Before you can post an invoice to Sage you must have first linked Fresh Projects to Sage.
- Go to Financials>Invoicing & Expenses.
- In the Invoicing tab, click on the invoice you'd like to post to Sage.
- Next, you will need to Finalise the invoice.
- Now, the invoice pop-up window should appear highlighted in blue. Click on the Post button. If the button is not visible, it usually means that you have not configured the Sage links in these steps.
- Thereafter, you will be able to edit the line item descriptions and click Post.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!