Using Paya with Sage 100 Contractor saves you time, helps you get paid faster, and eliminates the need to enter payment information twice. Simply enter your customer's card payment details once in Sage 100 Contractor, and the payment will be processed in Sage 100 Contractor and Paya, in one easy step.
With the integration between Sage 100 Contractor and Paya, you can process credit card transactions without storing your customers’ sensitive card information in your database. Paya Exchange transmits credit card details through a secure connection to Paya, where they are stored in a PCI-compliant vault, protecting you from exposure to non-compliance penalties and credit card fraud.
In addition to providing integrated payment processing, Paya also offers gift and loyalty card programs, merchant cash advances and loans, non-profit and healthcare payment solutions, and more.
To learn more about Paya, visit https://paya.com/sage/.
Jobs
Electronic receipt processing workflow
1. Open a Paya account, linking it to the bank account to which you want to Paya to deposit funds.
2. When you have received your Merchant ID and Merchant Key from Paya, enter these credentials on the Electronic Receipts Setup tab in the 7-1 Company Information window. Also on this tab:
l Enter the Sage 100 Contractor ledger account that represents the bank account used to receive deposits from Paya.
l Specify whether to allow client credit card information to be securely stored in the Paya Exchange Vault.
3. Use the 3-3-2 Electronic Receipts window to record and post credit card receipts in your Sage 100 Contractor general ledger and to transfer the payment details to Paya Exchange.
Alternatively, you can use the Electronic Receipts window to keep your Sage 100 Contractor ledger up to date by recording and posting receipts that you entered directly in the Paya Exchange Portal.
4. Use the 1-3 Journal Transactions window to:
l View the journal entry created for an electronic receipt.
l View details of an electronic receipt.
l Print a copy of an electronic receipt.
Jobs
About 3-5 Jobs (Accounts Receivable)
When you create a job in the 3-5 Jobs (Accounts Receivable) window, Sage 100 Contractor creates a record containing job-related information such as important contract dates, job financial information, and job-related contacts. In addition, the 3-5 Jobs (Accounts Receivable) window provides a variety of tools to help you
manage contracts, such as pre-liens and lien releases. You may also create phases or bid items to divide work into more manageable sections.
Billing information such as the client, job architect, engineer, or project lender, may also be included as part of the job record. For example, when you supply the client number, Sage 100 Contractor includes the client information on invoices printed for that job. If you include the architect or engineer’s name in the job record when using progress or unitary billing, Sage 100 Contractor uses that information when creating a progress or unitary bill. If you include the lender, Sage 100 Contractor uses the lender information when creating a loan draw document. You can also set job level security for each job.
You may manage all your jobs directly from your Project Work Center. You may also create a desktop shortcut to Project Work Center and place it on the Sage 100 Contractor Desktop. This gives you the power to access all your job-related data from one place.
Jobs
Phases
Note: Job phases, in contrast to bid items, affect estimates and some billing items and follow through the entire job.
Important! Phase 0-None is merely a place holder representing the fact that you are not using phases.
To use phases, you must begin with phase 1 or higher.
Using phases in a job affects all its aspects, for example:
l Job schedules
l The job budget
l All document control
l Purchase orders
l Subcontracts
l Change orders
l Proposals
l Project management reports and analysis
l Job costs
l Change orders
l Payables
l Billing
Phases organize jobs and can represent different sections of a job, such as different buildings or lots. You can also use phases to distinguish different types of work, such as change orders or site work. Because phases flow through the entire job, they do not restrict which billing methods you can use.
Suppose a contract is for the construction of five houses. To track costs that benefit the entire project, create a phase for the project costs. Then create a phase for each lot. The list of phases might look like following:
Phase # Description
100 Project costs 200 116 Maple Street 300 124 Maple Street 400 130 Maple Street Examples of job phases
Jobs
Phase # Description
500 140 Maple Street 600 160 Maple Street
Phases can include the billing amount and model number. The billing amount represents the total amount you are billing for the phase. When working on subdivisions, you can track which model home to build on each lot by assigning the appropriate model number to each phase.
You can also include a unit of measure and quantity measured in each phase. To continue the example above, the plans provide the total square footage for each house; therefore, enter square feet as the units and the total square footage of the house as the quantity.