Bring Sage SOP Document No in to Opayo Transaction detail
When using the Pay Now button on proformas, there is no way to track the Opayo payment from within Opayo transactions back to the original document in Sage. Bringing through the Unique SOP Document Number from the Pro Forma would assist with this.
Christian Marron
3 months ago
in Opayo
0
Idea Accepted - Gauging Support
It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage
Sally Bruce
about 2 years ago
in Customer/Supplier
6
Idea Accepted - Gauging Support
Opayo have the functionality to send email receipts to customers to confirm payment. For Opayo to do so, they require the email address to be included within the PayNow button.
Samantha Bridgewater
over 1 year ago
in Opayo
1
Idea Accepted - Gauging Support
Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...
Robert Lewis
9 months ago
in Opayo / Payment/Receipt
0
Idea Accepted - Gauging Support
We use Lloyd's Cardnet as our card payment provider. A large number of our card payments come up with an error in Sage but do still appear in our bank. At present we are having to check our card provider portal to see the money has come in and the...
Similar to Sage50, on the Customer List Screen, a button to request a card payment which is linked to Opayo. This creates a link which can then be emailed to the customer to request them to pay a specific amount, which is entered manually before t...
Lisa Castle
over 1 year ago
in Opayo
2
Idea Accepted - Gauging Support
It would be good if we could have a PDF report suite for all the month end reports shown in the academies handbook and they are standardised for all schools.
Ability to identify Customers and Suppliers as Counterparty transactions and report on this for Annual Accounts Return
Academies are required identify transactions between the trust and other public bodies (Counterparties) and report these in the Annual Accounts Return each year. It would be really useful to tick a box or select a drop down on a customer or suppli...
Guest
over 8 years ago
in Customer/Supplier
0
Idea Accepted - Gauging Support
You are able to refund Payment with Order and Online Card Receipt transactions with Opayo, however if you import them from Opayo, you are unable to refund. It would be beneficial that Sage200 could do the same as it does with the transactions crea...
Gary Butler
over 4 years ago
in Opayo
0
Idea Accepted - Gauging Support
We have set up a process to use SAGE for education to record parental donations and compile gift aid reports in a format which can be pasted into the HMRC OSD spreadsheet. I record donations in an access database, but it could just as easily be a ...
Guest
over 6 years ago
in Gift Aid
0
Idea Accepted - Gauging Support
