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.
To process card payments through Sage 200, you must configure both Sage 200 and System Administration.
Subscribe to Opayo
To apply for an Opayo account:
- Visit Opayo to sign up.
As part of the sign up process, you will be provided with a Vendor name and password. You will use these to link your Opayo account to Sage 200.
Link Sage 200 to your Opayo Account
Before you can start entering live card payments into Sage 200, you must connect your Sage 200 companies to any Opayo accounts that you want to use and test the connection.
Create a configuration for each Opayo account you want to use. A vendor account The Sage 200 account that links with the online payment service provider account. identifier accompanies every payment transaction made with Opayo.
Open: System Administration > Online Payments > Vendor Accounts
Right-click Vendor Accounts and choose Add New Vendor Configuration.
Select Online Card Provider as the online payment service provider and click OK.
Note: If you're using Sage 200 Professional versions up to 2020 R1, select Sage Pay as the online payment service provider.
- On the General tab, enter a unique Name for the configuration. The description is optional.
On the Online Card Provider (or Sage Pay) tab:
Enter the Opayo vendor name and administrator password, assigned when you enrolled for Opayo.
Click Activate Account in Test Mode.
Your Opayo account is now in test mode. Review the information that is displayed on the screen.
You can post test receipt and refund transactions to verify the connectivity between Sage 200 and Opayo.
- On the Companies tab, choose the Sage 200 companies to use with this Opayo account. All card transactions are processed for the selected companies using this Opayo account.
Set Sage 200 to use Opayo
If you want to use Opayo with Sage 200, you need to enable card processing for invoices and sales orders.
- To accept online payments for invoices:
Open: Sales Ledger > Ledger Set Up > Ledger Settings | Options.
- Select Enable Card Processing.
Open: Sales Order Processing > System Set Up > SOP Settings | Order Entry.
- Select Enable Card Processing.
Security and firewall settings
To communicate with Opayo, Sage 200 needs to be able to access certain ports and URLs.
|test.sagepay.com||TCP Port 443||Outbound and inbound, HTTPS only.|
|live.sagepay.com||TCP Port 443||Outbound and inbound, HTTPS only.|
Set up a bank account for your Opayo transactions
You must choose the bank account in Sage 200 where all your Opayo transactions are recorded. This is called the Merchant Account. This would usually be the same bank account that you used to subscribe to Opayo.
Tip: As Opayo transactions may be collated and paid into your real life bank account as amalgamated totals that won't 't easily match transactions in Sage 200, we recommend that you use a separate bank account for your Opayo transactions. You can then transfer the values to your other bank accounts in Sage 200, with dates and values that reflect the actual transactions, making bank reconciliation easier.
Set your merchant account
Open: Accounting System Manager > Settings > Merchant Account Settings.
- Choose the bank account from the Code or Account Description columns.
Test your Opayo connection
You need to enter some test transactions to check that Sage 200 is connected to your Opayo account. You can either enter a dummy receipt for a small amount such as 1p, or use the test card details to process a real payment for a customer.
Open: Sales Ledger > Enter Transactions > Online Card Receipt.
- Enter the details of a receipt.
Enter test card details.
Opayo have provided a set of test bank card details specifically for you to test with. See Test card details for your test transactions (Opayo website).
Log in to the testing environment (MySagePay) and check that the test receipts have successfully posted to your Opayo test account.
- Open the Testing environment (MySagePay).
- Enter your Opayo credentials: Vendor Name, User and Password.
- From the Transactions tab, check you can see your test payments.
Open: Settings > Organisation and Financial > Online Card Settings
Open: Settings > Organisation and Financial > Sage Pay Settings (if you're using Sage 200 Professional versions up to 2020 R1)
- Click Make Account Live.
Your Opayo account is now live and you can process card payments.
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