--- title: How to Process Credit Card Payments in Sage 300 (Accpac) description: Using Sage Payment Solutions, you have a variety of options to manage and process credit card payments in Sage 300 ERP (Accpac). Here's how. --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # How to Process Credit Card Payments in Sage 300 (Accpac) **twitter **linkedin **facebook The ability to accept credit card payments is vitally important for most businesses today. That's why **Sage Payment Solutions** provides a variety of ways to accept and process payments in [Sage 300 ERP](https://www.equationtech.us/sage_erp_accpac/) (formerly "Sage Accpac"). Adhering to strict PCI compliance rules, Sage Payment Solutions provides your business with the freedom to accept credit cards in person, by mail, over the phone, online, or with your mobile device. Here's how to process credit card transactions using **Sage 300 ERP** **(Accpac)** Payment Processing. ![Sage payments resized 600](https://www.equationtech.us/hs-fs/file-361016345-jpg/images/sage_payments-resized-600.jpg) ### **Before You Start** Besides having a working internet connection, you must install **Sage Exchange** on the workstation you are using to process credit cards. [Sage Exchange](https://www.sageexchange.com/sep/default.aspx) connects your Sage 300 ERP system to Sage Payment Solutions. Sage Exchange transmits and stores credit card details in a **PCI-compliant vault**, which protects you from exposure to noncompliance penalties and credit card fraud. ### **Step 1: Create or Select a Document** In Order Entry (O/E) or Accounts Receivable (A/R), create or select a document for which you want to process a credit card payment. Here is a list of Sage 300 ERP screens that support credit card payments: - A/R Invoice Entry - A/R Receipt Entry - O/E Invoice Entry - O/E Order Entry - O/E Shipment Entry ### **Step 2: Set Up a Prepayment or Select a Transaction Type** If you are using Sage 300 (Accpac) Order Entry, Shipment Entry, or Invoice Entry - Click the **Prepayment** button - Create or select a batch for the prepayment If you are using Sage 300 (Accpac) **A/R Invoice Entry** - Enter the document details and click **Add**, if you're creating a new document - Click the **Prepay** button - Create or select a batch for prepayment If you are using **A/R Receipt Entry** - On the **Transaction Type** list, select **Receipt**, **Prepayment**, **Unapplied Cash**, or **Misc. Receipt**. ### **Step 3: Verify the Information** Verify that the **Payment Code** field displays the correct payment code, or select a payment code that uses the payment type SPS Credit Card. ***Tip:*** *Click the Finder to see a list of payment codes and associated payment types.* If you are using the O/E Prepayments screen, verify that the **Processing Code** field displays the correct processing code, or use the Finder to select a code. The bank code associated with the processing code appears in the **Bank Code** field. ***Note:*** *The bank and currency for the current transaction must match the bank and currency specified for the processing code you select.* Verify that the **Bank Code** field displays the correct bank code, or select a bank code to be used when the transaction is processed. ![How to Process Credit Card Payments in Sage 300 ERP](https://www.equationtech.us/hs-fs/file-356190019-jpg/images/picture11.jpg?width=502&height=373&name=picture11.jpg) ### **Step 4: Enter Remaining Transaction Details** After you enter the remaining transaction details, click the **Add** button. You'll now notice that the **Charge** button becomes available. ### **Step 5: Click Charge** The PMT Process Credit Card screen will then appear. If a default credit card exists in the customer record that uses the processing code selected for the current transaction, that credit card will be selected by default. ### **Step 6: Specify a Credit Card** - To select a saved credit card, use the **Finder**. - To enter details for a new card and save the card in the customer record, click the **New** button, and then add the card details on the A/R Credit Card Information screen. - To enter details for a new credit card that will not be saved in the customer record, select **Enter a Card for One-Time Use**. (You enter card details on the Sage Payment Solutions browser form after you click the **Process Pre-authorization** button.) ### **Step 7: Enter or Review Billing Details** These may be different from the information in the Sage 300 ERP customer record. For example, the customer may be using a company credit card, or may be authorized to use a card on behalf of the primary cardholder. ***Tip:*** *When entering billing details, you can select the **Same as Customer Address** option to fill in billing details with name and address information from the customer record.* ### **Step 8: Review Totals** *******Note:*** *For some transactions, you can edit the amount in the **Taxes** field in order to comply with Level 2 processing requirements. When you edit this amount, the amount in the **Subtotal** field is calculated automatically by subtracting the taxes you entered from the transaction total.* ### **Step 9: Click Process Payment** The Sage Payment Solutions browser form will appear. ### **Step 10: Review or Enter Credit Card Details** If you use a card reader device and did not select a saved credit card for this transaction, you can click **Swipe Card** to swipe a credit card. If you want to review these details, click the **Next** button on the browser form. ### **Step 11: Click Submit.** Sage Payment Solutions will then process the payment and once it's finished, the browser form will close. The transaction details and a status message will then appear on the PMT Process Credit Card screen. Once you finish reviewing the transaction details and status, click **Close**. Post or save the document. **And that is how you process a credit card payment in Sage 300 ERP (Accpac)!** In summary, Sage Payment Processing is a complete payment processing solution that allows you to securely accept and process credit card transactions directly within Sage 300 ERP. Learn more about Sage Payment Solutions and how you can reduce your credit card processing fees by 50% or more if you're a current Sage 300 ERP (Accpac) customer. [![Sage Payment Solutions - Slash Fees by 50%](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/41683/54f149bd-aa8f-48e8-b5a2-fca5baf8497c.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/41683/54f149bd-aa8f-48e8-b5a2-fca5baf8497c) **Still Need Help?** **[Contact the Sage 300 ERP experts](https://www.equationtech.us/contact/) at Equation Technologies for assistance.** ** ** --- ### Related Articles Other credit card processing articles you might be interested in:  [Learn More About Charging Credit Card Processing Fee](https://www.equationtech.us/sage-accpac-blog/bid/97742/Learn-more-about-charging-credit-card-processing-fee) [How Are Credit Card Payments Processed?](https://www.equationtech.us/sage-accpac-blog/bid/77046/How-are-Credit-Card-payments-processed) [How Are Credit Card Payment Fees Calculated?](https://www.equationtech.us/sage-accpac-blog/bid/77445/How-are-credit-card-payment-fees-calculated) ### Related Articles ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300) Getting payroll to play nice with your job costing system is like fitting a square peg into a round... ## Need Help Now? 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