Vortx + AIM Payments Setup Guide

✅ Before You Begin

Ask the customer:

“Are you currently processing Online Contracts, E-Commerce Orders, or Customer Account Management via Vortx?”
If the answer is NO — skip to 💻 AIM Payments Setup in AIM
If the answer is YES, complete the following before moving forward:
- 🔁 Confirm that ALL locations and workstations are ready to switch to AIM Payments
  
  → Everything must be updated at the same time to avoid sync issues between AIM and the Vortx website
- 🔐 Confirm the customer has access to their AESYS login
  - Format: https://domain.com/aesys
  - Must be a Super Admin login
- 📦 Ask the customer to confirm that all Vortx-integrated transactions have been processed
  
  In AIM, check under:
  - Modules > Active-e > Import E-Commerce Orders
  - Modules > Active-e > Post Web Payments
  - Modules > Active-e > Post Online Contracts
    
    → All grids should be empty before proceeding

In AIM, go to:

Admin > Utilities > Run Off-Menu Programs
Type: AIMPAY and press Enter (case doesn’t matter)
A form will appear — fill in the details from the Payfac site:

🔗 https://payments.quiltsoftware.com
- 🆔 Account ID: From merchant’s Payfac profile
  
  Note: If you see hyphenated IDs, skip this form — set each workstation manually
- 📧 Username / Email: From the Payfac profile
- 🔐 Password: This is the customer’s Quilt Payments Portal password
Fill in other form fields:
- 💳 Fallback Gateway: Only if switching from a different payment processor
- 💲 Prompt for Tip: Check if customer wants tip prompts
- ⏱️ Timeout: Leave at 60
✅ Make sure Payment Category and Returns Category are pre-filled
Click Enable AIM Payments

If the customer has one account and one bank, the utility can update all workstations
If using hyphenated Account IDs, you'll need to manually enter the ID, Username, and Password per workstation (usually just the ID differs)

Regardless of using the AIMPAY utility or hyphenated accounts:

→ Go to Maintenance > General > Workstations > CC Tab