> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paywise.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Active

> Send open invoices from Sage Active to paywise for debt collection

# paywise for Sage Active

<div style={{width: '64px', height: '64px', background: '#ffffff', borderRadius: '10px', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '10px', boxSizing: 'border-box'}}>
  <img src="https://mintcdn.com/paywisegmbh/wAdTkukMeudh23V7/images/integrations/sage-active-icon.png?fit=max&auto=format&n=wAdTkukMeudh23V7&q=85&s=92984c62acb326dcb40001017701de84" alt="Sage Active" style={{width: '100%', height: '100%', objectFit: 'contain', display: 'block'}} noZoom width="128" height="128" data-path="images/integrations/sage-active-icon.png" />
</div>

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.

<Note>
  paywise reads from Sage Active and never writes back. Nothing in your bookkeeping is
  changed, cancelled or marked as paid.
</Note>

## 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.

### What paywise reads

| Data              | Why paywise needs it              |
| ----------------- | --------------------------------- |
| Invoices          | The open receivables you submit   |
| Invoice positions | The breakdown behind the amount   |
| Contacts          | The debtor's name and address     |
| Invoice PDF       | The evidence attached to the case |

The integration is read-only.

## 1. Connect Sage Active

<Steps>
  <Step title="Open the connection page">
    Go to [app.paywise.de/connect/sage-active/](https://app.paywise.de/connect/sage-active/).
  </Step>

  <Step title="Accept the terms">
    Tick **Ich akzeptiere die Nutzungsbedingungen**. **Nutzungsbedingungen** opens
    the full text.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 2. Submit invoices for collection

<Steps>
  <Step title="Open the invoice picker">
    On the Sage Active page in paywise, choose **Rechnungen einreichen**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Check the debtor data">
    Name and address come from the Sage contact, the invoice PDF is attached
    automatically. Review and correct anything missing.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Send the order">
    Confirm how collection should start, answer the legal questions, accept the terms
    and choose **Auftrag absenden**.
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

### 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*.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="„Die Verbindung zu Sage Active konnte nicht hergestellt werden“">
    Check that you signed in with the right Sage account and granted access, then
    start the connection again.
  </Accordion>

  <Accordion title="„Keine Unternehmen verfügbar“ (no companies available)">
    Your Sage account has no selectable company for the granted permission. Check the
    rights assignment in Sage and start the connection again.
  </Accordion>

  <Accordion title="„Die Verbindung zu Sage Active ist nicht mehr gültig“">
    The authorisation was withdrawn or expired. Reconnect the account. Your previous
    orders are not affected.
  </Accordion>

  <Accordion title="The invoice list is empty">
    paywise shows only issued, still open invoices — and only those of the selected
    company. Check the invoice status in Sage Active.
  </Accordion>

  <Accordion title="The open amount is too high">
    This interface supplies no partial payments. Correct the amount by hand before
    submitting.
  </Accordion>
</AccordionGroup>

## Questions

Write to [info@paywise.de](mailto:info@paywise.de).