How do I activate Sage Pay within Sage 200?

To activate Sage Pay online payments within your Sage 200 software, open System Administration...

Step 1 – Entering the online payments address

1.     Right click Online Payments and select Properties.
2.     Enter the address for the Sage 200 Card Processing Web Service and select OK.

For example: https:// name of Sage 200 web server /Sage200WebServices/SageCardProcessing.asm

Step 2 – Entering your Sage Pay vendor account details

1.     Right-click Vendor Accounts and select Add New Vendor Configuration.
2.     Select Sage Pay from the drop-down list and click OK.

3.     Under the General tab, enter a Configuration Name.

4.    Under the Sage Pay tab, enter your Sage Pay Vendor Name and Admin Password.

5.     Under the Companies tab, choose the Sage 200 companies that will use online payments.

6.     Under the Refund Roles tab, choose the Sage 200 roles that are authorised to make refunds.

All Sage 200 users within your chosen roles will be able to process online refunds in Sage 200.

7.    If your Sage Pay account is not already live, return to the Sage Pay tab and click Activate Test Account. A Sage 200 user will now be added to your Sage Pay Test account, and you'll receive this message:

8.     Now you'll be able to Activate Live Account. When you click this, you'll receive the same message as before, which adds the same Sage 200 user this time to your Sage Pay Live account.

It will also complete the required testing to go live by automatically performing a £1 payment to your Test account and refunding this payment.

Step 3 – Setting up your Merchant Account in Sage 200

Open Sage 200...

1.     Select Accounting System Manager > Settings > Merchant Account Settings.
2.     What to do in Merchant Account Settings:

• If you've already set up a Cash Book account, click on Account Code and select a cash book account reference.
• If you haven't set up a Cash Book accoun, click in Account Number and select a nominal account number.

3.     Click Save on your merchant account settings.

Step 4 – Enabling card processing

You can process online payments in the Sales Ledger and Sales Order Processing modules.

To enable card processing in these modules:
For Sales Ledger go to Sales Ledger > Utilities > Ledger Setup > Ledger Settings > Options.

For Sales Order Processing go to Sales Order Processing > SOP Utilities > System Setup > SOP Settings > Order Entry.

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