| Invoice Payments - Add Pay Now button to an invoice layout |
Description | If you're using Sage 50 Accounts v25.0 or below, the steps are different. Read more > You can check your software version in Help, About. Once you set up Invoice Payments, if you don't want to use the standard Invoice Payments layouts, you can add a Pay Now button to your own invoice layout. This allows your customers to quickly pay you online, by card payment using Stripe, or by PayPal. Adding a Pay Now button also resets the layout email settings. If you've previously entered your own settings within Report, Email Settings, you should make a note of these now and re-enter them after adding the Pay Now Button. |
Resolution | - On the navigation bar click Invoices and credits, click one of your invoices then click Print.
- In the Layouts window click the Layouts folder.
- Click the invoice layout you want to amend, then click Edit.
- In Sage Report Designer, on the menu bar click Toolbox then click Add Pay Now Button*.
The following objects appear at the bottom of your layout, you can click and drag these as required: - PayNowMessage - This displays standard text that provides your customer with more 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 footer section is not large enough to fit the Pay Now button, to increase the footer height, click a blank space in the footer then in the Properties pane adjust the Height value.
Standard email settings are also added to your layout in Report, Email Settings. - To save the changes, on the menu bar click File, then click Save.
- Click File, then click Exit.
When you email invoices to your customers using your amended layout, they can pay you online using the Pay Now button. *The format of some layouts may 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. [BCB:19:UK - Sales message :ECB] |
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