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Set up Invoice Finance - UK only

Created on  | Last modified on 

Summary

How to set up Invoice Finance within Sage 50 Accounts.

Description

You can set up Invoice Finance in Version 29.0 and above of Sage 50 Accounts, for more information about Invoice Finance see our What is Invoice Finance? article.

Resolution

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


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. 


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