Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage 500 Partners
        • Sage X3 Partners
        • Sage Intacct Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other >
        • Sage CRM Partners
        • Sage HRMS Partners
        • MIP Fund Accounting
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

Sage 100: How to Enter Credit Card Information in Customer Maintenance

10/17/2013

0 Comments

 
In this blog we're going to look at how to enter credit card information in Customer Maintenance to save in the Sage Exchange Vault. Saving credit card information in Sage 100 ERP Customer Maintenance will speed up the data entry process and simplify ordering, receipts, and invoicing. Let’s take a closer look …

Before You Get Started

Before you begin head over to Company Maintenance and verify that Credit Card Processing is enabled.

If your Sage Exchange Vault account is not yet set to process credit card transactions fill out the fields under Sage Exchange Vault Information for a valid processing account.

Sage 100 Credit Card Information Customer Maintenance
Next, verify that the Allow Credit Cards checkbox is selected in your Sage 100 ERP Accounts Receivable Options. 
Sage 100 Customer Maintenance Screen
And lastly, verify that Credit Card Payment Types are set up in Payment Type Maintenance to process credit card transactions through Sage Exchange.
Sage 100 ERP: How to Enter Credit Card Information in Customer Maintenance

Enter New Card ID

After enabling Credit Card Processing and setting up your Credit Card Payment Types you can enter a credit card in Customer Maintenance.

On the Additional Tab enter a new Card ID and click Yes if it is a new card. The new card will then be added as the customer’s primary card after the information is entered in Sage 100 ERP Customer Credit Card Maintenance.

You can also click the Credit Cards button to open the Customer Credit Card Maintenance window. This is where you can add and maintain multiple credit cards - which are then used when entering orders, receipts, or invoices for the customer. 

Sage 100 ERP: How to Enter Credit Card Information in Customer Maintenance

Select a Credit Card Payment Type

Now that you’re in the Sage 100 ERP Customer Credit Card Maintenance window select a Credit Card Payment Type. If you entered a new credit card payment type and clicked Yes when prompted “Is this a New Payment Type?” the Payment Type Maintenance window will appear.

Enter the Virtual Terminal ID and Merchant Key and then tab or hit the Enter key to validate the ID and key. When you click OK the Valid Processing Connection checkbox is automatically selected. 

Credit Card Payment Type Options
Back in the Customer Credit Card Maintenance window enter a Card ID that will identify the new credit card. This card ID should be unique if you are storing multiple credit cards for that customer. Because this is a new Card ID the Add New Card button is enabled to open the Sage Exchange Vault window so that you can enter the credit card number and expiration date. The remaining fields are disabled until the credit card information is submitted. 
Sage 100 ERP: How to Enter Credit Card Information in Customer Maintenance

Enter Credit Card Information

In the Sage Exchange Vault window enter the entire credit card number and expiration date and click Submit. 
Sage 100 ERP: How to Enter Credit Card Information in Customer Maintenance
When you return to Customer Credit Card Maintenance the remaining fields will display the credit card information such as: card type, the last four digits of the card number, the expiration date, and the customer’s credit card billing address.

To edit an existing Credit Card ID click Edit Card to open the Sage Exchange Vault and modify the credit card number and expiration date. 

Sage 100 ERP: How to Enter Credit Card Information in Customer Maintenance
To assign the Card ID as the primary card for the customer - select the Card ID on the Additional Tab of the Customer Maintenance window. 
Sage 100 ERP: How to Enter Credit Card Information in Customer Maintenance
Repeat the steps for each credit card you need to add.

After entering credit card information you can also enter this information in Accounts Receivable and Sales Order.

And that’s all there is to it! Now you know how to enter a customer’s credit card information in credit card maintenance for speedier data entry. 



Need Sage 100 ERP Support or Training?

Find a Sage 100 Authorized Partner in Your Area >>>

Related Articles
Sage 100 Tips and Tricks

Sage 100 2013 - New Accounts Payable Features
Sage 100 AP - How to Generate a 'Quick Print' Check


Like this Article?
Please feel free to share it with your friends and colleagues!

0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Warehouse Management
    Scanforce WMS for Sage
    Sage Cloud Hosting
    Picture

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    What's New in
    Sage 100 2022

    ---
    What's New in
    Sage 300 2023

    ---
    New Release:
    Sage Intacct 2022

    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2023 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy