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 …
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 …
Before you can begin creating sales documents, you need to set up products or services to add to them.
In the event of a sales issue or invoicing error, you can issue your customer a credit note. To create a credit note: Access the invoices list. Sales > Sales invoices Edit the invoice that you need to create the credit note for ( ). You can create a credit note for an unposted or …
The sales of products or services follow a process with a well-determined flow of sales documents. Each document has a specific function and represents a stage of the sales process. All of the documents provide a written record of the transaction, ensure transparency, facilitate monitoring and can resolve potential disputes.
When a discount group is no longer needed, you can simply remove it.
There are two ways to remove a product or service from a discount group:
Permanently: by deleting it from the discount group.
Temporarily: by turning it inactive in the discount group. The product or service can later be reactivated.
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