Payment Processing is a Sage 300 program that lets you process credit card payments from your customers. You use it with Sage Exchange, a secure payment-processing application that integrates Sage 300 with Paya.
Depending on your purchase agreement, some features described here may not be available in your product.
Payment Processing Features
Payment Processing includes the following features:
- Secure, PCI-compliant payment processing. Sage 300 Payment Processing meets the Payment Application Data Security Standard (PA-DSS) for processing transactions and storing credit card details.
- Secure storage of customer credit card information. Paya stores credit card details securely in an online vault system. This allows you to save and reuse credit card information for your customers without storing it in your company database, ensuring that your payment processing is PCI compliant and reducing your exposure to credit card fraud.
- A Process Credit Card screen. This screen allows you to review, and where applicable, edit billing information, document totals, and other information for a transaction before you submit it to Paya for processing. After you process a transaction, it displays transaction details and status information you can use to verify that the transaction was processed correctly, and to look up transaction reports.
- Card reader device support. You can use a card reader device to swipe credit cards at the point of sale, minimizing manual data entry and reducing the risk of errors.
- Seamless integration with Accounts Receivable and Order Entry. You can open the Process Credit Card screen from key screens in Accounts Receivable and Order Entry to quickly , capture, and process payments, or to void or refund previously processed transactions.
- Real-time transaction reports. Sign in to Sage Virtual Terminal to view and export reports on transactions, batches, and expiring credit cards.
- Support for multiple currencies, banks, and merchant accounts. Flexible processing codes allow you to select the bank, currency, and merchant account to be used when each credit card transaction is processed. If you use multicurrency accounting, you can set up separate Paya merchant accounts to process transactions in USD and CAD.
- Support for Level 2 Data Credit Card Processing. Payment Processing supports Level 2 Data Credit Card Processing by submitting sales tax information separately from transaction totals.
- English, French, and Spanish language support.
Processing Credit Cards in Accounts Receivable and Order Entry
After you install and activate Payment Processing, screens in Accounts Receivable and Order Entry are updated to support credit card processing. For more information, see About Payment Processing Transactions.
Getting Started
For instructions on installing, activating, and setting up Payment Processing, see Setting Up Payment Processing.