Sage Accounting Tutorial - Customers & Invoicing - (SA 2023)

[@LeroyKasa]

Am learning. This is a good page!!

[@SAAccountingNetwork]

Glad it was helpful!

[@craigstacey8225]

No worries - sorted out

[@SAAccountingNetwork]

Good

[@enniesekgoele4457]

Hi Heinrich,thank you so much for your informative videos.May you please make a video on how to create items such that i can use one description and just edit the quantity.

[@SAAccountingNetwork]

kzbin.info/www/bejne/ionTdISkaMeZpJI

[@Mishackful]

Thank you I learned a lot 🙏🏾

[@SAAccountingNetwork]

Glad it was helpful!

[@SAAccountingNetwork]

kzbin.info/www/bejne/aHK1l2SLZ7t9adE

[@sabelohlope6222]

Thank you for this video. Pastel accounting allowed me to do a “one for all” invoice. How can I do a “one for all” invoice in sage accounting?

[@KMisty1]

Thank you for this most helpful video along with the others. I have a query regarding customer adjustments that do not clear the invoices from the customer statements. When there are small differences between customer invoices and amounts paid, it is possible to process the adjustment that clears them from the transactions view and even allocation view. The problem is they still appear unreconciled in the customer statement as overpayments and underpayments. Kindly advise on how to clear them from the statement.

[@enidpretorius6324]

Good Afternoon is there a way to add remarks to invoices as a line item like you can in Pastel?

[@AnnaD-ry4wj]

Heinrich, what is the difference between "bad debt written off" and credit notes ? which will be the "better "option to get rid of those invoices that the customers just dont pay ?

[@SAAccountingNetwork]

kzbin.info/www/bejne/ionTdISkaMeZpJI

[@yamukelazondi9293]

Hi sir. Very informative thank you. Can you please assist with sage exam the system part as to how you should answer that part.

[@SAAccountingNetwork]

Not sure about what you are referring too, sorry.

[@goldsounds9747]

how do you do a partial delivery invoice on sage 1 accounting. please help with a beginner tutorial.

[@douglaspistorius7941]

Supper help full thank you very much. Is it posible to make an invoice but only make 50% due for payment for a dopist befor you start the job and when you complete you make the ballance due for payment?

[@SAAccountingNetwork]

Yes you can! Just dont forget to invoice the balance

[@erpaccountingsoftware-pwho1169]

Well explained

[@SAAccountingNetwork]

Thank you!

[@RobConnor-u3t]

Hi. I did a practice Customer invoice. How do I delete it?

[@christiaanbezuidenhout6984]

Can I change the Qty to decimals? Like 0.5? With my services, I charge by the hour, and frequently need to invoice uneven numbers, like 1hr30mins or, 2hrs30mins. etc.

[@christiaanbezuidenhout6984]

Nevermind.. Found it under "General Settings/Regional Settings"

[@SAAccountingNetwork]

Awesome

[@DinaDuplooy]

Hi i made a mistake on allocation of a payment of a regualr customer in July 2023 and now subsequent allocations are incorrect but transactions are locked. How do i rectify and re allocate old invoices

[@lquidfire]

Hello Heinrich, This is all very helpful! Thank you. The payment terms for my shop are "prepayment". How do I deal with that in Sage? I haven't found a Prepayment option when I enter the account on the bank (Xero does seem to have this option). Can I just create an Account called "Prepayments" or something to that line (what would be the correct name?), and make it a Liability account? And once I ship the goods (they are custom made), how would I do the "transaction" from the liability account to the sales account? I hope this is not too much to ask. Thank you very much!

[@SAAccountingNetwork]

Share capital, any company must have share capital, if not sure then use R100

[@lquidfire]

@@SAAccountingNetwork Hello Heinrich, thank you for your reply! I am, however, not sure I understand what you mean. Could you please elaborate if possible? Thank you in advance!

[@shajanandrews8117]

Hi Heinrich I just bought sage 1 programme. How do we use it for a school. We need to receipt to the parents monthly and school fees different for different grades. Do we have to enter each name of the student separately or is there any way to copy and paste many names of the students together. This programme is mainly for shops or companies. How do we use it for a school.

