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Sage Instant MySagePay download settings

After linking your Sage Pay account to your Sage Instant Accounts software you are presented with 2 further options.

These options will determine what will happen with the Invoice Payments transactions processed through your account and downloaded into Sage Instant.

On the Sage Pay screen - which can be located by clicking Settings, followed by Company Preferences within Sage Instant, you will see 2 options under the MySagePay download settings box.

You will see you can select either;

  • Match transactions against customer’s accounts
  • Record all transactions against the account specified below

What do they mean?

Match transactions against customer’s accounts – 

You will be able to track web sales processed through your account to customer records.

Once you run the download wizard on your Sage Instant Accounts, your software will attempt to match the each payment to your customer records.

It uses the e-mail address provided in the customer’s payment and looks for the same e-mail address in your customer records.  If it is not matched then a customer record will be created for you.

Record all transactions against the account specified below – 

This option is best suited if you are not interested in tracking sales to individual customers.  By selecting this option all of your transactions processed using Sage Pay are assigned to a generic customer account.

Once you have selected this option the Customer Reference drop down becomes available.  Select the Customer Reference drop down and you will have the option to create a new generic customer record, or select from the records that are already available.