Sage Accounting provides easy-to-use online accounting and online payroll software for start-ups and small businesses.
You can create billing contacts and draft invoices by installing the Sage Accounting integration. The contact information, such as organization, address, work telephone number, and deal information such as date created, due date, description, and amount, will be pushed over to Sage with just one click.
|In this article:
|How to install Sage Accounting
|How to create an invoice with Sage Accounting
|How to search or Create a Contact in Sage Accounting
How to Install Sage Accounting
Note: You can only complete the integration if you're connecting a Sage account from one of the following countries.
How to create an invoice with Sage Accounting
Notes: Organization name is shown by default in Contact Name, if no organization is present, First & Last name will be displayed instead.
Search or Create a Contact in Sage Accounting
To search for a contact in Sage Accounting, start by typing the first letters of the name. Note: If no contact is found, you can create a new contact by saving your draft Invoice.
- When creating a new billing contact in Sage Accounting, OnePageCRM pushes the following contact details: First and Last name, Organization, Work phone, and Address.
- Due dates must be scheduled for a date in the future (can't change due date to one in the past).
- If the Amount field is blank in the deal, the draft invoice will not be created.
- The Sage Accounting integration can be installed and configured by the Account Owner or Administrator only.