Payments Acceptance allows you to accept payments from your customers through online payment service providers such as PayPal and Stripe.
To use Payments Acceptance, you must install the following as part of Sage 300:
- Accounts Receivable
- Subscription Features
Exceptions and Limitations
If you use Payments Acceptance, invoices you send usually include a Pay Now button that your customers can click to pay online. However, the option to pay online is not supported in all situations. The following types of invoice do not include a Pay Now button:
- Invoices with a document type of Credit Note or Debit Note.
- Invoices to customers who use a different currency than your company's functional currency.
- Invoices with an invoice currency that does not use two decimal places (for example, Japanese Yen uses zero decimal places). The number of decimal places for a currency is specified on the Currency Codes screen in Common Services.
- Invoices that use a terms code for which the Multiple Payment Schedule option is selected on the A/R Terms screen.
- Invoices that have both a withholding tax amount and a terms discount.
- Invoices with an amount owing that is more than:
- For PayPal: 10,000.00
- For Stripe: 999,999.99
- Order Entry invoices that are job-related.
- Order Entry invoices to a customer who does not have a customer record in Accounts Receivable.
- Accounts Receivable invoices that were first posted in Order Entry. (You can identify such invoices in the A/R Invoice Batch List screen, because the Source Application is OE.)
There are some other limitations to be aware of:
- When you post an invoice, the amount owing on the invoice is included as part of the payment link (Pay Now button) that is added to the invoice. If the amount owing on the invoice changes, the payment link is not updated. In this case, your customer should not pay through an online provider. Inform your customer of the correct amount owing, and arrange with them to pay in some other way.
- When your customer pays through an online provider, they cannot make a partial payment. They can only pay the full amount owing on the invoice.
- You cannot issue refunds through online providers, even if your customer made the initial payment through an online provider.