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Sage 50 Adept Invoicing Export 

This article will take you through the setup for Sage 50 Adept invoicing integration

With all required field completed, the Sage 50 export will generate into this Excel format:

Column A - Account_Ref 

This generates from the Card ID/ Contact name on the customers invoice profile:

Column B - Invoice_Number

This is the number on the invoice generated within Guardhouse, this invoice number can be pre-set to the invoice number you are currently at in your Sage account when you are ready to start exporting. In order to do this, go to Organisation - Company - Invoicing - Invoice Details - Invoice Number Start:

Column C - Invoice_Date 

This is the date of the invoice creation, this can be adjusted manually in the invoice if required:

 

Column D - Stock_Code 

This is the invoice service rate name, which is setup in Organisation - Customers - Charge Rates:

Column E - Description

This will depend upon the format that you choose when setting up the Export Type on the customers invoice profile. In order to access this, go to Organisation - Customers - Invoice Profile - Export Invoice Type:

Column F - Qty_Code

This are length of the shifts included on the invoice in hours. 

Column G - Unit_Price

This comes from the charge rate assigned on the customers service rate setup. To access this go to Organisation - Customers - Service Rates - Charge

Column H - Items_Net 

This is the total Units x the Charge Rate

Column I - Tax_Code

This pulls from the tax rate setup on the customers invoice profile. To access this go to Organisation - Customers - Invoice Profile - Invoice tax rate (%):

 Column J - Gross_Unit_Price

This is the total due + (Units x Charge Rate) + Tax

Column K - Cust_Order_Number

This field is not compulsory but if required a PO can be assigned to an invoice. This can be manually added within the invoice if required: 

 

Sage 50 is offered through Adept, for a trail and further information please visit https://www.adepttools.co.uk/adept-sage-50-sales-invoice-csv/

 

If you are interested in purchasing Sage 50 Adept, please contact the General Manager of your region

This article takes you through the process of exporting the CSV file out of Guardhouse, to import this file into Sage 50 Adept, please refer to this document.