Online payments

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 operate online payment processing within Sage 200, you need to set up your system as follows.

Set up System Administration

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.

To set up your vendor account

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:
1. Enter the Opayo vendor name and administrator password, assigned when you enrolled for Opayo.
2. 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 up Sage 200

The following steps are done within the Sage 200 program.

Set up merchant accounts.

Open: Accounting System Manager > Settings > Merchant Account Settings.

Enable card processing.

To accept online payments for invoices:

Open: Sales Ledger > Ledger Set Up > Ledger Settings | Options.

Select Enable Card Processing.

To accept online payments for sales orders:

Open: Sales Order Processing > System Set Up > SOP Settings | Order Entry.

Select Enable Card Processing.