Payment Processing > Setting Up Payment Processing > Adding, Editing, or Deleting Processing Codes

Adding, Editing, or Deleting Processing Codes

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Payment Processing Codes Screen

About Processing Codes

Setting Up Payment Processing

About Payment Processing Transactions

A processing code specifies the bank, currency, and merchant account that will be used to process a credit card transaction. More...

You can use the same merchant account information to create multiple processing codes. However, merchant codes are currency-specific, so all processing codes that use a common merchant account must also use the currency for that merchant account.

For more information about processing codes, or for help using the fields on the Payment Processing Codes screen, see About Processing Codes.

ClosedBefore you start
  • You must have at least one Sage Payment Solutions merchant account for each currency in which you will process credit card transactions. For more information, or to apply for a merchant account, visit www.sage.com/us/sage-payment-solutions.

To add a processing code:

  1. Open  More > Common Services > Payment Processing Codes.
  2. Click Create New.
  3. Enter basic information for the processing code. More...
    1. In the Processing Code field, enter a name for the processing code. For example, you might create a name that reflects the context in which the code will be used (such as WEBSTORE) or the bank and currency (such as SEATACUSD).
    2. In the Processing Code Description field, enter a description that will help users select this code when it appears in a Finder or list.
    3. In the Bank field, specify the bank that will process transactions that use this code.

      Note: When you are processing a credit card transaction that uses this processing code, if you select a bank other than the one that was specified on the Payment Processing Codes screen, an error message informs you that the bank code does not match the one specified for the processing code.

    4. In the Currency Code field, select the currency in which transactions that use this code will be processed.

      Note: When you are processing a credit card transaction that uses this code, if you select a currency other than the one that was specified for this code, an error message informs you that the currency does not match the one specified for the processing code.

  4. Enter and validate merchant account information. More...
    1. In the Merchant ID field, enter the merchant ID for the Sage Payment Solutions merchant account you will use to process transactions that use this code.
    2. In the Merchant Key field, enter the merchant key for the Sage Payment Solutions merchant account.

      The merchant key you enter is encrypted and replaced with asterisks (*) for security purposes.

    3. Click the Validate button to validate the merchant ID and merchant key you entered.

      A message informs you whether the merchant account information you entered is valid.

  5. Click Save.
ClosedAfter adding processing codes

To edit a processing code:

Note: If a processing code has been specified for a saved credit card in Accounts Receivable, or if it has been used to process a credit card transaction, you cannot modify or delete the processing code.

  1. Open  More > Common Services > Payment Processing Codes.
  2. In the Processing Code field, enter or select the code you want to edit.

  3. Make your changes to the processing code.

    Tip: If you are changing merchant information, click Validate to ensure that the new information you entered is valid.

  4. Click Save.

To delete a processing code:

Note: If a processing code has been specified for a saved credit card in Accounts Receivable, or if it has been used to process a credit card transaction, you cannot modify or delete the processing code.

  1. Open  More > Common Services > Payment Processing Codes.
  2. In the Processing Code field, specify the code you want to delete.
  3. Click Delete.

Last published: 4/8/2016