Sage Accounting provide 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. Contact information like organization, address, work telephone number and deal information such as date created, due date, description and amount are pushed over to Sage in just one click.
|In this article:|
|Install Sage Accounting||Create an invoice with Sage Accounting|
|Search or Create a Contact in Sage Accounting||Pin to the Apps Menu|
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 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.
How to pin Sage Accounting to the Apps menu
To pin the Sage Accounting integration to the Apps menu, select the check-box: Pin to the Apps menu.
- When creating a new billing contact in Sage Accounting, OnePageCRM pushes the following contact details: First & Last name, Organization, Work phone & Address.
- Due dates must be scheduled for a date in the future (can't change due date to one in the past).
- If Amount field is blank in the deal, the draft invoice will not be created.
- The Sage Accounting integration can be installed and configured by Account Owner or Administrator only.