About Sage Connect

Sage Connect1  You need a service plan that includes Sage Connect. eliminates manual processes to save you time, reduces errors, enhances customer engagement, and provides actionable insights into your business. With Sage Connect, you can:

• Simplify customer interactions by giving your customers access to the Customer account portal and letting them view their payment status and pay their invoices in a secure manner.
• Enhance customer relationships and enable targeted messaging by maintaining customer profiles in the portal.
• Work smarter with customizable email templates for quick and easy communication with customers.
• Save time by using batch messaging that lets you engage with multiple customers simultaneously.
• Gain deeper insights into customer behavior and payment patterns, enabling proactive decision-making and enhancing financial management.

How it works

1. In the Home window, click Apps & Services on the navigation pane.

   Note: You can access this service on the File menu by selecting Sage Connect.

2. Select Connect for Sage Connect.
3. Select Create my Sage Connect account.
4. Enter your Sage login credentials (email address and password).

   Sage 50 will begin uploading customer information, including their invoices and payments.

5. Select Complete setup.

After you've connected your company, you can log in to the portal.