In Sage Accounts v33 and above, you can now take Invoice Payments through Sage Connect. Your customers can pay their invoices online, and you'll see their payments in Sage.

Before you start

Ensure you have set up Sage Connect and Invoice Payments in Sage 50 Accounts. You can set these up in any order.

Set up Invoice Payments in Sage Connect

1. In Sage 50 Accounts, go to Connected services then Sage Network.
2. Select Sage Connect then log into Sage Connect.
3. Select the Settings tab then select Online Payments on the left-hand menu.
4. Select the Online Payment Settings tab then ensure the Enable Online Payments slider shows On.

 NOTE: If you later disconnect Sage Connect, the software keeps Invoice Payments enabled. 

Invite your customers to pay

You can now invite your customers to pay in Sage Connect.

1. In Sage 50 Accounts, go to Connected services then Sage Network.
2. Select Sage Connect then log into Sage Connect.
3. Select the My Network tab at the top of the window.

This window lists all of your customers in Sage 50 Accounts.

4. Select your customer and click the Invite a customer button.  TIP: Select the checkbox against multiple customers to send to more than one. 

The email invitation opens on the right side of your window.

5. Click Send on the email.

 TIP: Click Templates to change to a different template type, such as Overdue reminder. 

Once you've sent the invite, the software updates the Last Link Sent column on the Customer Details tab with the date and time.

How your customer pays

1. When your customer receives the email, they click Open Portal to see any outstanding invoices.
2. They select the invoices to pay, then click Pay at the top right of the window.