Setting up PayPort

Open: Retail > POS Processing > Payport Setup > Sage 200 Payport Setup.

1. Select Settings.
2. Select the Default bank account for any postings made from PayPort.
3. Select Use the timer for importing transactions to activate the Number of seconds to wait before automatically importing box.

4. Enter the number of seconds that PayPort waits between each import from your tills.

   If the check box is clear, the poll is performed once and the timer is not used.

5. Select the number of days that the system keeps your till transactions.

   The transactions are only removed from the Till Transaction table. They are not removed from Sage 200. See End of the day processing

6. Select Despatch / Receive Goods if you want credit accounts to work with the despatch and received goods.

   Select Post Invoices / Credit Notes if you want credit accounts to work with the posted invoices and credit notes.

7. Select Summarise Transactions to only post a summary of your transactions.

   Once selected, the transactions are consolidated for each stock item. Total amounts and values for the stock item are displayed. For example, you may choose to select this option if you sell lots items and they are of low value.

   Clear this option to post individual transactions.

8. Click OK to save your changes.

1. From the Sage 200 PayPort Setup window, select Tender Types.
2. Select the first empty row in the list.
3. Enter the Tender Type and Tender Description in the relevant columns.
4. Select a bank code from the drop-down list. This list displays all bank codes set up in Sage 200.
5. Enter the bank and credit card details that your company accepts.
6. Click OK to save your changes.

1. From the Sage 200 Payport Setup window, select Data Paths.
2. Enter the location where the PayPort Reports folder is located on your system.
3. Click OK to save your changes.

1. From the Sage 200 Payport Setup window, select Versions.

   This displays the name of the setup file and its latest version.

2. Click OK to save your changes.