Sage One eway. How do I set up Sage One with eway to accept invoice payments? eway Factsheet. Part 1 Your eway Account. 1. Sign up for an eway account

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1 Sage One eway How do I set up Sage One with eway to accept invoice payments? Part 1 Your eway Account 1. Sign up for an eway account 2. Login to MYeWAY 3. Hover the mouse on the My Account tab located at the top of the page, then click API Key. page 1 of 8

2 4. Your API Key is already generated and available in the API Key field at the top of the page. You can simply click the Copy To Clipboard button to copy the API Key ready to be pasted in to your SageOne account. 5. To get a password, click Generate Password. A password can only be viewed once after it has been generated, so be sure to copy it (you can use the same Copy To Clipboard button to copy it). Part 2 Setting up and using the payment gateway in Sage One 1. Log into your Sage One account here and select the relevant company from the Open and Manage Companies page in the Company Menu. 2. Click Company Change Company Settings and select Online Payment Gateways from the Company Details option. page 2 of 8

3 3. Click the black Add Payment Gateway button. This brings up the Add Payment Gateways pop-up from where you can enter your eway account details. From this window, please enter your eway account details. You can also choose to enable the eway payment gateway to: a) automatically update your eway Sage One Bank Account for reconciliations b) send Notification of Payments Once your details are entered, save changes to activate the payment gateway. 4. At the point of processing customer tax invoices, you will be able to allow the customer being invoiced to make online payment using eway. 5. Once the invoice is created, you can it to the customer using the black button at the bottom of the Process Customer Invoice page. page 3 of 8

4 Part 3 How customers make payments via the gateway 6. The customer will then receive an with the invoice attached in PDF format and an accompanying message similar to the one shown here: By clicking on the URL link, the customer will be able to view the invoice online on the Sage One Customer Zone where there is a Pay Now button on the top right. page 4 of 8

5 7. When Pay Now is selected, the customer will be navigated to a payment amount confirmation screen from where they will be redirected to eway to complete the payment. page 5 of 8

6 8. From the eway page, the customer will be able to populate their details and process a credit card payment. page 6 of 8

7 9. Once the credit card details are entered and the Pay Now option selected, the transaction will be processed and a notification provided. 10. Click on Finalise Transaction to generate a receipt. 11. The status of the invoice will then be updated for the customer to Paid in their Customer Zone. page 7 of 8

8 Part 4 Notification of the customer having made payment 12. If you had enabled the payment gateway to automatically update your eway Sage One Bank Account for reconciliations at the point of setting up the gateway, the transaction would be automatically posted to your bank account and allocated to the relevant invoice the customer made payment for. If you had also selected the option to Send Notification of Payments at the point of setting up the payment gateway, you will also receive an notification. Furthermore, you do not need to worry about the transaction doubling up if you ve activated bank feeds for the account. This is because Sage One will pick-up the duplicate transaction when the bank feeds update and remove it automatically for you. 13. The invoice status would also change from Unpaid/Overdue to Paid in the Customer Tax Invoices page as demonstrated here. For more info, visit: Call or support@accounting.sageone.com.au page 8 of Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 197_DEC2015