Do you need to Allocate Payments in Sage 50? This program will Automatically Allocate Payments in Sage 50 on account and credit notes to unmatched invoices for both the Sales & Purchase Ledgers.

Core Features of Adept Sage 50 Allocate Payments Add-On

  • Can be used on both the sales ledger and the purchase ledger.
  • Option to match all accounts or one specific account.
  • Configurable option to match transactions by reference. New Feature
  • For each transaction type that you want to match, select the field that contains the reference to be matched. New Feature
  • For each transaction type you can select which word in the selected Field should be used as the reference to be matched. New Feature
  • Examples are provided for Sage Sales Order SA’s and OrderWise Reference Matching. New Feature
  • Option to ignore transactions that are not in a specified date range.
  • Options to ignore accounts that have unmatched SC, SD, SP, PC, PD or PR transactions.
  • Options to ignore SC SD SP or PC PD PR transactions.
  • Option to exclude Foreign Currency accounts.
  • Option to only process accounts that have a zero balance.
  • Option to only process accounts that are paid by Direct Debit.
  • Option to allow or disallow partial allocations.
  • Option to ignore disputed transactions.
  • You do not have to log other users out of Sage while using this Add-On Tool.
  • The program can be run from an icon in the Sage Product module tool bar (dependant on Sage version).

Add-On Pricing and Compatibility

  • Only £150.00 + VAT for a company wide licence plus 20% Annual Renewal Fees.
  • Adept Add-Ons are Multi User at no extra cost.
  • Compatible with the UK Edition of Sage 50 & 50cloud versions 8 to 28.
  • Unless otherwise stated, also works with any minor version numbers such as v26.3 or v27.2
  • Adept Add-Ons are backwards compatible when it comes to Sage versions, most go back to v8
  • Web Update facility to keep your program up to date, accessed via Menu>About.
  • Thirty day Free Trial available.
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Allocate Payments in action

Allocate Customer Payments in Sage 50
Allocate Supplier Payments in Sage 50

How much does it cost?

Initial Upfront cost Covering your first 12 Months software use

Adept Sage 50 & 50cloud Add-On Tools

20% Annual Renewal Fee for Continuous use in Year 2 onwards

Adept are Sage Platinum Partners for Sage 50 and certified Sage Developers