• We sync The Layer customer records with Sage customer records, with key details on customer contacts
• Invoices in The Layer will sync and be sent as Invoice transactions to Sage.
• Language differs somewhat between The Layer and Sage when it comes to a customer making payments against their invoice. The Layer views this from the customer's perspective and refers to this as a "payment", whereas Sage refers to this from the business' perspective as a "receipt".
• Payments from customers made against Layer invoices will be sent to Sage, where they will be shown as receipts.
• This works in reverse, too. Receipts in Sage will be sent to The Layer, where they will be displayed as payments.
• These Sage - Layer payments will be shown in an area of Settings called "Sage Transactions". From here we can reconcile these payments with invoice records in The Layer. Once this is done, these payments will be visible on the invoice itself and reflected in any balances.
• Credit notes and any refunds will also be sent to Sage from The Layer. Refunds will be displayed as receipts.

Sub Company and Sage Company Mapping

Mapping Payment Methods to Sage Bank Accounts

Sage Integration - Customers Grid & Customer Export / Upload

Error Queue

Customer and Contact Sync

Syncing Payments / Receipts from Sage to The Layer

Payments and Refunds Grids

Credit Notes Grid

Customer Sage Balances Widget

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Author: Raymond Carrel