Convert a Vault-Only Account to a Processing Account

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Expand/Collapse item Overview

Use this procedure to convert a Sage Exchange Vault-only account to an account that allows you to process credit card transactions through Paya (formerly Sage Payment Solutions) using Sage Exchange. For more information, see Vault-Only Accounts.

Expand/Collapse item Before You Begin

Contact Paya to establish your account. Provide them with the Vault-only ID and Vault-only key that appear in Company Maintenance.

 

To convert a Vault-only account to a credit card processing account

  1. Select Library Master Main menu > Company Maintenance.

  2. On the Payment tab, in the Enable Payments field, select either Credit Cards or Credit Cards and ACH. For more information, see Company Maintenance - Fields.

The system checks to see if the Vault-only ID and key that appear on this screen are associated with a valid processing account.

  1. If the ID and key are associated with a valid account, a message appears confirming that your Vault-only account has been converted to a processing account, and the ID and key are copied to the Virtual Terminal ID and Merchant Key fields in Payment Type Maintenance for credit card payment types. You can now begin processing credit card transactions using Sage Exchange.  

  2. If the ID and key are not associated with a valid account, a message appears indicating that this is the case. Proceed to step 3.

  3. In the message window, click Yes to enter a valid virtual terminal ID and merchant key. The Virtual Terminal ID and Merchant Key fields will then be available.

  4. Enter your virtual terminal ID and merchant key and then click Accept. The system verifies whether the ID and key combination result in a connection with Sage Exchange.

  5. If the connection with Sage Exchange is successful, a message appears stating that the ID and key will be copied to the Virtual Terminal ID and Merchant Key fields in Payment Type Maintenance for all credit card payment types.

  6. If the connection with Sage Exchange is not successful, a message appears letting you know that payment processing will not be enabled, and the Enable Payments field will be set to None. Verify that the ID and key are valid for a processing account; contact Paya if needed.

If the connection with Sage Exchange was successful, you can now begin processing credit card transactions using Sage Exchange.