Downloading Invoices Step by Step

Step 3: Send Invoices to Sage

To send your invoices to Sage Accounts 50 simply click the Send To Sage button. AT2Sage locates accounts in Sage Accounts 50 by matching the Account Code in Sage Accounts with the Account Number in Autotask. If AT2Sage cannot find a customer with a matching Account Numbers it will prompt the user with a dialog […]

Step 2: Edit invoices

Before sending your invoices to Sage Accounts, or exporting them, you can edit an invoice by pressing F2 or right clicking that invoice in the list and selecting Edit Invoice. This will display the Invoice Details window above. Here you can change the company details and edit or delete charges by right clicking that charge. […]

Step 1: Download Invoices

When you’ve successfully tested your connections to Sage Accounts and Autotask you can now start to process your invoices. To download your Autotask invoices click the Download Invoices button. You will be presented with a dialog similar to that below: Choose the date range you would like to download invoices between (the date applies to […]