The Sage Exchange Portal

The Sage Exchange Portal is a secure website that you can use to:

• Review, process, or void current transactions
• View reports on transactions, batches, and expiring credit cards
• Export reports to an Excel spreadsheet, PDF, or XPS file
• Print receipts for credit card transactions
• Settle credit card transactions

A record of each electronic receipt you process through Sage Exchange is maintained in the portal, so you can sign in anytime to view current transaction information and reports.

Accessing the Sage Exchange Portal

When you sign up for a Sage Payment Solutions merchant account, you will receive a merchant ID (VT ID), username, and password that you can use to sign in to the Sage Exchange Portal.

To view reports on credit card transactions, batches, expiration, and more for your Sage Payment Solutions merchant account, sign in to the Sage Exchange Portal at https://www.sageexchange.com/sep/default.

For additional reporting resources, including 12-month summaries of transactions and chargebacks, daily credit card batches for selected date ranges, and monthly statement searches, you can also sign in to https://www.myvirtualreports.com.

Finding Support and Resources

To learn more about Sage Exchange and find training and support resources:

• Sign in to the Sage Exchange Portal, and use the Help menu to find step-by-step tutorials.
• Visit the Self Service Portal at na.sage.com/sage-payment-solutions to search the Knowledge Base, browse merchant forms and resources, or contact the Sage Payment Solutions support team.