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Processing a Sale

The Sage Exchange Desktop – Sale dialog box opens for sale transactions initiated in the integrated application. This dialog box consists of two panels; Payment Information and Billing Information. Depending on the transaction, users may or may not be required to enter data on the Billing Information panel. If you swipe the customer's credit (or debit) card, Sage Exchange Desktop automatically populates the customer’s information on the Billing Information panel. If you manually enter the customer's credit card details, you must enter the customer's name and address on the Billing Information panel.

The Sage Exchange Desktop – Sale dialog box can also be configured to add additional fields to collect the data required to process Level II or Level III commercial card transactions and Automated Clearing House (ACH) and check transactions.

How to process a credit (or debit) card sale:

1. Enter a reference number for the transaction in the Reference 1 field on the Payment Information panel.
2. Enter the credit card number in the Card number field. Alternately, click Swipe Card if you want to use a card swipe device to auto-populate the fields.
3. Select the expiration month and year in the Expiration date field.
4. Enter the CVV number from the back of the credit card in the CVV field.
5. If necessary, adjust the value in the Subtotal field and enter values in the Tax and Shipping fields.
6. Click Next or Submit. If you manually entered the credit card, Sage Exchange Desktop opens the Billing Information panel, where you must enter the customer's name and address information.
7. Click Submit to process the credit card transaction.

How to process an ACH sale:

1. Enter a reference number for the transaction in the Reference 1 field on the Payment Information panel.
2. Enter the nine-digit bank routing number in the Routing number field. This number usually precedes the account number printed on the bottom of a check.
3. Enter the account number in the Account number field. This is usually the second set of numbers after the routing number on the bottom of the check.
4. Select Checking or Savings account in the Account type field.
5. Select the class type in the Class field:
   1. Prearranged Payment and Deposit Entry
   2. Cash Concentration or Disbursement
   3. Accounts Receivable Entry
   4. Telephone Initiated Entry
   5. Internet Initiated Entry
6. If necessary, adjust the value in the Subtotal field and enter values in the Tax and Shipping fields.
7. Click Next to open the Billing Information panel, where you must enter the customer's name and address information.
8. Click Submit to submit the transaction.

How to process a check sale:

1. Enter a reference number for the transaction in the Reference 1 field on the Payment Information panel.
2. Capture the check details by:
   1. Clicking Scan Check if you have an approved check scanner configured to work with Sage Exchange Desktop to scan the check, which will automatically populate the Routing number and Account number fields.

   or

   1. Entering the nine-digit bank routing number in the Routing number field and the account number in the Account number field. The routing number is the first set of numbers on the bottom of the check. The account number follows the routing number and is the second set of numbers on the bottom of the check.
3. Select Checking or Savings account in the Account type field.
4. Select the class type in the Class field:
   1. Prearranged Payment and Deposit Entry
   2. Cash Concentration or Disbursement
   3. Accounts Receivable Entry
   4. Telephone Initiated Entry
   5. Internet Initiated Entry
5. If necessary, adjust the value in the Subtotal field and enter values in the Tax and Shipping fields.
6. Click Next to open the Billing Information panel, where you must enter the customer's name and address information.
7. Click Submit to submit the transaction.