Sage 50 Credit Card Processing

What are the benefits of Sage 50 Credit Card Processing?

Sage 50cloud credit card payment integration for Sage 50 USA version

No more missed credit card receipts in Accounts Receivable, no more data that is not correct and no more working with multiple software packages to get the job done. Now you can email your invoices to customers and have them pay you immediately. Request Rates Here

Sage 50 Credit Card Processing by Paya Benefits

  • Accept Credit, debit, ACH, EFT, FSA, and recurring payments.
  • PCI-compliant Sage 50 integration with EMV® Integration that is encrypted
  • Flexible Pricing Options. Flat rate, interchange pass through, cost plus, and tiered.
  • You may Qualify for a lower processing rate with Automatic Level 3 Data Enrichment

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Sage 50 Accounting additional benefits:

  • Paya is the only Sage certified processor with native integration into Sage 50 Accounting.
  • Accept Payments Anywhere. Over the phone or website with our integration to many leading e-commerce shopping carts and now from invoices emailed to clients.
  • Sage 50 merchant Payments automatically appear in the GL, Cash Flow module and bank reconciliation modules. Accept payments on an invoice including partial or full payments.

It is simple the actual amount for each batch processed will be visible and cleared during the Sage 50 monthly bank reconciliation. The total fees for Paya merchant services with Sage 50 are deducted monthly and are easy to understand. Making this process so much easier to work with than ever before. Request Rates

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Sage 100 Credit Card Processing

What are the benefits of Sage 100 Credit Card Processing?

Sage 100cloud ERP credit card payment integration for Sage 100 ERP USA version – Request Pricing

With Sage 100 payment processing there will be no more transposed credit card numbers or missed receipts in Accounts Receivable. Stay organized by working in a single solution to get your job done. Now you can email your invoices to customers and have them pay you immediately.

A complete Sage 100 payment processing solution easy to setup, easy to use. Sage 100 Payment Solutions gives Sage 100 (formerly Sage MAS 90 and Sage MAS 200) customers a fully integrated tool for processing customer payments. In customer cash receipts, in sales invoicing and via links in emails to customers. How easy is that current invoices, past due invoices in 1 simple step along with the confidence of secure credit purchase processing.

Sage 100 Paya Benefits

  • Automatically connects to Merchant Accounts for credit card authorizations and settlements
  • Accept Credit, debit, ACH, EFT, FSA, and recurring payments.
  • PCI-compliant Sage 100 integration with EMV® Integration that is encrypted
  • Flexible Pricing Options. Flat rate, interchange pass through, cost plus, and tiered.
  • You may Qualify for a lower processing rate with Automatic Level 3 Data Enrichment
  • Sage 100 Accounting additional benefits:
  • Paya is the only Sage certified processor with native integration into Sage 100 Accounting.
  • Accept Payments Anywhere. Over the phone or website with our integration to many leading e-commerce shopping carts and now from invoices emailed to clients.
  • Recurring Credit Card Processing is Simplified
  • Sage 100 merchant Payments automatically appear in the General Ledger, Cash Flow module and bank reconciliation modules. Accept payments on an invoice including partial or full payments.

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It is simple the actual amount for each batch processed will be visible and cleared during the Sage 100 monthly bank reconciliation. The total fees for Paya merchant services with Sage 100 are deducted monthly and are easy to understand. Making this process so much easier to work with than ever before.

To start you’ll need a merchant account and then your customer credit card information will be help in a secure processing vault not on premise. This service for Sage 100 cloud can receive pre-authorizations on credit cards so you know the shipment will be paid for prior to fulfilling the shipment. Once you calculate the total of the order a deposit for the charge can be made immediately.

Once your merchant account is established it is easy to get started. In company maintenance you will need to activate the merchant services on the payment file tab.

Credit card processing inside Sage 100 can be included in these transaction types:

  • Sales Order Processing – this is the transaction that is most commonly used for pre-authorization
  • Sales Order Invoice Processing – partial, full and use with pre-authorized transactions
  • Accounts Receivable Cash Receipts – for payments on accounts and previously posted invoices
  • NEW Click2Pay Uses paperless office to provide a link via an email for customer to pay direct.
  • Sage 100 Accounts Receivable Invoice Data Entry

Request Pricing

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Advanced QuickBooks Custom Reports

How to find Advanced QuickBooks Custom Reports

Using QBAR which is the acronym for QuickBooks Advanced Reporting you can create custom reports which provide information about your operations in a format that is easy to understand and can be displayed or printed on demand.How to start QuickBooks Advanced Reports

 

How to start Advanced QuickBooks Custom Reports?

