How do I update my Account Information or view statements/invoices on the Sage Portal?

Summary

This article will guide you to access the Sage Portal to update your company information and contact persons. (Sage Classic, Sage Premier, Sage 200c VIP, Sage Business Cloud Payroll Professional)

Resolution

You will be able to update and maintain details of your company online.

Access the Sage Portal (https://portal.sage.co.za/)
Access the HR and Payroll Portal
Enter your Site Code, Primary email address and Password
Click on Sign In
From the menu options, Select My Account
Select Account Management
Click on Company Details

Company Details
- This section will allow you to:
  - Edit and update company information
  - Click on Update Details
Maintain Site User Access
- You can add,update and delete users
- Click on Add User
- Complete the users details
- Click on Submit
Pay Online
- Enter Site Code
- Click on Search
- Enter the Payment Amount
- Enter an additional note
- Click on Submit

This section will display details regarding your Company Credit Information and Outstanding Invoices

Select to send an email to Sage Credit Control
Select to view the last statement that was sent to you
The Outstanding Invoices section will display all your invoices. You will be able open the invoice and email as attachment to a specific account

NOTE: Please take note of the following:

You will not receive a statement if your account balance is zero.
All statement and invoices are sent at the end of the month. All emails will be sent from [email protected]. Please ensure to check your spam/junk mail folder if you do not receive the email

Payments can be made via Sage Pay on the website

How do I update my Account Information or view statements/invoices on the Sage Portal?

Summary

Resolution

SUPPORT & TRAINING

PARTNERS

COMPANY

FAQs