To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes …
To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes …
To import third party’s in Sage Active, you need to enter your data in the import template or a file that follows the same structure. This article helps ensure that you input the data in the format required to reduce the potential for errors. Before entering any data, you need to ensure your file includes …
The application comes with several payment terms that you can take inspiration from to add more. When you create payment conditions, you can for example set the specific day for the payment to take place. In this example, the second due date is forced to 3 possible dates. To create terms for a payment in …
You can import additional third parties (customers, suppliers, employees) to Sage Active to avoid manual data entry in the application. Before importing your data, review the actions in the Import preparation checklist. This helps minimise the potential for errors during import. To import third parties: Access Import third parties. Settings > Imports – Import third parties …
The application comes with several payment terms that you can use to create your own. Settings > Third party – Payment terms…
When dealing with customers and suppliers, you will have negotiated different payment terms with some or maybe most of them. You can link predefined or custom payment terms to your customers and suppliers: directly in the third party information; as reusable payment terms for other third parties. In this case, you attach these payment terms …
When handling the reception of payments from your customers or when paying your own suppliers, you will need to set different terms and conditions for these payments. The payment terms make it possible to record all necessary the payment conditionsand to link them to third parties in order to automate the entry of payments.
In Sage Active, you have the option to classify your created third parties as inactive. Designating a customer or supplier as inactive restricts their usage in sales documents. This includes quotes, orders, invoices, and delivery notes. Applying the inactive status to employees acknowledges their departure from the business. To classify a third party as inactive: …
To create third parties: go to the list of third parties (Third parties > Supplier or Customer or Employees) then add a new Third party…
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