Set Up Credit Card Authorization in Sage 50

How Do I...

Before you can accept credit card or ACH payments from customers, your business must apply for an online merchant account with a qualified institution that can authorize and manage your credit card receipts. You can do this easily within Sage 50.

Apply for an online merchant account with Sage Payment Solutions

Set up the merchant account within Sage 50

How it works

Note: If your business already has a merchant account established, you can still enter credit card information in Sage 50. You will have to record the provided authorization code manually.

Apply for an Online Merchant Account with Sage Payment Solutions

Sage Payment Solutions can help you quickly set up an online merchant account within Sage 50. This service will make your credit card and ACH authorization process instant and seamless. Sage 50 online merchant account providers process credit card transactions securely over the Internet using the payment gateway service and do not require card swipe terminals. Although swipe terminals are not required, you can use Sage Exchange to process credit cards using a swipe terminal.

What you need to apply for an online merchant account

  1. From the Services menu, select Credit Card Processing. Sage 50 displays the Sage Payment Solutions page.
  2. Note: To learn more about Sage Payment Solutions at Sage 50's Web site, click the Learn More tab. The link on this tab requires an Internet connection.

  3. To set up your Sage 50 online merchant account, select the underlined link in the gray "Enrollment" box. Sage 50 displays the Sage Payment Solutions page.
  4. Sage Payment Solutions enables you to quickly and easily apply for an online merchant account. Once you click the sign-up link, more information about this service will appear in your Web browser. You can be approved within one to two business days.

Set Up Your Merchant Account in Sage 50

Once you are approved for an online merchant account, your company will be set up with the gateway payment processing service. You will be sent a 12-digit Merchant ID and Merchant Key via email. This information must be set up in Sage 50 before you can begin authorizing credit card payments online.

  1. From the Service menu, select Credit Card Processing.
  2. Select the Account Info tab.
  3. The Sage Payment Solutions Account Info page appears.

  4. Under Merchant Account Setup, enter the provided Merchant ID in the box provided.

How It Works

When you attempt to authorize a credit card or ACH payment from the Receive Money or Receive Money at time of sale (accessed from Sales Invoicing) screens, your merchant setup information will be used to log on to Sage Exchange, where you can process the credit card transaction. Once the transaction is processed, Sage 50 will display the provided payment authorization code on the Credit Card Information window. Depending on your Internet connection, the authorization process could take up to 30 seconds.

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