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  • How to set up credit cards for payments to vendors in Sage 50 CA?

    How to set up credit cards for payments to vendors in Sage 50 CA?

    The following will guide you in setting up a new payment method which includes creating the payment and expense accounts then a quick step in Setup > Settings . See below for details on the four easy steps. You'll be processing payments to vendors in…

  • Credit Memo in Bank Reconciliation

    FormerMember
    FormerMember
    Help! We were originally invoiced for a unit (over a year ago) we recently received a credit memo for the total amount of the unit and then were rebilled for the unit at a discounted price. Original invoice created a purchase invoice to our wholesale…

  • Any options for automatically renewing a credit card authorization on Sales Orders?

    Hi all, Some of our sales staff are complaining about credit card processing in Sage - their problem is that the cards do not automatically renew their authorization after the initial auth expires. We often have customers that place orders weeks or…

  • PO for Inventory but was paid with credit card

    A PO was issued for inventory items. There were received and have been paid with a credit card. How do I clear the PO? I need to invoice something so the PO closes. I can't invoice it, since I've already paid for it with a credit card. Thanks! …

  • Settle Credit Card Transactions

    The Settle Credit Card Transactions application is used to create Cash Management Bank Deposit batches containing credit card transactions from Sage 500 that have been settled at the processor using Paya Virtual Terminal. Given a date range, the application…

  • Prepayment - Credit Card Deposit Feature within Enterprise Management

    Prepayments in EM (X3) – A prepayment is considered a sale transaction and does not have the authorization and capture feature. This is what customers are asking, however,there is not a way in EM to do this. In EM, it’s a two-step process of authorizing…
  • How to add or update Credit Cards on the Sage Customer or Partner Portals for North America

    How to add or update Credit Cards on the Sage Customer or Partner Portals for North America

    Updated 01/11/2024 Are you a North American product user and have you received a service plan renewal notice and or a message about an expired credit card? The Sage Customer Portal or Partner Portal let you add or update an existing credit card…

  • Use Chip/EMV technology on Credit Cards

    Customer is are looking for a credit card solution for Enterprise Management (formerly SageX3), which will allow them to take credit card transactions through CC terminals/chip at all their branches and can be used for an e-commerce roll out. A lot of…

  • Table holding customer credit card CVV number for report

    Hi there! I need to generate a report of all of our customer credit card that don't have a CVV value entered, but I can't find that field in table AR_CustomerCreditCard. Is this field available anywhere, or is this not held in Sage tables (after transfer…

  • Credit Card transaction upload

    Good afternoon, Does anyone know if you can upload a credit card statement to make it easier to record/reconcile at the end of the month? Our company has 4 credits and it is a nightmare at the end of month collecting receipts. It would be easier to…

  • First Credit Card Reconciliation

    I am doing my first ever credit card reconciliation in Sage 50 but when I clear everything it gives me an unresolved amount which is the same as my opening balance, Outstanding is 0.00. I saw a previous post that said to adjust the opening balance to…
  • Sage 50cloud Q&A: Invoice Payments, PayPal, and Bank Feeds

    Sage 50cloud Q&A: Invoice Payments, PayPal, and Bank Feeds

    The investigation continues. Our Senior Trainer, Fanny Laguna, checked in with our Research & Development team to chime in on the answers below. The Sage 50 US team was also consulted to check in on some differences. Q: Can you setup PayPal in Sage…
  • Managing Stored Card Data Just Got Easier using Account Updater 2.0 from Paya

    Managing Stored Card Data Just Got Easier using Account Updater 2.0 from Paya

    Lost sales, payment declines, and service interruptions can be extremely costly for your business! Paya, our preferred full-service payment provider, has created Account Updater, a simple, cost-effective solution for keeping consumer payment information…

  • Sage Exchange # of Days to Card Expiration

    We had an order that would not process because the credit card was expiring in 17-days. Is there a setting that is triggering this and can it be changed or shut off?

  • Credit Card Reconciliation - Technical Error with Moneris

    FormerMember
    FormerMember
    Our credit card processing service had a technical error communicating with our accounting software back in February. Sage Exchange gave us an error when processing a credit card transaction and didn’t give us an approval code. I processed the transaction…

  • Order creation with authorized credit card details from 3rd party system

    I am trying to import a sales order with payment details. The credit card is already authorized in 3rd party system (eCommerce), i want to save the Authorization code and Transaction Id in Sage so that while invocing we can capture the amount. But payment…

  • Unchecking "Save Transactions for Account Reconciliations"

    We very recently acquired a credit card account and I am doing the account recs on the credit card account thus far without issue... until now (we only have at this point, 4 credit card statements.) My question will be: should I just uncheck "Save Transactions…

  • Get Credit Card Authorization No into Picking Sheet report (SO_PickingSheetWrk)

    Hello We are planning our upgrade from MAS 200 to Sage 100 and our Crystal Report for the Picking sheet used to print out the CreditCardAuthorizationNo but that data is now in a new table called SO_SalesOrderPayment. I looked into the Custom Office…
  • Add or Update a Credit Card on Sage's Customer Portal

    Add or Update a Credit Card on Sage's Customer Portal

    Have you received a service plan renewal notice and or a message about an expired credit card? The Sage Customer Portal lets you update an existing credit card's expiry date and or add a new credit card entirely. To access the Sage Customer Portal go…

  • Credit card payment: How to erase "additional fees and interest" mistake entry ?

    I wanted to pay the credit card and instead of writing the amount of the payment in the "Amount payment" section, I put it in the "additional fees and interest" section instead, the one just above. So instead of paying my credit card, I owe twice the…
  • Process Payments, Get Insights – and Grow - with Sage Payment Center

    Process Payments, Get Insights – and Grow - with Sage Payment Center

    Turn on Sage Payment Solutions’ Payment Center – embedded in your Sage 50 accounting solution - and get growing! Accepting credit cards, debit cards, and electronic checks has never been easier. With integrated payments processing at your fingertips,…

  • PayPal as credit card - reverse payment on credit card

    I set up PayPal as a credit card in Sage 50. I made a purchase using PayPal. Having made the purchase via PayPal, I followed up with making a payment to the credit card, i.e. PayPal, for the amount of the purchase. This is what I've always done…

  • Sage Timeslips Users: How interested are you in LawPay Integration?

    Hello Timeslips Family, We are interviewing partnership with LawPay for integration with Sage Timeslips. We would like to hear from you. Please provide feedback, suggestions and vote regarding your interest in integrating Sage Timeslips with LawPay…

  • Sage Payment Solution Integration with X3

    Currently, the credit card is authorized at either the Sales Order or Delivery creation. I would like to have the option for the Credit card to be authorized at the Delivery validation. This would prevent double billing if the delivery has to be deleted…

  • Pay Credit Card correction

    I used the "Pay Credit Card Bill" feature in the payments window. In error, i entered the wrong date. I went to change it, but I keep getting a message no data? How can I fix this? Why does Sage do this?

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