Prior to the 2019.0 release, you could already configure your Sage 50 CA to accept online payments from customers via secure payment providers Stripe and PayPal.
With this feature, an email is sent to clients providing a Pay Now button for direct payment.
In the 2019.0 release if you use Stripe as a payment provider and also have Microsoft Office 365 Business Premium, then you now also have the ability to process the payments directly from within Outlook!
What is the process?
STEP 1: When you want to send an invoice copy by email to a customer, click the email button icon from the top right of the invoice screen and then make sure that the online payment option is activated.
STEP 2: Click the check mark for "Include Pay Now option in the email to accept online payments."
Step 3: You'll see a screen with the confirmation that the email is being sent. Next, click on Process to post the invoice.
When a customer receives an invoice from you with the invoice payments feature activated, they find a PDF attachment of the invoice that can be printed and or archived as usual. In the body of the email, they will also find a Review & Pay button, when clicked a Pay your Invoice sidebar pops up with information about the invoice. Your customer can click on Confirm to proceed to the payment method selection screen.
Without leaving their mailbox they can select a credit card that they would have previously stored or add a new card.
Note: If you use Stripe as a payment provider, your customers who use Microsoft Office 365 online* (not on desktop*) have the ability to pay you directly from within their Outlook.
Scrolling down on the received email reveals another Pay Now button option for payment by website.
Reopen Sage 50 to download payments. Once transactions have been successfully downloaded, a receipt transaction is automatically created. You'll see an option to look at the details to drill down to the invoice which is marked as Paid.
You can also look up the receipt
Congratulations you now know how to use invoice payments!
Lisez ce blog en français
La fonctionnalité des Paiements dans Outlook, Comment le configurer pour la version 2019.0
That's all for now, thanks for reading!
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