1. Provide your details to our team

For the Sage integration, you will need to provide your Sage username and password to our technical support team so they can link the profiles. To request this, please email support@evolv.digital or submit a support inquiry.

2. View the Connected Account in Settings

3. Invoices

• Once the accounts are linked, all invoices in the "Invoices" Tab created in Evolv will automatically sync through to Sage.

• VAT is mapped automatically. Standard VAT invoices sync to your standard rate sales account, while NO VAT invoices sync to your NO VAT account accordingly.

• Credit notes created in Evolv will also automatically be created in Sage.

• Please note that if an invoice is edited in Evolv after it has synced, the changes will not update in Sage. In this case, the invoice should be credited and redone.

4. View Accounting Events

This Shows you that your invoice was successfully synced

5. A. Click on Other Actions B. Click on Create Credit Note

• Credit notes created in Evolv will also automatically be created in Sage.

• Please note if you delete a credit note in Evolv it will not be deleted in Xero

6. Bills

• Bills work in the same way and will also automatically sync from Evolv to Sage once the accounts are linked.

• If you have specific account codes or account mappings in Sage, these can be configured. Otherwise, bills will post to your default cost of sales account code.

• If you use specific accounts for items such as stationery, shop expenses, or other costs, these can also be mapped. There is a separate tutorial available on how to configure this.

• Please ensure that the relevant account codes exist in both Sage and Evolv. If you need assistance, our team can guide you through the setup process.