Solution Properties
Solution ID:
200427112454230
Last Modified Date:
Thu May 18 07:48:41 UTC 2023
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Send your customer an Invoice Payments invoice
Description

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 Sage 50 Accounts.

Once you've set up Invoice Payments, to request payment from your customers, you can email them an invoice with a Pay Now button. They then click the Pay Now button to pay using the payment providers you've chosen.

 NOTE: These steps assume you've already set up Sage 50 Accounts to Email your documents. 

Cause
Resolution

You can either send your customer one of the default Invoice Payments layouts, or add a Pay Now button to an existing invoice layout.

Default Invoice Payments layouts

  1. Click Invoice and credits and select the invoice you want to send.
  2. Click Print then click Layouts and select one of the following default layouts:
    • E-Mail Invoice (Euro) - With Sage Invoice Payments or Sage Pay
    • E-Mail Invoice (Euro) (Tax Breakdown) - With Sage Invoice Payments or Sage Pay
  3. Click Email to email the invoice to your customer, or alternatively, to save as a PDF, click Export then Save.

Add a Pay Now button to an existing layout

If you've an existing invoice layout that you use, use our Invoice Payments - Add Pay Now button to an invoice layout guide to add a Pay Now button.

[BCB:19:UK - Sales message :ECB]
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