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Invoicing setup for FreeAgent

How do I set up my account to transfer invoices to FreeAgent?

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Precondition
 
Before you can set up the invoice transfer, you need to set up the integration between CleanManager and FreeAgent. For more information, see the user guide: Integration setup for FreeAgent

 

NOTE:

The currency you choose under Settings > System preferences > "Choose the currency, that will be displayed in the system" is the same currency that will be sent to FreeAgent when invoices are transferred.

The currency cannot be chosen or changed in FreeAgent.

 

To be able to transfer invoices from CleanManager to FreeAgent, you must set FreeAgent as the designated accounting software for invoicing:

 
 

How to set up invoicing to FreeAgent 

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In the menu, go to Settings > Integrations
 
Next, click on Invoicing
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Click on the Dropdown menu and select FreeAgent
 
Click on Save to complete the setup
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The export is now set up