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  1. Sage Exchange FAQThe Sage Exchange Management Portal is an all-encompassing payment system for payment processing and reporting needs.  Below is a categorized list of the most frequently askedCategory: How To
  2. Timeout on Sage ExchangeDescription What is the timeout on Sage Exchange? Resolution The Sage Exchange website does not haveCategory: How To
  3. Password requirements for Sage ExchangePassword requirements for Sage Exchange DescriptionCategory: Login Help
  4. How to customize the customer receipt in Sage ExchangeDescription How do I edit what shows on my customers receipt in the Sage Exchange? Resolution If youCategory: How To
  5. How to add a User in Sage ExchangeDescription Sage Exchange Management System: How do I add a User? Resolution To add a new User,  please follow these instructions NOTE: If this is the first new user a Role must be createdCategory: How To
  6. How to create a new Role in Sage Exchange Sage Exchange grants you access to various products and features. A Role is a set of pre-defined permissions that can be easily assigned to any number of Users in Sage Exchange. Every User must be assigned to a RoleCategory: User Management
  7. How to enable Credit Card order confirmation emails in Sage ExchangePlease Note: The Sage Virtual Terminal has been updated to a newer version that offers new features and functionality of the program. This article refers to the previous version. For instructions on using the new Sage Exchange Virtual TerminalCategory: How To
  8. Restricting IP addresses in Sage ExchangeDescription Sage Exchange Management System: Can I create IP restrictions for Sage ExchangeCategory: How To
  9. How to enable Auto Close in Sage ExchangeDescription Sage Exchange Management System: Can I enable Auto Close on my Virtual TerminalCategory: Batch Management
  10. How to manually settle a batch in Sage ExchangeProducts Sage Exchange Management System Sage Exchange Description Sage Exchange Management System: How do I manually settle my batchCategory: Batch Management
  11. Restoring a deleted user in Sage ExchangeDescription Sage Exchange Management System: Can I restore a user once they have been deleted in the Sage Exchange? Resolution Unfortunately, once a user is deleted, the data is no longer stored. To set upCategory: User Management
  12. How to change the Card Verification Value (CVV/CVV2) settings in Sage ExchangeDescription Sage Exchange Management System: How do I change the Card Verification Value (CVV/CVV2) settings in Sage Exchange? Resolution After signing into the Sage ExchangeCategory: How To
  13. How to process a Force transaction in Sage ExchangeDescription How do I process a Force in Sage Exchange? Resolution To process a Force transaction in the Sage Exchange Management System, please follow the steps below: 1. Log into SageCategory: Transaction Management
  14. Accessing Sage Exchange Management SystemAccessing Sage Exchange Payment Management System Description Do I need to install Sage Exchange Payment Management System? Resolution Sage Exchange Payment Management System is a web basedCategory: How To
  15. Accepting checks through Sage ExchangeDescription Can I accept checks using Sage Exchange? Resolution Sage Exchange makes it easy to process most forms of payments.  If you wish to take checks, you can sign up to accept them withinCategory: How To
  16. How do I find a receipt in Sage Exchange?Description Sage Exchange Management System: How do I find a receipt in Sage Exchange? Resolution Sage Exchange can generate a receipt for any transaction stored in the historyCategory: Reporting
  17. The Export component in Sage ExchangeDescription New Sage Exchange: What is the Export component in Sage Exchange? Resolution The Export component is part of every Sage Exchange account. Building connections to this component allows a merchantCategory: How To
  18. Unexpectedly logged out of Sage ExchangeDescription Sage Exchange Management System: Why am I being unexpectedly logged out of the Virtual Terminal? Resolution If you are being unexpectedly logged out of Sage Exchange, please try the followingCategory: Login Help
  19. How to send credit card order confirmation to customers in Sage ExchangeDescription How do I send order confirmations email to my customers? Resolution Sage Exchange can send a confirmation emailCategory: How To
  20. How to delete a recurring customer in Sage ExchangeDescription How to delete a recurring customer in Sage ExchangeCategory: Transaction Management
  21. How to customize the Credit Card Order confirmation emails in Sage Exchange Sage Exchange Management System: How do I customize my Credit Card Order confirmation emails? ResolutionCategory: How To
  22. How to capture a transaction in Sage ExchangeDescription How do I capture a transaction in Sage Exchange? Resolution Once you are logged into Sage Exchange the first step you want to take is to click on the Batch Management tabCategory: Batch Management
  23. Sage Exchange transaction types Description What are the different transaction types in Sage Exchange? Resolution The Sage Exchange Virtual Terminal mini app can process severalCategory: Transaction Management
  24. How do I see why a transaction declined in Sage Exchange?Description How do I see why a transaction declined in Sage Exchange? Resolution All transactions processed Sage Exchange return either an approval/authorization code or a decline code. To findCategory: Batch Management
  25. Address requirement when processing a credit card in Sage ExchangeDescription  Does Sage Exchange require an address to process a credit card? Resolution It is possible to remove the address requirement in Sage Exchange. In the green divider labeled OrderCategory: Transaction Management
