Adding a Pay Now button also resets the layout email settings. If you've previously entered your own settings within Report, Email Settings, note these and re-enter them after adding the Pay Now Button.
Cause
Resolution
On the navigation bar select Invoices and credits, choose one of your invoices, then press Print.
In the Layouts window, select the Layouts folder.
Choose the invoice layout you want to amend, then press Edit.
In Sage Report Designer, on the menu bar select Toolbox then the Add Pay Now Button.
NOTE:
The format of some layouts prevents you from adding the Pay Now button in this way. If the Add Pay Now Button option is missing, add a button manually.
The following objects appear at the bottom of your layout. You can click and drag these as required:
PayNowMessage - This shows your customer information about the chosen payment method, Opayo (formerly Sage Pay), or Invoice Payments.
Pay Now - This is the Pay Now button that your customer clicks to pay you.
TIP:
If the Pay Now button doesn't fit, increase the footer height. Select a blank area in the footer, then adjust the Height value in the Properties pane.
Report Designer also applies the standard email settings from Report > Email Settings to your layout.
To save the changes, on the menu bar select File, then press Save.
Select File, then press Exit.
When you email invoices to your customers using your amended layout, they can pay you online using the Pay Now button.
NOTE:
The format of some layouts can prevent the pay now button from being added using this technique. If the Add Pay Now Button option is missing, you can still add a button using some manual steps.
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