Sage 50 Canada

Cannot find any answers online for this.. Is there a way to convert sales orders to an invoice without showing the backordered items on the printed invoice? Any help is appreciated. Thanks

i`m using SAGE 50 Premium CA 2020 , when i print invoice for partial delivery , all the items showing on the invoice will print. it might be possible to create a custom form which could hide back order items on the printed form.

Hello everyone, When using the "Convert Sales Quote to Sales Order" function, the "Order No." field in the " Sales Order" automatically gets populated with the quote number. Therefore when we want to change the order number to our customers' PO number…

I'm new to Sage and Bookkeeping. I have a client that is so disorganized I could cry. I just got this information regarding outstanding balance from my client. Because I am not able to get a clear understanding of which clients have outstanding balances…

Hello, I have the correct tax codes set up for each vendor. However, sometimes there are invoice items that no tax is charged on. Therefore, the tax on the subtotal is not always correct. How do I manually enter the vendor invoice tax when entering…

Hi. I'm trying to set up my dry cleaners sage 50 to help us become more automated. Currently we have Small little tickets that our POS software prints off for each order that we clean. A lot of our customers are charge account customers and I deliver…

Hello, I understand that SAGE can have a 'PAID' stamp on an invoice. What about a 'COD' stamp? Is that possible? Or does that have to be written in a customized invoice?

IN DECEMBER I HAD A CUSTOMER WISH TO PAY A CERTAIN AMOUNT TOWARDS HIS SONS ACCOUNT AS A GIFT (WE DO NOT ISSUE GIFT CERTIFICATES) BUT IN A SENSE LIKE A GIFT CERTIFICATE SO I CREATED A RECEIVABLE INVOICE APPLYING IT TO MISC. SALES (REVENUE ACCOUNT) TO…

Hello! Is there oppotunity inSage to copy invoices / purchases / journal entries from the previous ones without setting recurring option? I make a lot of similar invoices/purchases where I want to change only customer/supplier or only amount, how…

I made a custom invoice (printout) I want all users to access, but can only access it through ‘Admin’ logon. I cannot even change the invoice display onscreen for other users. Customize is greyed out. I set up seven users for Quantum Sage 50 User…

Hello, is it possible to add extra unit definitions to an invoice? Specifically, meat is sold by the kg. However, it is delivered by the case or the piece. The receiver sees two cases and a piece of meat (in a bag) and signs for those three items…

Client is charging 2% interest on overdue accounts. Sage says 422.54 in interest on the following invoices - on the 15th-day interest starts, ( not doing statements until Dec 31, so used Dec 31 as end of statement date). I thought it was high, so calculated…

Hello, When I send an invoice and check my sent items the file has a date attached and I am wondering how to change the date. All my sent invoices are dated April 2nd in the file name. Any ideas? Thanks Ellen

An employee borrowed money from Company A. Company A wants to give that asset to Company B. What entries do both companies make to record the transaction properly?

I have a client that we have been billing now for about 1.5 years and they are holding 10% back from invoicing. The way the billing has been done by a previous book keeper was just doing it as a receivable and leaving the amount to go over 91+ days. My…

Anyone else having an issue with Stripe payments not uploading? Since the last payroll update, my stripe payments no longer automatically upload when I open Sage and when I go in to my settings, the button that I had checked off for "automatically refresh…

Hi, I have just linked our Stripe account with our Sage software. Before I begin using this feature I would like to make sure I have it set up correctly and that I know what the flow of Journal entries will be. When I create an invoice through the…

Hello I have a novice question.... but it is really holding up my production. When I issue an invoice in "Revenues" and then a "Receipt" when payment is made, is that payment automatically linked to the1200 A/R Control Account in the COA? I am carrying…

For 20+ years my company has used Sage/Simply Accounting. Like many businesses, when we do a quote for a customer we are given a reference that may be a purchase order number or a name. We enter that information in the ‘message’ box of the quote form…

Somehow my Accounts Payable and Receivable are out of balance to my sub ledgers. The auditors have asked me to post an entry to get them back into balance. Sage won't let me post to these accounts. I assume (hope) it's because of the way the account…

I seem to have lost a Sales Order/Invoice. Can you help me recover it? When I search for Invoiced Orders , it shows on the list: When I search for Sales Invoices , it is not on the list It's also not on any Receivable Reports When I open…

Is there a way to keep track of materials used and labour for a project on excel and export it into sage as a sales invoice? I have been weeks trying to figure out the easiest way to keep track. I could use time slips to keep track of labour but it doesn…

Back in May I created an Accounts Receivable entry and posted the amount of the A/R to a Revenue account. When the customer paid the bill in July and the bookkeeper made the bank deposit he forgot about the A/R and posted the amount to the same Revenue…

I have someone who is trying to have quotes appear on customer statements. I've advised them that isn't the role of quotations and quotes typically aren't collectable until invoiced and as such don't appear on Statements by nature, but they still want…

I am trying to combine tow A/R into one. here is the scenario: A/R account has an account left over from last year. So when I tried to add to it it didn't allow me, the account didn't show up as it is a control account. Than I changed it to A/R general…