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

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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

How To Rebuild Menus in Sage 100 3.x to 201x

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You may encounter a case where your Sage 100 menus aren’t rendering properly. In this situation, you may not have much control over the menu structure short of rebuilding it from scratch.

Fortunately, Sage 100 has a tool which will re-compile the menus and (hopefully) restore them to their normal state.

The hidden utility used varies based on the version of Sage 100 in use.

The instructions work for both Sage 100 and Sage 100cloud. As always, before running any utilities on your Sage data please ensure you have a complete backup just in case you need to restore one or more files.

To Rebuild Sage 100 Menus:

Sage 100 Version 4.20 and later

  • Click File, Run.
  • To start the Menu Maintenance program, enter SY_MENU_UI
  • Click OK.
  • Click Accept.
  • Note: In version 4.20, the progress bar does not open immediately after clicking Accept.
  • Close the Menu Maintenance window.
  • Exiting and restarting Sage 100 may be required.

Sage 100 Version 4.0 through 4.10

  • On the Sage MAS 90 or 200 File menu, click Run.
  • Type SYZCON
  • Click OK.
  • At the -> prompt, enter the following; press ENTER after each line.
  • ->menus=new(“sy_menu_svc”,%sys_ss)
  • ->? menus’compilemenu()
  • ->drop object menus
  • ->bye
  • Note: The compile menu returns 1 if the process is successful or 0 if the process fails.

MAS 90 or MAS 200 Version 3.x

  • On the Sage MAS 90 or 200 File menu, click Run.
  • Type SVMUPD
  • Click OK.
  • Select All Applications, and click Proceed.

What is Sage 100cloud Multi-Bin Management, and do I need it?

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Who can benefit from a Multi-Bin System? Just about any business who carries inventory.”

– Nicole Ronchetti, DSD Business Systems

For businesses who manage inventory, Sage 100 has much to offer. But one historical shortcoming has been the lack of Multi-Bin Management. Enter Sage 100cloud, where DSD/ScanForce Multi-Bin Basic comes free with your subscription!

Traditional Sage 100cloud allows for one bin location per item per warehouse.

With the free Sage 100cloud Multi-Bin enhancement, you can expand to multiple bins per item per warehouse – all fully compatible with the ScanForce Warehouse Management solutions for Sage100cloud.

What is Sage 100cloud Multi-Bin Management?

Multi-Bin Management allows you to track items across multiple bin locations in Sage without having to use clunky workarounds like creating “dummy” warehouses.

 

READ: Why did Sage add a “Warehouse Status” field in Sage 100?

At the surface, it’s a rather simple idea. Sometimes your inventory won’t fit in one particular bin location and needs to be stored in multiple physical locations within the warehouse. DSD/ScanForce Multi-Bin Basic makes incorporating bin location details right within Sage 100cloud seamless.

If that’s not enough reason for you to start using your free Sage 100cloud Multi-Bin tool, read on.

Don’t have items in multiple bins? That doesn’t mean you can’t benefit from Multi-Bin Management. There are numerous other practical uses in the warehouse.

From tracking items that need inspection before being put on the shelves to storing stock that is reserved for certain customers (i.e. Amazon or Wal-mart), there are many ways that warehouses can take advantage of this technology that gives them greater visibility into their inventory.

Sage 100cloud has the robust functionality of Multi-Bin Basic included, with an option to upgrade to more advanced features for those who need it.

To learn more about why you might want to try Multi-Bin Basic and which Multi-Bin tool is right for you, read: Which Multi-Bin is Right for You?

Want to get started with better inventory visibility through Multi-Bin Management? Contact your Sage partner or visit ScanForce.com.

Error 13 PR_ConvertToFramework When Upgrading Sage 100cloud Payroll 2018 / 2.0

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We’ve seen several reports from users upgrade Sage 100cloud payroll to 2018 from an earlier version.

The error message reportedly occurs upon the second re-migration / conversion. Typically users will migrate and convert data once to test and configure. Then when ready to go live the data files are remigrated and converted.

It is during this remigration that the following error appears:

Error 13 PR_ConvertToFramework

Although Sage has yet to list the issue in their knowledgeable, the workaround appears to be:

Copy the PRX.SOA ( Payroll Miscellaneous Tax Rate File ) from the PREVIOUS (old) version of Sage 100 into the new Sage 100cloud 2018 PR folder.

This will reportedly allow the second migration to continue without error.

The following files contain the Payroll Tax Tables; they are stored in the ..\Mas90\PR\ folder ( Note: You only need to copy the PRX.SOA):

PRU – P/R Tax Table Master File
PRW – P/R Special Tax Calculation Master File
PRV – P/R Filing Status Master File
PR_09 – P/R Special Tax Calculation Tables
PRX – P/R Miscellaneous Tax Rate File
Note: All files listed above will have a .soa file extension (ex. PRU.soa)

As always, make backups of your data before changing any files. Please consult your Sage partners prior to making changes.

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