Sage 50 agent β overview
What this coversβ
The GoRoute Sage 50 Agent is a small Windows program that runs on the PC that holds, or reaches, your Sage 50 Accounts UK company data. It does two jobs:
- Sales invoices out. Every sales invoice you post in Sage leaves as an e-invoice: over the Peppol network when your customer is on it, otherwise as a ZUGFeRD PDF that GoRoute e-mails to them.
- Supplier invoices in. Supplier e-invoices that reach your GoRoute account, over Peppol, by e-mail or by upload in the portal, arrive on the Sage PC as one import file a day, with each supplier's PDF beside it.
Nothing changes in how your team raises invoices, and nothing is installed inside Sage.
Before you startβ
You need a GoRoute account and one Windows PC that can open the company in Sage. The full checklist is in Before you install.
Stepsβ
The two daily routines:
- Raise and post sales invoices in Sage as you always do. Fill in the customer's order number, save, and Update Ledgers. The agent sends each posted invoice within a few minutes.
- Look at the agent window once a day. Anything held back is on the Parked tab with the reason in plain words. Fix it in Sage and press Fixed β check now.
- Import the day's supplier invoices once, at the end of the day. In Sage, File βΈ Import βΈ Audit Trail transactions, pick the file marked READY TO IMPORT, tick First row contains headings, and import.
A printable version is on one page: Quick start for the bookkeeper.
What you should seeβ
- In the agent window, each new invoice moves from Queued to Sent.
- In the GoRoute portal, the invoice appears under Transactions with its delivery status.
- After an import, the agent window shows each supplier invoice posted in Sage as transaction and its number, and the portal's agent page counts it under Posted in Sage today.
Where to go nextβ
| You are⦠| Start with |
|---|---|
| Installing the agent | Before you install, then Install and connect |
| The bookkeeper | Sending sales invoices and Receiving supplier invoices |
| Looking after the account | The portal page |
| Checking data protection | Security and your data |
| Stuck | Troubleshooting |
If it does not workβ
Go to Troubleshooting. Every row there names the symptom you see and the fix.
Written for agent 0.2.x and the GoRoute portal release of 31 October 2026.