Sage Accounting + Smarty Accounting
Create sales invoices in Sage Accounting from new Smarty Accounting estimates
Keep your sales invoice details updated across platforms, with no duplicate data entry. Set up this integration so that when a new estimate is created in Smarty Accounting, a matching sales invoice will be automatically generated in your Sage account.
Keep your sales invoice details updated across platforms, with no duplicate data entry. Set up this integration so that when a new estimate is created in Smarty Accounting, a matching sales invoice will be automatically generated in your Sage account.
- When this happens...New Estimate
Triggers when a new estimate is created
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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New Bill
Triggers when a new bill is created.
Try ItNew Estimate
Triggers when a new estimate is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItItem Type
Item NameRequired
Sales Price
Sales Description
Purchase Price
Purchase Description
New Contact
Triggers when a new contact is created
Try ItNew Item
Triggers when a new item is created
Try ItContact Type
First name
Last name
Display nameRequired
Email
Company name
Postcode
Country
State
City
Address Line 1
Address Line 2
Home Phone
Business Phone
Mobile
Fax
Description
New Contact Payment
Triggers when a new contact payment is created.
Try It