With Copilot Insights, you can easily view a list of your next upcoming recurring invoices for any time period you choose. To see your next upcoming recurring invoices: Open the Dashboard, Sales invoices list, a specific customer or a specific sales invoice. Dashboard Third parties > Customers Sales > Sales invoices Open the Copilot screen …
When the tax auditor asks you to provide them with an export of your accounting information in accordance with the anti-fraud act, you can easily provide these files through the Export for tax auditor export in Sage Active. Prerequisites The fiscal year for the export is closed. If these prerequisites are not met, a message …
Finishing and resuming recurring invoices allows you to halt the automatic generation of sales invoices and restart them if needed. These features are useful for managing changes in service delivery or customer needs without having to recreate the entire recurring invoice schedule. Finishing a recurring invoice sets the end date to the current date, effectively …
Sage Active can simplify your sales process by automatically generating invoices at regular intervals, such as daily, weekly, monthly, annually and more. These invoices are commonly used for subscription services, memberships, or any other type of ongoing service or product. To begin generating recurring invoices for a customer, simply create a recurrence template that includes …
Feedback and ideas drive meaningful improvements to the platform, shaping the roadmap to deliver solutions that meet your needs. This is the reason why we introduced the Ideas portal. The Ideas Portal enables: The feedback submission voting on suggestions active participation in the development process The Ideas Portal is your dedicated space to share …
Your Sage Active subscription may be suspended for various reasons, such as an expired credit card or a need to resubmit your existing payment and billing information for technical purposes. To reactivate your subscription, please provide your current payment and billing information to Sage. You can effortlessly complete this process via your Home page, provided …
You can effortlessly personalise the format of your sales document numbers to suit your specific needs. To customize your sales document numbers, start by creating one or more Sequence numbers for each document type. These Sequence numbers act as templates for your document number layout. When generating a sales document, simply select the appropriate sequence …
While checking a customer’s information or sales invoices, you can easily view the best-selling products or services for the customer using Copilot Insights. To see the best-selling products or services for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Copilot Insights). …
When creating sales documents like quotes, orders, delivery notes or invoices, you can request an advance payment from your customer. Sage Active streamlines this process by allowing you to easily formalise the advance payment through an advance payment invoice, directly based on the current sales document. Managing your advance payment invoice involves several steps: Create …
Download the PDF document containing: Useful links to government sites explaining the FEC A link to test your FEC Best practices and rules for correctly recording your journal entries The FEC structure Download the PDF
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