How to set up a POS client within Sage Accounting.
Sage Accounting is one of the leading accounting software solutions for businesses of all sizes. Its user-friendly interface and comprehensive features make it an ideal choice for businesses looking to manage their finances more effectively. In this article, we'll explain how to set up a customer account in Sage Accounting, so you can start taking advantage of its powerful features right away.
First, you'll need to select the "Customers" tab from the main menu.
This will open a list of existing customers, where you can view their account details and manage their payments. To create a new customer, click the "New" button at the top of the list.
You can then enter the customer's contact information, such as their name, Reference, address, email, phone number, and any notes you wish to add. Once you've entered the customer's information, you can select the "Accounts" tab to set up their payment information.
Here, you can create a customer account, assign a payment method, and set up a payment schedule. You can also add any discounts or additional fees for the customer. Finally, you can set up the customer's billing information. This includes setting up their billing address, the payment terms, and any other details related to their billing.
Once you have everything set up, click "Save" to finish creating the customer account.
How to set up a POS customer in our integration
To set up POS in your integration with Sage, begin by going to your integration within the Combidesk customer dashboard.
Then, access the settings of the integration (...... -> Sage) and select Edit configuration. Scroll down the list until you find the option for 'Customer number for Point of Sale orders'. Fill in the Reference number of the customer you just made in the textfield.
'Customer number for Point of Sale orders'
Now you can fill in the Reference number of the customer you just made in the textfield.
Don't forget to save this setting at the bottom of the app configuration.