Sage 100

​I've done some searching here, but wanted to see if anyone has worked with Stripe.com for Credit Card Processing?  A relatively new client is in the process of upgrading v2014 to v2019 and upper management has "decided" to move away from their current integrated credit card and go with Stripe.   I don't believe there is integration, at least I can not find anything on this.  They want to take credit card on site at the customer (before the order is entered); then use DocuSign to provide the customer and the office with the signed contract.  So, I understand why they want this, but not sure how this will work in their retail stores that use POS. 

Any experience with Stripe?

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Madeline Stefanou
RKL eSolutions, LLC
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Had a client go with them several years ago.  They claimed to get better rates with Stripe.  Never did try to integrate the system.  They currently use the chip reader and enter the information manually into Sage to process the in SO/INV.

Currently working with another client using Sage as a POS at their counter.  Customer comes in to order and have to leave a deposit.  The best process we have come up with using APS interface is to enter the SO with a deposit line, invoice the SO, BO all the lines except for the /DEP line and pay using the chip reader.  Update the INV to clear the SO, then edit the SO with another /DEP line to account for the deposit.  Convoluted but that with the best we can dream up without spending money on an enhancement.  APS is at a loss for a better method.  Maybe there IS a better way.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

OUCH - heaven forbid someone wants to use two methods of payment, or two cards, etc.

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alan niergarth
Velosio LLC
------------------------------

Original Message:
Sent: 04-16-2020 15:55
From: Jeff Schwenk
Subject: Credit Card Processors

Had a client go with them several years ago.  They claimed to get better rates with Stripe.  Never did try to integrate the system.  They currently use the chip reader and enter the information manually into Sage to process the in SO/INV.

Currently working with another client using Sage as a POS at their counter.  Customer comes in to order and have to leave a deposit.  The best process we have come up with using APS interface is to enter the SO with a deposit line, invoice the SO, BO all the lines except for the /DEP line and pay using the chip reader.  Update the INV to clear the SO, then edit the SO with another /DEP line to account for the deposit.  Convoluted but that with the best we can dream up without spending money on an enhancement.  APS is at a loss for a better method.  Maybe there IS a better way.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

PP against the SO#, then a batch process (custom report + 2x VI jobs) to help create the zero $ cash receipt batch (to apply the deposits) once the invoices are posted?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 04-16-2020 15:55
From: Jeff Schwenk
Subject: Credit Card Processors

Had a client go with them several years ago.  They claimed to get better rates with Stripe.  Never did try to integrate the system.  They currently use the chip reader and enter the information manually into Sage to process the in SO/INV.

Currently working with another client using Sage as a POS at their counter.  Customer comes in to order and have to leave a deposit.  The best process we have come up with using APS interface is to enter the SO with a deposit line, invoice the SO, BO all the lines except for the /DEP line and pay using the chip reader.  Update the INV to clear the SO, then edit the SO with another /DEP line to account for the deposit.  Convoluted but that with the best we can dream up without spending money on an enhancement.  APS is at a loss for a better method.  Maybe there IS a better way.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

@Jeff Schwenk Does the customer have to watch all of that or is it transparent to them? I would have left before way before they completed all of that.​​

------------------------------
John Hoyt, Co-Founder
Next Level Manufacturing Consulting Group
johnh@nextlevelMCG.com
------------------------------

Original Message:
Sent: 04-16-2020 16:36
From: Kevin Moyes
Subject: Credit Card Processors

PP against the SO#, then a batch process (custom report + 2x VI jobs) to help create the zero $ cash receipt batch (to apply the deposits) once the invoices are posted?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------


Original Message:
Sent: 04-16-2020 15:55
From: Jeff Schwenk
Subject: Credit Card Processors

Had a client go with them several years ago.  They claimed to get better rates with Stripe.  Never did try to integrate the system.  They currently use the chip reader and enter the information manually into Sage to process the in SO/INV.

