This blog shows you how to use EdgeCTP to create a packing list and then generate a delivery note from the packing list, which are both associated with a sales invoice that has been sent/copied to FreeAgent as your accounting … Read More
Freeagent
How to create a Quotation in EdgeCTP and send to FreeAgent as an Estimate.
Before you begin, make sure that you have connected FreeAgent to EdgeCTP via the settings within EdgeCTP. How to create the quote in EdgeCTP to copy to FreeAgent as an estimate From the EdgeCTP home dashboard, choose Docs & Certs … Read More
Stock Item: How to account for physical goods in FreeAgent when using EdgeCTP for stock control
In this blog, we’ll show you how FreeAgent and EdgeCTP’s stock control system can bolster your business. Effortlessly manage your business operations in EdgeCTP by monitoring your stock items and quantities and account for it all within FreeAgent to instantly … Read More
What data flows and how to sync data between FreeAgent and EdgeCTP
When you have FreeAgent connected with EdgeCTP and manually click the sync button or simply leave the connection to automatically sync in the background, the following data is exchanged between FreeAgent and EdgeCTP. Contacts (two way) Products (pull from FreeAgent … Read More
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 … Read More
How to connect FreeAgent with EdgeCTP
Overview: Users of EdgeCTP can connect to the online cloud-based FreeAgent 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 … Read More
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. … Read More
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 … Read More