How to log in to and use the Sage Portals

Logging onto Customer Portal

To access the Customer Portal, click here.

1. Enter Your Customer Number.
2. Enter the Customer Portal password.
3. Select Sign-in.

 NOTE: If you don't remember your password, click the Reset Password option.

• Select the current active serial number that you’re using. 
• If there are any invoices due, a pop-up showing the outstanding invoice/s will appear.

Resources available on Customer Portal

On the Home screen, you can:

• View outstanding balances
• Check your next renewal date
• Register your product
• Convert from Sage 50cloud Pastel to Sage Accounting (Online)
• View Statements and Invoices
• Check important notifications
• Go to the Community Hub and Knowledge Base

My Account Tab

Account Management:

• Add and maintain site users
• Update contact details
• View account status
• View Pervasive license keys (Only for Client/Server)
• View Incidents logged
• View your statement
• View renewal invoices
• View linked dealer information
• Check T&C's
• View transactions assigned to your account

Register your software

Purchased a new add-on module?

• Put the serial number for the add-on module in the box provided and select Add module
• Generate a new registration code by clicking the Generate code box

NOTE: Ensure the access code in the box matches the access code from 'Help and Register your Package', or the registration code won't work.

Support Tab

• Log a support incident 
• View all logged incidents 
• Book your data in for a datafix/investigation Click Here for more information
• Check Product updates and download the installation

Training Tab

• Access Learning services and see which courses are available for you to improve your knowledge
• Get Certified

Quick Links Tab

• These are helpful links to assist you in quickly going to where you wish to be