You can customise the look of the documents created when you email your sales documents as PDF files to your customers. To customise your PDF files: Access your documents settings: Setting > Sales and purchases – Document preferences Choose the location for the Business logo, Business details, Customer address and Product or service description by …
Each sales document acts like a link in a chain of other sales documents. Sage Active allows you to easily view the sequence of documents leading up to the one you are using and tells you if there are any other documents related to this document. To check the documents related to a specific sales …
Sage Active allows you to submit your VAT returns automatically through the official platform for your country. To submit a VAT return: Access your tax returns. Tax returns Select the tax return to submit. Access the Sage compliance service page ( Manage tax return ). Choose to submit the VAT return digitally through the official platform …
To facilitate sending sales documents in a PDF format, you can create templates for the emails that are used for this purpose. You can still modify these emails at the time of sending. To create an email template: Access the settings for your business. Settings > Business – Business management Go to the Email settings …
After creating a sales document, you can send a copy as a PDF to your customer, via email. You can customise these PDF files in various ways. To send a PDF copy of a sales document: Access the sales document list for the chosen document. Sales > Sales quotes Sales > Sales orders Sales > …
When your tax consultant asks you to provide them with an export of your accounting information, you can easily provide these files through the DATEV export in Sage Active. Prerequisites Both the Consultant number and the Legal obligations are present in the the Legal obligations tab of your business management settings. If these prerequisites are …
When the tax auditor asks you to provide them with an export of your accounting information, you can easily provide these files through the GoBD export in Sage Active. Prerequisites The City where your business is located is included in the address information in your Business management settings under the Information tab. The GoBD export …
Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. Post invoice screen The steps in this article describe how you can create an invoice and choose the Journal and Description through the Post invoice …
Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. To create a sales document based on a previously created document: Access the sales document list for the chosen document. Sales > Sales quotes …
You can manage user roles to give users different levels of permission for specific areas of Sage Active. Select Manage users from the list containing your business in the upper right hand corner. Edit the chosen user. Add or remove a Product and Role in the Roles and permissions section. Save your changes. Return to …
