Set Up Credit Card and ACH Payment Processing

Use this procedure to set up the Credit Card Processing module for use with Sage Exchange. The setup process involves activating Sage Exchange for a company, and then setting up all credit card payment types.

Before You Begin

The company for which you are activating Sage Exchange must already be set up.
You need the New Merchant Information e-mail from Sage Payment Solutions. This e-mail provides your 12-digit Virtual Terminal ID number and 12-character Merchant key.

Activate Sage Payment Solutions

Select Library Master Main menu > Company Maintenance.
Enter the company code of the company that will be using the Credit Card Processing module. For more information, see Company Maintenance - Fields.
Click the Credit Cards tab, and select the Enable Credit Card Processing check box.
If you have credit card data stored in a Sage Exchange Vault-only (nonprocessing) account, you will be asked if you want to enter the virtual terminal ID and merchant key for your processing account. You can enter the ID and key here, or enter it later in Payment Type Maintenance.

After entering a valid ID and key, your credit card information will be transferred to your processing account. The time required will vary depending on the number of credit cards on file.
Click Accept.

Set up the credit card payment types

Select Accounts Receivable Setup menu > Payment Type Maintenance.
In the Payment Type field, enter the payment type to set up. For more information, see Payment Type Maintenance - Fields.
In the Payment Method drop-down field, select Credit Card.
For credit card payment types, you can select Allow Corporate Cards if you want to enable level 2 credit card processing. You can then select the Include Level 3 Data check box to enable level 3 credit card processing. For more information, see Set Up Customer Credit Cards for Level 3 Processing.
In the Virtual Terminal ID field, type the 12-digit Virtual Terminal ID provided in your Sage Payment Solutions New Merchant Information e-mail.
In the Merchant Key field, type the 12-character Merchant Key provided in your Sage Payment Solutions New Merchant Information e-mail.
Complete the other fields as needed to set up the payment type. Click Accept.
Repeat these steps for all credit card payment types.

Allow credit card cash receipts, invoices, and repetitive invoices

Select Accounts Receivable Setup menu > Accounts Receivable Options.
On the Entry tab, select the Allow Credit Cards check box and click Accept. For more information, see Accounts Receivable Options - Fields.

The Credit Card Processing module powered by Sage Payment Solutions is now set up for the selected company and can be used to process credit card payments.

For more information, see