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Sage One has integrated with eWay as an online payment portal for customer invoices. You will be able to email invoices generated in Sage One to customers with a link to the eWay payment gateway. This will allow your customers to pay the respective invoice online. Sage One will mark these tax invoices as paid.

Step 1 Sign up Sign up for an eWay account

Step 2 Link Link eWay account to Sage One

Step 3 Invoice Customers Create invoice and allow online payment

Step 4 Customers Pay Customers go through the payment process

Step 5 Payments Received Effects of payment in Sage One

Step 6 Banking Reconcile transactions

Step 1. Sign up for eWay and Retrieve the API Key

After signing up for an eWay account, log in to MYEWAY. Hover the mouse on the My Account tab located at the top of the page, then click API Key.

Your API Key will already be generated and available in the API Key field at the top of the page. You can simply click the Copy To Clipboard button to copy the API Key ready to be pasted in to your SageOne account. (Tip: open a Word document and paste this there, as you will also need to copy a password) You will also need a password. Click Generate Password. A password can only be viewed once after it has been generated, so be sure to copy it (you can use the same Copy To Clipboard button to copy it).

eWay Payment Gateway Integration Guide

Step 2. Linking eWay to Sage One

1. Log in to your Sage One account and select the relevant company from “Open and Manage Companies” in the Company menu.

2. Go to Company Change Company Settings Company Details Online Payment Gateways

3. Click “Add Payment Gateway”

This brings up the “Add Payment Gateways” pop-up on which you can your eWay account details. From this window, please enter your eWay account details. You can also choose to enable the eWay payment gateway to:

Automatically update your eWAY transactions account in Sage One for reconciliations (Note: you will need to create a new bank account called e.g. “eWay Transactions” if you wish to use the integrated statement option)

Send Email Notification of Payments

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Once your details are entered, save changes to activate the payment gateway. Step 3. Allowing Online Payment

At the point of processing customer tax invoices, you will be able to allow the customer being invoiced to make online payment using eWAY.

Once the invoice is created, you can email it to the customer using the black “email” button at the bottom of the Process Customer Invoice page.

Step 4. Customers Make a Payment

The customer will receive an email with the invoice attached in PDF format and an accompanying message similar to the one shown here.

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By clicking on the URL link, the customer will be able to view the invoice online on the Sage One Customer Zone where there is a “Pay Now” button on the top right

When Pay Now is selected, the customer will be navigated to a payment amount confirmation screen from where they will be redirected to eWay to complete the payment.

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From the eWay page, the customer will be able to populate their details and process a credit card payment.

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Once the credit card details are entered and the “Pay Now” option selected, the transaction will be processed and a notification provided.

Click on “Finalise Transaction” to generate a receipt.

The status of the invoice will then be updated for the customer to “Paid” in their Customer Zone.

Step 5. Effects of Payment in Sage One

If you had enabled the payment gateway to automatically update your eWAY transactions account for reconciliations at the point of setting up the gateway, a transaction line will be created in the “eWay Transaction” account and be allocated to the relevant customer invoice.

The invoice in Sage One will be marked as paid.

If you had also selected the option to Send Email Notification of Payments at the point of setting up the payment gateway, you will receive an email notification.

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Step 6. Reconciling in the eWay Transactions account and the Bank Account

1. Any invoices paid through eWay by customers will automatically be marked as paid in Sage One and a transaction will be created in the “eWay Transaction account”.

2. Every night, eWay will also push through line by line transactions into this eWay Transaction account.

3. You may notice, there will be two transactions created in the eWay Transactions account (one

generated by Sage One when the invoice is marked paid, and one pulled through nightly from eWay)

4. These will have a red note marking them as “matched”

5. At this stage you can check off all the items marked “matched” and move them to reviewed (this process will merge the two into only one transaction)

6. eWay will then periodically sweep the funds into your actual linked bank account in lump sums of your sales that will appear on your bank account bank feed

7. This transaction will then need to be marked as a “Transfer” into the eWay Transaction account to net out the receipts In our example below, the amount is equivalent to only one invoice, however if you have more than one customer eWay payment on this date/period between sweeps, it will be a lump sum of all transactions

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Sage One Sales | T: 1 800 371 550 | E: sales@accounting.sageone.com.au Sage One Support | T: (02) 8115 6300 | E: support@accounting.sageone.com.au