When you have recorded sales or purchase invoices that you submitted to your customers or received from your suppliers, you can easily record the collections or payments for these invoices. The process for collections and payments is very similar and only differs in the name of the screen elements. Both are described in the steps …
It is possible to quickly record purchase invoices in Sage Active, even if you do not have prior accounting experience. To complete this task, you can use OCR (Optical Character Recognition) to read the information from your purchase invoices in PDF or image files, and then convert it into journal entries. Post invoice screen The …
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 …
When you encounter a problematic sale or an invoicing error, you can maintain the good relationship with your customers by issuing credit notes to them.
When you create a sales document, this document can be deleted in case of error.
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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