Sage Pay

Sage Pay is a credit card solutions provider, providing services across the world. It allows you to take card payments from your customers in two ways, each with their own setup steps in Brightpearl:

  • Sage Pay form
    Allows customers to make payments online through the Brightpearl web portal.
  • Sage Pay Direct (MOTO)
    Allows Brightpearl users to process card payments through the back office where the customer and card are not present, known as Mail Order/Telephone Order (MOTO).

If you are using Sage Pay with Magento you will need to set up the payment method directly in Magento and not in Brightpearl.

You will need a merchant account and payment gateway, both of which you can get from Sage Pay. If you already have a merchant account with another company, perhaps your bank, you will need to ask them to confirm the account details with Sage Pay before you will be able to handle payments through the Sage Pay gateway.

Sage Pay Chip & Pin and PDQ Machines

Our integration with Sage Pay is based on the idea of taking payments from customers when they and their card are not present; for example, taking card payments over the phone or via our portal. Therefore, we are not able to offer support for this integration when using Chip & Pin or PDQ machines.

Sage Pay offer

Brightpearl customers taking both the Sage Pay merchant and gateway packages get free processing for the first 3 months with no annual or setup fees -  click here to apply .

Sage Pay form - taking payments online

Integrating Sage Pay forms allows your customers to make payments via the web portal. When the customer selects the Sage Pay payment method (named during the setup as you wish, e.g. "Credit / debit card") they are redirected through to the secure Sage Pay payment process, this means you don't need to worry about getting an SSL certificate since all the credit card information is handled by Sage Pay.

Sage Pay direct - back office payments & refunds (MOTO)

Integrating Sage Pay direct allows you to take card payments where the customer not present, such as payments made over the phone, much like a virtual terminal. The payment is processed directly through the Brightpearl interface, automatically creating the relevant accounting  and allocating the payment to the customer's accounting history.  Payments can be processed against orders, invoices and directly onto the customer account (on account).

You can also refund customers via your Brightpearl account, as long as the original payment was made through Brightpearl. Once the original sales order has been cloned to a sales credit click the "Do refund" button where Sage Pay payments taken against that contact will be listed and can be selected for refunding.

SagePay refunds

Payment / transaction type

When setting up Sage Pay with Brightpearl you're able to select from different payment/transaction types:

Payment / Pay now

This option will take the payment from the customer card immediately, moving the funds to your account. In Brightpearl you will see a related order or invoice is marked as paid and the accounting is created.

Deferred

If this option is chosen the payment will not be immediately taken from the customer. The amount is authorized and then can be captured later - the process of capturing the payment will need to be done via your Sage Pay account.

When using this method the order in Brightpearl will be marked as paid immediately.

Authenticate

This will authorize the customer card for payment and will allow you to actually take the money later. This can be used where the final payment amount is currently unknown. The final payment needs to be captured within a restricted amount of time.

Test mode

You can place your Sage Pay account into any one of the below modes. You'll need to make sure the setup in Brightpearl uses the same mode as your Sage Pay account.

Simulator

You can  sign up for a simulator account with Sage Pay to test out their services before signing up. This will allow you to integrate it with Brightpearl and see how it will all work.

Test

Switch your Sage Pay account into test mode to practice transactions without moving any money. This is used once you have signed up with Sage Pay and want to make sure everything is set up as you want before going live and taking real customer payments.

Live / Production

When you're happy that your account is set up and working correctly you can set your Sage Pay account and the payment method setup in Brightpearl to Live. Your customers can begin using this payment method.

If you are processing payments where the funds have not yet been received, the payment type in the Brightpearl settings for Sage Pay should be set to "Deferred". When the card is processed using the on-screen system, the amount is added into the "provisional" box on the order. This is because you have not yet received the funds, and the money should not be shown in the accounting system. You will need to release the funds both in your Sage Pay account and Brightpearl account when the money is received.

Sage Pay not working?

