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> Set up Sage 200 / Online payments

Getting started with online payments

Online payments are payments that customers make by card, using an online payment service provider, such as Sage Pay. To process card payments through Sage 200, you must configure both Sage 200 Accounts and Sage 200 System Administration and set up the IP address for your online payment service provider.

Note: Foreign currency payments can only be processed via the Sales Ledger.

Before you begin

If you are using On Premise deployments:

To get started with online payments

Set up the online payment service provider IP address.
Set up online payments in Sage 200 System Administration.
  1. Select the payment service provider.

    2. Open: System Administration > Online Payments.

    • Select the online payment service provider.

      • All available providers are listed in the Online Payments menu within the navigation bar.

      Sage Pay is the default payment service provider used by Sage 200.

  2. Add vendor accounts.

    3. A vendor accountThe Sage 200 account that links with the online payment service provider account. identifier accompanies every payment transaction made with the online payment service provider.

    Open: System Administration > Online Payments > Vendor Accounts.

    • Right-click Vendor Accounts and choose Add New Vendor Configuration.
  3. Authorise:
    • Payment companies and roles for vendor accounts.

      • Open: System Administration > Online Payments > Vendor Accounts.

      1. Right-click the Vendor Configuration Name and choose Properties.
      2. To authorise payment companies, select the Companies tab.
      3. To authorise roles, select the Refund Roles tab.
Set up online payments in Sage 200
  1. Set up merchant accounts.

    2. Open: Accounting System Manager > Settings > Merchant Account Settings.

  2. Enable card processing.
    1. To accept online payments for invoices:

      2. Open: Sales Ledger > Ledger Set Up > Ledger Settings | Options.

      • Select Enable Card Processing.
    2. To accept online payments for sales orders:

      3. Open: Sales Order Processing > System Set Up > SOP Settings | Order Entry.

      • Select Enable Card Processing.

To process online receipts in Sage 200

In the Sales Ledger you can:

In the Sales Order Processing module, you can:

Resolve orphaned card transactions

An orphaned card transaction is a transaction that is incomplete due to a loss of connection between Sage 200 Accounts and the online payment provider's website.

If your system crashes while a receipt is returning from your online payment service provider, then an orphaned card transaction will be created in Sage 200 Accounts. In this case you will need to complete orphaned card transactions.

See also

Steps in this task

Online payments

Vendor accounts

Merchant accounts

Options (SL Settings)

Order entry (SOP settings)

What do you want to do?

Online card receipts

Enter the payment with sales order details

Refund online receipts

Amend sales order status

Other tasks

Complete orphaned card transactions

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