Setting Up Payment Processing

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To use Payment Processing, you must apply for a separate Paya merchant account for each currency in which you will process credit card transactions. To apply for a Paya merchant account, visit www.sage.com/us/sage-payment-solutions.

To set up Payment Processing:

Use the Payment Processing Options screen to select options that specify how you pre-authorize and process credit card payments. For more information, see Payment Processing Options Screen.
Note: After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.
Use the Payment Processing Codes screen to set up processing codes that specify the bank, currency, and merchant account information to be used when processing credit card transactions. For more information and instructions, see About Processing Codes and Adding, Editing, or Deleting Processing Codes.
Set up Payment Processing security authorizations for Sage 300 users. For more information, see Payment Processing Security Authorizations.
On the A/R Payment Codes screen, specify the payment type SPS Credit Card for each payment code you will use when processing credit card transactions.
If you want to enable Accounts Receivable users to void credit card transactions, or to process payment for a credit card transaction after printing a receipt or deposit slip, open the A/R Options screen and select the Allow Edit After Receipt Printed and Allow Edit After Deposit Slip Printed options on the Transactions tab. (If you do not select these options, the Charge, Quick Charge, and Void buttons are disabled on the A/R Receipt Entry screen).
To add credit card information for Accounts Receivable customers, open the A/R Customers screen, select a customer, and add a new credit card record on the Credit Card tab. For more information, see Adding, Editing, or Deleting a Credit Card for a Customer.
If you will use the Quick Pre-authorize and/or Quick Charge buttons to process transactions, enter all information required for quick transaction processing. For more information, see About Quick Processing for Credit Card Transactions.