Processing a Credit Card Payment

To process a credit card payment:

1. In Order Entry or Accounts Receivable, create or select a document for which you want to process a credit card payment.
   Sage 300 screens that support credit card payments

   • A/R Invoice Entry
   • A/R Receipt Entry
   • O/E Order Entry
2. Set up a prepayment or select a transaction type.
   If you are using O/E Order Entry

   1. Click the Prepayment button.
   2. Create or select a batch for the prepayment.
   If you are using A/R Invoice Entry

   1. If you are creating a new document, enter document details and click Save.
   2. Click the Prepay button.
   3. Create or select a batch for the prepayment.
   If you are using A/R Receipt Entry

   • On the Transaction Type list, select Receipt, Prepayment, Unapplied Cash, or Miscellaneous Receipt.
3. Verify that the information on the screen is correct. More...
   1. Verify that the Payment Code field displays the correct payment code, or select a payment code that uses the payment type SPS Credit Card.

      Tip: Use the Payment Code Finder to see a list of payment codes and associated payment types.

   2. If you are using the O/E Prepayments screen, verify that the Processing Code field displays the correct processing code, or use the Finder to select a code.

      The bank code associated with the processing code appears in the Bank Code field.

      Note: The bank and currency for the current transaction must match the bank and currency specified for the processing code you select.

   3. Verify that the Bank Code field displays the correct bank code, or select a bank code to be used when the transaction is processed.
4. Enter remaining transaction details, and then click the Save button.

   The Charge button becomes available.

5. Click Charge.

   The Process Credit Card screen appears. If a default credit card exists in the customer record that uses the processing code selected for the current transaction, that credit card is selected by default.

6. Specify a credit card. More...
   • To select a saved credit card, use the Finder.
   • To enter details for a new card and save the card in the customer record, click the Create New button, and then add the card details on the A/R Credit Card Information screen.
   • To enter details for a new credit card that will not be saved in the customer record, select Enter a Card for One-Time Use. (You enter card details on the Sage Payment Solutions browser form.)
7. Enter or review billing details. These may be different from the information in the Sage 300 customer record. For example, the customer may be using a company credit card, or may be authorized to use a card on behalf of the primary cardholder.

Tip: When entering billing details, you can select the Same as Customer Address option to fill in billing details with name and address information from the customer record.

8. Review totals.

   Note: For some transactions, you can edit the amount in the Taxes field in order to comply with Level 2 processing requirements. When you edit this amount, the amount in the Subtotal field is calculated automatically by subtracting the taxes you entered from the transaction total.

9. Click Process Payment.

   The Sage Payment Solutions browser form appears.

10. Review or enter credit card details.
    • If you use a card reader device and did not select a saved credit card for this transaction, you can click Swipe Card to swipe a credit card.
    • If you want to review these details, click the Next button on the browser form.
11. Click Submit.

    Sage Payment Solutions processes the payment. The browser form closes, and transaction details and a status message appear on the Process Credit Card screen.

12. On the Process Credit Card screen, review transaction details and status.
13. Post or save the document.

Last published: 4/8/2016