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Invoice Numbering with Sage Intacct Integration

How invoice numbering works with the Sage Intacct integration in Re-Leased — invoices created in Re-Leased receive Intacct numbers after sync, Intacct-created invoices retain their numbers, and numbering reverts to Re-Leased format after disconnection.

Updated over a week ago

When the Sage Intacct integration is active, invoice numbers are managed across both systems. Here's how the numbering works in each scenario.


Invoices Created in Re-Leased

When you create and approve an invoice in Re-Leased, it is assigned a Re-Leased invoice number initially. Once approved and synced with Sage Intacct:

  1. Sage Intacct assigns the invoice its Intacct invoice number.

  2. This Intacct number is sent back to Re-Leased automatically.

  3. The Intacct number then displays in Re-Leased for reference.


Invoices Created in Sage Intacct

Invoices created directly in Sage Intacct carry their Intacct invoice number from creation. When synced to Re-Leased, this number is retained and displayed in Re-Leased.


After Disconnecting the Integration

If you disconnect Re-Leased from Sage Intacct, all new invoices revert to Re-Leased's own numbering system. Previously synced Intacct invoice numbers remain visible in Re-Leased for historical reference.

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