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Before you can begin using eInvoice’s you will first need to activate your Opayo account within your Sage Financial Services DAC Instant Accounts.
Completing the activation has to be done before any of your transactions can be processed, and reconciled in your accounts software.
Before activating Opayo you must first log into your Sage Financial Services DAC Instant Accounts as a user with administrative rights.
This can be either a user you have created, or the manager on the software.
Once logged in, you will then need to click on Settings, followed by company preferences.
After selecting Company Preferences, followed by Opayo you will be able to enter the details of your account into Sage Financial Services DAC Instant.
You will be prompted to enter your;
Important – When entering a username into your Sage Financial Services DAC Instant Accounts we would advise that you have created a user within your MySagePay to be used specifically with your Sage Financial Services DAC Instant accounts.
Have a look how to create a user within your MySagePay.
After you have entered the details of your Opayo account you will then need to select the bank details for the funds from your eInvoice’s to be allocated too.
Tip – When selecting the bank account please remember to do this carefully, you may find it worthwhile to create a specific bank account for your Invoice Payments transactions. On a day to day basis you may have a large number of Invoice Payments transactions that are later transferred into your bank account as a collective value. This will allow you to match the values easier.
You are also able to choose if you would like your Sage Financial Services DAC Instant Accounts to check for payments each time you open the software, and you can force your Sage Financial Services DAC Instant to request you enter your password each time.
Your Sage Financial Services DAC Instant will not automatically download the transactions for you, it will simply take you to the download wizard ready to import the transactions into your Sage Financial Services DAC Instant accounts software.