Bluepay
- Account ID
- Secret Key
- CardConnect
- Username
- Password
- Merchant ID
- IPPay
- Terminal ID
- Propay ProtectPay
- Account ID
- Auth Token
- Account Number
ACH
In Sonar, we support any bank as long as they are using one of the following ACH formats:
- NACHA ACH
- Bank Account Number
- Company Description
- Company Identification
- Company Name
- Immediate Destination
- Immediate Destination Name
- Immediate Origin
- Origin Name
- Canada 1464 Byte EFT/CPA 005
- Bank Account Number
- Company Name
- Data Center Code
- Institution ID
- Originator ID
- Central 1 ACH Standard
- Bank Account Number
- Company Name
- Data Center Code
- Institution ID
- Originator ID
- Royal Bank of Canada 1464 byte EFT
- Bank Account Number
- Company Name
- Data Center Code
- Institution ID
- Originator ID
- BMO Harris Canada 80 Byte EFT
- Bank Account Number
- Company Name
- Data Center Code
- Institution ID
- Originator ID
Credit Card Types
Within Sonar's Credit Card Processor configuration, you can configure each processor with a set of Credit Card Types. All supported Credit Card Types are listed below:
- MasterCard
- Amex
- Diners Club
- Discover Card
- Maestro
- Dankort
- Union Pay
- Visa Electron
- Forbrugsforeningen
- Visa
- JCB
Credit Card Processors
Below is a list of supported Credit Card Payment gateways, as well as the information which can be entered to configure the gateway.
- Authorize
- Login ID
- Transaction Key
- Bambora
- Merchant ID
- Payment Profile API Key
- Transaction API Key
- Bluepay
- Account ID
- Secret Key
- CardConnect
- Username
- Password
- Merchant ID
- IPPay
- Terminal ID
- Moneris Canada eSelect Vault
- Store ID
- API Token
- PayGate PayHost/PayVault
- ID
- Password
- ProPay ProtectPay
- Account ID
- Auth Token
- Stripe
- Secret Key