With Copilot Insights, you can easily view a list of your next upcoming recurring invoices for any time period you choose. To see your next upcoming recurring invoices: Open the Dashboard, Sales invoices list, a specific customer or a specific sales invoice. Dashboard Third parties > Customers Sales > Sales invoices Open the Copilot screen …
Finishing and resuming recurring invoices allows you to halt the automatic generation of sales invoices and restart them if needed. These features are useful for managing changes in service delivery or customer needs without having to recreate the entire recurring invoice schedule. Finishing a recurring invoice sets the end date to the current date, effectively …
Sage Active can simplify your sales process by automatically generating invoices at regular intervals, such as daily, weekly, monthly, annually and more. These invoices are commonly used for subscription services, memberships, or any other type of ongoing service or product. To begin generating recurring invoices for a customer, simply create a recurrence template that includes …
You can effortlessly personalise the format of your sales document numbers to suit your specific needs. To customize your sales document numbers, start by creating one or more Sequence numbers for each document type. These Sequence numbers act as templates for your document number layout. When generating a sales document, simply select the appropriate sequence …
While checking a customer’s information or sales invoices, you can easily view the best-selling products or services for the customer using Copilot Insights. To see the best-selling products or services for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Copilot Insights). …
When creating sales documents like quotes, orders, delivery notes or invoices, you can request an advance payment from your customer. Sage Active streamlines this process by allowing you to easily formalise the advance payment through an advance payment invoice, directly based on the current sales document. Managing your advance payment invoice involves several steps: Create …
Adding Units of measurement to your products or services allows you to better reflect the quantities that your business uses and create more specific and accurate sales documents. In Sage Active, you can adjust the unit of measurement and unit price for the relevant product or service. Each unit has a predefined number of decimals …
You can quickly view the payment status of your sales and purchase invoices thanks to the payment tracking indicator present in your invoice lists and each individual invoice. Prerequisites The invoices need to be posted to show the payment information. To check to payment status of a sales or purchase invoice: Open the invoice list …
When you trade with the overseas departments of France you can set up your products and services and customers to easily navigate to complexities that come with the different VAT rates involved. Prerequisites The option VAT rates for overseas departments (DOM) is activated in the Sales and purchases settings. Optionally the Product tax group in the Sales …
While recording sales documents, Sage Active will by default propose the same cash VAT settings as set up in the Legal obligations tab of the Business management settings. You can however choose this setting on a per document basis if you need to. To manage the cash VAT setting when creating a sales document: Create …
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