EdgeCTP

EdgeCTP

Training

How To Create a UK Certificate of Origin Using EdgeCTP

In this post, you’ll learn how to create a United Kingdom (UK) Certificate of Origin. We’ll demonstrate this by using the FREE online tool EdgeCERTS, which is part of the EdgeCTP suite of applications. UK Certificate of Origin: Online with … Read More

What is a Commercial Invoice (CI) and When is it used?

A Commercial Invoice (CI) is a primary document used during international trading activities. It is sometimes called an ‘Export Invoice’ and includes information about the contents of the package/consignment being sent. The CI is, therefore, the foundation for all other … Read More

How to use DHL Express within EdgeCTP

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How to Quickly get Started with EdgeCTP

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 + … 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

How to create a Credit Note in EdgeCTP and copy to 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 … Read More

How to disconnect Xero from EdgeCTP

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 … Read More

How to connect Xero with EdgeCTP

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 … Read More