FreeAgent on Oliver POS
FreeAgent invoices and contacts are updated with Oliver POS counter sales through the WooCommerce + FreeAgent connector — perfect for small-business accounting with your in-store revenue automatically included.
How FreeAgent works with Oliver POS for WooCommerce
FreeAgent is the UK small-business accounting platform owned by NatWest, popular among sole traders, freelancers, and small limited companies. The FreeAgent WooCommerce connector posts orders as invoices and customers as FreeAgent contacts. Oliver POS records register sales in WooCommerce as standard orders, and the same connector picks them up — so your VAT returns, Self Assessment, and Corporation Tax filings see the unified revenue.
What FreeAgent pulls from WooCommerce
The Synergy 8 FreeAgent Integration for WooCommerce connector syncs WooCommerce orders into FreeAgent as invoices, customers as FreeAgent contacts, refunds as credit notes, and tax splits as FreeAgent VAT lines. FreeAgent then handles VAT returns (MTD-compliant), Self Assessment for sole traders, and Corporation Tax filings for small limited companies.
Oliver POS writes register sales into WooCommerce; the FreeAgent connector treats them identically to online orders.
Why in-store sales are important on the FreeAgent ledger
FreeAgent is built for the smallest businesses in the SMB market: solo founders, contractor-style businesses, and small retail shops. Its tax automation — automatic Self Assessment estimates, automatic VAT return drafts — only works if your revenue actually reaches FreeAgent. A POS that doesn't send data to it will make the automatic numbers wrong, forcing the founder to either ignore them or do manual reconciliation.
Oliver POS on WooCommerce closes the loop. Counter sales automatically become FreeAgent invoices, the Self Assessment estimate is accurate, and the VAT return draft is correct from day one of the new quarter.
How the WooCommerce + Oliver + FreeAgent sync works
The cashier closes the sale on Oliver POS, links the customer to it, and takes the payment. Oliver then creates a WooCommerce order. The FreeAgent connector creates or matches the FreeAgent contact, posts an invoice with line items and VAT splits, and applies the payment to the configured FreeAgent bank account. Refunds made from the register are written back to WooCommerce and posted as credit notes in FreeAgent.
Best fit for retailers who…
FreeAgent on Oliver POS is a great fit for small UK retailers — sole traders, micro-limited companies, and freelancers with a retail sideline. Retailers who bank with NatWest, Royal Bank of Scotland, or Ulster Bank get FreeAgent for free with their business account, making it the cheapest accounting upgrade path for a WooCommerce + Oliver POS setup.
What you get and how to set it up
Features Oliver surfaces from the FreeAgent plugin, plus the 4-step install most merchants run through.
Features at the register
- In-store sales flow into FreeAgent the moment a register sale closes
- Online and in-store revenue land on one P&L, one tax-liability account, and one set of books
- Per-tax-code splits (GST/HST, VAT, sales tax) handled by the FreeAgent WooCommerce connector
- Refunds and voids posted back to the original invoice or journal entry
- Payment-method totals match the bank-feed deposits used for reconciliation
- Same FreeAgent subscription, same chart of accounts, and same workflow as your online store
Setup in 4 steps
- Install the Synergy 8 FreeAgent Integration for WooCommerce on your WooCommerce site and connect your FreeAgent account
- Map the WooCommerce sales, tax, COGS, and payment-method accounts to your FreeAgent chart of accounts
- Install Oliver POS, sign in to the register, and confirm the customer-capture prompt is enabled at checkout
- Run a small live test sale at the counter and confirm the invoice, journal entry, or sales receipt appears in FreeAgent with the right totals and tax splits
Common questions about FreeAgent on Oliver POS
Will FreeAgent's automatic Self Assessment estimate include Oliver POS sales?
Yes. The Self Assessment estimate is based on FreeAgent's ledger. Once your register sales get to FreeAgent through the WooCommerce connector, the estimate will reflect your full revenue picture.
Does FreeAgent handle multi-outlet retailers running Oliver POS?
FreeAgent doesn't group revenue by outlet on its own, but the WooCommerce connector can tag orders by store or location using custom fields, which FreeAgent then shows on the invoice. Most multi-outlet retailers using FreeAgent rely on Oliver's own outlet reporting for per-outlet details.
Does Oliver POS have a partnership with FreeAgent?
No. Oliver doesn't partner with FreeAgent or any other accounting platform. We support FreeAgent because its WooCommerce connector already pulls orders, refunds, taxes, and customers from your store — and Oliver saves every in-store sale to WooCommerce as a standard order, so the same connector picks it up automatically. Your accounting subscription, your ledger, and your contract stay between you and FreeAgent.
Does Oliver charge extra to use FreeAgent?
No. You pay FreeAgent's standard published pricing directly to FreeAgent. Oliver doesn't take a markup, doesn't insert itself into the data flow, and doesn't charge a per-transaction or per-journal-entry fee on top.
Do register sales from Oliver POS reach FreeAgent?
Yes. Every Oliver POS sale is saved to WooCommerce as a standard order with the customer, line items, taxes, and payment method attached. The FreeAgent WooCommerce connector treats that order the same way it treats an online order: it posts the same invoice, journal entry, or sales receipt, with the same tax splits and the same customer record. There's no separate "POS sync" to configure.
How fast does a register sale reach FreeAgent?
It depends on the FreeAgent connector's sync mode. Connectors that push per-order (most FreeAgent integrations support this) post the invoice or sales receipt to FreeAgent within seconds of the cashier closing the sale. Connectors set to a daily summary post a single end-of-day journal entry with per-tax, per-payment-method, and per-outlet splits. Either way, no manual entry is required.
Will my in-store and online sales reconcile against one set of books in FreeAgent?
Yes. Oliver POS saves register sales to the same WooCommerce store that powers your online checkout, so by the time orders reach the FreeAgent WooCommerce connector they're already a unified order stream. FreeAgent sees one revenue feed, one tax-liability total, and one customer ledger — no manual reconciliation between an online and an in-store set of books.
Read our full guide to FreeAgent on Oliver POS
A long-form walkthrough of running FreeAgent alongside the Oliver POS register on a WooCommerce store.