When you are ready to use a sample report or a custom report that has been completed go to the Reports menu. Select Advanced Reporting to launch QBAR. Open the sample or report you wish to run.

Note: you must be in multi-user mode and be the admin or have the appropriate user security permissions to use QBAR.

How to run Advanced QuickBooks Custom Reports

What is a sample Advanced QuickBooks Custom Report?

 

where the information generated from QBAR will be transferred to excel.

 

This sample is a custom Advanced QuickBooks Commission report that pulls periodic customer invoice information from your QuickBooks Company data file about sales activity. The available options for this report can be to choose to pay commissions on date of invoice creation, date invoice was paid, with or without sales tax included in the calculations. The information that is included on this report includes

  • Invoice number – the customer invoice number
  • Transaction ID – the internal QuickBooks transaction number
  • Type – invoice or credit memo as you can see, we have chosen to highlight this because the commissions paid may need to be deducted from commissions to be paid.
  • Customer Name
  • Date -the date of the invoice
  • Amount including tax – total invoiced amount including sales tax
  • Amount excluding tax – total invoiced amount less sales tax
  • Class – class type used during the sales invoicing
  • Fully Paid – Yes if it is fully paid – no if it is partially paid
  • Payment date – the date the payment was received
  • Payment amount – how much was paid
  • Sales Rep – The salesperson who received recognition for the sale. In this example there is an in-house sales person for sales transactions where no sales rep is to receive recognition.

 

Advanced QuickBooks Custom Sales Commission Report

 

How can I sort an Advanced QuickBooks custom report?

In this sample the options include by dates, Quarters, Months, Sales Reps, Customers, etc.

 

In this example the business pays a fixed % of commissions on invoiced amounts as they are collected from the customer but you could set up a custom field if it is necessary to have a more advanced QuickBooks Commission Report.

Where to find Advanced QuickBooks Custom Reports?

Reach out if you are interested in learning more about Advanced QuickBooks Custom Reporting services we are here to help and I look forward to hearing from you. 800.475.1047

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Sage 100 System Requirements

What Are The System Requirements Sage 100 Cloud?

Standard – Advanced – Premium

Sage 100 Cloud Premium Version 2019

Supported platform matrix as of May 10.2019

System Requirements Sage 100  –  The information in this document applies to Sage 100 Premium Version 2019. Detailed product update information and support policies can be found on the Sage Support web site at: https://www.jcscomputer.com. This document is intended to cover information regarding the compatibility of various operating systems with Sage 100 Premium as of May 10, 2019. Any operating system not listed should be considered incompatible.  Download Sage 100cloud Premium 2019 System Requirements. For Sage 100 technical assistance and Sage 100 training we are on stand by to assist you and your team.

Sage 100 system requirements for Sage 100Cloud ERP

Note:

It is critical that before and during an installation, this document is thoroughly reviewed, along with the Sage 100 Installation and System Administrator’s Guide and other documents found in the article “How to install Sage 100 and locate installation and upgrade information” 18216 and click Search button.

If you have custom code modifications to your Sage 100 Premium software, contact your Sage Business partner and/or the third-party software vendor before installing Sage 100 Premium.

For information regarding third party software see article Integrated Solutions Compatibility Matrix (Sage knowledge base article 48274).

For supported version see article “Sage 100 Supported Versions; what versions of Sage 100 are currently supported?” (Sage knowledge base article 31477).

 

A number of Sage 100 features or integrations require internet access. Some of the more common features or integrations are (not a complete list):

  • Sage Exchange Desktop – Credit Card Processing – Paya – Sage Payments
  • Office 365 Connector for Sage 100
  • Sage Advisor Update
  • Sage Intelligence
  • Sage 100 Payroll 2.0 (Payroll Tax) / Sage Data Cloud
  • Sage Federal and State Tax Reporting (Aatrix)
  • Sage Sales Tax (Avalara)
  • Paperless Office (email)
  • Direct Deposit Service with SPR
  • G/L Integration with SPR
  • Sage Banking Cloud
  • SData Interface
  • eBusiness Manager
  • Sage 100 Web Services

 

Web site content can change at any time. Sage has no control over, and cannot be responsible for, the content of other companies’ websites. If your platform is not listed in the matrices below, it is not supported.

