This article outlines how to import invoices to Sage by exporting a CSV from Equinox.
It is only possible to use the Sage export functionality if our Support team have enabled this option within your account settings.
- Go to the Finance tab and click on Export Invoices to Accounts
- Use the tick boxes on the right to select which available invoices should be included in the export (Click Transfer History on the right to view previously exported invoices)
- Click ‘PREVIEW’ to download the CSV without marking the invoices as Transferred
OR
Click ‘Export Now’ to download the CSV and mark the invoices as Transferred - Upload the CSV to your Sage account to create these charges and invoices in Sage.