How it works

When you send invoices by email, any of your customers who use Outlook.com now see a payment option within the email body.

When your customer clicks Review & Pay a side bar opens where your customer can pay you straight away using Microsoft Pay.

For those of your customers who don't use Outlook.com, a Pay Now button still appears on the invoice attachment contained in the email.

Set up Outlook payments

1. If you haven't already, you must set up Invoice Payments.
2. If you don't already email documents from Sage 50 Accounts, you must enter your email settings.
3. On the navigation bar click Customers.
4. In each relevant customer record ensure Email1 contains the customer's email address.

Send invoice by email

In order to show the payment button on the body of the invoice, you must use one of the Sage 50 Accounts v25 standard invoice 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. To email the invoice to your customer, click Email. 

If required, you can edit the standard invoice layouts and customise them for your business needs.