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Go to ‘Settings’ > ‘Cloud Accounting Connector’ and select Sage. Click on the ‘AUTHORISE” button and you will be asked to enter your Sage username and password.
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Once you have logged in you may be asked to allow Re-flow access as seen here with the Sage connector. Select the Organisation in Sage you would like to link with Re-flow and click ‘Allow Access
Once connected you are presented with some additional options within the Re-flow ‘Cloud Accounting Connector’ page. Select a default Nominal Code that will be used by Re-flow when loading your Invoice. The Nominal code will be used for all item lines on the invoice - Please note that you’ll be able to amend those codes with Sage if required. All invoice lines will be posted with the same Nominal account code.
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You also need to set a default Purchase Ledger Account code for products and services created when exporting Invoices.
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Within the Sync Settings please consider the following options.
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Re-flow will automatically create an Invoice number for each Invoice created. It is possible that the number created will conflict with an existing Invoice within your accounting platform. If the Invoice number already exists, you will be prompted by Re-flown – it is recommended that you change the Invoice Number starting position or set a prefix or suffix to ensure it is unique.
You can set this within ‘Settings’ > ‘Incrementor Groups’ > ‘invoices” as shown below.
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Sending an Invoice to your Sage Accounting Platform
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Create your new Invoice within the Account section, entering the client and Invoice Line items. Once the Invoice is ready click on the ‘Send to Sage button on the right-hand side.
If the invoice has been successfully sent to Sage the ‘Send to Sage’ button will change to highlight it being sent with a unique token from Sage. The status of the invoice will also change to ‘Sent’ and if there are any issues you will be prompted on screen with a note highlighting the issue (If the resolution is not obvious please contact the Re-flow Support Team with details).
A ‘Sent to Sage’ column can be included within the Invoice section under accounts to highlight when the export was made.
Within Sage itself you will see the Sales Invoice in ‘Created’ status where you can make amendments, if required, including changing the Nominal account codes for each line time if they differ from the default.
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