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Review payment matches with the Payments agent

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Summary

How to review and confirm payment matches in the Sage Sole Trader mobile app. The Payments agent uses AI to match incoming payments to your invoices, so you can mark them as paid with less admin.

Description

The Payments agent in Sage Sole Trader uses Sage Copilot to match incoming payments to your open invoices.

When a customer pays you, the agent checks the payment details against your invoices and identifies the correct match.

If the match is correct, you can mark the invoice as paid in one step. You can send a payment reminder to your customer instead.

The Payments agent learns from your activity and improves its matches over time. This reduces the manual admin for you or your accountant.

Resolution

  1. Open the Sage Sole Trader app on your mobile device.
  2. On the Home screen, go to the insight area.
  3. Select Review to view your payment matches.
  4. Check the payment and invoice details to confirm the match is correct.
  5. If the match is correct, select Mark as paid.

    TIP:

    You can also select Send reminder to notify your customer that the invoice payment is due.

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