If your business accepts credit card payments from customers, you can select the option that best suits your needs:
- Invoice Payments can be strictly used as a payment option for online invoicing. If you choose Invoice Payments, when you send an invoice through email, your customer can see a Pay Now button in the email.
- Invoice Payments by Paya can be used for online invoicing as well as ACH and credit card payments, including with a reader.
Note: Although either option lets you easily track credit card transactions, Invoice Payments lets you immediately start collecting customer payments; however, with Paya, you must apply for a merchant account, which has an approval process. You also must set up Paya in Sage 50 to enable Invoice Payments.
To use Invoice Payments
- From the Services menu, select Invoice Payments.
- Click I want to use Invoice Payments.
- Provide a primary email address that can be used to set up a new account with the payment processor.
- Agree to the Terms and Conditions and click Get Started.
- Select the payment processor you want to use and click Connect. You can now include a Pay Now button in invoices you send to customers through email.
Note: If the payment service requires more information or has other tasks to complete account setup, check your email.
- Close the window.
To apply for a Paya merchant account for Invoice Payments by Paya
- From the Services menu, select Credit Card Processing. Sage 50 displays the Paya page.
- To apply for your Paya merchant account, select the underlined link in the gray "Enrollment" box. Sage 50 displays the Paya page.
Once you click the sign-up link, more information about this service will appear in your browser. You can be approved within one to two business days. If you already have a Paya merchant account, you need to set it up in Sage 50.