Use the Invoice Payments Portal

Find this screen

Open: Period End Routines > Invoice Payments > Invoice Payments Portal.

How to

View customers

  1. Select Customers.
  2. The customers list is displayed.

    • The list shows all customers that you have uploaded to the Invoice Payments service.

      Note: To upload a customer, see Upload customers to Invoice Payments (GoCardless).

    • The Mandate Status shows whether the customer has a payment plan mandate, such as a Direct Debit.

    • To find a customer, start typing their name in the search box.
  3. You can select a customer to view more details.

    • The Payment Activity shows the customer's recent payments.
    • Select Mandates to view the customer's mandate.

Send mandate requests

You can send mandate requests to customers so that they can set up a payment plan, such as a Direct Debit mandate for GoCardless.

  1. Select Customers.
  2. Tick the customers that you want to send a mandate requests to.

  3. Select Send Mandate.

    The list of customers you selected is displayed. Check that each customer has an email address.

  4. Select Send Mandate Requests.

View plans (mandates)

You can view payment plan mandates for all your customers, and check the progress of mandate requests.

  1. Select Plans.
  2. The list of mandates is filtered to show only those that are Scheduled (active).

    To see mandates with different statuses, select a different filter.

  3. Select a mandate to view its details.

    • The Mandate page shows details such as the customer name, mandate status, currency, and next scheduled date.
    • The Next Scheduled Payment shows the next date in the plan when a payment can be scheduled.
    • The Type shows the type of payment plan, such as a Direct Debit mandate.

View invoices

You can view all your invoices in the Invoice Payments service, and check their status to see which ones have been paid.

  1. Select Invoices.
  2. The list of invoices are displayed, and is sorted by the order status.

    • You can sort the list by Name or by Status.
    • You can filter the list to show more recent invoices. Select All to change the filter and show more recent invoices.

  3. You can check the status of the invoice.

  4. Select an invoice to view its details.

    • The Invoice page shows details such as the customer name, payment due and scheduled dates, and the order number.
    • To view payment details, select the invoice from the Invoice page.

View payments

You can view all your payments received from customers.

  1. Select Payments.
  2. The list of payments are displayed, and is sorted by payment status.

    • You can sort the list by Name or by Status.
  3. You can check the status of the payment:

  4. Select a payment to view its details.

    • The Payment page shows details such as the customer name, payment due and scheduled dates, and the order number.
    • To view transaction details, select the payment from the Payment page.

Change your company information

When you first set up Invoice Payments, your company name and contact details were uploaded from Sage 200cloud.

You can change these company details used by the Invoice Payments service.

  1. Select Manage Settings.
  2. Edit your company information.

    Note: The company Name is displayed on invoices that you send to your customers. The Header Preview shows how this will be displayed.

Add or edit a payment provider

  • Payments providers that you've already set up are displayed as your Current Providers.

    Select a provider if you want to change your settings or disconnect from that provider.

  • To set up a new provider, click Add Provider.

    Note: When you set up a provider, you will also need to set up a bank account in Sage 200cloud. See Set up bank accounts for Invoice Payments.