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How to create a Credit Note in EdgeCTP and copy to FreeAgent

aduser 0099874872020-04-29T09:56:12+00:00Freeagent, Training|

Overview Once you have created an invoice in EdgeCTP and copied it to FreeAgent, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and [...]

How to connect FreeAgent with EdgeCTP

aduser 0099874872020-06-01T09:16:01+00:00Freeagent, Training|

Overview: Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on: Contacts (i.e. client details of firms that you may trade with) [...]

How to disconnect FreeAgent from EdgeCTP

aduser 0099874872020-04-29T09:55:46+00:00Freeagent, Training|

Overview Users of EdgeCTP can disconnect their existing connection to the online cloud-based FreeAgent accounting package when they wish to perform tasks in EdgeCTP that they don't want replicated [...]

How to create an Invoice in EdgeCTP and send to FreeAgent

aduser 0099874872020-04-29T09:56:40+00:00Freeagent, Training|

Overview: Once you have FreeAgent connected to EdgeCTP you're pretty much good to create an invoice in EdgeCTP and, with one click, copy it to FreeAgent. If you haven't [...]