Guide/Billing & Plans

Sage Pastel CSV export

Hand your bookkeeper a file, not a shoebox. The Sage Pastel export turns a month of invoices into a CSV with the right SARS VAT201 codes on every line, ready to import into Pastel. It’s a PRO and ENTERPRISE feature.

Export your invoices

  1. Open Reports and use the Sage Pastel export.
  2. By default it covers the current calendar month; you can set a date range.
  3. Download the CSV and import it into Sage Pastel.

What’s in the file

  • One line per invoice line, with the client, description, amounts, and a GL account.
  • SARS VAT201-correct codes per line, based on your registration status — non-registered tenants emit the out-of-scope (no-VAT) code on every line.
  • Only real invoices: ISSUED, VIEWED, PAID, and OVERDUE are included; drafts and cancelled invoices are skipped.
Set your VAT registration first. The export reads your registered/not-registered status to choose VAT codes, so make sure it’s right under Settings → Business & Billing before you export — see VAT registration toggle.

The default GL account is Pastel’s Sales account; per-category GL mapping is on the roadmap. The export is one of the integrations listed under Settings → Integrations, alongside future webhook and API options.