How to Purge Expired Credit Card Information in Sage 100

Control of credit card information is important; Sage 100 has the ability by going through Paya.

Sage 100 gives you access to control credit card information through Paya. Here is how to enable it.

You will most likely already have this feature enabled on your product, but in case it is not, you would need to:

1. Go into your Sage and navigate to your Sage 100 (Version Number).
2. Select “Run as Administrator”. 

   

3. Select your version of Sage.
4. Select Productivity Application > Install Paya Connect Desktop. 

   

5. Agree to the terms and conditions and select install. (The next step is timed!!)
6. Once it is complete, you may see another window popup. Select Download and Install.

    

7. Once that is done, you can close the Sage installer.

Did you know there is a new feature in Accounts Receivable under Utilities that allows you to purge expired credit card information?           

In Utilities under Accounts Receivable, you can find an option called Clear Credit Card and ACH Information. This area allows you to purge expired credit card information.

Here, you can:

1. Clear all expired credit cards.
2. Clear expired credit cards on or before a date you choose.
3. Clear all credit card history.
4. Clear credit card history on or before a date you choose.

You will receive a confirmation page allowing you to confirm your decision.

If you choose Expired Credit Cards Only:

1. The program will scan the file where customer credit cards are stored and all credit card information for cards that have an expiration date prior to the period end date will be permanently removed.
   Note: The expiration date is based on the date you choose. For example, if you choose a date of 1/2024, any credit cards that expired in the previous years will be removed.
2. The routine will then check the customer master file and clear the primary credit card number if it corresponds with a credit card that has been removed in step 1.
3. Finally, if E-Business Manager is being used the routine will check for and remove any references to this record that may exist in the Customer Credit Card E-Business Manager – User table.

If you have questions or would like assistance purging expired credit card information in Sage 100, please contact our Sage 100 support team at 260.423.2414.

Register for our Sage 100 newsletter today!

Copyright 2024 DWD Technology Group | All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.