Mike Fields

Sr. Analyst, Merchant Readiness

09/28/2015

Sage Timeslips Payment Processing

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CONTENTS

SAGE EXCHANGE DESKTOP MODULE INSTALLATION ......................................................................................................................... 3

MODULE SDK INSTALLATION ...................................................................................................................................................... 5

CREDIT CARD MODULE ACTIVATION ................................................................................................................................................. 8

PROCESSING A CREDIT CARD PAYMENT ............................................................................................................................................ 9

VIEWING PAYMENT DETAILS ........................................................................................................................................................... 11

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SAGE EXCHANGE DESKTOP MODULE INSTALLATION

Before credit card processing can begin, the Sage Exchange Desktop module will need to be downloaded on the

computer/server. Sage Exchange Desktop is a PA-DSS (Payment Application – Data Security Standard) certified

payment application that integrates with Sage 50. For all credit card processing that involves the storage, processing or

transmission of credit card data, the Sage 50 software product will engage the Sage Exchange payment application to

perform these functions.

To install the Sage Exchange Desktop module:

1. Go to https://www.sageexchange.com/install. From the installation screen, click on the Next button at the

bottom of the page, then click the Install button.

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2. The module will download to the computer and when completed, the icon will show in the bottom right of the

computer screen. When this is completed, the module is ready to use.

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MODULE SDK INSTALLATION

The Module SDK application works in conjunction and serves as the intermediary between the Sage Exchange Desktop and Sage Timeslips.

1. To install Module SDK, go to https://support.sagepayments.com.

2. In the search field in the upper right of the page, type in Module SDK, then click the Search icon.

3. Click the Direct Installation links for Module SDK link.

4. Click the Module SDK Zip File link, then select the Open button from the message bar at the bottom of the

screen.

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5. Double click setup.msi.

6. Click Run on the Security Warning.

7. The Module SDK Setup Wizard window will appear. Select the Next button.

8. On the next window, select the option for Everyone or Just Me, then click the Next button.

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9. On the Confirm Installation window, click the Next button.

10. The next window you will see the file installing.

11. Once installed, the Installation Complete window will appear. Click the Close button. Module SDK has

successfully installed.

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CREDIT CARD MODULE ACTIVATION

Sage Timeslips Path: Setup-> Electronic Payments

1. In the Electronic Payments window, enter the Merchant ID and Merchant Key provided from Sage Payment

Solutions. Click the OK button. (NOTE: The Sage Exchange Desktop (SED) and Module SDK application must be

installed to accept credit card transactions. These programs will need to be installed on the server that is

running the software as well as any computers that will be processing credit cards.).

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PROCESSING A CREDIT CARD PAYMENT

Sage Timeslips Path: Accounts Receivable-> Enter a Payment

1. From the Accounts Receivable module, click the Enter a Payment icon to start a credit card transaction.

2. Enter the Type (A) and Payment Type (B) fields by clicking on the down-arrow keys and selecting the

appropriate options. Select the Client (C), then enter the amount of the transaction in the Amount field (D).

Enter any notes for this transaction in the Notes field (E), then click the down arrow key next to Card Options (F)

and select Process Payment.

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3. When the Process Payment button is selected, the Sage Exchange Desktop window will appear. Enter the Credit

Card number, Expiration Date and CVV information. Click the Next button.

4. The next window will be the Billing Information window. This information is taken from the customer profile

and can be changed if needed. Make any necessary changes, then click the Submit button.

5. After selecting the Submit button, the credit card will be charged. A message will appear stating that the

transaction was successfully authorized. From this pop up window, you can choose to print/not print the receipt.

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VIEWING PAYMENT DETAILS

Sage Timeslips Path: Prepare Billing-> Billing Assistant

1. To view payment details for the customer, select the Billing Assistant icon from the Prepare Billing module.

2. Select the Client, then Select Go to Billing Details in the top left of the window (this will change to Back to

Overview when selected). Click the Payments and Other A/R option from the left, then click Transaction List.

From this screen, you will see all payments for the selected customer.