How do I set up my account to transfer invoices to Sage?
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Precondition |
To be able to set up your invoicing export to Sage, you need to have set up an integration between CleanManager and Sage, see this article: Integration setup for Sage |
NOTE: In order for the CleanManager system to be able to send an invoice to Sage, it is important that you have a registered VAT number in your Sage account. You can find your VAT number here: Settings > Business settings > Financial settings > Accounting dates and VAT > VAT details |
To be able to transfer invoices from Invoicing to Sage, you must set Sage as the designated accounting software for invoicing:
Setup of invoicing to Sage
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In the menu, click on Settings > Integrations |
Hereafter, click on the button Invoicing | |
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Click on the Dropdown button and select Sage |
Click on Save to complete the setup | |
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Your account is now set up to export invoices to Sage, see the validating icon ![]() |
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