Sending Invoices to Sage Accounting

The Sage Accounting page connects your Sage Accounting business to TempClock. Once connected, each weekly client invoice from the charge schedule becomes one Sage sales invoice, sent through Sage's API. Sending the same invoice again never makes a second copy, and every few hours TempClock reads back whether each invoice is unpaid, part paid, paid or void.

The agency connects its own Sage on the agency console. A client that keeps its own books can connect its own Sage from the client dashboard (tenant admins only).

Click Connect to Sage, sign in with your Sage user and allow access. Back in TempClock, choose the Sage business invoices should go to and click Use this business. The sign-in renews itself each time TempClock talks to Sage; if it ever expires, the page shows Sign-in expired and a Sign in to Sage again button. Use Check connection at any time.

Under Invoice defaults choose the Sales ledger account, VAT rate and Payment terms (days), then Save defaults. If a site has a nominal code in its billing details (Locations page), TempClock picks the matching Sage sales account for that site first. TempClock sends the VAT amount on every line, so Sage books the VAT you expect.

On the Customers tab, each client and site is listed with its reference (for example TCS00042 for site 42). Click Create in Sage to make the customer (TempClock first looks for one with the same reference, so it never makes a duplicate) or link an Existing Sage customer. Each invoice goes to the site's Sage customer, or the client's when the site has none.

The Invoices sent tab lists every invoice with its TempClock reference, the Sage invoice number, the Sage status, total and outstanding amount. If Sage was busy or unreachable, the invoice waits and is retried automatically; you can also click Retry now. Every connection change, customer link, invoice and status change is in the audit log.