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This blog shows you how to use EdgeCTP to create a packing list and then generate a delivery note from the packing list, which are both associated with a sales invoice that has been sent/copied to FreeAgent as your accounting package. As a result, you will learn how to create a delivery note for an
This blog shows you how to use EdgeCTP to create a quotation and send/copy it to your connected accounting package FreeAgent as an estimate. Use EdgeCTP for managing your business operations and FreeAgent for business accounting compliance and financial management. Before you begin, make sure that you have connected FreeAgent to EdgeCTP via the settings
In this blog, we’ll show you how FreeAgent and EdgeCTP’s stock control system can bolster your business. Effortlessly manage your business operations in EdgeCTP by monitoring your stock items and quantities and account for it all within FreeAgent to instantly see accurate valuations. Follow our step-by-step guide below to learn more. How to create Stock
When you have FreeAgent connected with EdgeCTP and manually click the sync button or simply leave the connection to automatically sync in the background, the following data is exchanged between FreeAgent and EdgeCTP. Contacts (two way) Products (pull from FreeAgent and appear in EdgeCTP) Tax Rates (pull from FreeAgent and appear in EdgeCTP) Accounts (pull
Overview To stop replication of data between EdgeCTP and FreeAgent simply disconnect the two systems. How to Disconnect FreeAgent from EdgeCTP In this blog learn how to disconnect FreeAgent from within EdgeCTP. Disconnecting FreeAgent from within EdgeCTP Make sure you have administration user access rights and login to your EdgeCTP account. From the home dashboard,
Overview:Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on:Contacts (i.e. client details of firms that you may trade with)Stock or Product lines (i.e. items or articles that are sold during a sale)Invoices (i.e. sales and commercial invoices support trading with a client)Credit Notes (i.e. used to cancel
Once you have created an invoice in EdgeCTP and copied it to FreeAgent, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to FreeAgent too. Again this is relatively simple to do. Just make sure you've first connected EdgeCTP to FreeAgent and we're good to go. In
Overview: Once you have FreeAgent connected to EdgeCTP you're pretty much good to create an invoice in EdgeCTP and, with one click, copy it to FreeAgent. If you haven't connected FreeAgent to EdgeCTP then see 'How to Connect EdgeCTP to FreeAgent' and come back here. In this post you'll learn how to: Create an Invoice
Normally an orders for products are placed by customers (online shoppers) who: visit your Shopify online store find the product(s) they need add the product(s) to their shopping cart pay for their ‘order’ via the online checkout process The order then appears on your Shopify Store Admin dashboard ready for you to fulfil. Alternatively, the
Export or Commercial Invoice A Commercial Invoice (also referred to as an Export Invoice) is a primary document used during international trading activities. It includes commercial obligational information between the buyer and seller, along with the content of the package/consignment, and is the foundation of all other documents required for exporting goods overseas. The information
