Once you’ve set up your Sage integration, there’s four core functions you’ll want to explore:
- Link organizations to Sage contacts
- Import and export organizations from Sage
- Post invoices to Sage
- Record payments in Sage
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.
Check out our guide for more: Link an organization to a Xero, QuickBooks Online or Sage customer
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.
For more information, see our guide: Post an invoice or credit to Xero, QuickBooks Online or Sage
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
Check out the guide below:
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