 

Windows 7 Extended Support from Microsoft ends on January 14, 2020.  Windows 7 will no longer be supported by Sage after January 14, 2020.

Windows Server 2008 R2 Extended Support from Microsoft ends on January 14, 2020.  Windows Server 2008 R2 and Windows Small Business Server 2011 will no longer be supported by Sage after January 14, 2020.

 

Windows 10 (32 and 64-bit) Pro and Enterprise

Windows 8.1(32 and 64-bit) Pro and Enterprise

Windows 7(32 and 64-bit)

Professional, Enterprise, and Ultimate

Service Pack 1**

 

Sage 100 system requirements Notes:

  • Windows 7 Home Basic and Windows 7 Home Premium editions are NOT SUPPORTED
  • ** Windows 7 Extended Support from Microsoft ends on January 14, 2020. Windows 7 will no longer be supported by Sage after January 14, 2020.

 

Microsoft Dedicated Servers defined as Operating System software specifically designed to be used as a network server (not peer-to-peer).

Supported Servers / Remarks / Notes:

 

Windows Server 2019 Standard – Sage 100 Premium is a 32-bit application and will run seamlessly on a 64-bit operating system utilizing the WOW64 x86 emulator.

 

Windows Server 2016 Server – Unless absolutely necessary, avoid installing Sage 100 Premium to system-controlled folders, such as C:\Program Files or C:\Program Files(x86). Sage recommends installing Sage 100 Premium to a dedicated non-system-controlled folder, such as C:\Sage\Sage 100 Premium.

 

Windows Server 2012 R2 (64-bit) – standard – The eBusiness Web Services service can only be installed on a Windows Server platform. For more information, see the eBusiness Web Services Installation Guide WebServices.pdf found by clicking the Documentations directory of the Sage 100 Premium Autorun screen.

** Windows Server 2008 R2 Extended Support from Microsoft ends on January 14, 2020.  Windows Server 2008 R2 will no longer be supported by Sage after January 14, 2020.

 

Windows Server 2012 (64-bit) – Standard – Recommendations Sage 100 Premium should be installed on a dedicated member/application server. Although supported, certain Windows server configurations are not recommended due to possible instability and performance issues. Support from Sage Customer Support may be limited in the following circumstances. Running Sage 100 Premium on a Windows server acting as an Active Directory domain controller managing a large number of user accounts, computer accounts, group policies, organizational units, remote sites, or other network resources.

 

Running Sage 100 Premium on any server actively running other applications or services, such as e-mail (for example, Exchange Server), IIS, fax programs, or other software.

 

Not Supported:

Windows Server 2008 R2 (64-bit) Standard and Enterprise – Service Pack 1** – The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions.

Running Sage 100 Premium on any Windows Small Business Server operating system – regardless of the number of user and computer accounts it is managing, is not supported. Small Business Server runs Active Directory and Exchange Server by default, and that has been a factor in many reported cases of instability and performance issues. Instability may also result if Small Business Server is further configured to run other applications concurrently, such as IIS, Shared Fax Services, and SQL Server.

Using a server operating system as a Sage 100 Premium workstation is not supported (not even as a client to another server). However, this configuration can be utilized for testing.

Sage 100 and Sage CRM Suite were not designed for any version of Windows Datacenter Server and are not supported on this platform.

 

Sage CRM Supported Server – For a complete list of supported Servers refer to the Software Requirements and Mobile Features document at https://www.sage.com/en-gb/products/sage-crm/

 

Notes:

Microsoft SQL Server is required for Sage CRM Server.

Sage CRM 2019 R1 can be installed on Microsoft SQL Server 2017 without SP, Standard or Enterprise, 2016 SP2, Standard or Enterprise, 2014 SP2, Standard or Enterprise, or 2014 Express.

Sage CRM Server cannot be installed on a server running Microsoft Exchange or Lotus Notes Domino.

 

Outlook Plug-In for Sage CRM

To install CRM Outlook Integration, download the Outlook plug-in from within CRM in the My CRM menu > Preferences tab. The user must be an Administrator or Power User of the client machine to install the Outlook plug-in.

If installing the CRM Outlook Integration in a Remote Desktop Services environment, administrator rights are required on the Remote Desktop Services machine. All instances of Internet Explorer and Outlook must be closed to install the plug-in. At the time of the installation, exclusive access to the server is required for each user. After the plug-in is installed, administrator rights are no longer required.

