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Use the Sage integration
Use the Sage integration

How to post invoices, make links between organizations, and take payments

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Once you’ve set up your Sage integration, there’s four core functions you’ll want to explore:

Link organizations to Sage contacts

Head to People & Organizations and edit any organization. You’ll see a “Linked Sage contact field.” Start typing the name of a contact in Sage and Current will auto-suggest from matching results.

If you have the “Create a linked Sage Contact when creating an Organization?” toggle set to YES in your integration screen, a new linked Sage contact will automatically be created when you create an organization in Current.

Import or export organizations

At any point, you can import contacts from Sage to Current or export organizations from Current to Sage. This is especially useful if you have other departments that create customers in Sage and you wish to bring them into Current RMS, or if you have the “Create a linked Sage Contact when creating an Organization?” toggle turned off in your integration settings.

To import or export, go to System Setup > Integrations > Sage. Check out our guide for more: Import and export organizations from Sage

Post invoices to Sage

Provided your integration is set up correctly and all mappings are completed, posting an issued invoice is just a click away.

From an issued invoice, hit Post Invoice under “Actions”.

That’s it! Current RMS will post the invoice to Sage. If all goes well, you’ll see a green notification confirming this in the top-right.

Record payments in Sage

If you like, you can set up Current RMS so that you can record payments in Sage straight from an invoice page.

Once set up, hit Take Payment under Actions to get started. Pop in the details and post!

More information in this in our guide: Take payments when integrated with Sage

Having trouble?

Check out the guide below:

Still stuck?

Don’t worry! If you are still having issues after reading through this guide, use the green help bubble at the bottom-right to start a conversation with our team ↘️

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