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Sage 300 ERP Credit Card Processing
Powered by Sage Payment Solutions

Jeremiah Green

Sage Account Executive

Leanne Lowe

Sage Sales Engineer
Agenda

•

Overview of Payment Processing

•

Features and Benefits of Payment
Processing

•

Entering various credit card related
transactions and capturing payments in
Sage 300 ERP

•

Day End Procedures
How Payment Processing Works
What is Sage Exchange?
A payments platform
that facilitates:
Integration of data between
Sage 300 ERP and payment
solutions
Value added services
which can be deployed
through advanced devices,
online SaaS applications
and API’s.
Sage Exchange Vault
Secure, compliant storage
of sensitive credit card info
Credit card information is
NOT stored onsite or in
Sage 300; this information
is kept in a secure Sage
Payment Solutions vault
Bank routing numbers and
account numbers also
stored for ACH
A/R Customer – Credit Card Tab

This screen will
change to include
bank info
Payment Processing Module Enhancements
in Sage 300 ERP v2012

Capture pre-authorizations at the time of shipping or
invoicing
Batch capture and invoice credit card transactions
Usability enhancements including the ability to default
cardholder address
Automatically ‘force’ an expired pre-authorization
Capture pre-authorizations at the time of Invoice or
Shipment

As orders are fulfilled, warehouse
personnel can post shipments
without capturing the funds. Once
shipments are posted, AR
personnel can process the
invoices
Capture multiple orders from different customer in a
batch and capture payments at time of invoicing
Sage Payments

Default Cardholder Address

Automatically copy
the customer
address into the
billing address fields
Payment Card Industry Data Security Standard
(PCI DSS)

Security controls and
processes to keep
payment card data safe
from exploitation

Compliance mandatory for
any organization that
accepts payment cards
Settlement: Sage Payment Solutions
Very important as it moves the money from
the card holder’s account to your account!
The SPS Gateway performs real time processes
electronically on line
• My Virtual Terminal
• Manually settle each batch or turn on automatic batch
settlement closing
– Terminal

• User-level password protection reduces the
possibility of unauthorized access into database
content and functions
Sage Payment Solutions
Screen shot of Virtual TErminal
Sage Payment Solutions
Credit Card Processing is offered as a Service, providing a
comprehensive end to end solution

24/7 online management and reporting of your credit card transactions,
including historical data in a web based format:
– My Virtual Terminal
– My Virtual Reports
– Virtual checks

Provides Credit Card authorization and settlement via Sage Payment
Solutions Gateway
Provides expedited funding to your business - receive the gross
deposit within 48 business hours automatically into your merchant
account
Sage Payment Solutions…
Sage Card processing is a complete credit card processing solution
for retail, Business-to-Business and internet transactions.
Everything needed to process cards is included:
Strict Adherence to PCI (Payment Card Industry) data standards which
provide secure and rapid payment authorization
Automatically connect to financial networks for credit card authorizations
and settlements
Customizable reporting capabilities
Merchant account origination & underwriting
Dedicated customer service team
On line and Loss prevention specialists
Access to secure 24/7 online transaction reporting and statements
24 hour real time support help desk
Jack says:

Let’s take a look at
Payment Processing!

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Atlantic DataSystems: Sage 300 ERP Credit Card Processing Powered by Sage Payment Solutions

  • 1. Sage 300 ERP Credit Card Processing Powered by Sage Payment Solutions Jeremiah Green Sage Account Executive Leanne Lowe Sage Sales Engineer
  • 2. Agenda • Overview of Payment Processing • Features and Benefits of Payment Processing • Entering various credit card related transactions and capturing payments in Sage 300 ERP • Day End Procedures
  • 4. What is Sage Exchange? A payments platform that facilitates: Integration of data between Sage 300 ERP and payment solutions Value added services which can be deployed through advanced devices, online SaaS applications and API’s.
  • 5. Sage Exchange Vault Secure, compliant storage of sensitive credit card info Credit card information is NOT stored onsite or in Sage 300; this information is kept in a secure Sage Payment Solutions vault Bank routing numbers and account numbers also stored for ACH
  • 6. A/R Customer – Credit Card Tab This screen will change to include bank info
  • 7. Payment Processing Module Enhancements in Sage 300 ERP v2012 Capture pre-authorizations at the time of shipping or invoicing Batch capture and invoice credit card transactions Usability enhancements including the ability to default cardholder address Automatically ‘force’ an expired pre-authorization
  • 8. Capture pre-authorizations at the time of Invoice or Shipment As orders are fulfilled, warehouse personnel can post shipments without capturing the funds. Once shipments are posted, AR personnel can process the invoices
  • 9. Capture multiple orders from different customer in a batch and capture payments at time of invoicing
  • 10. Sage Payments Default Cardholder Address Automatically copy the customer address into the billing address fields
  • 11. Payment Card Industry Data Security Standard (PCI DSS) Security controls and processes to keep payment card data safe from exploitation Compliance mandatory for any organization that accepts payment cards
  • 12. Settlement: Sage Payment Solutions Very important as it moves the money from the card holder’s account to your account! The SPS Gateway performs real time processes electronically on line • My Virtual Terminal • Manually settle each batch or turn on automatic batch settlement closing – Terminal • User-level password protection reduces the possibility of unauthorized access into database content and functions
  • 13. Sage Payment Solutions Screen shot of Virtual TErminal
  • 14. Sage Payment Solutions Credit Card Processing is offered as a Service, providing a comprehensive end to end solution 24/7 online management and reporting of your credit card transactions, including historical data in a web based format: – My Virtual Terminal – My Virtual Reports – Virtual checks Provides Credit Card authorization and settlement via Sage Payment Solutions Gateway Provides expedited funding to your business - receive the gross deposit within 48 business hours automatically into your merchant account
  • 15. Sage Payment Solutions… Sage Card processing is a complete credit card processing solution for retail, Business-to-Business and internet transactions. Everything needed to process cards is included: Strict Adherence to PCI (Payment Card Industry) data standards which provide secure and rapid payment authorization Automatically connect to financial networks for credit card authorizations and settlements Customizable reporting capabilities Merchant account origination & underwriting Dedicated customer service team On line and Loss prevention specialists Access to secure 24/7 online transaction reporting and statements 24 hour real time support help desk
  • 16. Jack says: Let’s take a look at Payment Processing!