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Sage Invoicing

by
Odoo

86.03

v 13.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 403
Technical Name sage_invoice
LicenseSee License tab
Websitehttps://www.erpgap.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 403
Technical Name sage_invoice
LicenseSee License tab
Websitehttps://www.erpgap.com/

CRM Integration with SAGE

Overview

An Easy to use platform, dedicated to UK clients, with the single purpose of creating bills from your CRM Sales Order. The Odoogap CRM app is the toll you need to manage your team or your own sales work. With one click you can transform any Sale Order into a bill and therefore a Sage Invoice.

Purpose

The purpose of this app is to simplify and save time while managing CRM. An easy to work platform with the main objective of creating a Sage Invoice from a Sale Order.

Features

  • Modern User Interface
  • Schedule Activities
  • Set up your Pipeline
  • Easy Reporting
  • Integration

Support

  • To report a problem please contact us.

  • Commercial support is available, please email info@odoogap.com or call +351 917848501 for further information.

How to install

  • Firstly, ensure that the module file is present in the add-ons directory of the Odoo server
  • Update Modules list so that it appears in the UI within Apps store
  • Update Modules list so that it appears in the UI within Apps
  • Look for the module within Apps and click on Install

How to configure

  • Go to Website -> Settings -> Invoicing
  • Search for "Sage Cloud" and fill in the fields:
    • Client ID - ID of the Sage Cloud API
    • Client Secret - secret given by Sage Cloud API
    • State String - Custom word or phrase without spaces
  • Finish by synchronizing sage ledger account.

How to Use

After confirming a Sale order, a button will appear next to "Costumer Preview". By clicking on it, odoo will send the information to Sage that will create a new invoice for you. After that, the same button will allow you to access directly to that invoice in sage. Is that easy!

Support

  • To report a problem please contact us.

  • Commercial support is available, please email info@odoogap.com or call +351 917848501 for further information.

PROMPTEQUATION LDA Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the PROMPTEQUATION LDA Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Compactible with Sage?
by
Stephen Ngailo
on 3/31/21, 5:02 AM

This app is compatible with which sage?

There are several of them


by
Stephen Ngailo
on 3/31/21, 5:01 AM

This app is compatible with which sage?

There are several of them