You can quickly view the payment status of your sales and purchase invoices thanks to the payment tracking indicator present in your invoice lists and each individual invoice. Prerequisites The invoices need to be posted to show the payment information. To check to payment status of a sales or purchase invoice: Open the invoice list …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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