Understanding the download wizard

The wizard will look for transactions that have been processed through your account, and import these into your Sage 50c Accounts.

The transactions will then be assigned to an existing customer record, or create an original for you based upon the e-mail address supplied for the order.

You are also able to assign transactions to specific bank accounts within your accounts software to help with reconciliation.

There are a number of benefits to using the MyOpayo download wizard with your Sage 50c Accounts product.

• Effective stock management – If your stock management is controlled by your accounts software downloading your transactions will allow you greater management over the process.
• Real time reconciliation – Each day you can perform the download to reconcile all transactions processed through your Opayo account.
• Free to use – If you are already a Sage 50c Accounts, and Opayo user there is no charge to set this up on your account.
• Customer management – The Sage 50c Accounts system will create records based on your sales, allowing you to build an effective customer database.

If you are already a Sage 50c Accounts, and Opayo customer all you will need to do is add your Opayo account details into your Sage 50c Accounts program.

To find out about linking your accounts software to Opayo have a look at our Sage 50c Accounts and Sage 50c Essentials articles.

If you are an existing Sage 50c Accounts customer and you do not have an Opayo account please call our sales team on 0191 313 0300 who will be happy to help you sign up for our services.

For existing Opayo customers who do not have Sage 50c Accounts please call 0191 479 5955 where you will receive the support you need.

Activating Opayo in Sage Instant Accounts
Activating Opayo in Sage 50cloud Accounts
What versions of Sage 50 Accounts work with Opayo?

The first thing you will need to do before using the wizard is log into your Sage 50c Accounts software.

You can do this by double clicking the icon on your desktop to launch the software.

If selected when setting up the integration with Opayo your MyOpayo download wizard will be launched when you sign into your accounts software.

When adding the details of your Opayo account into your accounts software you are given the choice to launch the wizard whenever the software is opened.

If the wizard does not launch when signing into your accounts software you will be able to launch this manually once logged in.

To do this click on the Modules option from the top of the page, followed by bank.

After selecting this you will be presented with a list of options down the left side of your accounts software. Included in this list of options will be online receipts.

By selecting this you will then be able to launch the wizard within your Sage 50c Accounts software.

Now that wizard has been launched you will be able to proceed through and download the transactions that have been processed through your Opayo account.

Important – If this is the first time you are using the wizard you will be presented with a date option before being able to proceed past this screen.

The date box will allow you to select the date you would like the wizard to start from, you can only select this once, and once selected cannot be changed.

After selecting the MyOpayo download wizard you will be able to proceed to the next step.

After you have launched the wizard your accounts software will search our systems for all transactions that have been processed through your Opayo account.

You will be shown all transactions that have been located on your Opayo account along with the details, and date of the payment that have matched current customer records on your account.

Your accounts software will compare all of the transactions that have been downloaded to the current customer records by using the email addresses that were used for the transactions.

If there are no existing customers on your accounts software with the same email addresses as those used for the transactions there will be no transactions appearing here.

After proceeding through the matched transactions step you will move onto the unmatched page.

This page will show all transactions that have been located that do not match with the current customer records you have on your accounts software.

You will then be able to select if you would like a customer record to be created for the transactions that do not match records on your system.

Now that you have located all of your transactions you are ready to finish using the wizard and download your transactions into your accounts software.

You will be shown the final screen of the wizard which will allow you to complete the process.

On this screen your software will summarise the actions that will be taken for you.

You will be told how many transactions were located, and downloaded. How many match current records, how many new customer records need to be created, and how many invoices will be created.

After clicking finish the wizard will complete the download and import the transactions into your accounts software.

MyOpayo download wizard
Activating Opayo in Sage Instant Accounts
Activating Opayo in Sage 50cloud Accounts

The first thing you will need to do before using the wizard is log into your Sage 50c Accounts software.

You can do this by double clicking the icon on your desktop to launch the software.

If selected when setting up the integration with Opayo your Pay Now download wizard will be launched when you sign into your accounts software.

When adding the details of your Opayo account into your accounts software you are given the choice to launch the wizard whenever the software is opened.

If the wizard does not launch when signing into your accounts software you will be able to launch this manually once logged in.
To do this click on the Modules option from the top of the page, followed by Bank.

After selecting this you will be presented with a list of options down the left side of your accounts software. Included in this list of options will be Online Receipts.

By selecting this you will then be able to launch the wizard within your Sage 50c Accounts software.

Now that wizard has been launched you will be able to proceed through and download the transactions that have been processed through your Opayo account.

Important – If this is the first time you are using the wizard you will be presented with a date option before being able to proceed past this screen.

The date box will allow you to select the date you would like the wizard to start from, you can only select this once, and once selected cannot be changed.

After selecting the Pay Now download wizard you will be able to proceed to the next step.

After you have launched the wizard your accounts software will search our systems for all transactions that have been processed through your Opayo account.

You will be shown all transactions that have been located on your Opayo account along with the details, and date of the payment.
On this screen you are also given 2 further options:

• Always Create Payments on Account – Your accounts product will create a new invoice for each individual transaction regardless.
• Automatically allocate payments to invoice where possible – Your accounts product will assign each payment to the relevant invoice if created.

After selecting your option you are able to complete this step and finish using the wizard.

Now that you have located all of your transactions you are ready to finish using the wizard and download your transactions into your accounts software.

You will be shown the final screen of the wizard which will allow you to complete the process.
After clicking finish the wizard will complete the download and import the transactions into your accounts software.