How to Quickly get Started with EdgeCTP

How to Quickly get Started with EdgeCTP

2019-09-22T14:21:44+00:00September 22nd, 2019|Training|

Overview Quickly Get Started with EdgeCTP This post will show you how to quickly get started with EdgeCTP after you've logged in for the very first time.  You'll learn how to: Set Up Your Company Details Manage Signatures, Users + Passwords Change Settings + Connections, e.g. Chambers and Formal Undertakings Set Up Your Company Details

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

2025-06-16T16:57:47+00:00September 19th, 2019|Freeagent, Training|

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

2025-06-13T13:58:29+00:00September 19th, 2019|Freeagent, Training|

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

What is a Certificate of Origin?

2025-06-16T16:58:15+00:00August 29th, 2019|Certificates|

A Certificate of Origin (CO) is a document usually used in supporting the exporting of goods to overseas destinations and provides evidence of the "economic origin" of the product(s) being supplied.  You'll need a Certificate of Origin (paper document) when you are trading goods internationally and your overseas buyer needs proof of the 'country/region' from

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What is a Customs Declaration CN23 Form? | Pdf Download

2025-06-16T16:58:42+00:00August 28th, 2019|Blog, Documents|

A Customs Declaration CN23 Form is a customs document, used for transporting goods overseas. It contains information about: • The nature of the goods (including a detailed description and value) • The country of origin. • The customs tariff number (if known) Sample CN23 Customs Declaration Blank Form Do You Need A Certificate

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What is a Formal Undertaking?

2019-08-17T10:18:17+00:00August 17th, 2019|Blog, Documents|

A Formal Undertaking is a document used by Chambers of Commerce during the issuing of international trading certificates (i.e. certificate of origin; movement certificate; international import certificates etc.) for Traders. The Formal Undertaking allows Chambers of Commerce to ascertain from Traders a formal commitment that the information provided by the Trader, on the certificate application

How to create a Credit Note in EdgeCTP and copy to Xero

2019-06-17T06:01:56+00:00June 17th, 2019|Training, Xero|

Overview: Once you have created an invoice in EdgeCTP and copied it to Xero, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to Xero too.  Again this is relatively simple to do.  Just make sure you've first connected EdgeCTP to Xero and we're good to go.

How to disconnect Xero from EdgeCTP

2019-06-15T21:21:39+00:00June 15th, 2019|Training, Xero|

Overview Users of EdgeCTP can disconnect their existing connection to the online cloud-based Xero accounting package when they wish to perform tasks in EdgeCTP that there no need to replicate in Xero (or at least until they re-connect or sync manually at a later date). How to Disconnect Xero from EdgeCTP The following is a

How to connect Xero with EdgeCTP

2025-06-16T16:59:13+00:00June 15th, 2019|Blog, Training, Xero|

Overview: Users of EdgeCTP can connect to the online cloud-based Xero 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

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How to create an Invoice in EdgeCTP and send to Xero

2019-06-15T07:14:36+00:00June 15th, 2019|Training, Xero|

Overview: Once you have Xero connected to EdgeCTP you're pretty much good to create an invoice in EdgeCTP and, with one click, copy it to Xero.  If you haven't connected Xero to EdgeCTP then see 'How to Connect EdgeCTP to Xero' and come back here. In this post you'll learn how to: Create an Invoice

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