Sage 200 - How to add a Pay Now button to your layout

If you’re using Sage 200 Professional Spring 2018 and above, follow the Sage 200 - Adding a PayNow button to a custom layout.

In Sage 200 Professional 2016, you can use the Pay Now button on invoices, statements and chase letters sent as PDF emails through Opayo.

When your customer views the PDF document, they can click the Pay Now button to make a payment straight away through Opayo.

How the Pay Now button works

The Pay Now button is an embedded image with the following settings in Properties > Drill Down:

• Select the Go to a web address taken from the report data option.
• The web address is defined by an expression, which uses the CreateSagePayButton function. This expression generates the Opayo website address when your customer clicks the image. The expression varies depending on the type of layout
• You can't change the expressions to show different information because they form part of the generated website address

The Pay Now buttons use conditional formatting to ensure they only appear on layouts when appropriate. The button doesn't appear on a layout if:

• You aren't using one of the Sage Pay layouts or using a customised layout not originally created from a standard Sage Pay layout
• Select the Go to a web address taken from the report data option
• Use the layout to generate a Credit Note, Sales Order or Quotation
• There’s no balance due on an invoice or a statement
• Save the document as a PDF

These are steps that explain how to add a Pay Now button and Opayo information to your statement or invoice.

This article assumes that you’ve located the report or layout that you want to amend and opened it in Sage Report Designer. Read more >

Obtain the Pay Now image file

Two image files are available. Right-click the one you want, then save it to a suitable location.

1. Scroll to the footer section of the layout.
2. Add the Pay Now image to the layout.
   • Select Toolbox> Add Image/Logo
   • Draw a box where you'd like the image to appear
   • Choose to Browse my PC for an image and select the image saved on your PC
3. Select the image. From the Properties section, select Behaviour > Drill Down and click
   
   

   

4. Select Open a web page from the When this element is clicked dropdown list.
5. Select Go to a web address taken from and click Edit. This opens the Expression Editor.
6. Find the Pay Now functions: Functions > Sage200PayNow.
7. Drag one of the following functions into the editor:
   • CreateSagePayButton. This function doesn’t include the customer's address. Use this if your customer uses multiple invoice addresses. The customer address doesn't automatically appear in the card details. Your customer just needs to manually enter their address with their card details.
   • CreateSagePayButtonWithAddress. This function adds the customer's invoice address to the Opayo website. When your customer makes a payment, Sage enters their address automatically, making the Pay Now process easier. Use this option when your customers use a single address.
8. Replace the place-holders with data fields.
   • Highlight the place-holder name, for example, PaymentVendorName.
   • Double-click the corresponding field from the Fields section, for example, SysCompanies > PaymentVendorName. This replaces the place-holder with the data field name: SYSCompanies.PaymentVendorName.
   • Repeat for each place-holder as shown below:

   Place holder name	Choose fields or add text	Expression
   PaymentVendorName	SysCompanies > PaymentVendorName	SYSCompanies.PaymentVendorName
   customerRef	SLCustomerAccounts > CustomerAccountNumber	SLCustomerAccounts.CustomerAccountNumber
   address1	SOPInvCredAddresses > AddressLine1	SOPInvCredAddresses.AddressLine1
   address2	SOPInvCredAddresses > AddressLine2	SOPInvCredAddresses.AddressLine2
   address3	SOPInvCredAddresses > City	SOPInvCredAddresses.City
   address4	SOPInvCredAddresses > County	SOPInvCredAddresses.County
   address5	SOPInvCredAddresses > Postcode	SOPInvCredAddresses.Postcode
   country	SOPInvCredAddresses > Country	SOPInvCredAddresses.Country
   InvoiceNumber	SOPInvoiceCredits > DocumentN	SOPInvoiceCredits.DocumentNo
   amount	SOPInvoiceCredits > InvoicedGrossValue	SOPInvoiceCredits.InvoicedGrossValue
   date	SOPInvoiceCredits > DocumentDate	SOPInvoiceCredits.DocumentDate
   currency	SLCustomerAccounts > CurrencyISOCode	SLCustomerAccounts.CurrencyISOCode
   format	Replace with the following text: "invoice"	"invoice"
   tenantID	SYSCompanies > TenantID	SYSCompanies.TenantID
   companyID	SYSCompanies > CompanyNumber	SYSCompanies.CompanyNumbe

   
   Your final expression should look like this
   Without Address:
   

   CreateSagePayButton(SYSCompanies.PaymentVendorName, SLCustomerAccounts.CustomerAccountNumber, SOPInvoiceCredits.DocumentNo, SOPInvoiceCredits.InvoicedGrossValue, SOPInvoiceCredits.DocumentDate, SLCustomerAccounts.CurrencyISOCode, "invoice", SYSCompanies.TenantID, SYSCompanies.CompanyNumber)

   With Address:

   CreateSagePayButtonWithAddress(SYSCompanies.PaymentVendorName, SLCustomerAccounts.CustomerAccountNumber, SOPInvCredAddresses.AddressLine1, SOPInvCredAddresses.AddressLine2, SOPInvCredAddresses.City, SOPInvCredAddresses.County, SOPInvCredAddresses.Postcode, SOPInvCredAddresses.Country, SOPInvoiceCredits.DocumentNo, SOPInvoiceCredits.InvoicedGrossValue, SOPInvoiceCredits.DocumentDate, SLCustomerAccounts.CurrencyISOCode, "invoice", SYSCompanies.TenantID, SYSCompanies.CompanyNumber)

9. Click Ok
10. Save the layout in the relevant folder

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