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| Name | Sage Accounting Tutorial - Customers & Invoicing - (SA 2023) |
| Video Uploader | Video From SA Accounting Network |
| Upload Date | This Video Uploaded At 29-07-2022 19:11:37 |
| Video Discription | Sage One Accounting Tutorial – Customers and invoicing for beginners! If you want to sign up for Sage then please use this link - https://accounting.sageone.co.za/SignUp.aspx?ProductReferralReference=R332387 Do you need an accountant? Contact us at heinrich@saaccountingsolutions.co.za or check out our website at www.saaccountingsolutions.co.za Find out how you can get a free Sage Consultation here - https://youtu.be/bpNp0lVyEn4 If you are just starting out with your own business and need to set up your Sage One Accounting software then this is the place to start. I will be doing a series of tutorials where I will teach you how to do the basic set up, everything relating to customers and invoicing, suppliers and supplier payments, banking, reports and year end procedures. So please subscribe to our channel and then you will receive all the latest updates! Also remember to complete the form at www.saaccountingnetwork.co.za/sage.html And we will register you on Sage One accounting for FREE!! (The trial version – you can upgrade to the full version by contacting Sage) Here is the breakdown of the tutorial 0:00 - intro 2:38 - how to add a customer on Sage Accounting 6:50 - how to create a quote on Sage Accounting 9:20 -- how to set up items on Sage Accounting 10:35 - how to email quotes from Sage Accounting 12:35 - 2 ways to create an invoice on Sage Accounting 12:45 - how to create an invoice from a quote on Sage Accounting 13:55 - how to create an invoice on Sage Accounting 15:40 - How to create recurring invoices on Sage Accounting 17:25 - How to create draft recurring invoices on Sage Accounting 18:30 - how to create a credit note on Sage Accounting 20:00 - how to create a credit note from an invoice on Sage Accounting 20:50 - How to allocate a credit note to an invoice on Sage Accounting 22:39 - how to do a customer write off on Sage Accounting 23:21 how to do a customer adjustment on Sage Accounting 24:32 - How to do customer receipts on Sage Accounting 25:29 How to allocate receipts on Sage Accounting 27:58 How to run a customer age analysis on Sage Accounting 28:25 how to pul a customer transaction report or customer ledger on Sage Accounting 29:37 how to run a customer statement on Sage Accounting Pastel Accounting for beginners and Sage 50 for beginners is very similar and can use this tutorial as well. This video is also not sponsored in any way by Sage One and is mainly used as an instrument for training for clients of SA Accounting Network. |
| Category | People & Blogs |
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