Sage Tips and Advice
Call us on 01228 231105 Menu
Home » Latest IT news » Sage Tips and Advice

Sage Tips and Advice

Sage Report Designer

Sage gives you the option to design your own invoice in Sage Report Designer by clicking 'print' on the invoice you have created then choosing a suitable template. If you click on 'edit' you are given the option to design and customise your own invoice.

Batch Invoices

When entering batch invoices on Sage, a warning message is often displayed saying that you have an invalid date or a missing nominal code on a line you do not require when you try to save your data – this is due to the final line been clicked on. You MUST NOT press discard as this will delete all of the data that you have entered in that screen; instead click on the last line and press F8; the single line will be deleted and you can then go on to save your data. Ensure that you save your data on a regular basis when entering a batch of invoices.

Calculate Net Function

If you have an invoice that only shows the gross amount and not the breakdown of Net and VAT, you can enter the gross amount in Sage and click 'Calc Net' at the bottom of the screen – this will calculate the Net amount and the correct amount of VAT.

Bank Accounts

When you have more than one bank account on SAGE, it is always a good idea to enter the account number in the title – this will minimise errors when entering payments and receipts and will let you see which bank account you are updating.

Recurring Entries

If you have regular payments coming out of your bank that are the same amount on a weekly or monthly basis (e.g. rates, electricity, water etc) you can set these up to automatically post on SAGE. Highlight the bank that the payment comes out of, then click 'recurring list' under the links tab – this will allow you to add a payment and will give you the option to include the amount and frequency of the payment.

Hot Topic – Customer invoices on Sage

To raise an invoice to a customer on SAGE you must first make sure that you have created the customer in your customer list and have ensured that all their details are entered correctly, including their name and address. To raise the invoice click on 'invoice list', found under the links tab on the left hand side of the screen. Once on this screen you will see a tab along the top of the screen that says new/edit – this will bring up the blank invoice for you to start entering details. Choose the customer who you are invoicing on the drop down list; their details will automatically feed through from your customer list. Various details can be entered on the invoice. These can include product code, description and quantity of goods sold. To enter these details click on the arrow under the description to bring up a box where you can enter any details you wish to have on the invoice.

Our tips and advice offers you practical tips that can help you manage and understand your business software. If you have any questions and would prefer to speak to us, please contact David Scott 01228 711888 or email

Posted: May 23rd, 2011