How to process card payments using Opayo (Sage Pay)
Opayo is the new name for Sage Pay. If you're using Sage 200 Professional versions up to 2020 R1, where you see references to "Sage Pay" in the app, these are referring to the Opayo payment service.
Card payments can be entered directly into the Sale Ledger or as a payments with order. If you need to refund a customer, you can also do this from Sage 200.
Enter card payments directly into Sage 200
Open: Sales Ledger > Enter transactions > Online Card Receipt.
- Enter the details of the receipt.
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Enter the card details.
- Select Use New Card Details.
- Select the Card Type from the drop-down list.
- Enter the Card Number.
- Enter the Card Holder Name.
- Enter the Issue Number.
- Enter the CV2 (Security Code).
- Select the Start Date from the month and year drop-down lists.
- Select the Expiry Date from the month and year drop-down lists.
- Enter the Billing Surname, Billing Firstnames and Billing Address details.
- Click Save to record the customer card reference details.
Open: Sales Order Processing > Sales Orders > Enter New Order - Full | Payment with Order.
- Select Online Card Payment from the Method drop-down list.
- Enter the card details when the Enter Card Details window appears.
Refund card payments
If you need to refund a customer when they've paid by card, you can so this from Sage 200.
You can make partial refunds up to the value of the original receipt. Refunds can be made even if the sales receipt was partially or fully allocated.
If the card payment was taken with a sales order and the order has been printed and posted, you can refund it from here.
If the sales order has not been completed, use Amend order or Cancel order to change the status and process the refund.
Open: Sales Ledger > Adjust Transactions > Refund Online Card Receipt.
- Select the transaction to refund.
- Enter the details of the receipt.
Open: Sales Order Processing > Sales Orders > Amend Order Status.
- Select the order you want to cancel, and click Cancel Order.
- Confirm that you want to make a refund to the customer's card.
Resolve orphaned card transactions
An orphaned card transaction is a transaction that is incomplete due to a loss of connection between Sage 200 Accounts and the online payment provider's website.
If your system crashes while a receipt is returning from your online payment service provider, then an orphaned card transaction will be created in Sage 200 Accounts. In this case you will need to complete orphaned card transactions.
Open: Sales Ledger > Utilities > File Maintenance > Complete Orphaned Card Transactions.
- Note the Tran Code for the transaction.
- Check on the online payment service provider website whether there is a corresponding Tran Code reference online.
- If there is, you can create a sales receipt for the orphaned transaction.
- If there is not, you should delete the orphaned transaction and enter the receipt again.
Open: Sales Ledger > Utilities > File Maintenance > Complete Orphaned Card Transactions.
- Select the transaction.
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Click Create Receipt.
The Enter Customer Online Card Receipt window appears.
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Select the Customer details.
Note: The Value defaults to the value on the orphaned transaction.
- Click Save to save the receipt without allocating.
- Click Save and Allocate to save the receipt and allocate the amount to the outstanding transaction.
- Enter the allocation details.
A receipt is created for the transaction on the customer account and the transaction is removed from the orphaned card transactions window.
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Open: Sales Ledger > Utilities > File Maintenance > Complete Orphaned Card Transactions.
- Select the transaction.
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Click Delete.
The transaction is removed from the orphaned card transactions window.
Note: Now enter the original transaction again.
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