Integration
Sage integration
Creventa connects with Sage so event payment and invoicing information can support your accounting, reducing manual finance work.
Talk to us about this integration
Creventa connects with Sage so event payments and invoicing information feed your accounting directly, instead of being rekeyed from reports at month end.
What connects
Payment and invoice data from Creventa events supports your Sage accounting workflow.
How the integration works
As payments and deposits are collected in Creventa, the relevant financial information supports reconciliation in Sage.
Related workflows
Deposits and payments, invoicing and financial reporting.
Frequently asked questions
Why venues connect Sage to Creventa
Events generate finance work long after the party is over. Deposits, part payments, guest payments, refunds and a final balance all have to find their way into the ledger against the right booking. Doing that from exported reports is slow and it is where errors creep in. Connecting Sage to Creventa means the figures your finance team works from are the figures the events team already captured.
What flows through
Event payment and invoicing information, including deposits, balances and refunds, with the booking they belong to. The Event Transactions report, which includes refunds and shows customer and company on the export, gives finance a single view of what happened on an event rather than a list of unattributed card payments.
Where it fits in the month
Because each payment is already attached to an event, the month end job becomes a review rather than a reconstruction. Outstanding balances are visible on the events themselves, so finance and the events team are looking at the same numbers when they chase.
Getting set up
The Sage connection is configured per venue alongside your payment gateway. Your chart of accounts and invoicing practice stay as they are; what changes is where the event detail comes from.
What does the Sage integration do?
It helps event payment and invoicing information support your Sage accounting so finance teams do less manual entry.
Can Creventa work with Xero instead?
Yes. Creventa supports both Sage and Xero.
Does this replace our accounting process?
No. Sage remains your accounting system. The integration removes the manual step of transferring event payment and invoicing detail into it.
Are refunds included?
Yes. The Event Transactions report includes refunds, with customer and company included on the export.
Can we still see outstanding balances in Creventa?
Yes. Each event shows ordered, paid and outstanding totals, and outstanding payments can be chased from the event dashboard.