Sage integration - Create Bills and Supplier Returns in Evolv WMS

Sage integration - Create Bills and Supplier Returns in Evolv WMS

Sage integration - Create Bills and Supplier Returns in Evolv WMS

Suppliers and Contacts

  • Customers and suppliers used in invoices or bills are automatically created or updated in Sage Contacts.

  • If a customer or supplier is archived in Sage, Evolv will warn about the archived status during posting.

Payments

  • Payments are not pushed from Evolv to Sage.

  • Payments applied directly in Sage remain in Sage only.

Bills

  • Bills posted from Evolv sync to Sage.

  • Bills cannot be updated in Sage from Evolv once posted.

  • If changes are needed, the bill must be credited and redone.

  • Voiding in Evolv does not void the bill in Sage.

  • If a bill needs to be reversed, it must be fully credited in Evolv, which will then create the credit in Sage.

Error Handling

  • If a sync fails, a red error bar is displayed in Evolv.

  • Failed transactions appear under Accounting Events, where they can be re-synced once the issue has been corrected.

Creation Date: Apr 09, 2026
Created By: Aidan Quin

1. A. Click on Create New B. Click on Bill

A. Click on Create New B. Click on Bill

2. Search and Select a Supplier

Search and Select a Supplier

3. Select a due date

Select a due date

4. Populate the Bill

Populate the Bill
ℹ️ Supplier Returns

5. A. Click on Generate Bill B. Click on Yes

A. Click on Generate Bill B. Click on Yes

6. Click on Accounting events and View that the Bill was synced successfully

Click on Accounting events and View that the Bill was synced successfully

7. Click on Return Goods

Click on Return Goods

8. Select the Return Date

Select the Return Date

9. Click on Submit

Click on Submit

10. Click on Yes, I'm sure

Click on Yes, I'm sure

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