[@SAAccountingNetwork]

Schools use it quite successfully using recurring invoices

[@Carlos-qx5qy]

Hi Heinrich... How do you generate a Proforma invoice from a quotation.

[@SAAccountingNetwork]

Hi there, there is no pro forma invoice in Sage, but you could change the document name of quotes under settings to Pro Forma Invoice and use that

[@edwardhaynes8416]

nice video,how do you delete/void a invoice?

[@SAAccountingNetwork]

You cant delete an invoice, right way it to create a credit note to cancel out the invoice

[@SkunkwocX]

So, the invoice was issued in R currency, what if i want to issue the invoice in USD, how do i do that on sageone.

[@SAAccountingNetwork]

You will need to get the multi currency module, or if you only invoice in USD then change it in your settings

[@VentureStorage]

i have 2 invoices for the same month but they not appearing on customers statement report...how do i correct this?

[@SAAccountingNetwork]

There should be a button to show fully paid invoices, perhaps consider using the customer transaction report, easier to understand

[@craigstacey8225]

I am on the training package for now, i am wanting the option to place comments on the quotes and invoices as there are usually terms and conditions to be noted. I do not see any obvious option for this, or is this only available in full package.

[@SAAccountingNetwork]

If it is lengthy then best to attach a separate doc with the t's and c's when sending it

[@mikesa5409]

Hi Heinrich. Excuse my ignorance however how can i put in a message line or heading before proceeding to items on an invoice or quote. I need to insert headings for different parts on the invoice without it showing any other info on that line (price, disc quantity etc)

[@SAAccountingNetwork]

Mmm, dont know if that is possible

[@solomzisolomzi9554]

Hi Heinrich, When creating a customer invoice, how do you selct a different price (ie. from a price list)?

[@SAAccountingNetwork]

kzbin.info/www/bejne/ionTdISkaMeZpJI

[@TEDLaser-u5z]

How to handle a case where customer wants a receipt for the deposit that they paid. Money hasn't yet reflected on the bank statement so importing a bank statement isn't the option yet. How to generate a receipt since you mentioned we shouldn't use "create receipt since it'll produce duplicates"

[@SAAccountingNetwork]

You would have to wait for it to reflect, otherwise you can capture it then delete is again when the payment reflects, but that can become very messy

[@marykewolmarans6302]

Is it possible to charge interest on outstanding debtor balances in Sage Accounting? (not Sage 50)

[@Remco-g1o]

Can you create XML (UBL) invoice? Send it together with the PDF as attachment in the email?

[@SAAccountingNetwork]

Not sure about that one

[@LifewithParkinsons]

Hi Heinrich, thanks for your videos, how do you import csv data from another system such as All Data into sage?

[@SAAccountingNetwork]

kzbin.info/www/bejne/ZnTQp5mAqcmJd8U

[@Noname-yc5wm]

How do i hide item codes on a quote, i dont want my customers to see the item codes i use

[@justinecorbett4417]

Hi Heinrich is it possible to have user defined fields print on the tax invoice? At the moment we are using the Accout>Other Sales to type in data that must appear on each invoice. Kind regards Justine

[@SAAccountingNetwork]

kzbin.info/www/bejne/ionTdISkaMeZpJI

[@danielmalan8310]

Hi Heinrich, thanks for your excellent videos. I am new to accounting with Sage and learning as I go along - we produce products sold to stores as well as to private individuals and I have inherited a set-up for WHOESALE and PRIVATE our main clients are the Wholesale and our pricing is set up for this when a customer listed as Private orders we need to add 20% to the listed price - How do I go about doing this? - THX

[@SAAccountingNetwork]

kzbin.info/www/bejne/gWaWf6OXiMaqbsk

[@DomsVidz]

how do you allocated settlement discount

[@deborahbisset2495]

For some reason the Allocate Invoices button (little fork) is greyed out on my banking page? What could the reason for this be?

[@SAAccountingNetwork]

Maybe inside a locked period for VAT?

