Configure Sage 200 to use 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.

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:

  1. Visit Opayo to sign up.
  2. 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.

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.

  1. To accept online payments for invoices:
  2. Open: Sales Ledger > Ledger Set Up > Ledger Settings | Options.

    • Select Enable Card Processing.
  3. To accept online payments for sales orders:
  4. 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.

URL Port Details TCP Port 443 Outbound and inbound, HTTPS only. 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.

Don't forget to reverse the receipt if you've entered a dummy one. See Correct posted customer transactions.

Sage is providing this article for organisations to use for general guidance. Sage works hard to ensure the information is correct at the time of publication and strives to keep all supplied information up-to-date and accurate, but makes no representations or warranties of any kind—express or implied—about the ongoing accuracy, reliability, suitability, or completeness of the information provided.

The information contained within this article is not intended to be a substitute for professional advice. Sage assumes no responsibility for any action taken on the basis of the article. Any reliance you place on the information contained within the article is at your own risk. In using the article, you agree that Sage is not liable for any loss or damage whatsoever, including without limitation, any direct, indirect, consequential or incidental loss or damage, arising out of, or in connection with, the use of this information.