How to setup Payments in Outlook new to release 2019.0

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.

Payments in Outlook

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!

Sage 50cloud powered by Office 365's new feature:

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."

  • Note: For your client to be able to use the Pay Now button in their received email, you must remove payment terms on the invoice.

Step 3: You'll see a screen with the confirmation that the email is being sent. Next, click on Process to post the invoice.

What does the customer see?

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.

 

How do you tell that the payment has been received in Sage 50CA?

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!

Other Resources

 

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That's all for now, thanks for reading!

For more resources visit: Sage Product Support Resources for help with products in North America

Sage 50CA:

Sales: 888-261-9610

Service: 888-222-8985

Support:888-522-2722

 

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