Online and Mobile Invoicing with Sage Business Cloud Accounting
Online and mobile invoicing is exclusive to Sage 50cloud1 and is available through integration with Sage Business Cloud Accounting, our online accounting solution.
Create and send invoices to your customers using your computer or the mobile app. Your customers will have instant access to their bill and can print or download the invoice, or immediately pay you with PayPal. Better yet, if you have a Paya merchant account your customers can pay by credit or debit card. Get paid faster and make it easier for your customers to do business with you.
You or your employees no longer need to wait to get back to the office to create an invoice. You can now create transactions on the move using Sage Business Cloud Accounting and your data will sync back to Sage 50.
You should have received an email from Sage with an activation code2 so you can sign up at no cost. Make sure you check your junk mail.
Contact Sage via chat. Support will help you so you can retrieve your activation code and sign up.
Only one activation code is issued per Sage 50 Accounting subscription plan.
- Go to http://sageoneactivate.com/.
- Enter your first and last name, business name, telephone number, address, city, and state. United States should be selected by default.
- Open the Service menu and select Accounting.
- Enter your activation code.
- Accept the terms and conditions.
- Click Sign up. You will receive a confirmation email. Confirm your account so you can set up your Sage Business Cloud Accounting company.
When you first sign in to Sage One, the quick start wizard opens. You have to enter some information to get your business up and running.
- Enter the business name. The name appears on all customer invoices generated by Sage Business Cloud Accounting.
- Select the type of company. You can choose from Sole Proprietor, Partnership, Limited Liability Corporation, C Corporation, S Corporation, or Other.
- Click Save and continue.
- Enter the address where you will conduct business. The ZIP code helps determine the company's state taxes automatically. The address also appears on all customer invoices.
- Click Save and continue. Sage Business Cloud Accounting will display the sales taxes used in your company.
- Click All done to close the wizard.
Online payments are a convenient way for customers to pay you. You can accept payments from all major credit and debit cards by using Paya or PayPal.
If you don't have a merchant account, learn more about Paya. If you already have a Paya account for online payments, you need to do the following:
- Create a bank account in Sage Business Cloud Accounting where all online payments and refunds will be recorded. You need this account to keep track of your credit card transactions and make reconciliation much easier.
- Enter your Paya or PayPal details in Sage Business Cloud Accounting. After you enter your Paya account information, your invoices will have an option so customers can pay you online. If you provide your PayPal information, your customers will see a PayPal option.
Learn more about using online payments and creating a bank account.
When you first connect to Sage Business Cloud Accounting, your Sage 50 chart of accounts and sales taxes will be uploaded and mapped in your Sage Business Cloud Accounting business. Also, Sage 50 uploads your top 100 customers and top 100 inventory items to Sage Business Cloud Accounting.
Warning! A Sage 50 company with a chart of accounts containing account segments cannot use Mobile Invoicing with Sage Business Cloud Accounting.
When you download from Sage Business Cloud Accounting, Sage 50 receives new customers and inventory items as well as customer invoices and their associated payments.
Notes: In Sage 50, you can adjust any invoices downloaded from Sage Business Cloud Accounting; however, if you update these transactions in Sage Business Cloud Accounting and sync back to Sage 50, the existing transaction in Sage 50 will be overwritten.