Guide - Exporting Invoices, Credits & Purchases to Sage

1. To export invoices and credits to Sage go to Export / Sage, then search for and tick the invoices/credits/purchases:
   
   
   
   
2. Once this is done click Export Invoice(s) to Sage CSV and choose the sage version. If needed you can also change the Filename and whether to Group Nominals/Tax Codes:

             

3. When you select Generate you have the option to group transactions by product nominals, this will then save the file into your downloads folder which you can then manually import into Sage. When it has imported select Yes and this will mark the invoice as exported and clear it from the export screen:

                          

N.B. Mark Selected as Exported allows you to manually mark the credits/invoices as exported. Selecting this will require confirmation.