Sage help

Hey guys
regarding Sage, when do you have to use the Pay in Full Button and Automatic Button when recording a payment?!
is it when i pay off a payment i go to the pay in full when i reach the receipt column, or do i click automatic?
help would be appreciated!
Harry
regarding Sage, when do you have to use the Pay in Full Button and Automatic Button when recording a payment?!
is it when i pay off a payment i go to the pay in full when i reach the receipt column, or do i click automatic?
help would be appreciated!
Harry
0
Comments
You can use either button to pay off accounts. Me personally, if its a straightforward account with no credits and overpayments I use the automatic button but always check that the last item sage has allocated againt is cleared in full.
If the account has old disputed items, credit notes or lots of invoices I tend to manually enter the amounts against invoices to make sure its done right.
Hope that helps you
Sarah
to enter invoices wouldnt i go to customers, invoices then to enter credit note customer,credit ...or can u add them both on the invoice screen?
Thanks
Harry
When you are in the bank module, pay suppliers, it comes up with a list of all the invoices outstanding. You can check that the last payment allocated matches the amount of the invoice. If you've already come out of supplier payment, open up the supplier activity. You will see all the invoices and the purchase payments made, if the full amount has not been allocated there will be an amount outstanding in the o/s column.
Personally I never use the auto button, to be honest I hadn't noticed it before now! I just click pay in full for each invoice/credit note, then write the cheque for the total. Saves having to get the calculator out and makes Sage do the work.
Not sure what you mean? :confused1:
..So its best after each invoice to click pay in full and then just enter a new invoice after....? What do you mean by writing a cheque for the total?! Once I have entered the invoices can I simply go on to the next task or do I have to write a cheque? e.g. Bank/Customer or Bank/Supplier?
Thanks for your help by the way I appreciate it
Harry
So if you want to pay off a supplier you'd open up supplier module and select pay suppliers. When you select which supplier you want to pay it should come up with a list of o/s invoices and credit notes, enter the date of payment, cheque number and click pay in full against the invoices you are paying. There could be credit notes listed as well which will reduce the amout o/s. In a real live situation you would write a cheque out.
I can see this reply is going to go on and on......
Don't envy you trying to do this without the trial version!