Setting Up Credit Card and ACH Payment Processing

Use the credit card and ACH payment processing feature to authorize credit card and ACH payment transactions. You must have the Accounts Receivable module installed and have a valid merchant account with Paya (formerly Sage Payment Solutions).

Installing Paya Connect Desktop

You must install Paya Connect Desktop on each workstation that will be used to access credit card or ACH payment information in Sage 100.

The first step is to install Paya Connect Desktop. Then when you start the program, you’ll be asked to upgrade to Paya Connect Desktop.

Considerations for Using Paya Connect Desktop

  • Workstations used to process credit card and ACH payment transactions or set up credit card and ACH payment processing require a working internet connection.
  • Add www.sageexchange.com to the list of trusted websites for any workstations that will be using Paya Connect Desktop to set up credit card and ACH payment features.

To install Paya Connect Desktop

  1. Use Windows Explorer to browse to the server where Sage 100 is installed, and locate the MAS90\Wksetup folder.

    If you’re using a stand-along installation of Sage 100 Standard, browse to the MAS90\Wksetup folder on the computer.

  2. Double-click Autorun.exe to open the Workstation Setup program; it takes a few seconds to launch.
  3. Click Install Paya Connect Desktop.
  4. Proceed through the steps in the Paya Connect Desktop installation wizard to install the program.
  5. When the installation is complete, a window appears to let you know that a software update is available.
  6. Follow the prompts to install Paya Connect Desktop.

Enabling Credit Card and ACH Payment Processing

The simplest way to enable credit card and/or ACH payment processing is to use the setup wizard. The wizard guides you through enabling the feature and creating payment types.

You will need to enter the merchant ID and merchant key for your Paya account, so have that available before you start the wizard.

To start the wizard, select Accounts Receivable > Setup > Payment Setup Wizard.

For information on setting up credit card and ACH payment processing without using the wizard, see Set Up Credit Card and ACH Payment Processing in the Help.