• When to enter a Dec 2022 sale, paid by cheque but cheque is deposit in January 2023


    I need to enter a Dec 2022 sale and paid by cheque on Dec 23, 2022 but it was deposited on Jan 12, 2023.

    Do I enter the payment on the date the cheque was make, or do I enter it on the date the cheque was deposited?

    Thank you in advance.


  • Updating/changing invoices after a deposit has been applied and reconciled.

    We're looking at changing over to Sage Online and after watching one of the training videos it mentioned invoices cannot be modified after it has been paid and the payment has been reconciled. Does this restriction apply if only a partial deposit has…

  • Sage Accounting Start - hourly rates?


    I can't find how to set my hourly rates for products and services I offer.

    When i go create a new invoice, I can only enter the total amount per row.

    Is there a way I can enter the number of hours and set my hourly rate?

    Thanks for your help!

  • How to Mark a $0.00 Sales Invoice as Paid

    How can I mark a $0 Sales Invoice as paid? I had to create this invoice to make a line-item adjustment (items were same price) so my invoice comes to $0.00 and is now marked as outstanding and I want to clear it from 'awaiting payment'.

  • Food & Beverage

    Would love to connect with someone running food & beverage based company through Sage for start up tips/tricks and advice! 

  • Recording inventory bought but purchase invoice not received


    We have 4 POs this month that are for inventory.  The inventory has been shipped.  I need to enter the purchase invoice, but have not received it yet from the supplier.  They send them late sometimes.  The shipping documents alerting the customer that…

  • How do I set up a Customer rate for hourly billing?

    We are a construction company, and I would like to set up my invoices so that the hourly rate we charge customers auto-populates when I create an invoice. Is there a way to do this?

  • Keep getting kicked out with an error

    Hi everyone,

    Has anyone else experienced issues where they get kicked out of the software for no reason.

    I believe there were issues with invoicing and suppliers but that these were rectified 25 days ago, and yet I am still getting these errors.


  • emailing invoices

    why do emailed invoices go to junk?

  • Trade for Services

    I have a client that has a customer that she does trade for services for. Does anyone know how I would be able to do this. When I go to pay the invoice it doesn't give me a trade option. Thanks in advance!

  • Invoice Paid, but not appearing in payments

    I have processed a recurring payment.  Unfortunately, the cheque cannot be processed because it had only one signature (requires two).

    Now, I need to re-issue the cheque.  When i pull the recurring invoice, it shows as paid.

    But when I pull payments, it…

  • Linking invoices to quotes

    We have issued an invoice to our client and only later started capturing the quotes.

    Is there any option to link an invoice to a quote if the invoice was not generated from the quote?Or at least mark the quote Accepted and invoiced?

  • returning an item to inventory


    How do we go about returning an item to inventory?
    Scenario: We charge a deposit/security fee for the skids our product arrives on. 
    On the invoice we can show 'X number skids' going out with shipment.  However, unlike Sage 50, we can't just…