  • Check spelling
    Double check for any spelling mistakes in the setup of Sage Pay in Brightpearl, like the miss-spelling of the "Vendor name".
  • Check account mode
    What mode is your Sage Pay account in? If it is in Test mode then you will need to select the same in Brightpearl. If it is Live, you will also need to select Live in Brightpearl.
  • Check the IP address
    Do you have the correct IP addresses? Please email support@brightpearl.com so that we can advise you which ones you need... check the URL of your account is added into your Sage Pay account setup.

Related how to guides - Sage Pay

How to set up Sage Pay for online payments

  1. Go to Settings > Brightpearl apps > Sage Pay Form (portal) .
  2. Enter the name and subheading for the payment method as you would like them to appear on your web portal.
  3. Set the payment method to active for the webportal.
  4. Select the test mode which your Sage Pay account is currently set to. You should begin in Test, but in order for the integration to work it must match the current status of your Sage Pay account.
  5. Select the bank account into which these funds will be recorded.
  6. Select the payment type , will finds be transferred immediately, deferred or processed later.
  7. Enter your Sage Pay Vendor Name as it appears in your Sage Pay account.
  8. Enter your Sage Pay web payments password. Your password is the auto-generated encryption password sent to your registered email address by Sage Pay.
  9. Click the Save changes button.
  10. Before the next stage you will need to get your Brightpearl IP address. Please email support@brightpearl.com so that we can advise you which ones you need.
  11. Log into your Sage Pay admin console.
  12. Go to Administration > Account parameters .
  13. In the Valid IP addresses for this account  section enter the following:
  • IP Address : Please contact our support team for the IP address that you will need to enter.
  • Subnet Mask : Enter "255.255.255.255"
  • Description : (Optional) Enter a description so you know what this IP address relates to.
  1. Save your changes.
  2. Go to Settings > Company > Payment methods .
  3. Ensure you have a payment method with code "SAGEPAY". If you do not, then add one and select the bank account you wish to use for Sage Pay. On the payment method, link the Sage Pay app.
  4. Save your changes

As long as you're in test mode, run some test transactions from your orders using Sage Pay as the payment method. Make up your card details, use 16 digits and dates which are currently valid.  Check that the payments are recorded on your Sales > Order payments report and in your accounting.  Once you are happy that your Sage Pay payment method is integrated correctly with your Brightpearl account, you can set your Sage Pay account as live. Ensure you also cancel the test payments via Sales > Order Payments.

How to set up Sage Pay for back office (MOTO)

  1. Activate the Sage Pay app within the app store.
  2. Click the Set up button on the app to access the settings screen.
  3. Enter your vendor name.
  4. Select the payment mode. You should begin in  Test , but in order for the integration to work it must match the current status of your Sage Pay account.
  5. Select  Pounds Sterling  in the currency field.
  6. Select the transaction type - will payment be taken now or deferred?
  7. Select the bank account into which these payments will be recorded. This is the Brightpearl nominal code used for posting the accounting.
  8. Click the Save settings button and close the window.
  9. Before the next stage you will need to get your Brightpearl IP address. Please email support@brightpearl.com so that we can advise you which ones you need.
  10. Log into your Sage Pay admin console.
  11. Go to Administration > Account parameters .
  12. In the Valid IP addresses for this account  section enter the following:
  • IP Address : Please contact our support team for the IP address that you will need to enter.
  • Subnet Mask : Enter "255.255.255.255"
  • Description : (Optional) Enter a description so you know what this IP address relates to.
  1. Save your changes.
  2. Go to Settings > Company > Payment methods .
  3. Ensure you have a payment method with code " ". If you do not, then add one and select the bank account you wish to use for Sage Pay.

As long as you're in test mode, run some test transactions from your orders using Sage Pay as the payment method. Make up your card details, use 16 digits and dates which are currently valid.  Check that the payments are recorded on your Sales > Order payments report and in your accounting.  Once you are happy that your Sage Pay payment method is integrated correctly with your Brightpearl account, you can set your Sage Pay account as live. Ensure you also cancel the test payments via Sales > Order Payments.

 
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