Currently working with another client using Sage as a POS at their counter.  Customer comes in to order and have to leave a deposit.  The best process we have come up with using APS interface is to enter the SO with a deposit line, invoice the SO, BO all the lines except for the /DEP line and pay using the chip reader.  Update the INV to clear the SO, then edit the SO with another /DEP line to account for the deposit.  Convoluted but that with the best we can dream up without spending money on an enhancement.  APS is at a loss for a better method.  Maybe there IS a better way.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

@Kevin Moyes - You lost me at custom report ​+.......  The client isn't techie oriented.  @John Hoyt - If customer requires a special order write up and a deposit, cranking through the initial invoice for the deposit takes little extra time. Two minutes or so.  Plus customer gets a nice looking invoice reflecting the paid deposit plus email verification if they provide an address.  Considering where they are coming from (paper plus a 25 year old DOS POS), they are light years ahead even after spending two minutes.  But two minutes do add up.  Owner now has very accurate financial information every night instead of waiting for two months. 
​

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 04-16-2020 20:02
From: John Hoyt
Subject: Credit Card Processors

@Jeff Schwenk Does the customer have to watch all of that or is it transparent to them? I would have left before way before they completed all of that.​​

------------------------------
John Hoyt, Co-Founder
Next Level Manufacturing Consulting Group
johnh@nextlevelMCG.com
------------------------------


Original Message:
Sent: 04-16-2020 16:36
From: Kevin Moyes
Subject: Credit Card Processors

PP against the SO#, then a batch process (custom report + 2x VI jobs) to help create the zero $ cash receipt batch (to apply the deposits) once the invoices are posted?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON


Original Message:
Sent: 04-16-2020 15:55
From: Jeff Schwenk
Subject: Credit Card Processors

Had a client go with them several years ago.  They claimed to get better rates with Stripe.  Never did try to integrate the system.  They currently use the chip reader and enter the information manually into Sage to process the in SO/INV.

Currently working with another client using Sage as a POS at their counter.  Customer comes in to order and have to leave a deposit.  The best process we have come up with using APS interface is to enter the SO with a deposit line, invoice the SO, BO all the lines except for the /DEP line and pay using the chip reader.  Update the INV to clear the SO, then edit the SO with another /DEP line to account for the deposit.  Convoluted but that with the best we can dream up without spending money on an enhancement.  APS is at a loss for a better method.  Maybe there IS a better way.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444

Enter the deposit as a PP using the SO#.  (A sub-report on the form can query AR_OpenInvoice to find if the SO# has a PP with a balance... for a real time value when printing the SO). 
Sage won't automatically apply this pre-payment against the eventual invoice, so you can help them with the cash receipt batch to apply PP to the invoice by setting up a process for them to follow.  The hard part is designing the custom report.  (They would run the custom report periodically, save as CSV, then use that CSV to import the CR batch and post).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 04-16-2020 21:49
From: Jeff Schwenk
Subject: Credit Card Processors

@Kevin Moyes - You lost me at custom report ​+.......  The client isn't techie oriented.  @John Hoyt - If customer requires a special order write up and a deposit, cranking through the initial invoice for the deposit takes little extra time. Two minutes or so.  Plus customer gets a nice looking invoice reflecting the paid deposit plus email verification if they provide an address.  Considering where they are coming from (paper plus a 25 year old DOS POS), they are light years ahead even after spending two minutes.  But two minutes do add up.  Owner now has very accurate financial information every night instead of waiting for two months.
​

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 04-16-2020 20:02
From: John Hoyt
Subject: Credit Card Processors

@Jeff Schwenk Does the customer have to watch all of that or is it transparent to them? I would have left before way before they completed all of that.​​

------------------------------
John Hoyt, Co-Founder
Next Level Manufacturing Consulting Group
johnh@nextlevelMCG.com


Original Message:
Sent: 04-16-2020 16:36
From: Kevin Moyes
Subject: Credit Card Processors

PP against the SO#, then a batch process (custom report + 2x VI jobs) to help create the zero $ cash receipt batch (to apply the deposits) once the invoices are posted?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON


Original Message:
Sent: 04-16-2020 15:55
From: Jeff Schwenk
Subject: Credit Card Processors

Had a client go with them several years ago.  They claimed to get better rates with Stripe.  Never did try to integrate the system.  They currently use the chip reader and enter the information manually into Sage to process the in SO/INV.

Currently working with another client using Sage as a POS at their counter.  Customer comes in to order and have to leave a deposit.  The best process we have come up with using APS interface is to enter the SO with a deposit line, invoice the SO, BO all the lines except for the /DEP line and pay using the chip reader.  Update the INV to clear the SO, then edit the SO with another /DEP line to account for the deposit.  Convoluted but that with the best we can dream up without spending money on an enhancement.  APS is at a loss for a better method.  Maybe there IS a better way.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444