Pushing an invoice to Sage Business Cloud

Supported Mapping:

1. Account Mapping
   • Map accounts to each practitioner or use a default account for all practitioners.
2. Invoice Item Mapping
   • Map invoice items to respective appointment types.
3. Invoice Fields
   • Include issue and due dates.
   • Line item descriptions and amounts.
   • Discounts (if applicable).
   • Reference field (to store the Tacklit invoice number).
4. Practice Account mapping is required for Sage, this will be the default sales account.

Integration Limitations

1. Creating Customers in Sage Business Cloud

Currently, when a new client and subsequently a new invoice is created, a new customer is not created in Sage Business Cloud.

• Action: Each time a new client is added in Tacklit, create a customer reference in Sage.
• Plan: We will keep working with our integration partner to enhance this capability.

2. Customer Billing Address

When creating an invoice in Tacklit, client address is not a mandatory field. Sage requires a billing address to issue invoices.

• The client address field in CareOS is optional. If a client does not have an address, we will set the billing address to “none” in Sage.
• If the client has an address in the 'Category Name: = Address Information' in their Profile Information, it can be mapped to Sage.

3. Creating Payments

Currently when a payment is marked as 'Confirm Paid' in Tacklit the status is not pushed to Sage Business Cloud.

• Payments will need to be manually marked as paid in Sage when received. This will not sync automatically.
• Using online payments by setting up Stripe in Tacklit will automatically update the payment status to 'Confirm Paid' in Tacklit, leaving only the Sage Business Cloud to be updated.

4. Invoice Items with Service Type

Currently, invoice items classified as “service” are not included when pushing the information from Tacklit to Sage Business Cloud.

• This means any customers utilising “Product and Service” items with the type “service" will not be mapped in Sage
  • Our integration partner is aware and working on this, timelines TBD.

5. Sage Business Cloud Accounting Limitations
   • Invoice Number Format
   • Sage enforces a specific format: [alphabet]-[number] .
   • Tacklit’s invoice number format [number]-[number]-[number]  is not supported therefore Tacklit Invoice ID will appear in the “Reference” field in the sage invoice.
   • The Sage invoice number configured will still appear as the invoice number in a Sage invoice.