How do I activate Sage Pay in Sage 50 Accounts?

To integrate your Sage 50 Accounts software with Sage Pay, you just enter your Sage Pay account details. You'll need your Sage Pay Vendorname, user account and password with which you use to access My Sage Pay.

1. Log in to your Sage 50 accounts software. To ensure you have the necessary rights/permission, ideally you'll be logged in as a Manager.
2. In the menu select Settings > Company Preferences.
3. Choose the Sage Pay tab. You'll now see this screen:

To activate Sage Pay tick the Enable Sage Pay check box.

(Un-ticking this check box deactivates your Sage Pay integration)

What you need to enter...

Credentials:

• Vendorname - This is your Sage Pay vendorname that you use to access My Sage Pay.
• Email - The email address where you can be contacted for support.
• Username and Password - The username and password that you use to access My Sage Pay.

General Settings:

• Bank Ref - Choose the bank account that payments via Sage Pay should be sent to.
  *Transactions processed each day by Sage Pay will be transferred from your merchant bank account into your business bank account as one single amount. So it's a good idea to consider setting up a dedicated bank account for your Sage Pay transactions to assist with reconciliation.*
• Check for payments on startup - This will notify you that you have payments ready to download when you start your accounts software.
• Prompt for password on each login to Sage Pay - If you check this box you'll need to enter your My Sage Pay password every time you connect to Sage Pay.

My Sage Pay Download Settings

• Match transactions against customer accounts - Choose this option if you want to track web sales to individual customer accounts in your software.
  When you download your Sage Pay payments, your accounts software will try to reconcile payments with your customer records, based on matching email addresses. If there isn't a match for a payment, then a new customer account is created for that payment.
• Record all transactions against the account specified below - This option is ideal if you're not concerned about tracking sales to individual customers.
  You can assign all of your Sage Pay payments to a generic Sage Pay customer account. Choosing this option activates the Customer Ref field. You can either select an existing account from the drop-down list, or to create a generic Sage Pay customer account, select New.

Click OK to save your details and your integration with Sage Pay is now active. For more information download our userguide.