The company\u2019s services or products are sold to its customers. These customers have to be set up on Sage in order to be able to allocate invoices, credit notes and transactions against the customer. In order to set up customers, click on the ‘New’ button at the top of the Sales Ledger (Customer tab), and follow the wizard.<\/p>\n\n\n\n
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Important! watch out for the below mistakes students commonly make<\/em> When setting up customers, pay close attention to the following: \u2022 Enter the customer code at the start (called A\/C Ref on Sage) \u2022 Make sure to enter the correct Credit Limit and payment terms if provided. \u2022 When entering an Opening Balance, make sure the date and amount are correct, and make sure to enter the Opening Balance as an ‘Invoice’, not a ‘Credit’. To help you remember, your customers typically owe you money for an invoice<\/mark><\/strong><\/p>\n\n\n\n
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In the Sales Ledger (Customer tab) you can complete the following functions: \u2022 Enter in a Sales Invoice to record that a customer owes you a certain amount of money for a particular service\/good you sold them. \u2022 Enter in a Sales Credit Note to record that a customer returned some goods or complained about a service, and it reduces the balance your customer owes you. (Note: Credit Notes have the opposite effect to invoices). \u2022 Generate a Customer Statement to send to your customer – This is a financial document sent to the customer indicating what is owed. Sending your customers statements on a regular basis is a good way of keeping them informed, and it can also gently remind them that their payments are due or overdue. \u2022 Generate a Letter to send to your customer. \u2022 Generate a number of Reports.<\/p>\n\n\n\n
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