Third party

Creating terms for payment in three instalments 

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


Importing third parties 

You can import third parties (customers, suppliers, employees) in order to complete an existing customer/supplier base and therefore avoid manual data entry in the application. To import third parties, first download the import template. This template shares important information and presents the only valid file structure for a successful import. If you want to import


Advice for importing third parties 

To import data into Sage Active, review the following instructions and information. Respect the file structure. Do not delete the first three lines of the CSV file: Line 1: This header line contains the titles of the data that needs to be included. Line 2: This line contains the translations from line 1 in square



Adding payment terms to third parties 

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


Automating the 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.


Disabling a third party 

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 company. To classify a third party as inactive:



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