• how to convert .csv file to sales invoice using the sage accounting generator 2023

    When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying " File not supported. Try another doc, sheet or image format ". Upon further examination, the…
  • Sage account payment issue - contact email??

    I received an email message from Sage Collections (noreply address) that I have to update my credit card account information. When I follow the link, I get the following message: -------- Error undefined is not an object (evaluating 'r.scrollIntoView…
  • How to complete partial paid invoices.

    My customer does not always pay the full amount. This is a known problem that we track to make sure it doesn’t get too expensive. For example the invoice may be $50, but they only pay $48. Sage locks the invoice for editing so it’s difficult to adjust…
  • Sales Invoice Import

    We use a third-party vendor to produce our sales invoices. I'm working on an import to get the invoice detail into Sage. When i import the file, there are no item/description in the body of the invoice. Total of the Invoice appears in the Sales tax line…
  • Account Credit Application

    Is there a way to set up my invoicing to automatically apply the Customer's account credit to their invoice? This would be SO HELPFUL, instead of having to create the invoice, then go and receive the credit against it, then reprint the credited invoice…
  • COMPLETE incompetence.

    My card had to be canceled because of fraud. Sage sends me email to update my billing info so I click on the link. Clicked on enter a new card but the page was not available. Tried again. No luck. I tried to call the 866 number on the same page. It tells…