How to publish items to Sage Accounting

This article is a guide how to publish specific item types from the Receipt Bank web application to your integrated Sage Accounting software. 

For a general guide how to use Sage Accounting with Receipt Bank click here. 

For Instructions on the following file types, click the relevant link, or scroll down:

Credit Notes

Sales Invoice (quick entry)

Credit Notes

To send a document to the Purchase Credit Notes section of Sage Business Cloud Accounting complete the following steps:

1. Access the Item Details page for your credit note
2. Change the Type setting to Credit Note/Refund
3. Change the Publish to setting to Purchase Invoice
4. Press the 'Publish' button

This will publish your document to the Purchase Credit Notes section of Sage.

Sales Invoices

We currently only support single line entry sales invoices that are sent to Sage as Quick Entries. 

To send a Sales document to the Quick Entries section of Sage Business Cloud Accounting complete the following steps:

1. Access the Item Details page for your sales invoice
2. Check that the Type setting is on Sales Invoice
3. Press the 'Publish' button

The item will appear in Sage Accounting as a Quick Entry that you can then use to create batch sales transactions.