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I recently paid an invoice through direct deposit, not realizing that our manager had already paid it using their visa card. The vendor doesn't have a refund policy, but we managed to reach an agreement with them. They agreed to consider the duplicate…

Is there a limit on how many invoices can be sent per day? I've asked this question several times through the chat feature and no one at the help desk can confirm. It used to be that I could email about 50+ per day and then the invoice emails would start…

I am new to sage accounting...i would like to process and bill out interest charges on my outstanding receivables. I can't find where/how to do it. Any insight would be great. thanks

Hello! We are constantly receiving summary invoices for all our child companies and wanted to know if anyone had any suggestions on how to make intercompany invoicing more efficient within Sage X3? We are open to any suggestions! Example: We receive a…

I am a developer, and I have integrated Sage for one of my clients. Is there any API available to create a batch of invoices with a single API request? I am using Sage Business Cloud, and I am working with Laravel. Please let me know with the correct…

Hello - two of our fully integrated customers send allowances/discounts on their orders when they send them via SPS, once the orders hit Sage 500, I can see the allowance/discount percent and amount at a line level, however, for whatever reason, I have…

I am trying to upload a sales invoice with multiple lines as a CSV file, however each lines is coming out as its own separate sales invoice. FYI - I am using the same document number for each line, assuming that would mean each line would go to that…

I need help! Our small business received a digital grant of $2500 which was deposited in December 2022. We did not make any purchases from this grant until January 2023. My questions:: How do I input this grant into Sage? I know that I have to put…

I am an egg producer. On my receipt I get paid for my eggs. Then there are deductions, one for egg levy, and one for shipping and handling. They both have GST charged on them. This GST is an ITC. How do I set that up. For instance Eggs $1000.00 GST…

Sage 2019 app n db on one server. SQL database in use. Users of AR module were complaining of batch posting being slow so a reboot was done. After reboot realized , Ar module completely disappeared. Steps taken: 1. Did a sage full repair yet AR…

How does one add an invoice number to a Bill entered using Quick Entry?

Hi, 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…

I'm trying to close out last month's work orders. We close and post in the period per the last day of labor. ie: In work orders (11-2) I change the invoice date on the billing tab to the LDOL (ex. 06/12/23) -->> I then change the posting period to 6…

We are producing a custom item for a customer. They will be charged $20,000 for their first order on Net 30 terms...which covers the full run. They will only be taking a portion. The remainder will be on our property and when we ship out any of the balance…

Hello 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. …

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…

So I had entered a credit note in error then had to create an invoice to pay that credit note and not sure if we had deleted the credit note but it is no longer showing in our system. Problem is that in Sage the cheque is showing as having paid $12,000…

I have an invoice from the previous fiscal year that was posted, but the HST amount was incorrect...it should have been 13% instead of 15%. When the cheque was issued, the correct amount owing was on the cheque (manual cheques) and the error was not noticed…

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'.