Set up Invoice Payments in Sage 50 Accounts v26
Description

This article applies to Sage 50 Accounts v26 only. If you're using Sage 50 Accounts v27 or above, refer to alternative Set up Invoice payments article.

With Sage Invoice Payments you can request and receive payments from your customer by either card, using Stripe, or PayPal. Once paid, any transactions automatically post into your Sage Accounts software.

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To set up Invoice Payments:

  1. Open Sage 50 Accounts and log on as MANAGER.
  2. On the navigation bar select Settings, then choose Invoice Payments and press Let's get started.

    If you've previously set up Invoice Payments, select Manage account then continue to step 4.

  3. Enter and confirm an email to use as a point of contact for Sage Invoice Payments, then press Sign Up.
  4. Complete any verification windows then the Provider List appears.
  5. Which payment provider do you want to add?
    Stripe PayPal
  6. Do you already have an account with PayPal?
    Yes No
  7. Select PayPal then choose Connect.
  8. Enter an email address and select your country, then press Next.
  9. Enter the requested information and press Agree and Continue.
  10. Enter your Business information and choose Continue.
  11. Enter the account holder's information and choose Continue.
  12. Press the Go Back button, then click ✗ to close the window.
  13. Select the PayPal tab and enter the following details:
    PayPal account - Base currency Select the dropdown and choose the bank account that represents your PayPal account. To create a new bank account, press New.
    Foreign Accounts Select Foreign Accounts to set up any foreign PayPal accounts.
    Fees nominal code Enter the nominal code you want post the PayPal fees to.
    Fees tax code Enter the tax code you want to post PayPal fees with.

    TIP:

     If you're based in the UK or the Republic of Ireland, choose your exempt tax code, T2 by default.


  14. Press OK.
Next steps

Once setup is complete, you can email your customers an invoice with a Pay Now button, and they can pay you online.

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