Description

How do I set up Sage DacEasy for credit card processing?

Resolution

Setup Accounting to Verify Credit Cards with Sage Exchange:

1. Select Edit --> Defaults --> System Preferences
2. Click the Online Processing tab
3. Check the Online Credit Card Verification checkbox
4. Enter your Merchant ID and Merchant Key
5. Press OK to save your System Preferences

Setup Verifiable Method of Payment in Accounting:

1. Select Edit -- > Tables --> Method of Payment
2. Enter a name for the card types (Visa, MC, etc.)
3. Enter a description and assign it to an account
4. Select Verify Online

When you first access Cash Receipts (Transactions --> Cash Entry --> Receipts) or Billing Entry (Transactions --> Billing Entry --> Invoices), you will be prompted to install Sage Exchange, if necessary.

Setup Order Entry to Verify Credit Cards with Sage Exchange:

1. Select Edit --> Defaults --> System Preferences
2. Click the Online Processing tab
3. Check the Online Credit Card Verification checkbox
4. Press OK to save your System Preferences

Setup Verifiable Method of Payment in Order Entry:

1. Select Edit --> Tables --> Method of Payment
2. Enter a name for the card types (Visa, MC, etc.)
3. Enter a description and assign it to an account
4. Select Verify Online
5. Enter your Merchant ID and Merchant Key
6. Press OK to save your System Preferences

When you first access Order Entry (Process > Order Entry), you will be prompted to install Sage Exchange, if necessary.

Setup Point of Sale to Verify Credit Cards with Sage Exchange:

1. Select Edit --> Defaults --> System Preferences
2. On the General tab, select Online Credit Card Verification
3. Press OK to save your System Preferences

Setup Verifiable Method of Payment in Point of Sale:

1. Select Edit --> Tables --> Method of Payment
2. Enter a name for the card types (Visa, MC, etc.)
3. Enter a description and assign it to an account
4. Select Verify Online
5. Enter your Merchant ID and Merchant Key
6. Press OK to save your System Preferences

When you first access Sales Register (Process --> Sales Register), you will be prompted to install Sage Exchange, if necessary.

If you have questions or require additional information, please submit a ticket and we will be in touch with you shortly.