Did you know Coastr can make your life easier by sending all your invoice data straight to SAGE Business Cloud Accounting Software? Here's how to set it up simply! Prerequisite: You need to have a Sage Business Cloud account.
Step 1: Go to Settings and then click on Payments & Integrations on the Coastr Vehicle Management Software
Step 2: You'll then see the screen below. Now, click on the SETUP SAGE button.
Step 3: You'll now be redirected to the SAGE Accounting login page where you need to enter your registered Sage account's login credentials.
Step 4: Once you click the Log In button, your Sage Business Cloud account will be connected with your Coastr account and you'll be redirected back to Coastr.
Step 5: Next, you need to email your nominal codes to support@coastr.com. We will use these nominal codes to complete the connection.
Step 6: Once the connection is complete, all invoices will automatically start posting into Sage.