Services

RMS offers its clients a customer vault-a secure storage database to house personal data and billing information. Retain credit card numbers and bank account information outside of the payment provider without worrying about a data breach. Keeping payment information in this guarded space also allows for quick and easy business transactions without having to re-collect data. The vault lets merchants maintain customer profiles with multiple payment methods.

Don't worry about outdated or expired card data. An automated credit and debit card updater scans payment information and identifies expired or inactive cards. The updater automatically fetches the updated card information and integrates it with customer data. Any transactions made after the scan are processed with up-to-date information. This saves time and legwork to identify and correct credit card information. The automation helps to avoid cancelled sales and greatly reduces declined authorizations. The tool also works with closed bank accounts.

Link your point-of-sale data to your accounting software for ease in tracking sales, payments, discounts, or taxes. With RMS, bookkeeping data is automatically synched into your QuickBooks® application. Sync daily, weekly, or monthly. Your books will remain accurate and up-to-date.

Generating and sending an invoice is simple with RMS Solutions. We offer the ability to send invoices by email and accept payment on the app, online by credit or debit card, or electronic check. No more waiting for payments-online reminders, invoices, and payments make transactions effortless.

RMS Solutions stands as a first line of defense against the most common types of fraud. The program allows merchants to define what transactions they will and will not accept. Set parameters for fraud protection based on the amount of money charged per transaction, or the number of transactions charged per card. A user ban allows the merchant to ban specific users, whether based on a computer IP address, credit card number, by country, or by user information held in your system. Merchants can also allow exceptions to allow payment from users they know are legitimate.

Merchants are able to review transactions that are flagged as possibly fraudulent. If they are legitimate, no action is needed. But if you believe the transactions are fraudulent, you may cancel the charges. A history log shows recent transactions, with a color-coding chart for easy reference as to whether the transaction was accepted or denied.

Automate your inventory report by relying on data reports from RMS Solutions. Manage inventory based on sales reports to determine what products or items need to be reordered, and when.

Set up a snapshot of all transactions and compile a report based on date of sale, transaction type, processor, payment type, amount of sale, customer name or account number. Pull data based on daily, weekly or monthly sales and evaluate the findings to help your business grow.

A subscription service helps build loyalty to your brand. Merchants can cater to the needs of customers with specific subscription plans. RMS Solutions allows businesses to create and identify subscription plans by name and description. Choose the type of recurring transaction, based on payment type, frequency, end date, and amount, then create electronic payment reminders for your customers. Subscription payments are accepted via the app or online link. With automated payment reminders, providers can add any discounts or credits, and send reminders for overdue fees.