To change the registered business name or address, you must be the business owner. It is not possible to transfer the ownership of your licence or subscription. Change your registered business name Go to your business name in the upper right-hand corner. Select Manage business account. In the Business details tab, enter your new Business …
To manage your payment details, you must log in as the business owner or have relevant permissions to manage subscriptions. Select your business name in the upper right-hand corner and then select Manage business account. Select Payment and billing details on the left to review your payment details. To change payment details, select Edit payment …
To review your Sage invoices, you must log in as the business owner or have relevant permissions to manage subscriptions. From the navigation bar, select your business name, then Manage business account. Select the Invoices tab. Select the invoice you want to view to open it in a new browser tab or window. Use the …
You can add multiple businesses to your Sage account. This allows you to easily switch between businesses without the need for multiple login details. Adding a business Log in to your Sage account. Select Home from the navigation menu. Select Add a business. Follow the on-screen instructions to enter your business details. Select the services …
To upgrade or downgrade your subscription, you must log in as the business owner or have relevant permissions to manage subscriptions. Select your business name, then select Manage business account from the dropdown menu. Select the Subscriptions tab. Here you can view your current subscriptions. Select Manage subscriptions. Modify your subscriptions as needed. Review the …
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 …
You can quickly an easily record collections or payments for third parties without having to search through journal entries or invoices. You can simply look up the required third party and record the collection or payment directly from this screen. This process creates the required journal entry and performs the necessary matching based on your …
When posting sales or purchase invoices, the Post invoice screen allows you to personalise several aspects of the resulting journal entry, depending on the invoice type: Sales: Journal and Description for the journal entry Purchases: Journal, Posting date and Description for the journal entry If you do not want to see this screen appear the …
When you have completed your accounting activity at the end of a fiscal year, you can run the year-end closing process to close it. Prerequisite You have created the next fiscal year before running the year-end closing process. The first month of this next fiscal year is open. This process is irreversible. After closing, you …
When you have completed your accounting activity at the end of a fiscal year, you can run the year-end closing process to close it. Prerequisite You have created the next fiscal year before running the year-end closing process. The first month of this next fiscal year is open. This process is irreversible. After closing, you …
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