Sales  Documents

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

The Unit price and Discount proposed in sales documents are by default the ones that are configured in the Sales prices and discounts tab of each product or service. When a line in a sales document contains changes to the unit price, an icon (  ) is visible at the end of the line. For …

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 …

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 …

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 > …

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 …