Sage integration for accounts teams tired of retyping invoices.
Sage 50 runs the books in a great many UK firms, and it does that well. The work goes in getting orders and invoices into it, and out to the customers who need them. We connect Sage to the systems around it so your accounts team stops being a copy-typing department.
Where the hours go around Sage
Sales orders copied from a shop or an email into Sage. Invoices exported to PDF and uploaded to a customer’s procurement portal one at a time. Payments matched by eye. Month-end spent reconciling figures that should already agree.
Each step is a place for a typo, and a typo on an invoice means a rejection, a query and a later payment.
What we connect to Sage
Online shops, customers’ procurement portals and electronic ordering systems, warehouse and stock systems, and your own operations screens. Orders and invoices can move in both directions, with each document checked before it is sent.
The mapping is where the work is. We write down which field in Sage answers each field in the other system, how stock movements and price changes are treated, and which document triggers the next step.
Where a customer demands EDI, we produce the files it requires from your sales data and send them through its trading network.
WooCommerce to Sage 50
If your WooCommerce orders are being copied into Sage 50 by hand, we map the transfers your team needs: sales orders, invoices, customers and stock. The direction and timing of each transfer are agreed around how you run the business.
Where a supported connector already covers that flow, such as the WooCommerce to Sage 50 link from Woosage, we say so and set that up instead of writing something new. A custom build is for what a product cannot cover: unusual pricing, several systems, old interfaces or a customer’s own rules.
Transfers that fail appear on a screen rather than being dropped silently. If Sage is unreachable or a document does not match, the item waits in a queue with the reason recorded, so your team can see what is stuck and retry it.
| Measure | Before | After | Proof |
|---|---|---|---|
| Time from order to invoice | Days or weeks | Within 24 hours, every order | Miranda |
| Invoices to a national merchant | Built to its rules by hand | Produced automatically in its required format | TRADACOMS invoicing |
| Checks before sending | Whoever had time | Every day’s invoices reviewed and approved in one place | Miranda |
Source: Miranda and TRADACOMS EDI case studies.
Invoices that get paid
Miranda sells glazing products into Huws Gray, one of the biggest builders’ merchants in the UK. Huws Gray accepts invoices only in a strict electronic format.
How a Sage integration runs
- 1
List what is keyed in
Every document that goes into or out of Sage by hand in a typical week.
- 2
Automate the biggest one
The first link is fixed price and gets tested on your own invoices before it goes live.
- 3
Review before it sends
Your team approves each batch until you are happy to let it run on its own.
Questions
- Do you work with Sage 50 desktop?
- Yes. Older desktop packages like Sage 50 can be connected, and so can cloud ones like Xero and QuickBooks.
- Do we have to move to a new accounts package?
- No. Your accounts team keeps using Sage. We change how information gets in and out of it.
- Can you send invoices to our customer’s portal automatically?
- Yes, and in the other direction too: orders from the portal can arrive in your system without retyping.
- What if an invoice is wrong?
- Each invoice is checked against its order before it is sent, and anything that does not match is held for a person.
- Can you connect WooCommerce to Sage 50?
- Yes. Orders and stock can move from the shop into Sage 50, and invoices and credit notes back to it. Where a supported connector fits, we set that up first and quote for the mapping and checks around it.
How much of the week goes into Sage by hand?
Most of the time a free call is enough to size it. A written integration scope with a fixed quote follows.
Max RevittFounder and Director
What needs to work better?
A sentence or two about the problem is enough to start. We will reply within one business day and work out the next step with you.
Prefer to talk? Book a free call.