Sage 50 - Managing your customers.
Speed up your invoices and orders
Reduce costs, improve the efficiency of your business and increase your service levels by managing your invoices and orders electronically - send and receive them via email directly from your Sage 50 Accounts software so there's no need to re-key information.
Professional invoicing
Generate invoices for your customers by using the product records you created or details of the services you provide.
Take card payments over the phone
We know that more and more businesses want to offer card payment facilities to their customers and Sage 50 Accounts 2008 gives you the tools to do it quickly and securely. With an additional charge, Sage Payment Solutions, powered by Protex, updates your Sage accounts automatically when you take card payments.
Effective credit control
Improve your cash flow and know who owes you what, and when, with effective credit control. You can record detailed credit information about your customers and suppliers, with all credit control functions in one central area. Keep and control a full credit history for both customers and suppliers.
Refunds in one single transaction
Customer and supplier refunds are easier to handle: one simple transaction will automatically update all your records.
Make the most of discounts and deposits
The effects of percentage discounts, one-off reductions and deposits are calculated automatically. You and your customers can see all the adjustments displayed clearly on your invoices.
Make the most of your customer and supplier information
Keep detailed records of your customers and suppliers - including a history of transactions, without lots of paper waste. View a comprehensive list of all your customers and suppliers whenever you need it, with the facility to process batch invoices, view outstanding invoices, and print labels, letters, statements and reports.
Handle quotations with ease
Create quotations and proformas and choose whether you want to turn a quotation into an order or invoice, or whether you want to keep the quotation for your records. Analysis and reporting tools help you to monitor the top performers and how many orders you win and lose, as well as allowing you to track the conversion of quotations to orders.
Store your documents
You can store, view, modify and print attachments such as letters, price lists, delivery and assembly instructions, letting you keep control of all your documentation within Sage 50 Accounts 2008.
Improve your project costing
(Accounts Plus and Accounts Professional only)
This feature lets you create records for specific projects and customers, assigning project references to them. You can organise your projects in logical groups, record committed costs against projects, analyse rolled-up costs and budgets, and compare costs incurred against budgeted amounts. There is also a flexible reporting system that allows you to produce information that will help you to monitor costs.
Individual customer pricing and custom price lists
(Accounts Plus and Accounts Professional only)
As well as the overall sales price, a product code can contain a sales price for each individual customer. You can also set up a number of Price Lists for your product records.
Manage multiple delivery addresses
(Accounts Plus and Accounts Professional only)
This feature lets you store and manage multiple customer, supplier and company delivery addresses.
Speed up your invoices and orders
Reduce costs, improve the efficiency of your business and increase your service levels by managing your invoices and orders electronically - send and receive them via email directly from your Sage 50 Accounts software.
Monitor key areas of your business.
Manage the performance of key areas or activities more effectively. Track your business activity, by area, with the flexibility to drilldown to more detail. Information is instantly available, so you no longer have to run reports to get the breakdown you need.See more...
Managing your finances.
Managing your business.
Managing your customers.
Managing your products and services.
Working with Sage 50 Accounts 2009
