| | Sage 200 - Adding a PayNow button to a custom layout |
| Description | If you are using Sage 200 Professional Winter 2017 and below, please follow the steps in this Sage KB article. If you are using Sage 200 Professional Spring 2018 & above, please follow the relevant steps below. Once you set up Invoice Payments for Sage 200 Winter 2018 or higher, if you don't want to use the standard Invoice Payments layouts, you can add a Pay Now button to your own invoice layouts, (as well as Statements and Chase Letters for Stripe and Paypal). This allows your customers to quickly pay you online, by card payment using Stripe, or by PayPal, or by setting up a Direct Debit using GoCardless. |
| Resolution | | [BCB:18:Wizard code:ECB]
| Winter 2018 and highernull;null;Tog1 |
Adding a Pay Now Message and ButtonIn Sage 200 Winter 2018 Enhancements and above, you now have the ability to add a Pay Now message to your layout along with the new Pay Now button. To view and change your settings- select Sales Order Processing > SOP Utilities > System Set Up > SOP Settings > Invoice Printing tab.
- You can also access the text via the Invoicing module by selecting Invoicing > Invoicing Utilities > System Set Up > Invoicing Settings > Invoice Printing tab.
For Print the following text on invoices associated with Sage Invoice Payments, this text is displayed on invoices that can be paid by Sage Invoice Payments, next to the Pay Now button. Alternative text is displayed on invoices for customers that have chosen to pay invoices by Direct Debit using GoCardless. This text can be customised in the Print the following text on invoices associated with GoCardless box as shown above.
To add the text and Pay Now button to your custom layout- Click on the Add Pay Now Button icon on your toolbar (alternately you can go to Toolbox and choose Add Pay Now Button).
This will add the Pay Now button and text variable at the bottom of the layout. - You can then position these on the layout.
Save your layout and close- On the menu bar click File, then click Save.
- Click File, click Close All and if prompted to save changes click No.
- Click File, then click Exit.
| Spring / Summer 2018null;null;Tog2 |
Copy the button from a standard layout TIP: The steps below show you how to add the button to an invoice layout, however you would just follow the same steps for your statements and chase letters.
- Click on the Cog on the top right hand corner off the program and choose Run Sage Report Designer.
- In the File Explorer expand the default folder
- Find and expand the Layouts folder.
- Find the layout called SOP Invoice Sage Pay (E-Mail) and open it.
- Scroll down to the bottom of the layout and select the Pay Now button.
- On the menu bar click Edit then click Copy.
- Go to File and choose Close.
Paste onto your custom invoice layout- In the File Explorer expand the custom folder
- Find and expand the Layouts folder.
- Find and open your custom layout.
- Scroll down and in the last section called SOPInvoiceCreditID Footer, right-click where you want the Pay Now button to appear, then click Paste.
TIP: You can click and drag existing items to make space.
- If required, click and drag to move the button into place.
Save your layout and close- On the menu bar click File, then click Save.
- Click File, click Close All and if prompted to save changes click No.
- Click File, then click Exit.
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