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  • Copies of letters and statements to be attached to communications tab on customer card

    There is no history of a letter being sent to a customer. Sage used to record the type of letter but not a copy of the actual letter. WIth dynamic content in the letter s set it is important to retain a copy of the letter that was sent to refer back to…
  • Important: RSA Low or Interest free Loan/Debt Fringe Benefit - Effective June 2020

    Dear X3 HR and Payroll User, The repurchase rate (repo rate) has decreased from 4.25% to 3.75% on 22 May 2020. As from June 2020 , the ‘low or interest free loan/debt’ fringe benefit should be calculated by using the new ‘official interest rate’. …
  • New Mortgage

    I am having a moment and cannot remember the proper way to post this. My boss got a new mortgage in the company's name. It more or less refinances the shop so he could use the cash to purchase personal property as well as make improvements to the shop…
  • Charges

    FormerMember
    FormerMember
    Good Morning, Is there a means to add charges if an invoice is not settled after 30 days automatically please Many thanks
  • Specify Posting Date on Write Off Bad Debt Option

    When writing off a Bad Debt, the posting date is always todays date. A workaround is to post a manual Credit Note, however the ability to set the date on the Write Off Bad Debt screen would be useful.
  • Debtor reports

    Hi All So I am trying to find or create a report to show all overdue customers however I dont want to include the customers who have promised payment. Is there a report already or would I have to create this? TIA
  • How to manage if your business is struggling with debt|uk|ireland

    If your business is in debt, the important thing is to take action immediately. In tough financial times, even the most robust businesses can be affected. But there is help and advice available. 25% of Sage customers say they are worried about the performance…
  • Get Paid Faster: how to improve cash flow

    Late payments are a problem for many businesses with mounting costs and hours spent chasing payments There are steps you can take to help you get paid faster. Our guide to getting paid faster explains which payment method is fastest, how to handle the…
  • How to save time and get paid faster

    Late payments is a big topic of conversation at the moment so we’ve created a handy infographic to demonstrate just how much of an impact late payments has on small businesses and why making sure you’re paid on time is crucial to your business and your…
  • Our new guide to credit control: the essentials to help you get paid quickly

    In July this year the BBC reported that small firms are owed £26bn in late payments and chasing debts costs them millions more. To help support our customers we have published a few articles focused on managing your credit control and how to avoid late…