Why is Satago chasing invoices that have already been paid?
Satago updates invoice information by syncing with your accounting software. If Satago is chasing invoices that have already been paid, it usually means the payment has not yet been correctly allocated to the invoice in your accounting package, or the latest changes have not yet synced to Satago.
Why does this happen?
Satago relies on your accounting software for invoice status updates.
If a payment is not allocated to the specific invoice in your accounting software, Satago will continue to show it as outstanding.
If the allocation was made recently, Satago may not have synced the latest data yet.
What should I do?
1. Check your accounting software
Ensure the payment has been allocated to the correct invoice in your accounting package.
2. For Sage 50 users, review the allocation of payments, receipts, and credit notes to invoices
Click Sales or Purchases.
Locate the invoice or credit note to check allocations for.
Click the invoice or credit note to open it.
Select the payment link under the Amount Paid value. This opens the Payments and Allocations option.
Here you can view all payment links related to the invoice or credit note.
Select the link in the Amount column for more details.
3. Sync Satago with your accounting software
For cloud accounting software (e.g., Xero, QuickBooks, Sage Business Cloud): Run a manual sync to update Satago with the latest information. You can see instructions on how to do this here How often does my data sync with Satago?
For Sage 50: Perform a full sync from your computer to update Satago.
For Sage 50 Embedded (v29.2 and later): How to perform a full re-sync from Connected Services in Sage 50
For Sage 50 with Satago desktop connector: Complete a Full Re-Sync from the Sage 50 connector
4. Wait for the next sync
Satago automatically syncs with your accounting software at regular intervals. If you’ve just made changes, it may take a short while for the update to appear.
How do I run a manual sync?
For Sage 50 Embedded: How to perform a full re-sync from Connected Services in Sage 50
For Sage 50 with Satago connector: Complete a Full Re-Sync from the Sage 50 connector
Sage 50 - Still seeing the invoice as outstanding?
If you’ve checked the above and the invoice is still showing as unpaid in Satago, please send the screenshot showing the payment allocation e and a screenshot of the Satago Settings screen from within Connected Services to our customer support team via th Satago Help Centre. This will help us investigate and resolve the issue more quickly.
Who can I contact for help?
If you have any questions or need further awssistance, please reach out to our customer support team via the Satago Help Centre.