  26. Locating the approval code for a transaction in Sage ExchangeDescription Where in Sage Exchange can I find the approval code for a transaction? Resolution Every successful authorization has an approval code (also known as an authorization code). Sage ExchangeCategory: Reporting
  27. Browser compatibility for Sage ExchangeDescription What browsers are compatible with Sage ExchangeCategory: How To
  28. Where can I find my account information in Sage Exchange?Description Where can I find my account information in Sage ExchangeCategory: How To
  29. How to update an email address in Sage ExchangeDescription Sage Exchange Management System: How do I update my email addressCategory: How To
  30. How to view ACH repayments in Sage ExchangeDescription Sage Exchange Management System: How can I view my ACH repaymentsCategory: Reporting
  31. Unlocking a user's account in Sage ExchangeDescription Sage Exchange Management System: Can the administrator unlock a user once they have been locked out? Resolution The SE administrator (anyone with a Role that has the permission for AdministrationCategory: User Management
  32. How to change the Address Verification (AVS) settings in Sage Exchange Sage Exchange Management System: How do I change the Address Verification (AVS) settings in the Sage ExchangeCategory: How To
  33. Sage Exchange login access Sage Exchange Management System: Log In URL DescriptionCategory: Login Help
  34. Security Question options for Sage ExchangeSecurity Question options for Sage Exchange DescriptionCategory: Login Help
  35. How do I reset/unlock a password in Sage Exchange?. Sage Exchange will prompt a password reset after three failed login attempts. If a user has ten or more failed attempts, the system locks the IP address from where the login attempts originated for a 30 minute period. In a case like this, anyone usingCategory: How To
  36. How to adjust or finalize an Auth Only transaction in Sage Exchange Only transaction. Method One: Adjusting the transaction amount Method Two: Without making any changes For both methods, please begin by following the steps below: Log into Sage ExchangeCategory: How To
  37. How to access Invoice Presentation and Payments (IPP) in Sage ExchangeDescription Sage Exchange Management System:  How do I access Invoice Presentation and Payments (IPP) on SageExchange? ResolutionCategory: How To
  38. How to search for a recurring transaction in the Recurring Mini Application within Sage Exchange. Sage Exchange displays the matching transactions in the Results section. Optionally, click: The green arrow for a transaction to view the detailsCategory: Transaction Management
  39. How to add a recurring transaction in the Recurring Mini Application in Sage ExchangeDescription Sage Exchange Management System:  How do I add a recurring transaction in the Recurring Mini App? Resolution Click Add Recurring from the menu to open the corresponding pageCategory: Transaction Management
  40. How to determine who processed a specific transaction in Sage ExchangeDescription How can I determine who processed a specific transaction in the Sage Exchange? Resolution Every transaction can be traced to a username. Each user should be assigned an individual usernameCategory: Reporting
  41. How do I void a transaction in Sage Exchange?Description How do I void a transaction? Resolution There are two locations to void a transaction in Sage ExchangeCategory: Transaction Management
  42. Batch Alert email in Sage Exchange: Your account is not set up for automatic settlement, and you have transactions in your open batch. You can log in to Sage Exchange and settle your batch manually from the Batch Management mini appCategory: Batch Management
  43. How to check if the Virtual Terminal is set for automatic batch settlement in Sage ExchangeDescription Sage Exchange Management System: How do I check if my Virtual Terminal is set for automatic batch settlement? Resolution In the Virtual Terminal Mini App it is possible to see if auto closeCategory: Batch Management
  44. How to process a transaction in Sage Exchange? Resolution Choose Virtual Terminal (VT) on the Quicklinks(mini-app) sidebar on the left side of the Sage ExchangeCategory: Transaction Management
  45. How do I access the Recurring mini application in Sage Exchange?? Resolution To access the Recurring Mini App in Sage Exchange select it from the Quicklinks.  Once selected a pop up window will appearCategory: Transaction Management
  46. How can I locate a transaction in Sage Exchange?? Resolution To search for an individual transaction in Sage Exchange, open the Virtual Terminal Mini App from the Quicklinks.  SelectCategory: Transaction Management
  47. How to view ACH rejects in Sage ExchangeDescription How can I view my ACH rejects? Resolution To view the ACH rejects in Sage Exchange, go to Reporting and select More.  On the dropdown menu that opensCategory: Reporting
  48. How to sell items in Shopping cart plus accept donations online in Sage ExchangeDescription Sage Exchange Management System: Can I sell items in addition to accepting donations online? Resolution Yes!  With Sage Exchange Payment ManagementCategory: Shopping Cart & Donate Now
  49. How do I process a credit (refund) in Sage Exchange?Products Sage Exchange Management System Description Sage Exchange Management System enables users to issue credits to their customers. To find out how to so, please follow the steps belowCategory: How To
  50. How do I review settled batches in Sage Exchange?Product Sage Exchange Management SystemCategory: Reporting
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