We have a new improved process for connecting Sage 50 to Satago, so it is important to check which version of Sage 50 you are currently using, as this will determine which route to take. You may prefer to upgrade to the latest Sage 50 version to take the new simplified route.
Firstly, check the version of your Sage 50 account under Help > About:
Automated Credit Control & Risk Insights
Version 29.2 onwards:
Follow these instructions to connecting for Sage 50 29.2 and onwards
Pre v29.2:
You would need to install the Satago Sage 50 connector as explained here: Connect Sage 50 to Satago pre v29.2 or upgrade your Sage 50 version to v29.2 onwards
Invoice Finance
Version 29 onwards:
Follow these instructions for registering for invoice finance: Sage 50 embedded Invoice Financing
Pre v29:
You would need to install the Satago Sage 50 connector as explained here Sage 50 Invoice Financing pre v29 or upgrade your Sage 50 version to v29 onwards