For Sage 50 users - How do I provide support screenshots of invoices and payment allocations?

If Satago is showing an invoice as outstanding that has already been paid, our support team may ask you for screenshots from Sage 50 to help investigate the issue. These screenshots help us verify that the payment has been correctly allocated and that the sync settings are correct.

What screenshots do I need to provide?

To help us resolve your issue quickly, please provide the following two screenshots:

Within Sage 50-

Click Sales or Purchases.
Locate the invoice.
Click the invoice or credit note to open it.
Take a screenshot
Select the payment link under the Amount Paid value. This opens the Payments and Allocations option.
Take a screenshot

How do I send these to Satago?

Once you have captured your screenshots, please also complete a full resync and send screenshots of your screen after,P based on how you have connected to Satago following these steps respectively-

Embedded/Connected Services

How to perform a full re-sync from Connected Services in Sage 50

Satago Connector
Complete a Full Re-Sync from the Sage 50 connector

Please submit all screenshots to our customer support team via the Satago Help Centre.

Still need help?

If you have any questions or need further assistance, please reach out to our customer support team via the Satago Help Centre.