Payments made with order can be recorded with the Sales Order and Sales Invoice on Sage, which will subsequently post a Sales Receipt to the specified bank nominal when you Update Ledgers.
Payments methods are specified in Woosage Control Centre
under Configuration>Payment Methods
(see Payment Method Mapping
) and this provides a means of setting the method and associated nominal.
Currently, if an order contains a payment that has been made with a method defined in the configuration then it is recorded as Allocate to Invoice (SR).
The sales receipt (SR) is posted with T9 tax code, which is normal when
using Standard VAT, and this is the non-VATable tax code. If you’re using the Standard VAT
scheme, the VAT is accounted for at the stage of invoicing and crediting,
rather than at payment and receipt. In this instance, as the VAT has
already been calculated on the sales invoice (SI) with a T1 tax code, the SR
correctly uses T9 to ensure the VAT is not calculated again.
WooCommerce SKU codes must match the Sage Product Codes for each order line item, otherwise, the order will fail to import to Sage, even if there are correct order line items within the order. Orders will also fail if the Sage Account Code is not ...
Restore Orders from Website Following Restoration of Sage Backup
If for any reason Sage is updated from a backup, you can restore orders from the website using the following procedure. In the Woosage Control Centre go to Woosage>Utilities Stop the Woosage Service Scroll down to Clear Database Tables and tick ...
Orders placed in WooCommerce will automatically transfer when the order status is PROCESSING. This state usually indicates that the order has been placed and paid for. Note: if you have set Woosage to transfer orders with other status conditions, ...
Installation & Setup
Installation This article covers the installation and setup Woosage. Installation consists of the following steps, the first 5 of which are covered in this article: Run the Woosage installer Install the Woosage plugin Setup WooCommerce API keys and ...
Preventing Duplicate Invoices being Created by Opayo (Formerly SagePay)
To prevent Opayo creating duplicate invoices, change the setting in Company Preferences>Opayo By Elavon to only download payments as shown below. Note: you will need to login to Sage as Manager to make the above change.