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Take payments when integrated with Sage
Take payments when integrated with Sage

Record payments or refunds against an invoice when using our Sage integration.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Quickly record payments & refunds received against an invoice and show this to your customer using the “take payment” functionality.

⚠️ This guide is for Current RMS users who are integrated with Sage. Not linked to Sage? See: Take payments or mark an invoice as paid

Set up payment methods

The option to take a payment against your invoices will only show up after you've added payment methods to your Current RMS system.

To do this, head to System Setup > List of values and edit the list called “Payment Methods”.

On the next screen, use the green add a list of values entry button to add in a list of ways that you take payments.

Choose one of the payment methods to be the default by ticking the box and click the blue Update List of Values button to save.

Map payment methods to Sage

Head to System Setup > Integrations > Sage and map payment methods in the “Payment Method Mappings” section.

You’ll see a list of your payment methods on the left, a list of Sage deposit accounts in the middle, and a list of Sage payment methods on the right. Map each method here.

Haven’t yet set up your Sage integration? Check out our guide: Set up the Sage integration

Get started

Once you’ve set up payment methods, go to an invoice that you’d like to record a payment against and click Take Payment under Actions. Make sure it’s issued and posted first. The “Take Payment” pop-up box appears.

Choose a reference to identify the payment (e.g. “Deposit” or “Part Payment”), select a payment method from the list that you set up earlier, choose a date that the payment was received, and specify the amount received.

Click the blue Take payment button to add this payment.

Your payment will be recorded in Sage and you’ll see that the amount paid and amount due under “Sage Information” have adjusted.

Common questions

Can Current RMS process credit cards?

Not right now, but this is something that we're considering for development in the future. If you'd like to see this added to Current RMS, please reach out via the green help bubble in the bottom right hand corner of the system to let us know your thoughts!

Sage does offer full payment processing however so you can easily get invoices paid via credit card once posted from Current RMS. Check out the Sage website for more information on this.

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