Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Secure Account Service (SAS) | October 23, 2023 | 0.2 |
Effective 9/21/2022;
Secure Account Service (SAS) is a payment gateway that links Forth to merchant processors.
Integration Details:
- Accepts only ACH Debit transaction type.
- Forth CRM accounts with the Multi-Company/Affiliate Enhancement can integrate unique SAS gateways to each individual company.
- Requires a signed SAS Agreement be uploaded in the CRM prior to Enrolling a Contact.
Processing Details:
Once a signed SAS Agreement is uploaded to the Docs tab within the Client Dashboard, the entire payment schedule and SAS Agreement are sent to SAS upon enrollment in the CRM and created in the SAS system.
All payment updates or edits then need to be made in the SAS system in order for them to push the updated transactions into the CRM.
In the event that a Contact's payment schedule in your Forth CRM does not accurately reflect the payment schedule in SAS, please contact Support@setforth.com.
Integrating SAS with Forth
To integrate your SAS gateway account with Forth, you will need to send an email request to Support@setforth.com. Your email request must contain the following company details and SAS gateway account API credentials:
Company Name
API Username
API Password
Payee ID
How do I obtain my SAS API credentials? Send an email request to Jt@secureaccountservice.com
Don't have an SAS gateway account?
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Article Version History:
Version | Effective Date | Description |
Basic | 12/04/2017 | Initial Release |
0.1 | 11/23/2022 | Minor Updates - Grammar Review only. |
0.2 | 10/23/2023 | Added header and version control footer; and updated outdated company references. |