Sales  Documents

Using DOM VAT rates in sales documents 

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


Managing Cash VAT for sales documents 

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


Showing the most recent sales invoices for a customer 

While checking a customer’s information or sales invoices, you can easily view the 3 most recent sales invoices for the customer using Copilot Insights. To see the most recent invoices for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Insights). Copilot


Showing quotes over 7 days old and sending reminders 

You can easily see a list of your pending quotes over 7 days old using Copilot Insights. To see your quotes over 7 days old: Open the Dashboard or Sales quotes list. Dashboard Sales > Sales quotes Open the Copilot screen (Insights). Choose the prompt View quotes over 7 days old if you have accessed


Showing sales invoices due in 7 days and sending reminders 

You can easily see a list of your sales invoices due in the next 7 days using Copilot Insights. To see your sales invoices due in the next 7 days: Open the Dashboard or Sales invoices list. Dashboard Sales > Sales invoices Open the Copilot screen (Insights). Choose the prompt View invoices due in next


Showing overdue sales invoices and sending reminders 

You can easily see a list of your overdue sales invoices using Copilot Insights. To see your overdue sales invoices: Open the Dashboard or Sales invoices list. Dashboard Sales > Sales invoices Open the Copilot screen (Insights). Choose the prompt View overdue sales invoices. Copilot generates an overview of your overdue sales invoices and a



Preventing modification of a sales document 

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


Recording payments for sales and purchase invoices 

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


Copying sales documents 

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



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