Transaction Information (Window)

1. On the Receive Money window or the Receive Money at time of sale window (accessed from Sales Invoicing), click the Record button.
2. Enter the last 4 digits of the credit card number, the expiration date, the authorization code, and any comments.
3. Click Save. This is where you record credit card authorizations that were processed outside of Sage 50.

1. On the Receive Money window or the Receive Money at time of sale window (accessed from Sales Invoicing), click Process.
2. This will open Sage Exchange where you can process a credit card by entering the information or using a credit card reader. You must have an account set up with Paya to process credit cards through Sage 50.

1. Open the receipt you want to refund.
2. Click the Approved - Issue Refund link. The receipt populates with the negative amount to refund.
3. Click Process.
4. On the Sage 50 Payment Solutions window, click Submit. The Credit Card Information window opens and shows Credit - Approved. You can print the refund receipt for the customer to sign.
5. Click OK and save the refund receipt. Sage 50 retains the original receipt and creates a refund receipt showing the amount credited. The original receipt shows a status of Approved - Refund Issued. The refund receipt shows a status of Approved-Refund Receipt.

1. On the Receive Money window or the Receive Money at time of sale window (accessed from Sales Invoicing), click Process. This will open Sage Exchange where you can process an ACH payment by entering the customer's bank account information. You must have an account set up with Paya to process ACH through Sage 50.

This is the name and billing address for the cardholder or bank account owner. If the payment was authorized through Sage 50, this information comes from Sage Exchange. If you manually recorded the authorization, this is the name and address entered on the Payment & Credit tab for this customer in Maintain Customers.

This represents the transaction's authorization date and amount. The date and amount fields come from the original Sage 50 receipt. To change these values, you must return to the Receive Money or Sales/Invoicing > Receive Money at time of sale window.

This field is for information purposes only and is not used during the authorization process. However, if you process payments through Sage 50, comment information was collected by Sage Exchange at the time of processing and used in online transaction reports. To help manage your transactions online, you might want to enter the associated customer ID, invoice number, or other help reference number that will assist in reconciling receipts.

This is the credit card or bank account number that was authorized for this transaction. This number is shown in a masked format with only the last 4 digits displayed; for example, XXXX-XXXX-XXXX-NNNN where NNNN are the last 4 digits of the credit card number.

This identifies when the credit card authorized for this transaction will expire. The was the expiration date that was either used when the credit card was authorized using Sage Exchange or manually recorded if this credit card was not authorized through Sage 50.

This is the authorization code for this transaction. This is the code that was either returned from Sage Exchange when the transaction was processed through Sage 50 or manually entered when the transaction was recorded.