Setting Up Sage
If you use Sage and would like to push your clients and invoices into your Sage account, setup Sage integration.
Go to the "Setup > Integrations" page then click on Sage.
Click the "Connect to Sage" button and you will be taken to a secure page on the Sage website. Login to your Sage account and follow the instructions.
You will then be forwarded back to PlanMan. Your PlanMan account will then be linked to your Sage account.
Once connected, you will need to select your default Sales and Bank accounts.
Select your default accounts using the drop-downs and they will save automatically.
Synchronising Clients with Sage
Once you have connected your Sage account, view a client and click on the tab at the top right of the page to open the integration settings panel.
If you have not sent this client to Sage before, the button will say "Send" as per the image above. If you have, it will say "Update". Clicking the button will send/update the client details in Sage.
Synchronising Invoices with Sage
To push an invoice to Sage, view the invoice in question, then click on the tab at the top right to open the integration settings panel.
There will be an image similar to the above client image, allowing you to send/update the invoice details in Sage.
Setting up FreshBooks If you use FreshBooks and would like to push your clients and invoices to your FreshBooks account, setup FreshBooks integration. Go to the "Setup > Integrations" page then click on FreshBooks. Click the "Connect to FreshBooks" ...
Setting up Xero If you use Xero and would like to push your clients and invoices to your Xero account, setup Xero integration. Go to the "Setup > Integrations" page then click on Xero. Click the "Connect To Xero" button and you will be taken to a ...
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When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Draft invoices All invoices Sage ...
To set your company details, go to "Setup > Company Details". The following fields are available: Login Sub-domain Use this to set the sub-domain of your account. Whatever you enter here is what your account will be accessible from. For example, if ...