In the Billing module, open the project and then pay app from which you need to sync values.

Click on the button Sync invoice to Sage on the top right (or the Sync button if there are multiple integrations on this project).

A window will open containing the contract that exists in Sage. Because Siteline and Sage could be slightly different, you will need to confirm how you want to distribute what was billed in Siteline. By default, we attempt to match line items for you, but if we couldn't or you need to make edits, you can click Edit manually to change the values following the instructions on the screen. Also confirm if you would like to use the next available invoice number in Sage and the invoice date you want to post this for. Click Sync to send this to Sage.

Once the sync is complete, Sage will be updated with the latest billing values.

This integration does not support syncing retention-only pay apps at this time. Retention will still need to be released manually in Sage.

When new data is entered into Sage, like an approved change order, it can take 5-10 minutes for that information to be made available for syncing to Siteline.