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paywise for Sage Active

Sage Active
The Sage Active integration hands open invoices from your Sage Active account straight to paywise for collection. You sign in to Sage once and grant paywise read access — no API key to hunt down.
paywise reads from Sage Active and never writes back. Nothing in your bookkeeping is changed, cancelled or marked as paid.

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Before you start

  • A Sage Active account you can sign in with and authorise apps for.
  • A paywise account.
  • At least one open invoice in Sage Active.
  • No active DATEV import may exist for your paywise company. Deactivate it under DATEV Einstellungen → Gefahrenzone → Integration deaktivieren before connecting Sage Active.

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What paywise reads

The integration is read-only.

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1. Connect Sage Active

1

Open the connection page

Go to app.paywise.de/connect/sage-active/.
2

Accept the terms

Tick Ich akzeptiere die Nutzungsbedingungen. Nutzungsbedingungen opens the full text.
3

Establish the connection

Choose Verbindung herstellen. paywise sends you to the sign-in, where you authenticate with your own Sage credentials and grant access.You never enter Sage credentials into paywise.
4

Select the company

If your Sage account holds several companies, paywise then shows Verbindung einrichten (set up connection) asking „Bitte wählen Sie das Unternehmen, mit dem Sie fortfahren wollen” (please choose the company you want to continue with). Pick the company whose invoices you want to submit and confirm with Auswählen (select).The connection is then active.

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2. Submit invoices for collection

1

Open the invoice picker

On the Sage Active page in paywise, choose Rechnungen einreichen.
2

Pick the invoices

paywise lists your open invoices live from Sage Active — with invoice number, customer, invoice date, due date and amount. Invoices that are issued and not yet paid in Sage are shown.The due date comes straight from Sage Active; paywise calculates nothing here.
3

Check the debtor data

Name and address come from the Sage contact, the invoice PDF is attached automatically. Review and correct anything missing.
4

Record your payment reminder

Sage Active supplies no reminders over this interface. Enter how and when you asked the debtor to pay — in writing or verbally, the date, and any payment deadline you set.This matters legally: for consumers a reminder is normally required before default interest and collection costs can be claimed.
5

Send the order

Confirm how collection should start, answer the legal questions, accept the terms and choose Auftrag absenden.
Partial payments are not supplied over this interface. paywise uses the full invoice amount as the open amount. If part of it has already been paid, correct the amount before submitting.

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Invoices that cannot be submitted

  • Drafts and invoices not yet issued.
  • Invoices Sage Active holds as paid.
  • Incomplete recipient details. paywise imports the invoice as an editable draft. Complete the name and address in paywise before submitting the order.
  • Already submitted invoices are shown as Eingereicht.

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3. Disconnect

On the Sage Active page, choose Verbindung löschen and confirm with Löschen. paywise revokes the access and removes the connection. Orders you already submitted are unaffected. You can reconnect the account at any time.

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Troubleshooting

Check that you signed in with the right Sage account and granted access, then start the connection again.
Your Sage account has no selectable company for the granted permission. Check the rights assignment in Sage and start the connection again.
The authorisation was withdrawn or expired. Reconnect the account. Your previous orders are not affected.
paywise shows only issued, still open invoices — and only those of the selected company. Check the invoice status in Sage Active.
This interface supplies no partial payments. Correct the amount by hand before submitting.

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Questions

Write to [email protected].