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

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Powerful Payment Processing with Sage 300 Available for Sage 300 ERP versions 5.6, 6.0 & 2012

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

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.

Powerful Payment Functionality
-Take credit cards as payments on open invoices or as deposits on sales orders
-Swipe credit cards when the credit card is present
-Refund credit card transactions during the returns process
-Perform reconciliation of credit card transactions between the processor and the company
-Store multiple cards per company and identify the default card to use

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

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

Published in: Business, Economy & Finance
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Atlantic DataSystems: Sage 300 ERP Credit Card Processing Powered by Sage Payment Solutions

  1. 1. Sage 300 ERP Credit Card Processing Powered by Sage Payment Solutions Jeremiah Green Sage Account Executive Leanne Lowe Sage Sales Engineer
  2. 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
  3. 3. How Payment Processing Works
  4. 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. 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. 6. A/R Customer – Credit Card Tab This screen will change to include bank info
  7. 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. 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. 9. Capture multiple orders from different customer in a batch and capture payments at time of invoicing
  10. 10. Sage Payments Default Cardholder Address Automatically copy the customer address into the billing address fields
  11. 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. 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. 13. Sage Payment Solutions Screen shot of Virtual TErminal
  14. 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. 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. 16. Jack says: Let’s take a look at Payment Processing!

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