[@cherheytmayer8970]

Hi there, thank you for your very informative videos. I'm a beginner with sage and it is very frustrating at times. Please advise how we add an additional line in the description for our quoting as from what I am experiencing there is no way to put the line underneath.

[@SAAccountingNetwork]

kzbin.info/www/bejne/gWaWf6OXiMaqbsk

[@SandraKoning-u4z]

I have a quick question - am I able to create a re-occurring invoice on the 25th of the month but only dated the 1st of the following month?

[@SAAccountingNetwork]

That is correct yes

[@SaraSmile70]

Thank you!

[@SAAccountingNetwork]

You're welcome!

[@kianac4222]

Can one Sage account be used on multiple computers/Laptops?

[@SAAccountingNetwork]

For sure!

[@jjjjj2819]

Could you please mention which version of Sage do you showing us here? It is Sage 50 or Sage One or Sage 50Business Cloud???

[@SAAccountingNetwork]

Sage One, link is in the description 🙏

[@rp_FGBWA7700]

Hi Heinrich, would you recommend Sage for an accounting business? We would use it to creating accounting for all of our clients. I understand it is very difficult to download bank statement transactions onto it. ?

[@SAAccountingNetwork]

kzbin.info/www/bejne/ZnTQp5mAqcmJd8U

[@sisonkesarosi2813]

Hi do you recommend this software for small law firms?

[@SAAccountingNetwork]

kzbin.info/www/bejne/noi3fIqraqqio9E

[@realitycorner3365]

Could you make a video on how to process returned products

[@lesibaphuti1118]

Good day .how do I get training or online class

[@SAAccountingNetwork]

Hi there, I only do the videos, but if you have a paid subscription then I can do a free 30 minute consultation, you can book on this link - calendly.com/saaccountingnetwork/sage-free-consultation - If you need more than 30 minutes you can book a consultation with me but then I charge on an hourly rate

[@John-MarkMorgan]

With recurring invoices, are you able to set the reference or description to be the same each time, or do you to manually edit the reference and description each time?

[@SAAccountingNetwork]

kzbin.info/www/bejne/noi3fIqraqqio9E

[@ignatiusterblanche4025]

how do i delete a price list in sage one cloud accounting - i get an error that says the price list is linked?

[@SAAccountingNetwork]

kzbin.info/www/bejne/ZnTQp5mAqcmJd8U

[@couchpotato9932]

Is sage a good company to work for?

[@SAAccountingNetwork]

I think so, wont mind a job with them

[@tysonthedeejay_kimbeats5428]

how do i get this software

[@SAAccountingNetwork]

Sign up with the link in the description

[@cornelrensia]

Hi Heinrich, how would you setup Sage to help with managing the finances of multiple rental properties that all run through a single business account?

[@SAAccountingNetwork]

kzbin.info/www/bejne/aHK1l2SLZ7t9adE

[@JOEJOETHEJOEY]

Hi, thanks for the video. I'm trying to get invoices to print in dual language. Currently, all our products have the English product name followed by the Chinese name in the same product field. It shows absolutely fine on the screen, but when we print for example a delivery note or invoice, the printed document only shows the English and omits the Chinese name (in Chinese characters). Is it actually possible to print dual language characters? Thanks!

[@SAAccountingNetwork]

Unfortunately do not have an answer for that one, you might need to get hold of Sage

[@SAAccountingNetwork]

kzbin.info/www/bejne/noi3fIqraqqio9E

[@WolfWolf-qr7hb]

How do you add vat

[@SAAccountingNetwork]

kzbin.info/www/bejne/gWaWf6OXiMaqbsk

[@tmoothusamy]

If a client pays 50% of the quote as a deposit, how do I do a 50% of total invoice?

[@SAAccountingNetwork]

kzbin.info/www/bejne/gWaWf6OXiMaqbsk

[@caraw6418]

Dear Heinrich, am I able to reverse an invoice completely as I accidently allocated an invoice to the wrong entity and thus an income has been created that does not belong to them?

[@SAAccountingNetwork]

kzbin.info/www/bejne/noi3fIqraqqio9E