Multiple Merchant Accounts for Forte

Multiple Merchant Accounts for Forte

Forte setup for more than one MerchantID

Overview

Purpose

  • Allow users to use different Merchant ID’s for agents in different offices
  • Allow users an easy way to set up non-Agents who may be paid from multiple Companies within a database

Set up requirements

Enable Forte Payment Feature
  • Navigate to Settings > Set Up > Application Settings > Forte
  • Enable “Allow multiple forte accounts within companies” and set the value to TRUE
Add Merchant ID (MID)
  1. Go to Ledger
  2. Go to Chart
  3. Select the company from the dropdown
  4. In Forte column, click the hyperlink add
For every MerchantID, the forte configuration will require 2 sets of settings:
Settings for Agents: the setup will require the user to select:
  • for APPayments - which Agent Offices should use this MerchantID

  • for ARPayments - which Agent Offices should use this MerchantID

Settings for Non-Agents: the setup will require the user to select:
  • for APPayments - which PersonTypes should use this MerchantID
  • for ARPayments - which PersonTypes should use this MerchantID
Adding Payment Information
  1. Go to People
  2. Click search button and search for an agent
  3. Go to Payment Methods
  4. Click Setup cc/ach button
  5. Add CC payment information
  6. Add ACH payment information
  7. Click save button

    • Related Articles

    • All about Forte

      Overview Forte is a third-party payment processing platform integrated with darwin Cloud to handle both credit card and ACH (eCheck) transactions. Key Resources Forte Website: https://www.forte.net/ Forte Console (Merchant Login): ...

    • Merchant Account for Credit Card Payments

      Set-up a merchant account with Forte Payment Systems Forte Payment Systems is an independent company that will handle all of your Direct Deposits and all of your Credit Card charges to Agents. This company has a long history or providing merchant ...

    • Chart of Accounts - Navigation

      To navigate chart of accounts Click the Ledger button at the top of the screen Click the Chart button at the left side of the screen The assets that are not bank accounts are kept separately from the bank accounts. Assets screen is shown below. ...

    • New Forte Application Settings (January 2026)

      Overview The Forte section under the Application Settings allows administrators to configure direct deposit permissions for commission-related and property-related payments. These settings determine which types of recipients—agents, non-agents, ...

    • Understanding Forte Validation & PCI compliance fees

      There are a couple fees that Forte charges each month that some people find confusing. Here is an explanation of the fees and ways to control them. Forte Validate - $5.00 This is required service so it is a required fee. If a merchant is originating ...