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Post Info TOPIC: Sage Instant accounts
Deborah


Newbie

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Sage Instant accounts
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When a customer pays an invoice do I enter it on Sage as a paid invoice or a bank payment.

Thank you.

 



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Amanda


Expert

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The invoice should already be on Sage, and if this is the case then go to 'banking menu' and click on customer this will bring up a window that says 'customer receipt' then in the left hand corner it should have A/C, scroll down to find the customer, then it should come up with their invoices that are not paid. I am basing this on Sage instants, what version of Sage are you using?

Bank Payment is when it things like Bank charges, bank payment is when something is going out of the bank account not coming in.

HTH

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Amanda
Deborah


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Thanks Amanda - that was really helpful. I am using Sage Instants - not sure what version but has we have only just bought it I am presuming it is the most recent.

Deborah

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Amanda


Expert

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OKay, My version is an old one but I expect its very similar still.

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Amanda
Deborah


Newbie

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Hi Amanda,
Can you tell me please whether and if so, how, I can print out a list of all the Financials in Company part of Sage Instant Accounts?
Thanks so much
Deborah

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Stardoe


Guru

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Posts: 1470
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Hi Deborah,

What is it you are actually wanting to print? Are you talking about the Financials module? i.e. you want to print the audit trail?

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Pauline
ally21stone favarpa


Member

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Hi How do you delete a bank payment on sage, some are already included in the bank rec though.

Thanks

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