Creating a credit note based on an invoice
When you encounter a problematic sale or an invoicing error, you can maintain the good relationship with your customers by issuing credit notes to them.
Christophe (Sage)
Creating sales documents for products and services
The sales of products or services follow a process with a well-determined flow of sales documents. Each document has a specific function and represents a stage of the sales process. All of the documents provide a written record of the transaction, ensure transparency, facilitate monitoring and can resolve potential disputes.
Creating a quote for a customer
To start the sales process, you can create a quote for a customer.
Adding a reason for refusal and closing a quote
You can record a customer’s reason for refusal when closing a quote.
Creating a quote for a prospect
To create a quote for a prospect, navigate to the quote list (Sales > Sales quotes). Create the quote…
Consulting bank reconciliation
Bank reconciliation verifies that the data on your bank statement matches your recorded journal entries. This verification process ensures the accuracy of recorded transactions and makes it possible to identify errors and omissions. Bank reconciliation is not the same concept as matching. Matching makes it possible to combine movements in opposite directions. For example, matching …
Configuring a VAT return model
The application allows you to set up different models for your VAT returns. You choose one or more models to apply and assign them validity periods.
Creating a VAT return
Depending on the activity you carry out, you must submit a certain type of VAT return. Acces the VAT return. Select the Fiscal year and the frequency of the VAT return…
Automating VAT calculations during entries
To automate tax calculation, you need to create tax rates and attach them to accounts… Taxes > Tax rates…
Activating Cash VAT for purchases
When adding suppliers, depending on the type of activity of the latter, you can configure the type of VAT that will be taken into account when performing entries. Third parties > Suppliers…