Opayo is the new name for Sage Pay. If you're using Sage 200 Professional versions up to 2020 R1, where you see references to "Sage Pay" in the app, these are referring to the Opayo payment service.
When a customer pays you by using the Pay Now button on documents you've emailed to them, you can import these payments directly into Sage 200 from your Opayo account. This creates a receipt in Sage 200 for each imported transaction, using the date the payment was made in Opayo.
Where possible the receipts are allocated to the invoices they're paying. For receipts that can't be matched and all other documents, such as statements and debtor letters, the receipts are posted to your customer's account for you to allocate separately.
Importing the transactions from Opayo is an easy and quick way for you to find out when customers have paid you in this way. If you don't want to import the transactions, you'll need to create sales receipts for them in the normal way. You can also see these transactions by logging into your Opayo account.
When transactions are allocated to invoices
Transactions are only allocated when the payments have been made from the Pay Now button on invoices. They're allocated when Sage 200 can match the following:
- The payment amount to the invoice amount.
- The Reference No on the payment to the customer code.
- The Invoice No on the payment to Sage 200 invoice number.
When transactions are not allocated
The payment isn't allocated if:
- The invoice has a settlement discount.
- The invoice has been part allocated already, i.e. the invoice amount isn't fully outstanding.
- The receipt is a part payment.
"Problem occurred importing ..." error message
If you try to import a very large number of transactions from Opayo, you'll see the error message
Sage 200 can only import a maximum of 3000 transactions at a time from the Opayo website. If more than 3000 payments have been made since the last time you imported, you'll need to reduce the number of payments being imported.
To do this, you just need to import up to an earlier date. Change the Import up to date until there are have less than 3000 transactions to import. Repeat this until you have completed your import.
To avoid this, consider the how often you import the transactions from Opayo. If you have a large number of payments being made using the Pay Now button, you may need to import more often.
To import transactions
Open: Sales Ledger > Utilities > Import > Import Online Card Transactions
Open: Sales Ledger > Utilities > Import > Import Sage Pay Transactions (if you're using Sage 200 Professional versions up to 2020 R1)
- Choose date to import transactions up to.
Any new payments dated between the Last imported transaction date and the Import transactions up to date are shown in the grid.
If they've been allocated to an invoice, the status shows as allocated.