FAQ
Your frequently asked questions are answered.
What is Sage Exchange?
Sage Exchange is the simple, all-in-one payment management system. It allows you to manage your entire world of payments from a single screen, with a single sign-on. Plus, set up shop everywhere your customers are. Sync to your back office with drag-and-drop simplicity. And see revenue add up in real time.
Why is it important to me?
Some of the key reasons a small or midsized business would be interested in Sage Exchange are because it helps: simplify management of multiple payment types, increase sales revenue with more payment options, save time and effort through payment consolidation, enhance cash flow visibility, and eliminate redundant tasks.
What makes Sage Exchange different?
Sage Exchange is a true business solution. It goes well beyond basic merchant services. You can do awesome things like see all payments add up across all the places you sell, as it’s happening. Plus, integrate payments with your ERP or accounting solution. Add new payment options quickly. And control everything from a single screen.
How much does Sage Exchange cost?
All Sage Payment Solutions customers have access to Sage Exchange at no cost.
How do I get started?
Getting started is simple. Once you sign up with Sage Payment Solutions you will receive an administrator logon to access your Sage Exchange account. From here you can give more users access to Sage Exchange.
What types of payments can I manage with Sage Exchange?
Sage Exchange is your simple, all-in-one payment management system. You can control and manage all of your payment accounts from Sage using Sage Exchange. This includes everything from credit card processing to accounting and ERP solutions. You name it, we integrate it.
Is Sage Exchange accessible on mobile devices?
Sage Exchange was designed to be compatible with tablet-based browsers as well as standard desktop browsers.
What accounting and ERP products does Sage Exchange sync with?
Currently Sage Exchange supports autosync with Accounting, Sage 50cloud—U.S. Edition, Sage 100cloud, Sage 300cloud, and Intuit QuickBooks.
What kind of reporting is available in Sage Exchange?
Real-time reporting is available for all Sage Payment Solution accounts on the Payment Management dashboard. In addition, standard reporting with support for multiple accounts and monthly merchant account statements can be found on Sage Exchange.
