How to use Pay Now with Opayo (Sage Pay)
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.
Pay Now with Opayo is a great way for your customers to pay you online, quickly and easily. A Pay Now button is added you your invoices, statements and chase letters. When your customer receives your invoice or statement, they can pay you straight away by clicking Pay Now. This takes the customer to your Opayo account where they can enter their card details.
The Pay Now button passes information to the Opayo portal, such as your vendor account information and details of your customer's account, invoice, and amount to pay.
To use the Pay Now button, you must email your statement, letters and documents to your customers. We have created some 'out of the box' layouts which have the email settings and Pay Now button already added. You just need to make sure that you use these layouts by default for your customers.
Default layouts with Pay Now button
| Sales Ledger Free Text Invoice Payment Service Provider (E-mail) |
| Sales Ledger Statement Payment Service Provider (E-mail) |
| SOP Invoice Payment Service Provider (E-mail) |
| SOP Pro Forma Payment Service Provider (E-Mail) |
| Sales Ledger Debtors Letter 1 Payment Service Provider (E-Mail) |
| Sales Ledger Debtors Letter 2 Payment Service Provider (E-Mail) |
| Sales Ledger Debtors Letter 3 Payment Service Provider (E-Mail) |
| Sales Ledger Debtors Letter 4 Payment Service Provider (E-Mail) |
| INV Invoice Payment Service Provider (E-Mail) |
If you're using Sage 200 Professional versions up to 2020 R1, the layouts will have the old "Sage Pay" name.
| Sales Ledger Free Text Invoice Sage Pay (E-mail) |
| Sales Ledger Statement Sage Pay (E-mail) |
| SOP Invoice Sage Pay (E-mail) |
| SOP Pro Forma Sage Pay (E-Mail) |
| Sales Ledger Debtors Letter 1 SagePay (E-Mail) |
| Sales Ledger Debtors Letter 2 SagePay (E-Mail) |
| Sales Ledger Debtors Letter 3 SagePay (E-Mail) |
| Sales Ledger Debtors Letter 4 SagePay (E-Mail) |
| INV Invoice Sage Pay (E-Mail) |
When the Pay Now button doesn't appear
The Pay Now button won't be appear in certain circumstances. These are:
- When Opayo hasn't been configured in Sage 200.
- For any foreign currency customers. This is because the Pay Now button is not supported with foreign currency.
- For any amounts over £100,000. This is maximum payment that can be made via Opayo.
- When an invoice doesn't have an outstanding balance. For example, it was paid when the order was entered or another receipt has been allocated in full or part.
- On an statement, when the customer account is either in credit or has a zero balance.
Once customers have clicked on the Pay Now button, you import those payments directly into Sage 200. See Import Opayo (Sage Pay) transactions.
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