Once the Junari Sage 50 Software is installed, the following set-up tasks are needed in your CRM sy…
Prerequisites You need to enter some required information on the record in CRM before you can trans…
In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…
To create Sage 50 purchase orders directly from your CRM, do the following: In CRM go to Purchase →…
Invoice Payments must be entered in Sage 50 (so they can be recorded against the correct bank accou…
Sage 50 Accounts (including the "Cloud" edition) is a Microsoft Windows application that needs to b…
In CRM go to Contacts and find the Company or Individual that you want to link to Sage Click the Sa…
Planned Enhancements to our Sage 50 Integration Support for posting Credit Notes from CRM to Sage S…
Our Junari Sage 50 integration is an optional add-on available to Junari customers that allows them…