Sage Accounting Tutorial - Customers & Invoicing - (SA 2023)
Sage One Accounting Tutorial - Customers and invoicing for beginners!
If you want to sign up for Sage then please use this link - accounting.sageone.co.za/Sign...
Do you need an accountant? Contact us at heinrich@saaccountingsolutions.co.za or check out our website at www.saaccountingsolutions.co.za
Find out how you can get a free Sage Consultation here - • Free One on One Sage ...
If you are just starting out with your own business and need to set up your Sage One Accounting software then this is the place to start.
I will be doing a series of tutorials where I will teach you how to do the basic set up, everything relating to customers and invoicing, suppliers and supplier payments, banking, reports and year end procedures.
So please subscribe to our channel and then you will receive all the latest updates!
Also remember to complete the form at
www.saaccountingnetwork.co.za/sage.html
And we will register you on Sage One accounting for FREE!! (The trial version - you can upgrade to the full version by contacting Sage)
Here is the breakdown of the tutorial
0:00 - intro
2:38 - how to add a customer on Sage Accounting
6:50 - how to create a quote on Sage Accounting
9:20 -- how to set up items on Sage Accounting
10:35 - how to email quotes from Sage Accounting
12:35 - 2 ways to create an invoice on Sage Accounting
12:45 - how to create an invoice from a quote on Sage Accounting
13:55 - how to create an invoice on Sage Accounting
15:40 - How to create recurring invoices on Sage Accounting
17:25 - How to create draft recurring invoices on Sage Accounting
18:30 - how to create a credit note on Sage Accounting
20:00 - how to create a credit note from an invoice on Sage Accounting
20:50 - How to allocate a credit note to an invoice on Sage Accounting
22:39 - how to do a customer write off on Sage Accounting
23:21 how to do a customer adjustment on Sage Accounting
24:32 - How to do customer receipts on Sage Accounting
25:29 How to allocate receipts on Sage Accounting
27:58 How to run a customer age analysis on Sage Accounting
28:25 how to pul a customer transaction report or customer ledger on Sage Accounting
29:37 how to run a customer statement on Sage Accounting
Pastel Accounting for beginners and Sage 50 for beginners is very similar and can use this tutorial as well.
This video is also not sponsored in any way by Sage One and is mainly used as an instrument for training for clients of SA Accounting Network.
Пікірлер: 68
Am learning. This is a good page!!
@SAAccountingNetwork
3 ай бұрын
Glad it was helpful!
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.
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?
Thank you I learned a lot 🙏🏾
@SAAccountingNetwork
9 ай бұрын
Glad it was helpful!
@SAAccountingNetwork
9 ай бұрын
kzread.info/dash/bejne/ZHWGyJOOYrmwY9I.html
Good Afternoon is there a way to add remarks to invoices as a line item like you can in Pastel?
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
9 ай бұрын
kzread.info/dash/bejne/hoykpbOnY8XMnpM.html
how do you do a partial delivery invoice on sage 1 accounting. please help with a beginner tutorial.
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
Thank you!
@SAAccountingNetwork
Жыл бұрын
You're welcome!
Hi. I did a practice Customer invoice. How do I delete it?
Is it possible to charge interest on outstanding debtor balances in Sage Accounting? (not Sage 50)
Well explained
@SAAccountingNetwork
Жыл бұрын
Thank you!
how do you allocated settlement discount
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
Жыл бұрын
kzread.info/dash/bejne/fWlnsNKag8TdaMo.html
How do i hide item codes on a quote, i dont want my customers to see the item codes i use
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
9 ай бұрын
Not sure about what you are referring too, sorry.
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
Жыл бұрын
kzread.info/dash/bejne/fWlnsNKag8TdaMo.html
Hi Heinrich, thanks for your videos, how do you import csv data from another system such as All Data into sage?
@SAAccountingNetwork
Жыл бұрын
kzread.info/dash/bejne/Yneh2MiDpMe8ccY.html
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
9 ай бұрын
kzread.info/dash/bejne/hoykpbOnY8XMnpM.html
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
9 ай бұрын
kzread.info/dash/bejne/hoykpbOnY8XMnpM.html
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
Жыл бұрын
kzread.info/dash/bejne/mouIrbmuZajVndI.html
Hi Heinrich, When creating a customer invoice, how do you selct a different price (ie. from a price list)?
@SAAccountingNetwork
9 ай бұрын
kzread.info/dash/bejne/hoykpbOnY8XMnpM.html
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
Жыл бұрын
kzread.info/dash/bejne/mouIrbmuZajVndI.html
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
Жыл бұрын
Unfortunately do not have an answer for that one, you might need to get hold of Sage
@SAAccountingNetwork
Жыл бұрын
kzread.info/dash/bejne/mouIrbmuZajVndI.html
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
Жыл бұрын
Sage One, link is in the description 🙏
nice video,how do you delete/void a invoice?
@SAAccountingNetwork
27 күн бұрын
You cant delete an invoice, right way it to create a credit note to cancel out the invoice
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
Жыл бұрын
kzread.info/dash/bejne/Yneh2MiDpMe8ccY.html
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
Жыл бұрын
That is correct yes
For some reason the Allocate Invoices button (little fork) is greyed out on my banking page? What could the reason for this be?
@SAAccountingNetwork
2 ай бұрын
Maybe inside a locked period for VAT?
how do i delete a price list in sage one cloud accounting - i get an error that says the price list is linked?
@SAAccountingNetwork
Жыл бұрын
kzread.info/dash/bejne/Yneh2MiDpMe8ccY.html
Can you create XML (UBL) invoice? Send it together with the PDF as attachment in the email?
@SAAccountingNetwork
27 күн бұрын
Not sure about that one
If a client pays 50% of the quote as a deposit, how do I do a 50% of total invoice?
@SAAccountingNetwork
Жыл бұрын
kzread.info/dash/bejne/fWlnsNKag8TdaMo.html
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
9 ай бұрын
kzread.info/dash/bejne/ZHWGyJOOYrmwY9I.html
How do you add vat
@SAAccountingNetwork
Жыл бұрын
kzread.info/dash/bejne/fWlnsNKag8TdaMo.html
Hi do you recommend this software for small law firms?
@SAAccountingNetwork
Жыл бұрын
kzread.info/dash/bejne/mouIrbmuZajVndI.html
@realitycorner3365
Жыл бұрын
Could you make a video on how to process returned products
Good day .how do I get training or online class
@SAAccountingNetwork
11 ай бұрын
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
Is sage a good company to work for?
@SAAccountingNetwork
2 ай бұрын
I think so, wont mind a job with them