Which specific Sage software are you using?

Thanks,
Derek

Sage 100 ERP version 5.00.3.0 (2013?) I believe we have the "vault only" part of this and are wondering if we want to use the processing also. I watched some you tube vidoes but they didn't really help. much. Thank you.

Ok, I am going to move this post to the Sage 100 Support Group since it was posted in the incorrect forum.

Thanks,
Derek

Thank you

Sage Payments is pretty seamless in Sage 100. Basically you enter your credit card information on the S/O for a pre-authorization or deposit, and it processes it within a couple seconds after sending to Sage Exchange. Then when you post, it will charge the card (for a prior pre-authorization). The invoice will show as paid in A/R. You can use credit cards in cash receipts as well. You post everything to a "credit card clearing" G/L then reconcile with the Sage Payments and process a transaction to move from credit card clearing to the bank when it hits the bank.

I think what a lot of first time users misunderstand is that when the invoice is posted the money does not go straight into your cash account. When the deposit hits your bank account then you do a cash receipt to move the money to cash.