Payment processing

Woosage50 will process payments that are made at the time of order for any payment method that is enabled in Woosage50>Settings>Payments. The payment process depends on the how the website order is imported to Sage (sales invoice or sales order) and whether the payment method identifies the fee (Stripe and PayPal).

Sales Invoices

If a website order is imported as a sales invoice, then the customer payment is added to the Payment tab of the sales invoice and the payment type is SR (allocate to invoice). When the invoice is posted (Update Ledgers) Sage will create a customer bank payment and allocate it to the invoice.

Sales Orders

If a website order is imported as a sales order, then the customer payment is added to the Payment tab of the sales order and the payment type is SA (payment on account). When the order is completed (Despatch orders) an invoice will be created. If Woosage is set to match payments to invoices when created from sales orders, then the payment type will be changed to SR (allocate to invoice) by Woosage on the next orders cycle and Sage will create a customer bank payment and allocate it to the invoice when the invoice is posted.  If Woosage, if not set to match payments to invoices, then the payment type will not be changed, but a customer bank payment will still be created by Sage.

Stripe and PayPal Payments

If the payment method is Stripe or PayPal where the Add fee toggle is enabled, then following the invoice creation stage in the above cases Woosage will post a fee transaction as a bank payment (BP). A detailed example of an order with a Stripe payment and fee transaction is shown in the article Stripe Payment & Fee Processing Example.

Note: For cases of sales orders invoice matching or Stripe/PayPal fee creation, if the invoice is posted before Woosage has changed the payment type or added the fee transaction then Woosage will generate an error on the next orders cycle as ait will not be able to compete either case.

• Related Articles

• Installation and Setup of Woosage for Sage Accounting

  Woosage for Sage Accounting is intended to be a self-install application and everything you need to do this is contained is right here in just 4 easy steps. Install the Woosage plugin Add your subscription Identifier Authorise Woosage to access your ...

• Stripe Payment & Fee Processing Example

  The following is an example of how a payment and associated fee is processed in Woosage. In this example we : Use a Stripe payment, but a PayPal payment is processed in the same way. Import the website order as a sales order, so if the website order ...

• Woosage50 Payment Settings

  Woosage50 can help with processing payments, allowing you to create the payment in Sage with the sales order or sales invoice, to be posted when the invoice is posted. Payment Settings The payment settings are shown below. Configure the above ...

• Credit Ordering Processing

  Introduction Credit ordering allows you to permit specific customers to place order without payment. Woosage deals with the processing of the order, including optional check on their Sage account for: Available credit to cover the order value Account ...

• What is Woosage for Sage Accounting?

  Woosage is a plugin for your website that will integrate your WooCommerce shop with Sage Accounting (also known as Sage Business Cloud Accounting - formerly Sage One). Woosage Essentials Edition is available and has the following features: Imports ...