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Erzsi_I

Welcome to the Sage BusinessWorks Community!

Posted By

Profile pic of Erzsi Institorisz

I’m Erzsi, the Community Country Lead for North America, and I’m excited to reintroduce myself here on Community Hub! Whether you're a long-time member or brand new to the group, this is a space to connect, share knowledge, and support each other in all things Sage BusinessWorks.

Our community is here to help you get the most out of your Sage solution—whether you have questions, best practices to share, or just want to engage with fellow users, we’re here for you!

A little bit about me:  Before joining Sage, I worked at Service Canada in Employment Insurance, promoting ROE Web and helping businesses adopt digital solutions. Outside of work, I volunteer with NGOs focused on food security and agriculture—causes close to my heart. I’m also a musician and singer/songwriter —so if you ever need troubleshooting tips or an impromptu acoustic set, I’m your person! Notes

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We have an amazing group of Sage colleagues who help oversee this forum and share their expertise:  &  . They'll be introducing themselves in the comments, so stay tuned!

We’d love to hear from you—feel free to drop a comment to introduce yourself, share what you do, or tell us how you use Sage BusinessWorks in your business. Let’s make this space a great place to learn and collaborate!

Looking forward to connecting with you all. Herb

Parents

  • When returning an invoice, the total did not include freight charges and tax on freight.  The credit memo is off from the original invoice as a result, any suggestions to fix this?

  • in reply to Megan WMI

    Megan WMI-

    If this was an Order Entry tax would have been included in the amount once the taxable line item was selected.  The line item for Freight would need to returned manually.  Try going to OE, Invoice, Invoice return and select the line item for freight and tax to be return.  If the invoice is no longer available, then you can do a manual credit memo using AR, Transactions, Credit Memo.

    Otherwise, if the credit memo is off from the original invoice, then it may be best to have you reach out to our Live Chat team for further troubleshooting on your specific issue.  To get to Live Chat in the program, just go to Help, Live Chat or go to www.sage.com/resouces

    Sincerely,

    Coleen

Reply
  • in reply to Megan WMI

    Megan WMI-

    If this was an Order Entry tax would have been included in the amount once the taxable line item was selected.  The line item for Freight would need to returned manually.  Try going to OE, Invoice, Invoice return and select the line item for freight and tax to be return.  If the invoice is no longer available, then you can do a manual credit memo using AR, Transactions, Credit Memo.

    Otherwise, if the credit memo is off from the original invoice, then it may be best to have you reach out to our Live Chat team for further troubleshooting on your specific issue.  To get to Live Chat in the program, just go to Help, Live Chat or go to www.sage.com/resouces

    Sincerely,

    Coleen

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*Community Hub is the new name for Sage City