Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These advance payments can be recorded for payments from your customers as well as for payments owed to your suppliers. In this article you will find a practical …
Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These advance payments can be recorded for payments from your customers as well as for payments owed to your suppliers. In this article you will find a practical …
Sage Active allows you to easily record all journal entries related to advanced payments that took place before the creation of the invoice they are related to. These advance payments can be recorded for payments from your customers as well as for payments owed to your suppliers. In this article you will find a practical …
When you want to prevent a sales document from being modified or transformed to another sales document, you can close it. Closed documents can still be copied. To close a sales document: Access the sales documents list for the chosen document. Sales > Sales quotes Sales > Sales orders Sales > Sales delivery notes Edit …
When you have recorded sales or purchase invoices that you submitted to your customers or received from your suppliers, you can easily record the payments for these invoices. The process for sales and purchases is very similar. Both are described in the steps below. Prerequisites The invoice you want to record the payment for is …
You can create a copy of a sales document, independent from its type or status. You can choose a new Customer, Date or Document prefix for the copied document, but the prices, discounts and other amounts are no recalculated for the new customer, they remain exact duplicates of the values in the original document. To …
It is possible to quickly record purchase invoices or credit notes in Sage Active, even if you do not have prior accounting experience. Purchase credit notes Credit notes are recorded as purchase invoices with negative amounts. You can process different types of digital purchase invoices or credit notes: Digital invoices or credit notes with only …
You can easily export journal entries with all tax related info and send them to your accountant. You can perform this export any time you need. Sage Despachos The exported file can be directly imported in Sage Despachos. To do this: Access the export screen. Reports and exports > Exports – Export for tax consultant …
You can create a PDF file based on a report in Sage Active to easily share or print this information. This function is available in each report containing the button Export to PDF in the top right-hand corner. To create a PDF file: Access the reports page. Reports and exports Open the report of your …
Attach documents to existing products and services to add more information, images of the product, manuals and so on. Authorised document formats are: PDF Word (doc, docx, rtf, etc.) Excel (xslx, xls, xlsm, slk, csv, etc.) PowerPoint (ppt) Outlook message Archive (zip) Text (txt) Image (jpg, jpeg, png, gif, bmp, svg, tif, tiff, psd, heic, …
