• Accounting For Employee Purchase on Account

    Hi we had an employee use a company account to purchase an item, we paid it already, he now has paid us the cash for the purchase. What do I post and where...

    do I do a GL entry where I credit the expense account and debit the bank where I am depositing…

  • Importing invoices data from Chargebee in Sage 50 CA

    We are using Chargebee to generate our invoices for all recurring customers and we want to import the invoices’ data from Chargebee into Sage 50CA.

    Any suggestion on how to execute this basic accounting process?

    Thanks in advance

  • How to match credit to invoice on sage 50

    Trying to figure out an easier way to match credits to invoices. Any help?

  • Question - Change of date each day on the invoice form.

    Hello Everyone, 

    I would appreciate it if someone could please help me troubleshoot this issue, where the date on the invoice form shall change each day without having to manually change it every day. 

    This issue is causing serious problems with my customers…

  • Correcting J/E for Cheque reissued in Accounts Payable

    Hi...I am having trouble reconciling my bank. 

    I issued an extra payment to an invoice that did not exist with vendor. They pointed it out, i removed the invoice instead of reversing the payment. The cheque does not exist so therefore

    1) Reissued cheque…

  • File Protection ,why did it close Sage?

    Just had a recent update to our Sage system yesterday. I was processing a Invoice via the Order # and I went to save, no issues. All of a sudden this message came up (our anti-virus) software came up but when I "x", it closed my Sage. Then when I tried…

  • Do not show backorders on invoices

    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.


  • Sales Invoice partial delivery

    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.  

  • Vendor Invoice Approvals When Working Remotely

    Hi - Just wondering if Sage 50 Quantum has any features available to circulate vendor invoices electronically for staff/management approvals. Especially important right now when our staff are all working remotely!  If not, does anyone have a software provider…

  • Adjust the price onscreen; why is a discount forced on the invoice?


    SAGE 50 2020 Quantum. 5 users.

    I make and preview an invoice (not posted).

    Whoops! The price on the first one should have been $5, not $20. So, I go back to the screen and change the price of the first line to $5 each.

    I would expect the preview…

  • Work Orders for customers

    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…

  • How to get HST showing on a sale invoice

    I am using a trail version Sage 50 and failed to get HST showing on a sale invoice even though the tax code ( 13%) has been selected. I have tried many ways but none of them is helpful. Kindly share your solutions with me. 

  • Journal entry flow when invoicing, and receiving funds through our stripe account.


    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 receivables…

  • Incorrect Due Date on imported Puchase Invoices

    Hi All, 

    We are using .IMP files to import Purchase Invoices. There is no such field Due Date in the file format, so we do not send it. 

    Sage automatically sets this date to Entry Date even if the customer is configured for a 21-day delay. 

    The manual entry…

  • Add date field to sales invoice

    My company provides transport services billed by the hour and invoiced by the week (some customers will be using our services 4-7 days each week).

    We currently use an Excel spreadsheet to track/report the daily hours and calculate the total weekly hours…

  • Importing Invoices with comments

    I am working on automating invoice generation with Sage, 

    when i create a invoice with .imp file how can i add a comment on the invoice?

    for example if i sell a perticular item, we often add on a seperate line in the description field a comment like …

  • How to show the customer deposit on their final invoice?

    I have searched here & the posts are all 5 years or older, so I thought I would try again, hoping there is new information. On the invoice screen in Sage, if the customer has paid a deposit on the work, it shows on the screen. But, when we email the final…


    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…

  • Modifying Sales Journal Layout

    I am fairly new to Sage 50, but I have been playing around with this for a while and I can't figure it out.

    My company primarily deals with materials that are sold by the foot, which I can easily adjust in the inventory and set the correct unit in…

  • When to create an invoice vs. just paying an expense


    I am new to bookkeeping and have had formal training in bookkeeping however they never really taught us when to use the create an invoice feature vs. the pay an expense option.  I am doing books for a company once a month so I receive everything once…

  • How do I add due date to Sage 50 invoice please?

    Hi ... Until recently we used Crystal Reports like so many others on these Forums. Now that we've completed our conversion to the Sage 50 forms we don't seem able to get an invoice to print out with the payment terms and due date. We've entered all the…

  • Import Invoices


    My boss wants me to take on the book keeping of another company of theirs.  

    The person who does payment to supplier invoices creates the invoices in Microsoft Access Database.  Is there a way to import the invoices and create a payment for them? 

  • Purchase order and received invoice don't match

    Hi guys! First post here :)

    I'm having trouble understanding what to do when inputting an invoice from the purchase order module.

    The invoice that I received has 3 line items, 2 of which were in the purchase order. The third one is different. After…

  • Defaullt PST exempt cutomer

    Here's my problem after the newest update...

    When a customer is PST exempt we have their customer record set to PST exempt and to charge only GST but about 10 times in a month this particular customer needs to be charged PST on an invoice, Sage will…

  • GST for subtotal only?

    In an invoice, is it possible to apply the GST to only the subtotal?  I don't want it applying to each item, as some items on my invoice are being returned.

    How do I do this?