CRM Outlook client integration is supported only for e-mail accounts running on Microsoft Exchange

 

Not Supported – Small Business Server is not supported for Sage CRM.

 

Sage 100 and Sage CRM Supported MS SQL Servers

Microsoft SQL Server 2017 without SP,

Standard or Enterprise

 

Microsoft SQL Server 2016 SP2, Standard or

Enterprise

 

Microsoft SQL Server 2014 SP2,

Standard or Enterprise

 

Remote Desktop Services/Citrix Servers

 

Windows Server 2019 Standard

 

Windows Server 2016 Standard

 

Windows Server 2012 R2 (64-bit) Standard and Essential

 

Windows Server 2012 (64-bit) Standard

 

Windows Server 2008 R2 (64-bit) Standard and Enterprise Service Pack 1**

 

Citrix XenApp and XenDesktop 7

 

Notes:

Remote Desktop Services is the new name for Terminal Services.

Remote Desktop Services or Citrix must be installed on a supported version of Windows.

Installing Sage 100 Premium or Sage CRM Server on the same server as Remote Desktop Services or Citrix is not supported.

Windows thin clients are supported with Remote Desktop Services and Citrix. For more information, refer to www.microsoft.com

For more information on Remote Desktop Services/Citrix, see the Miscellaneous Notes section in this document.

** Windows Server 2008 R2 Extended support from Microsoft ends on January 14, 2020.  Windows Server 2008 R2 will no longer be supported by Sage after January 14, 2020.

 

Virtual Platforms

 

Notes:

Sage 100 is currently supported on virtual environments where the Virtual Vendor supports the Windows OS that Sage 100 supports.

All supported Operating Systems listed under the Supported Workstations, Sage 100 Supported Servers and SageCRM Supported Servers sections are supported when hosted on these Citrix virtual platform products.

Hardware and software requirements (minimum and recommended) for Sage 100 products apply to virtual environments as well.

Some third-party products might not support the same virtualization platforms as Sage 100 products. For verification, please check with the third-party vendor.

 

Miscellaneous Notes:

  1. When running Sage 100 Premium over a local area network (LAN) environment, the ping timings will vary depending on the speed and configuration of the network. Typical ping timings with 1,800 bytes of data should be between 20–30 milliseconds or faster. Unacceptable ping speeds are over 40 milliseconds.
  2. In the Sage 100 Premium client/server environment, integrated applications do their processing at the workstation, not at the server. As a result, users may experience performance issues when running integrated applications from remote locations. Some of the applications affected include Crystal Reports.
  3. Virtual private network (VPN) and wide area network (WAN) connections should be set up as point-to-point connections, as opposed to Internet connections, for better stability and performance. If an Internet connection is used, ensure the Internet Service Provider (ISP) can provide a guaranteed bandwidth; otherwise, users may experience dropped sessions and lost connections. With any type of low speed WAN connection, for each remote user, select the Low Speed Connection checkbox in User Maintenance.
  4. Always re-run Sage 100 Premium Workstation Setup after re-installing or upgrading the Windows operating system, and verify that a default Windows printer is still available and operational.
  5. Verify that all hardware involved in running Sage 100 Premium is on Microsoft’s Hardware Compatibility List. Incompatible hardware can cause severe data corruption. For more information, refer to the Microsoft Hardware Compatibility List at: https://www.microsoft.com/en-us/
  6. Sage is committed to supporting future Microsoft operating systems as they are released to market for all Sage 100 Premium modules; however, Sage does not support beta-level operating systems. As new operating system levels are scheduled for general release, Sage will verify their compatibility, and this document will be updated when Sage’s evaluations are completed.
  7. Using Citrix or Remote Desktop Services is suggested for faster remote printing of Crystal reports over a WAN and virtual private network (VPN)
  8. Sage requires a guaranteed minimum bandwidth of 256 Kbps per user for running Sage 100 Premium through a low-speed remote connection. For each user, 512 Kbps or higher is recommended. Select the Low Speed Connection check box in the Sage 100 Premium User Maintenance window.
  9. If a VPN connection is used, keep in mind the following:
  • VPN solutions are either software-based, hardware-based (such as a VPN firewall), or a hybrid of both.
  • Software-based VPNs may result in slower connection speeds due to the security overhead of encrypting the data. Hardware-based solutions run faster.
  1. Low-speed connections are subject to considerable performance issues when using a software-based VPN. It may cause the connection to have a bandwidth of less than 256 Kbps. For information on guaranteed bandwidth requirements, see miscellaneous note above. TCP/IP must be installed and properly configured so that you can ping by computer name and IP address from the workstation to the server. The server must be able to at least ping the workstation by its IP address. You must be able to use the Windows TELNET.EXE utility or equivalent to communicate with the Application Server on a specific port ID and IP address, or on a specific port ID and name from all workstations to the server. If this cannot be done, you must contact your Microsoft support organization. Sage Customer Support cannot assist with this task. For more information on connection requirements, refer to your Sage 100 Installation and System Administrator’s Guide.
  2. The Sage 100 Premium Application Server is a Windows Sockets application that listens on a single port (typically port 10000). You must open this port on your firewall/router so clients can connect to the Application Server properly. The client does not listen back on its own port, so opening ports for clients is not necessary. Also, the Application Server is compatible with Network Address Translation (NAT).
  3. If the Sage 100 Premium Application Server is configured to run as a service and you are experiencing connection timed out errors, white screens, hanging, or slow performance, but only after a certain number of Sage 100 Premium users are in the system, review document 20344 on the Sage Online Web. If you are running the Application Server on the desktop instead of running it as a service, the same problem may occur in a very large multi-user environment. If that is the case, review document 20344 on Sage Support web sites.
  4. The Microsoft Fax Services feature are supported only for Paperless Office and batch faxing. For more information, refer to the Integrated Solutions Compatibility Matrix on the Sage Support Web site.

