Payment Processing integrates seamlessly with key screens in Order Entry and Accounts Receivable, allowing you to process credit cards while working in Sage 300.
You use the integrated screens in Accounts Receivable and Order Entry to launch the PMT Process Credit Card screen, where you enter or review billing information, order totals, and credit card details. From this screen, you launch the Paya browser form, where you complete the transaction.
After Paya processes the transaction, transaction details and a status message appear on the Process Credit Card screen.
Processing Credit Cards in Accounts Receivable
After you install and activate Payment Processing, the following Accounts Receivable screens are updated to support credit card processing:
- A/R Customers. A Credit Card tab appears on the A/R Customers screen and allows you to view, add, edit, and delete credit card records for customers.
- A/R Credit Card Information. An A/R Credit Card Information screen allows you to drill down from screens in Accounts Receivable and Order Entry to view, edit, or delete credit card information.
- A/R Invoice Entry. When you select a payment code that uses the SPS Credit Card payment type, you can process a credit card prepayment for an invoice.
- A/R Payment Codes. A payment type called SPS Credit Card appears in the list of available selections for payment codes. You must select this payment type for each payment code you will use when processing credit card transactions.
- A/R Receipt Entry. When you select a payment code that uses the SPS Credit Card payment type, you can process a credit card transaction for a prepayment, receipt, unapplied cash, or miscellaneous receipt.
- A/R Refund Entry. You can refund a transaction that was paid by credit card. The refund can be paid by cash or check, or you can apply it to the card that was used for the transaction.
Processing Credit Cards in Order Entry
After you install and activate Payment Processing, the following Order Entry screens are updated to support credit card processing:
- O/E Invoice Entry. Depending on the options you select on the PMT Options screen, a Capture button allows you to capture a credit card payment for a shipment.
- O/E Order Entry. Pre-authorize, Quick Pre-authorize, and Capture buttons allow you to and capture a credit card payment for an order.
- O/E Prepayments. When you select a payment code that uses the SPS Credit Card payment type, you can process a credit card prepayment for an order.
- O/E Capture Payments With Invoices. An O/E Capture Payments With Invoices screen allows you to capture and invoice credit card payments for multiple Order Entry documents.
- O/E Shipment Entry. A Capture button allows you to capture a credit card payment for an order.