Configuring Modules for Credit Card and ACH Payment Processing

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The Credit Card Processing module is installed automatically with your Accounts Receivable and Sales Order modules. The module appears in the Installed Modules Listing accessed from the Library Master Reports menu, but it does not appear on the module menu.

Certain fields in the Accounts Receivable and Sales Order modules are available or appear only if the Credit Card Processing module is registered and/or if certain settings are made as detailed below:

Library Master Company Maintenance

Credit card and/or ACH payment processing is enabled on the Company Maintenance Payment tab.

Accounts Receivable Payment Type Maintenance

The fields in the Credit Card / ACH Payments section of Payment Type Maintenance are available only if ACH Payment or Credit Card is selected in the Payment Method field.

The Sage Exchange / Payment Center Processing Settings fields are available only if an option other than None is selected in the Enable Payments field in Company Maintenance and ACH Payment or Credit Card is selected in the Payment Method field.

The Valid Processor Connection check box can only be viewed; the system automatically selects the check box after it successfully validates the virtual terminal ID and merchant key. If the Valid Processor Connection check box is not selected, credit card processing through Sage Exchange is not activated for the payment type. Credit card transactions can still be entered, but they will require a manual authorization.

Credit Card Information

The Transaction ID field on the Payment tab in Sales Order Entry, S/O Invoice Entry, Cash Receipts Entry, and A/R Invoice Data Entry appears only if the Credit Card Processing module is registered and a valid processor connection was established in Payment Type Maintenance.

For more information, see Set Up Credit Card and ACH Payment Processing.