Related help for "Send"

Changing your business name or address 

23 July 2024 | 25 

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 …

Submitting a VAT return through EDI 

23 May 2024 | 6686  | #

Sage Active allows you to submit your VAT returns automatically through the EDI portal. 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 through EDI. If you want to keep …

Creating a template for emailing PDF sales documents 

22 July 2024 | 9768  | # # #

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 …

Emailing sales documents as PDF files 

22 July 2024 | 2581  | # # #

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 > …

Log in using 2-factor authentication (2FA) 

12 April 2024 | 179 

Follow the steps in this guide to log into Sage products with 2FA enabled. This guide is for users that have already set up 2FA. If you have not set up 2FA yet, read how to set up 2-factor authentication. Visit the Sage login portal (opens in a new tab). Select the Sage product you want …

Set up 2-factor authentication (2FA) 

12 April 2024 | 3079 

2FA adds extra security to your Sage account. Every time you log in, you need to provide a code to verify it’s you. During the set-up, you will be asked to add a recovery phone number or email address in case you no longer have access and need to recover your account. Make sure you …

How to change your 2-factor authentication (2FA) device 

12 April 2024 | 2125 

Follow the steps in this guide if you have lost access to your 2FA device permanently or if you want to change the mobile number or device you use. If you can’t access your device temporarily, read how to log in without your 2FA device. Every user needs their own set of login credentials, as …

Sage account – How to sign up to 2-factor authentication (2FA) 

12 April 2024 | 2508 

2-factor authentication adds extra security to your Sage account. Every time you log in, you need to provide a code to verify it’s you. Once you setup 2FA, you can opt to have your Sage product ‘remember’ you for the next time you log in. We recommend that you always set up your own user …

Update your email address 

12 April 2024 | 3833 

Here’s how you can update the business owner details and any user email addresses. Change email address With a Sage account, you will access most of your products and services using the same email address and password. Your email address will update automatically for most Sage products and services. To change your email address: Select …

Creating a VAT return 

24 May 2024 | 2823  | # # # #

Depending on the activity you carry out, you must submit a certain type of VAT return. Acces the VAT return. Select the Fiscal year and the frequency of the VAT return…

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