How does the link to Sage work?
Written by Ian Oldrey
Updated at January 31st, 2023
The automated link to Sage 50 – Once an invoice run is done it posts the invoices to Sage. Those invoices are then picked up from Sage and brought back into Merchanter. There is no action needed on Sage to bring them back, so assuming the web service is doing a regular update, the whole picture should only be at most a few minutes out of date at any time.
As payments are reconciled against the invoices in Sage, so the paid and outstanding value is updated in Merchanter.
With Sage the Ledger Balance and Aged debt are taken from the Sage data tables (other systems use the total the values of the invoices to build the ledger balance and aged debt).