 NOTE: Invoice Finance is only available to limited companies (LTD). You can find more about the access criteria in the eligibility criteria article.
Set up Invoice Finance: Select your version from the options below ▼ v29.0 - Click Apps and add-ons, then click Learn more under Sage Invoice Finance.
- Click Get started, then click Let's get started.
- You'll be prompted to connect to your Sage Account if you haven't already. Read more >
- Click Next, check your information is correct and click Search Companies House.
- Select your company, then click Confirm company.
- Check your Turnover and edit the value if required.
- Review your details, then click Check eligibility.
- Enter your Name, Contact number and select the relevant checkboxes.
- Click Sign up now, then click Take me to Satago.
▼ v29.2 and above - Click Connected Services, then Invoice Finance.
- You'll be prompted to connect to your Sage Account if you haven't already. Read more >
- Click Next, check your information is correct and click Search Companies House.
- Select your company, then click Confirm company.
- Check your Turnover and edit the value if required.
- Review your details, then click Check eligibility.
- Enter your name and contact number and select the relevant checkboxes.
- Complete the boxes to stipulate where any automatic postings are recorded or select the Post transactions manually checkbox.
- Click Sign up now then Finish.
Once Satago has approved your sign-up, you'll receive a phone call to discuss your onboarding with Satago, including how Invoice Finance works. For this call you'll need some information, use the Satago help article to find out what information you need to provide to apply for finance. Once you're approved you can access the portal: - Go to Connected services and then Invoice Finance
The software can then prompt to enter your Sage account email address and password.
Useful links |