• Sage ERP Solutions
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  • Sage Payment Solutions

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FAQ

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  • What is Sage Exchange?

    Sage Exchange is a simple, all-in-one payment management system. It allows you to manage your entire world of payments, online, from a single screen, with a single sign-on. It helps you set up shop everywhere your customers are and while seeing revenue add up in real time.

  • Why is it important to me?

    Sage Exchange can help increase your revenue because you can offer your customers more payment options. It will also help you simplify management of all your payment types in one place, increase sales revenue with more payment options, save time and effort through payment consolidation, enhance cash flow visibility, and eliminate redundant tasks..

  • What makes Sage Exchange different?

    Sage Exchange is a true business solution. It goes well beyond basic merchant services. You can do awesome things like see all payments add up across all the places you sell, as they’re happening. Plus, integrate payments with your ERP or accounting solution, add new payment options quickly, and control everything from a single screen with a single sign on.

  • How much does Sage Exchange cost?

    All Sage Payment Solutions customers have access to Sage Exchange at no cost.

  • How do I get started?

    Getting started is simple. Once you sign up with Sage Payment Solutions you will receive an administrator logon to access your Sage Exchange account. From there you can give more users access to Sage Exchange.

  • Do I need an Internet connection to process credit cards?

    Yes.

  • Do I need to change my bank account?

    No.

  • How do I process a credit card with the card present?

    Swipe the card with a standalone Point of Sale payment terminal, or a card reader that attaches to your mobile device using our Sage Mobile Solutions. You may also plug in the optional device (card reader) to your laptop, and the transaction will process within Sage Exchange Virtual Terminal or Sage ERP while seamlessly reconciling receipts.

  • How do I process a credit card without the card present?

    Enter your customer's information, transaction amount, and credit card information and click "Authorize." Transactions will process while reconciling receipts within Sage ERP through the integrated option. You can also authorize your customers' credit card payments in seconds using the Sage Exchange Virtual Terminal or transactions can be key-entered through our mobile solutions.

  • If I switch to Sage Payment Solutions, can I still use my existing Point of Sale terminal?

    In most cases, yes.

  • Do I need to purchase any additional hardware?

    It's up to you . . . you can key in credit card numbers or use our integrated card swipe option device (card reader) to process transactions. To find out what card reader models are compatible or what other options are available without purchasing additional hardware, please call Sage Payment Solutions at 800-742-3975.

  • Once I apply for an online Merchant Account, how long will it take for me to get set up?

    Typically, you should receive your approval within two business days. You will then receive your ID and password 24 hours after approval of your application.

  • How are credit card payments deposited?

    Funds collected from credit card payments are automatically deposited into your business bank account typically within 24-48 hours.

  • Is the Sage Payments payment platform (Sage Exchange) fully Payment Card Industry (PCI) compliant??

    Yes.

  • How do I process a credit card without the card present?

    Enter your customer's information, transaction amount, and credit card information and click "Authorize." Transactions will process while reconciling receipts within Sage ERP through the integrated option. You can also authorize your customers' credit card payments in seconds using the Sage Exchange Virtual Terminal or transactions can be key-entered through our mobile solutions.

  • Can the Sage Payments payment platform process and preauthorize credit card payments, perform voids, and refunds?

    Yes.

  • Is the Sage Payments payment platform Credit Verification Version 2 (CVV2) compliant?

    Yes

  • Does Sage Exchange auto-synch payments with Sage ERP?

    Yes. Sage Exchange takes payments directly from within your accounting / ERP system with no IT involvement required.

  • Does Sage Exchange support other types of payments beyond card payments??

    Sage Exchange accepts all major credit and debit cards including Visa®, MasterCard®, American Express®, Discover®, Diners Club®, and JCB. We also offer many other payment solutions including debit/ATM, and private label cards as well as PIN Debit and Signature Debit transactions in addition to check processing (Check 21), ACH, Prepaid Card, and International payments.