Solution Properties
Solution ID:
200427112605695
Last Modified Date:
Fri Aug 28 15:24:16 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
The Payment tab invoices, credits, sales orders and quotations
Description
Cause
Resolution

NOTE:

This option isn't available when creating credit notes.

 

  1. From the invoice or order window clicks the Payment tab.
  2. In the boxes provided, enter the payment details as follows:
    Payment Ref Enter a reference, which relates to the payment, using up to eight characters.
    Bank Account

    Enter the bank account nominal code to receive the payment, for example, 1200.
    Payment Amount
    Enter the payment amount to allocate to the invoice or order. Use the calculator to help you work out the amount.
  3. If you use Opayo, to receive payment by card, click Pay Deposit by Card, follow the on-screen prompts, and then proceed to step 5.
  4. In the Payment Type area, select from the following options:

     

    Payment already received

     

    Select this option if you've already recorded the payment into your bank account. This updates the order or invoice but doesn't affect the bank account.

     

    Post as Payment on Account (SA)

     

    Select this option to show the payment amount on the Customer Activity as still outstanding. The invoice also remains as outstanding.

     

    Allocate Payment to Invoice (SR)

     

    Select this option to show the payment amount on the customer's activity as fully allocated to the invoice. The invoice will show as fully paid or partially outstanding if the payment value isn't the full value of the invoice.
  5. To save the invoice or order for later printing in a batch, click Save, or to print the invoice or order straight away click Print.

NOTE:

VAT Cash Accounting and UK Flat Rate VAT schemes - If the payment is more than the invoice value, account for the VAT on the overpayment. Sage posts the overpayment as a payment on account. Before you save the invoice, Sage prompts you to choose a tax code for the overpayment. Sage automatically uses the customer's default tax code, but you can select a different one from the list. Alternatively, cancel the prompt, return to the invoice, and change the payment amount to match the order value.

 

  1. To exit the invoice or order window click Close. 

NOTE:

Once you update the invoice to the ledgers, you'll no longer be able to enter information into the Payment tab. 

 

Watch a video

[BCB:333:SageU - 2024:ECB]

 

[BCB:123:Limitless - 50 Accounts - Sales / Purchase Orders:ECB]

 

 



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