Follow the steps in this guide to log into Sage products with 2FA enabled. This guide is for users that have already set up 2FA. If you have not set up 2FA yet, read how to set up 2-factor authentication. Visit the Sage login portal (opens in a new tab). Select the Sage product you want …
Here’s how you can update the business owner details and any user email addresses. Change email address With a Sage account, you will access most of your products and services using the same email address and password. Your email address will update automatically for most Sage products and services. To change your email address: Select …
In Sage Active, you can add users and assign them roles to help manage your business processes. The number of users you can add without additional charges, depends on your subscription type. To manage users, you need to be logged in as an administrator. Add a new user Go to the name of your business …
To verify the current balance for one or more third parties, you can generate the third-party balance.
You can create an accounting session to add an extra level of categorisation to a journal entry. For example, you can add a session to identify that an entry is part of the year-end closing process or to identify that it is created by a specific user. To create a session: Enter the Sessions list. …
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.
Different customers can receive different discounts for some or all products or services. You can automate this process by creating Discount groups. Discounts groups allow you to set up lists of discounts for each product or service and you can even assign separate discounts for different quantities.
To start the sales process, you can create a quote for a customer.
To create a quote for a prospect, navigate to the quote list (Sales > Sales quotes). Create the quote…
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