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Here’s How Customers Can Pay Your Sage 100cloud Invoices Directly From Email

March 14, 2019 by Wayne Schulz

The ability to accept multiple payment methods within Sage 100 is an important option for keeping and attracting customers.

Sage 100 has always supported cash payments against invoices but this requires that you wait for your customer to mail in a check which can cause delays and cash-flow problems.

With later releases, the ability to accept credit cards is built into the software. Without requiring any additional module to provide the ability to process card transactions.

Sage 100cloud natively supports the following types of credit card transactions from within Sage 100 and Sage 100cloud.

When fully integrated to a credit card processor Sage 100cloud can process these types of credit card transactions:

eposit against sales orders
Pre-authorize an order amount prior to shipping
Process cash receipts by credit card
Create a credit memo to refund an amount back on the same credit card

How your customers can pay you directly from an emailed invoice directly

The Sage 100cloud paperless office capability enables you to send invoices directly to customers via email as a PDF attachment.

While this can greatly save on the cost of postage it might not speed your time for collecting payment.

Sage 100cloud supports several credit card providers. One popular credit card option is APS Payments.

About APS Payments Sage 100cloud Credit Card Processing

Tokenized credit card data simplifies PCI Compliance

• Daily, automatic batch reporting
• Level 3 Processing
• Multi-currency capable
• ClickToPay integrated invoice portal
• ACH and ClickToPay Direct
• No installation, maintenance, or setup fees
• 24/7 live support

APS Payments integrates fully to Sage 100cloud, utilizes a secure payment vault and also allows for level 3 processing.

When APS Payments has been installed as your credit card processor you’ll also be able to configure the delivery of emailed invoices to also include a special link that your customer can click and submit a credit card payment.

Tip: How to setup credit card processing for Sage 100cloud

Here’s how emailed Sage 100cloud invoices can be configured for APS ClickToPay

Once you’ve decided to allow customers to pay your invoices from email you need two primary things:

Select APS Payments as your processor
Enable APS ClickToPay from within company maintenance (available for version 2013+)

Once installed (see this link for a copy of the guide) , there is an option within the company maintenance screen to enable APS ClickToPay.

Then you only need to modify your paperless office invoices to add a link for the customer to click and pay your invoices upon receipt in their email.

Do this by modifying your Crystal Reports invoice form. There are two included samples to use as guides.

AR_Invoice1ClickToPay.rpt
SO_Invoice1ClickToPay.rpt

APS ClickToPay adds three fields to your Sage 100cloud Crystal Worktables

D531_C2PLinkCode which identifies the invoice to the gateway. Not normally used in forms, but included for special reporting.
D531_C2PUrlLink which contains the full URL to link for the invoice on the gateway. This field is the one the customer will click on and is therefore critical.
D531_C2PCustomer which allows you to suppress the URL if the customer is opted out of APS ClickToPay.

The guide (copy here) walks you through the setup of the form, including how to suppress the button should you have customers that you do NOT want to offer the APS ClickToPay option.

The opt out ability means that you could implement APS ClickToPay for every one of your customers or you could implement it only for customers who has requested it (and opt-out the remainder). The choice is yours.

DSD InstaDocs Adds Ability for Paperless Office to Send PDF Attachments With Sage 100cloud Invoices

An update to the popular DSD InstaDocs enhancement for Sales Order allows you to send Paperless Office invoice emails along with any file attachments specific to that invoice.

Perfect for safety sheets, warranty information or anything additional you might need to send along with an invoice as an attachment.

Sage 100cloud Credit Card Processing Resources

APS Payments Setup Manual

APS ClickToPay Setup and Configuration

DSD InstaDocs for Sage 100cloud Sales Order Data Sheet

Request more information on Sage 100cloud credit card integration here

EMV Credit Card Processing For Sage 100 and Sage 100cloud

October 17, 2018 by Wayne Schulz

If you are accepting credit cards with your Sage 100 or Sage 100cloud accounting software then you’ve likely been asked by customers whether your terminals support the new EMV credit card security.

EMV cards are smart cards (also called chip cards or IC cards) that store their data on integrated circuits in addition to magnetic stripes (for backward compatibility). These include cards that must be physically inserted (or “dipped”) into a reader, as well as contactless cards that can be read over a short distance using near-field communication (NFC) technology. Payment cards that comply with the EMV standard are often called Chip and PIN or Chip and Signature cards, depending on the authentication methods employed by the card issuer.

The integration of credit cards offered by Paya eliminates re-keying and is fully supported by Sage 100 and Sage 100cloud across all supported version.

For more information use http://go.paya.com/Sage50Core2.html

How To Enable Credit Card Swipe in Sage 100 ERP

February 10, 2014 by Wayne Schulz

The question of how to enable credit card swipe readers within Sage 100 ERP 2013 recently was asked in my 90 Minds group. As you may know one of the big features of the Sage Exchange integration with Sage 100 ERP 2013 is the ability to swipe credit cards natively through the software.

This swiping generally also allows your company to receive lower rates because having a physical credit card present lowers the possibility of charge fraud

In order to get the swiping feature to work in Sage 100 ERP 2013 you must follow two steps (possibly a third if you need updated card swipe drivers):

1. Within your Sage Exchange program (which should be minimized in the task bar and activated by a right click and clicking settings) enable the Magensa Card Swipe listed under Credit Card Devices.

Your Sage Exchange interface will reboot an you will then be able to swipe credit cards in your Sage 100 ERP Sales Order module.

PS – A good source for credit card swipers as recommended by my 90 Minds members is ID Innovations – http://idinnovations.com/

Sage Payments 101: Making Sense of the Credit Card Industry

March 26, 2012 by Wayne Schulz

Confused how the complicated, ever-evolving credit card payments industry works? You’re not alone! Whether you are currently accepting credit card payments or considering it, it’s critical you understand the ins and outs of the payments industry so you know what to look for in a payments solution. Not making an informed decision can be a costly proposition.

Join us and learn:
• All the different people involved with moving and handling transactions.
• What the difference is between integrated and nonintegrated payments solutions.
• How to get started.

When: April 17,, 2012

Time: 11:00 am PDT / 2pm EDT

Presenter:
TBD

Moderator:
Erika Jelovsek