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 …
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 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 …
It is possible to quickly record purchase invoices or credit notes in Sage Active, even if you do not have prior accounting experience. Purchase credit notes Credit notes are recorded as purchase invoices with negative amounts. You can process different types of digital purchase invoices or credit notes: Digital invoices or credit notes with only …
Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. Post invoice screen The steps in this article describe how you can create an invoice and choose the Journal and Description through the Post invoice …
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 …
Under normal circumstances, you can delete a sales document after creating it. However, there are specific circumstances where it is not possible to delete the document. You cannot delete the following documents: A document linked to another document. For example: A quote from which an order was generated. An order from which a delivery note …
If you have mistakenly recorded an entry in the wrong journal or in an incorrect period, correct the error by transferring the entry. The transfer can be done through Accounting > Accounting entries…
Third parties have rights to their data and may ask you to erase it. To do this, access the third party (Third parties > Suppliers or Customers or Employees)…
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