Sage Active allows you to submit your VAT returns automatically through the official platform for your country. To submit a VAT return: Access your tax returns. Tax returns Select the tax return to submit. Access the Sage compliance service page ( Manage tax return ). Choose to submit the VAT return digitally through the official platform …
To facilitate sending sales documents in a PDF format, you can create templates for the emails that are used for this purpose. You can still modify these emails at the time of sending. To create an email template: Access the settings for your business. Settings > Business – Business management Go to the Email settings …
After creating a sales document, you can send a copy as a PDF to your customer, via email. You can customise these PDF files in various ways. To send a PDF copy of a sales document: Access the sales document list for the chosen document. Sales > Sales quotes Sales > Sales orders Sales > …
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 …
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. To create a sales document based on a previously created document: Access the sales document list for the chosen document. Sales > Sales quotes …
To quickly start working in Sage Active, you can import a standard chart of accounts for the legislation you are working under.
You have the option to cancel your Sage Active subscription at any time should you decide to do so. The cancellation period for your Sage Active subscription is at least 30 days from the date that you request cancellation. Cancellation will then take effect on the next effective date as per your terms and conditions. …
Before you can begin creating sales documents, you need to set up products or services to add to them.
To verify the current balance for one or more third parties, you can generate the third-party balance.
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 …
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