• how can I automatically add a credit card processing charge to a SO or invoice

    Many businesses are adding a Credit Card Processing charge (1 to3 %) to transactions paid by credit card. This is justified by the need to cover the credit card processing fees, which have become significant. Can I automate that addition to the transaction…
  • Where is Credit card information stored in Sage 100

    Can anyone please help me with the business object for Credit card information and the tables in which it is stored.
  • 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…
  • Error when adding a new credit card - Already used this customerID

    Hi! So my co-worker tried to add a new credit card to a customer account, and received this message "Already used this customerID". As a test, we added the card to a different customer, and had no problem. I reached out to the credit card processor…
  • Can I get more that 2 people into a Cash Reciepts batch for entering Credit Cards during the workday?

    I am running Sage 2021 and have managed to get two people into the same batch for doing Credit Card transactions with Paya. Any attempt to add a third person will not work. What is the preferred method for allowing users to run a stored card for a client…
  • Void credit card authorization on sales order

    Several versions ago we were able to void a credit card authorization on a sales order but haven't been able to get it to work on Sage100cloud Advanced 2019 Version 6.10.2.0. We are using Paya. I have confirmed that the Library Master, Security settings…
  • Slow Access to Paya Credit Card Vault

    We have a client that just moved their Sage 100 2021 Standard to a Hosted environment. When clicking on the Credit Card/ACH button in Customer Maintenance, it takes 2 to 3 minutes to open up. Does anyone have a clue on why this process would have slowed…
  • Sage 2013: You do not have sufficient rights to override the credit card information... and you cannot process a credit transaction greater than $.00

    I have an administrator account and I do all of my work in a regular user account that I set permissions with, which tend to be the same as other people in my company, so others can use my account without any concerns. There's a new error in Sage as…
  • Sales Orders are disappearing during the "get EMV" process

    This is happening after our sales associates are done creating the sales order and have already clicked the EMV button, and swiped the card, then when the go back to click the "Get EMV Pmt" button, the sales order is gone. The credit card processes fine…
  • 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! …
  • 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…
  • 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?
  • 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…
  • 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…
  • How do you process credit card refunds for a closed invoice?

    We have an issue where we have a completed invoice that was paid for and the product was shipped, and now the customer wants to make a return and have the funds credited back to their card. This seems pretty common scenario but is one that is rare for…
  • Sage 100 2017. Cannot communicate with Sage Exchange Desktop 2.0 when initializing AR_CustomerCreditCard_Bus

    I get an error that says "Cannot communicate with Sage Exchange Desktop 2.0" when initializing AR_CustomerCreditCard_Bus in VB.Net as a Windows Service. I have the sample code attached and the credentials to Sage are hard coded in the Sage100Connection…
  • Report for Expired Credit Card Authorizations on Sales Orders

    I've searched through various posts and cannot seem to find an answer to a simple, specific question. Hopefully, someone can provide some input. I have created a very simple Crystal report, using the SO_SalesOrderPayment table. I want the report to…
  • Level 3 Transaction approvals through Sage Payment Solutions

    It has come to our attention that some of you are struggling with getting your Level 3 credit card transactions approved when using Sage Payment Solutions and Sage 100. In order to ensure your success, here are a couple of things you will want to remember…
  • 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…
  • Perform Credit Card Processing unchecked but sales journal error message unauthorized cc transaction

    We run a repetitive invoice which includes credit card information. When we run the sales journal we uncheck Perform Credit Card Processing. The sales journal errors out and indicates that an unauthorized credit card transaction was found. Any thoughts…
  • Credit Card Authorization Expired - TABLE?

    Can someone please tell me which table and corresponding field I would use in a Crystal Report to show which credit card authorizations have expired? I looked at the SO_SalesOrderPayment table, but none of these fields correspond to what I looking for…
  • Level 3 Credit Card Processing with Sage Payment Solutions

    Is anyone successfully(achieving downgrade and subsequent savings) processing level 3 credit cards with Sage 100 and Sage Payments? The integration leaves alot to be desired in terms of requiring toggling between credit card tab and line tabs to expose…
  • How to create a Sales Order Payment using Default Customer Credit Card and Pre-Auth Credit Card?

    I was able to use BOI to create a payment with the default customer credit card on it by calling the functions DefaultCustomerCreditCard() on the payment object and also setting on the payment object the property ProcessInBatch = "YES". If I do not set…