Where to goSage Accounting Automation → Invoice Sync
Before you startConfirm the intended tenant, remote account or invoice context, and your Synchronize access. Keep credentials and tokens out of screenshots, tickets and exported evidence. If a previous write may have reached an external service, verify remote state before retrying.
What you’ll accomplish
Detailed client guidance covering understand discount, adjustment and line-structure limits for Sage invoice sync, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector. This article is intentionally scoped to the behaviour enforced or exposed by the supplied module and does not treat provider marketing features as implemented integration capabilities.
How the workflow fits together
The connector keeps native CRM records authoritative while mapping verified Contact, Sales Invoice and Contact Payment evidence in Sage. Queue, exception, API, reconciliation and compliance records are separate evidence layers, so each material action should be verified at both the native and remote sides.
Follow these steps
Open Sage Accounting Automation → Invoice Sync.
Confirm you are in the intended tenant and connected business and that your role has the required Synchronize access.
Open the intended native invoice and confirm client, currency, items, quantities, tax, discounts and totals.
Resolve every required remote customer, sales-posting and tax mapping before posting.
Run the supported sync action once.
Read the result and, if successful, compare the remote invoice identity and totals with the native invoice.
If the result is ambiguous or manual-review, check the provider before any retry.
Fields and decisions to review
This guide’s focusDetailed client guidance covering understand discount, adjustment and line-structure limits for Sage invoice sync, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the shipped Sage connector.
PreflightBefore posting, the integration reconstructs and validates invoice amounts, client mapping, posting references, currency and supported line/tax/discount structure.
Update safetyMapped invoice updates use guarded remote state and fresh read-back. A network interruption after a non-idempotent write can enter manual review rather than being sent again blindly.
TotalsRemote subtotal, tax and total evidence must agree with the intended native invoice before the synchronisation is certified.
Customer dependencyThe mapped remote customer/contact must be verified before the invoice is posted.
Correction policyDeletion or correction of a native invoice does not authorize an automatic destructive accounting deletion.
Remote documentThe target object is Sales Invoice. Sales Invoices can be released after creation where Sage supports the operation and the release setting is enabled.
Read-backContact, Sales Invoice and Contact Payment identifiers, totals, allocation evidence and outstanding balance are verified after remote writes
Remote update protectionMapped record IDs and fresh remote read-back are used to control updates and prevent an unverified repeat write.
Deletion/correctionNative deletion or correction does not imply destructive deletion of an accounting record in Sage. Review the remote document and use the organisation’s accounting correction policy.
How to confirm it worked
Reopen the native record and the relevant integration history/register. Confirm the stored remote accounting identifier, exact amount/status, latest timestamps and the expected audit or reconciliation evidence. If the provider-side state cannot be independently verified, keep the task unresolved and use the controlled exception or troubleshooting flow.
Questions clients commonly ask
What proves the invoice really synchronised?Contact, sales invoice and contact payment identifiers, totals, allocation evidence and outstanding balance are verified after remote writes.
What should I verify before I trust the result?Verify the native record, the mapped remote record, the stored remote identifier, the current status/amount and the audit or history evidence. A success message alone is not the accounting evidence.
Should I press the action again after a timeout?Not until you have checked the remote accounting service and the Exceptions/API evidence. A timeout can occur after the remote side accepted a non-idempotent write, so a blind retry can create a duplicate.
Does the connector replace the native CRM record?No. Native clients, invoices and payments remain the operational source records. The connector records mappings, remote evidence and controlled reconciliation around them.
What should I include in a support case?Include the native record ID, remote ID if known, date/time, action, exact visible error and request/audit identifier. Never send client secrets, access tokens, refresh tokens or authorization headers.
Technical basis for this guidance
This guide was checked against the supplied module code paths: controllers/Sage_accounting_automation.php; models/Sage_accounting_automation_model.php; libraries/Sage_api_client.php; libraries/Sage_reconciliation_service.php; libraries/Sage_document_import_service.php; views/admin; install.php; docs/FEATURE_MATRIX.md. It documents shipped behaviour, validation, routes and evidence controls; it does not claim successful live provider network calls from offline inspection.
Controls, checks and common mistakes
Work in the intended tenant and remote accounting/business context.
Do not paste credentials, access tokens, refresh tokens or private keys into tickets or notes.
Do not bypass a missing mapping, validation error, permission gate, duplicate check or remote-verification requirement.
Do not repeat a non-idempotent write until you know whether the previous request reached the remote service.
Keep native record, remote evidence and audit/history state aligned before closing the task.
Provider and accounting boundaryNative deletion or correction does not imply destructive deletion of an accounting record in Sage. Review the remote document and use the organisation’s accounting correction policy.
