Access Invoice Finance criteria

Logged in as MANAGER

To set up Invoice Finance, you must be logged in as the manager user. You'll be prompted to connect to your Sage Account if you haven't already. 

Using Sage 50 Accounts

Invoice Finance is only available with an active Sage 50 Accounts subscription.

Located in Great Britain

Invoice Finance is currently only available in GB due to how invoices are financed.

Base currency as Pound Sterling, GBP

you must have your base currency set as GBP in Sage 50 Accounts.

Satago eligibility check

When signing up for Invoice Finance, you need to pass the eligibility checks against your company. These checks are against the information entered and held within Companies house. 

Active company

Your company must show as active within Companies house. 

6 months trading

You need to have been trading for a minimum of 6 months.

Turnover

To be approved for Invoice financing, you need to have an annual turnover of at least £100,000.

In the set up wizard, Sage will calculate your turnover based on your Financial year end. You can override this value by entering your own figure. 

Limited company

Your company has to be a registered limited company with Companies House.

For more information on the eligibility criteria, you can contact Satago. 

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