Automating Invoice Synchronisation with Sage in BigChange

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Setting Up Sage Integration

  • Contact BigChange Support to set up the Sage link.
  • Discuss your specific needs for the Sage link during the setup process.
  • Understand that the display and specific information may vary based on your setup preferences.

Invoice Creation and Synchronisation

  • An invoice is created in BigChange.
  • If matching references are required in both BigChange and Sage:
    • The invoice will be locked to prevent downloading, sending, or editing.
    • BigChange requests the next available reference number from Sage.
    • This ensures the invoice is not altered before receiving the correct reference number.
  • If matching references are not required:
    • The link will poll BigChange for unsynced invoices.
    • These invoices are then transferred to Sage.

Updating Ledgers and Handling Errors

  • When an invoice is sent, it can directly update the ledgers.
  • If a mistake occurs, a credit must be raised in BigChange.
  • Alternatively, invoices and credits can be sent to the invoices and credits page for editing before updating the ledgers.

Conclusion

Automating invoice synchronisation between BigChange and Sage streamlines your financial processes. Ensure you discuss your specific needs during setup to tailor the integration to your requirements. For any issues or further customisation, contact BigChange Support.

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