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Setting up Realex for use with your accessplanit System
The following details are required to link your Realex account to your accessplanit system
- To add these details into your system, navigate to Administration > Account Finance Options
- Make sure that you have the right training provider selected within the top drop down box, if you have multiple training providers that require Realex configuring you will need to go through this process for each provider.
- Scroll downto the Payment Methods section of this page and ensure that Realex Remote is ticked, if you cannot see this option please get in touch with your CSM or the helpdesk team at accessplanit.
- Select which Card Types you support from this section.
- Scroll down to the Realex Details section and enter your merchant details.
- Click Update to save your details
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