 

Recommended Minimum System Configuration2 – Recommended Minimum

Client Workstation / Processor / Physical Memory (RAM) / Available Memory Ram

Note:

Workstation (client) operating system versions not listed in this document will not be supported.

Windows 10 (32 and 64-bit) – Pro and Enterprise – Intel Core 2 Duo – 3 GB – 512 MB minimum

Windows 8.1(32 and 64-bit) – Pro and Enterprise Intel Core 2 Duo- 3 GB- 512 MB

Windows 7 (32 and 64-bit) – Professional, Enterprise, and Ultimate Intel Core 2 Duo – 3 GB – 512 MB

Network Bandwidth Recommended Minimum – 100 Base-T – 100 Mbps at Full Duplex

 

Recommended Minimum System Configuration for Sage 100 and Sage CRM Servers

Recommended Minimum1 – Sage 100 and Sage CRM Supported Servers – Processor – Memory (RAM) Additional Requirements

 

Windows Server 2016 Standard – Windows Server 2012 R2 (64-bit) – Standard – 3 GB + 4-6 MB per concurrent user – 100 Mbps network connection

 

Remote Desktop Services and Citrix – Memory (RAM) – Additional Requirements

For 64-bit systems: Intel or AMD 64-bit capable, such as Intel Xeon or Quad-Core AMD Opteron

For 32-bit systems: – Intel Pentium 4 class 2.4 GHz Dual processor recommended

 

Windows Server 2016 Standard, Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2

Citrix XenApp 7.18, 32 and 64-bit editions

 

Recommended minimum and as required by Remote Desktop Services or Citrix, plus 128 MB per concurrent user1

100 Mbps network connection

 

Sage 100 and Sage CRM Web Servers – Memory (RAM) – Additional Requirements –

 

Windows Server 2016 Standard Windows Server 2012 R2 – 3 GB – Internet Information Services 8.0 & 8.5

 

Note:

The recommended minimum is designed to ensure that the systems used for Sage 100 Premium are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software.

 

 E-mail Servers – Memory (RAM) – Additional Requirements

Microsoft Exchange Server 2016, 64-bit edition only Microsoft Exchange Server 2013 SP1, 64-bit edition only – 3GB – 100 Mbps network connection

System Requirements Sage 100 Notes:

  1. The recommended minimum is designed to ensure the systems used for Sage 100 Premium are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software.
  2. 128 MB is based on an average of three concurrent tasks per user (Sage 100 Premium Desktop plus two additional tasks, such as Sales Order Entry or Customer Maintenance). Averages of more than three concurrent tasks per user will require additional RAM.

The information in this document applies to Sage 100 Premium Version 2019. Detailed product update information and support policies can be found on the Sage Support web site at: https://www.jcscomputer.com. This document is intended to cover information regarding the compatibility of various operating systems with Sage 100 Premium as of May 10, 2019. Any operating system not listed should be considered incompatible. Download Sage 100cloud Premium 2019 System Requirements.

 

 

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