Sage integration - Creating an Invoice and Invoice Credit notes in Evolv WMS
Sage integration - Creating an Invoice and Invoice Credit notes in Evolv WMS
Invoices
Only invoices moved from Draft to Invoice are posted to Sage.
Draft invoices do not sync.
When an invoice is created, Evolv fetches the Sage invoice number and uses it on the Evolv invoice.
A direct Open in Sage link is available.
Invoices cannot be re-approved. They only move once from Draft to Invoice.
If an invoice needs to be reversed, it must be fully credited in Evolv, which will then create the credit in Sage.
Voiding in Evolv does not void the invoice in Sage.
Invoices in Sage cannot be updated from Evolv once posted. If changes are needed, the invoice must be credited and redone.
VAT options are supported, including No VAT where applicable.
Credit Notes
Credit Notes created in Evolv are posted to Sage.
Credit Notes cannot be edited after creation.
If an invoice or bill needs to be reversed, it must be credited in Evolv so that the credit is reflected in Sage.
Contacts
Customers and suppliers used in invoices or bills are automatically created or updated in Sage Contacts.
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 updated in Evolv are not reflected in Sage once posted.
If changes are needed, the bill must be credited and redone.
Voiding in Evolv does not void the bill 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.
1. A. Click on Create New B. Click on Quick Invoice
2. 3. Search an existing customer or create a new one
3. Select the customer
4. Select a Vehicle
5. Click on Add new service category
6. Click on Add
7. Click on Add to quote
8. Populate the Invoice
9. A. Click on Generate Invoice B. Click on Yes
This will generate a Draft invoice , you will need to finalize this invoice in order for it to Submit to Sage.
10. Scroll to the bottom and Finalize the Draft invoice by clicking "Create Invoice"
11. Click on Proceed
The invoice due date also pulls through to Sage.
12. View the Invoice number
This invoice number will be pulled from Xero to match its sequence.
13. A. Click on Accounting Events B. View the Status C. Click on Other Actions
14. Click on Other Actions followed by Create Credit Note
15. Populate the credit note and Submit
16. View the Accounting Event status
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