EdgeCTP

Training

uk certificate of origin

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

Commercial Invoice

What is a Commercial Invoice 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

DHL within EdgeCTP

How to use DHL within EdgeCTP

In this blog, you’ll learn how to use EdgeCTP to send your consignment with DHL. Setting Up DHL within EdgeCTP If you have not already done so, enter your DHL account details into EdgeCTP Settings.  Remember, you only need to … Read More

Get Started With EdgeCTP

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

Invoice in EdgeCTP and Send To Freeagent

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 cancel in Invoice in EdgeCTP and Xero with a Credit Note

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

Disconnect Xero From EdgeCTP

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

Connect Xero With EdgeCTP

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