SAGE Version 1 REV 0 8 2020 PAYA SAGE 100 CONTRACTOR REV 082020 2 Table of Contents Paya Connect Desktop Installation 3 Setting Up Credit Card Processing 6 Verify Client Preference 7 Processing Cr ID: 855669
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1 SAGE 100 CONTRACTOR Version 1 REV 0 8
SAGE 100 CONTRACTOR Version 1 REV 0 8 2020 PAYA | SAGE 100 CONTRACTOR REV 082020 2 Table of Contents Paya Connect Desktop Installation 3 Setting Up Credit Card Processing 6 Verify Client Preference 7 Processing Credit Card Transactions 8 Processing ACH Transactions 11 View Electronic Receipts 14 Void Electronic Receipts 16 C redit E lectronic R eceip
2 ts 18 PAYA | SAGE 100 CONTR
ts 18 PAYA | SAGE 100 CONTRACTOR REV 082020 3 Paya Connect Desktop Installation Before credit card processing can begin, the Paya Connect Desktop module will need to be downloaded on the computer/server. Paya Connect Desktop is a PA - DSS ( Payment Application – Data Security Standard) certified payment application that integrates with Sage 100 Contractor . For
3 all credit card processing that involve
all credit card processing that involves the storage, processing or transmi ssion of credit card data, the Sage Contractor software product will engage the Paya Connect payment application t o perform the s e function s . To install the Paya Connect Desktop module: 1. G o to https://www.sageexchange.com/install . From the Downloads tab, select Paya Connect Desktop v2.x :
4 2. You will then click
2. You will then click on Download Installer for the Standard Installer and agree to the Terms and Conditions and click on Download. PAYA | SAGE 100 CONTRACTOR REV 082020 4 3. Save the file and double click the Download, “ SageExchangeDesktopBootstrapper” and click on Run 4. Agree to the Terms and Conditions and Install: PAYA |
5 SAGE 100 CONTRACTOR REV 082020 5
SAGE 100 CONTRACTOR REV 082020 5 5. Close Installation Successful. You will then see the second part of the Download; click on Download and Install 6. The application will download to the computer and when complete, the icon will show in application tool bar and is now ready to use. PAYA | SAGE 100 CONTRACTOR REV 082020 6 S etting U p C redit C ard P roce
6 ssing Path: 7 - 2 Company Information:
ssing Path: 7 - 2 Company Information: 7 - Utilities - � 2 - Company Information - � Electronic Receipt Setup 1. From the “Electronic Receipt Setup” tab, enter your Merchant ID and Merchant Key that is provided via the merchant’s Welcome email, then click Validate Credentials button. 2. Select Posting Cash Account for the bank account connected to the Merchant Accou
7 nt ID. 3. Paya Connect Vault –
nt ID. 3. Paya Connect Vault – select box if you wish to allow client credit card and bank account information to be securely stored. PAYA | SAGE 100 CONTRACTOR REV 082020 7 V erify C lient P reference Path: 3 - 6 Receivable Clients - �Billing and Payment tab 1. Un - select the check box if your client does not want Sage Vault to store their credit ca
8 rd or bank account information, they
rd or bank account information, they give you to pay invoices. PAYA | SAGE 100 CONTRACTOR REV 082020 8 P rocessing C redit C ard T ransactions Path: 3 - 3 - 2 Electronic Receipts 1. Select Client to Display Invoices or enter the Invoice #. 2. In the Paid column, enter the amount received on this invoice.
9 PAYA | SAGE 100 CONTRACTO
PAYA | SAGE 100 CONTRACTOR REV 082020 9 3. The check box to Save payment information is automatically selected to save payment information in Paya Connect Vault. You will need to ask your client if they wish for you to save their account information for future use. **Note: This check box is only av ailable if it was selected in the Electronic Receipts Setup**
10 4. Click the Process and Post button a
4. Click the Process and Post button at the top right, to process the payment using Paya Connect and post the receipt. **Note: Post Only will mark the invoice as paid and post payment into t he General Ledger, without using Paya Connect to charge the credit card or account** 5. Select payment type “Credit Card/Debit” and click Next. PAYA | SA
11 GE 100 CONTRACTOR REV 082020 10 6.
GE 100 CONTRACTOR REV 082020 10 6. Enter Payment Information and click Next. 7. Enter Billing Information and then click Submit. The Paya Connect window will close and you will return to 3 - 3 - 2 Electronic Receipts window. PAYA | SAGE 100 CONTRACTOR REV 082020 11 P rocessing ACH T ransactions Path: 3 - 3 - 2 Electr
12 onic Receipts 1. Select Client to Di
onic Receipts 1. Select Client to Display Invoices or enter the Invoice #. 2. In the Paid column, enter the amount received on this invoice. 3. The check box to Save payment information is automatically selected to save payment information in Paya Connect Vault. You will need to ask your client if they wish for you to save their account information for future
13 use. **Note: This check box is only ava
use. **Note: This check box is only available if it was selected in the Electronic Receipts Setup** PAYA | SAGE 100 CONTRACTOR REV 082020 12 4. Click the Process and Post button at the top right, to process the payment using Paya Connect and post the receipt. **Note: Post Only will mark the invoice as paid and post payment into the General Ledger, without using Paya
14 Connect to charge the credit ca rd or
Connect to charge the credit ca rd or account** 5. Select payment type “ACH” and click Next. 6. Enter Payment Information and then click Next. PAYA | SAGE 100 CONTRACTOR REV 082020 13 7. Enter Billing Information and then click Submit. The Paya Connect window will close and you will return to 3 - 3 - 2 Electronic Rec
15 eipts window.
eipts window. PAYA | SAGE 100 CONTRACTOR REV 082020 14 V iew E lectronic R eceipts Path: 1 - 3 Journal Transactions 1. Once 1 - 3 Journal Transactions opens, find the transaction you want to view. **Note: Paya Connect receipt will display under Description if payment was processed through Paya Connect.** 2. From the Options
16 menu, select View Electronic Receipt. H
menu, select View Electronic Receipt. Here you can click Print receipt link to view and print receipt, then Close. PAYA | SAGE 100 CONTRACTOR REV 082020 15 PAYA | SAGE 100 CONTRACTOR REV 082020 16 V oid E lectronic R eceipts 1. Once 1 - 3 Journal Transactions opens, find the transaction you want to view.
17 2. From the Edi
2. From the Edit menu, select Void Receipt. 3. The following message will appear, click Yes. PAYA | SAGE 100 CONTRACTOR REV 082020 17 4. The following message will appear, click OK 5. If the transaction is not settled and has Sage Exchange receipts as the description, the receipt will be voided in both Sage 100 Contr
18 actor and Paya Connect . You will see t
actor and Paya Connect . You will see the following message, click OK. PAYA | SAGE 100 CONTRACTOR REV 082020 18 C redit E lectronic R eceipts NOTE: A Credit transaction depends on the Description and if the transaction has been settled. 1. Once 1 - 3 Journal Transactions opens, fi nd the transaction you want to view. 2. From the Edit menu, select Void
19 Receipt. 3. The f
Receipt. 3. The following message will appear, click Yes. PAYA | SAGE 100 CONTRACTOR REV 082020 19 4. The following message will appear, click OK. 5. If the transaction is not settled and has Sage Exchange receipts as the description, the receipt will be voided in both Sage 100 Contractor and Paya Connect . You will see the following message,