FreeAgent on Oliver POS
FreeAgent invoices and contacts update with Oliver POS counter sales through the WooCommerce + FreeAgent connector — small-business accounting with in-store revenue baked in.
How FreeAgent works with Oliver POS for WooCommerce
FreeAgent is the UK small-business accounting platform owned by NatWest, popular with sole traders, freelancers, and small limited companies. The FreeAgent WooCommerce connector posts orders as invoices and customers as FreeAgent contacts. Oliver POS writes register sales into WooCommerce as standard orders, and the same connector picks them up — 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 matter on the FreeAgent ledger
FreeAgent is built for the smallest end of the SMB market: solo founders, contractor-style businesses, and small retail. Its tax automation — automatic Self Assessment estimates, automatic VAT return drafts — only works if revenue actually reaches FreeAgent. A POS that doesn't feed it leaves the automatic numbers wrong, which leaves the founder either ignoring them or doing manual reconciliation.
Oliver POS on WooCommerce closes the loop. Counter sales become FreeAgent invoices automatically, the Self Assessment estimate is real, and the VAT return draft is correct on day one of the new quarter.
How the WooCommerce + Oliver + FreeAgent sync works
Cashier closes the sale on Oliver POS, attaches the customer, tenders. Oliver writes 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 from the register write back to WooCommerce and post credit notes in FreeAgent.
Best fit for retailers who…
FreeAgent on Oliver POS suits UK small retailers — sole traders, micro-limited companies, and freelancers with a retail sideline. Retailers banking with NatWest, Royal Bank of Scotland, or Ulster Bank get FreeAgent included free with their business account, which makes 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 register sales reach FreeAgent through the WooCommerce connector, the estimate reflects the full revenue picture.
Does FreeAgent handle multi-outlet retailers running Oliver POS?
FreeAgent doesn't bucket revenue by outlet natively, but the WooCommerce connector can tag orders by store or location through custom fields, which FreeAgent surfaces on the invoice. Most multi-outlet retailers running FreeAgent rely on Oliver's own outlet reporting for per-outlet detail.
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 writes every in-store sale into 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 written 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 into 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 writes register sales into 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.