• Keeping a quote live after invoicing (so I can invoice more from it later when due).

    We often quote for programmes of work, a bit like a year of services (coaching or events), this is then approved by our client. We then invoice them monthly after delivery. When I update a quote to an invoice it's my understanding that it then shows…
  • How to feel at home in your new accounting package - Navigation

    Let’s face it, change can be challenging sometimes. When you’ve been using the same software for a long time, it’s only natural that you will form habits and start to complete tasks without even thinking about it – sort of like digital muscle memory.…
  • Recurring entries

    I've just switched to the Cloud product from Sage 50. I used to run recurring entries for my regular bank account payments and receipts. Is there an equivalent in Sage Cloud or a workaround? Unfortunately my main bank doesn't connect for the automatic…
  • Sage Business Cloud Accounting v Sage 50 Cloud Accounts

    Hi, Currently have Sage 50 Cloud Accounts, needed it for Multi Company and a few other options but now want to split it up due to one company changing their business management software to cloud based. The Software management company have said it would…
  • Uninstall sage software

    I've handed over my sage responsibilities, and need to uninstall sage from my pc. Windows uninstall not working, errors 1921 and 1603. Can anyone help please? Thanks
  • Sage Pay on Statements

    Just to explain the background my company is a longtime user of Sage Accounting and due to retirement and changes in staff I, as the company owner, am becoming a little more involved with the use of the Sage software. We generate our invoices in a third…
  • Importing a Journal to Sage

    FormerMember
    FormerMember
    I am looking to import a journal from excel in to sage - I have used this before in a previous job but have never set it up before. I am ok till it gets to field mappings - how do I set this up? Many thanks in advance
  • Anyone know a good way to setup Quantity based discounts, I need to discount by value or a fixed price? I can only find percentage discounts.

    Customers are already on a pricelist and I need to offer a pallet discount. If they buy 100 items the price will be £x. The percentage discount causes some problems for us. Anyone know a good way to setup Quantity based discounts, I need to discount…
  • Change in product

    How do I change a category name when clicking on a product in Sage 50 in product and services, once you click on the product it opens and has loads of options like name price etc... I want to change a name of a current category to a different name how…
  • Help! I've messed up the invoice template!

    I wanted to add more room to my description field in the invoice template and have now would up with too many lines resulting in the template going over 2 pages. How do I remove lines/data fields from my description? I've deleted the data fields but am…