Please follow the below steps for Sage integration with Selro. Sage has many different versions and only the following on-line version is supported. Please check the version before connecting.
To connect your Sage account please follows the steps below:
Accounting-> Enable Sage-> Settings
Next please select Generate Token this will take you to your Sage account.
Please follow the steps through
Next you will need to set the ledger account, bank account, tax code, etc. per channel (You can only select one per channel)
Please select 'Enable' for each channel you want to send to Sage
One integrated your orders will automatically be sent to Sage every 6 hours.
To search for orders that have been submitted to sage please select the tab sales receipts and enter your order ID here.
If you want to manually send an order to Sage your can do this from the orders section.
Orders-> All Orders-> Actions (for the order you wish to send to Sage)-> Accounting-> Send to Sage
Please watch the video below for more details
When your orders are sent to Sage it will automatically create a sales invoice ready to be printed from your sage account.
Selro will send the order transaction details, this includes:
Serlo will also send the customer details this includes:
Selro will create a payment for the invoice within Sage, and then set the invoice to paid.
You can select the payment method from the drop down menu in the accounting integration section as detailed above.