Call us today... 0845 643 4012

Sage Integration

Sale Accounts Integration with Sage 50 and Sage 200.

Benefits

  • Removes all duplication of customer information.
  • Allows multiple invoice templates for individual or groups of customers.
  • Raise invoices at the click of a button from multiple areas of BrightOffice.
  • Easily assign payments to customers including card payments directly into BrightOffice via Sage Pay.
  • Customer statements, invoices and credit notes can be emailed to customer directly from BrightOffice.

How it works

  • Sage Integration area within BrightOffice displays totals and values of all:
    • Sales service invoices
    • Sales product invoices
    • Sales credit notes
    • Sales payments received
  • Full Sage report allows visibility of additional information in the following areas:
    • Sales Service & Product Invoices
      Sage bank code
      Sage VAT code
      Sage customer reference
    • Sales Payments Received
      Payment type
      Unallocated payment amounts
      Sage bank code
      Sage VAT code
      Sage customer reference
  • All new customers without a Sage reference are automatically created within Sage and allocated a reference as part of the integration.
  • Once ‘Live Update’ is selected, all records are passed directly into Sage, including nominal codes.
  • Records within BrightOffice are locked to prevent alterations to the financial data passed into Sage.

Want to know more?

Fill in your details below and one of our team members will give you a call.

Officially approved
G-Cloud supplier.