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  • Invoice to allow customers to pay by credit card or bank

    Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? This is something Quickbooks/intuit has had for a long time. I've attached a few examples of the email we receive from a quickbooks invoice and also the…
  • automate - 300+ customers need to be autopay a few days after the invoices go out.

    I have a client that bills once per month. I want to export the customers that have a checkbox I created that states yes, along with that month's invoice balance to auto-pay credit cards. 300+ customers need to be autopay a few days after the invoices…
  • Business credit card used for personal purchases

    How would I enter personal purchases made on a business credit card? I’m unsure which accounts to use. Thanks!
  • Charts of Accounts

    The problem I am having is in the chart of accounts. The accounts receivable is supposed to be a money in/ money out type of account. My accounts receivable is taking money in but not out for credit card sales only. I have to move the money out via general…
  • credit card details load into the GL

    new to Sage 100 C. What is the best way to enter CC transaction details into AP? Create CC setup (for each user) and then enter a payable for each transaction with a payment method of CC? You then reconcile the CC statement and select to pay the CC? Or…
  • Stripe payments no longer upload

    Anyone else having an issue with Stripe payments not uploading? Since the last payroll update, my stripe payments no longer automatically upload when I open Sage and when I go in to my settings, the button that I had checked off for "automatically refresh…
  • Recording Payments by Visa/Mastercard

    Hi there, I have a question about receiving/recording payments made by Visa/Mastercard. Someone previous to me has set up Sage to receive payment using the credit card feature with no discount fee, as the fee is only deducted monthly and it varies significantly…
  • Sales Order Repeating order - Automatic Credit card authorizations

    I have a task to setup a AUTO SHIP process by which a customer can setup a standing order that will ship each week, or month or ? When I run the auto generate order selection it will generate the order but will it also automatically charge the credit…
  • US customer paid invoice by credit card

    Hi there, Our company has customers in USA and we invoice them in US Dollars, they usually paid by credit card in CDN Dollars. I have set up the book as multi-currency and also the customers under US currency. My question is when we get paid, the Create…