Sage Exchange is a secure payment-processing application that connects Sage 300 to Paya, enabling merchants to process credit card transactions directly in Sage 300. This allows you to process credit card transactions without storing sensitive credit card information in your company database, which reduces your Payment Card Industry (PCI) compliance costs and protects you from the risk of credit card fraud.
After activating Payment Processing, you must install Sage Exchange on every workstation you will use to process credit card transactions.
To download Sage Exchange, visit https://www.sageexchange.com/install/sageexchangedesktopbootstrapper.zip.
Firewall and antivirus software may prevent you from installing Sage Exchange. To prevent installation issues, you may need to perform the following steps:
- Add the following URLs to the safe zone in your antivirus and firewall software:
- Add the following files to the safe zone in your antivirus software:
If you experience other issues while downloading and installing Sage Exchange, see Paya Support for Paya support information.
Launching Sage Exchange
Sage Exchange launches automatically when you process a transaction in Payment Processing, and runs in your system tray.
To start Sage Exchange manually, click the Start button on the Windows taskbar, and then click All Programs > Paya > Sage Exchange.
The first time you enter credit card details or process a transaction, you may experience a delay while Sage Exchange launches, authenticates your merchant account information, and opens the Paya browser form.
After the initial authentication, Sage Exchange remains open in the system tray while Sage 300 is running, so subsequent credit card transactions will launch the Paya browser form much more quickly.