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Freeagent

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  • Packing List

    How to create a Packing List or Delivery Note from EdgeCTP for a sales invoice in FreeAgent.

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  • How to create a Quotation in EdgeCTP and send to FreeAgent as an Estimate.

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  • stock item how to account for physical goods in freeagent when using edgectp for stock control

    Stock Item: How to account for physical goods in FreeAgent when using EdgeCTP for stock control

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  • What data flows and how to sync data between FreeAgent and EdgeCTP

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  • API disconnection of FreeAgent and EdgeCTP

    How to disconnect FreeAgent from EdgeCTP

    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,

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  • How to connect FreeAgent with EdgeCTP

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  • How to create a Credit Note in EdgeCTP and copy to FreeAgent

    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

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  • How to Create and Send an Invoice in EdgeCTP to FreeAgent

    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

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