accounting
Offering discounts is one of the most common ways businesses incentivize customers, manage inventory, and improve cash flow. Whether it’s a promotional discount, a customer loyalty incentive, or a volume-based price reduction, applying the right discount at the right time can make a noticeable difference in your profitability and client satisfaction. Sage 50 Accounting, formerly…
For any business that deals with customers and issues invoices, payment terms are an essential component of every transaction. Clearly stated terms tell your customers how much time they have to pay, what conditions apply, and any consequences for late payment. In Sage 50 Accounting, showing fields for terms on invoices and other documents helps…
Invoices are not just requests for payment, they’re a reflection of your brand identity. A professionally designed invoice can create a lasting impression, enhance trust, and speed up payments. One often overlooked aspect of invoice design is the font used. The typeface you choose speaks volumes about your company’s tone, professionalism, and attention to detail….
Creating and sending professional invoices is a key part of doing business, no matter your industry or company size. Invoices reflect your brand identity, your level of professionalism, and how clearly you communicate with your clients. One simple but powerful way to elevate your invoices is by customizing the fonts used within them. In Sage…
Why Add Custom Fields? Out of the box, any software, Sage included, comes with a set of standard fields and business logic designed for general use. But most organizations have unique data needs, extra attributes, qualifiers, status flags, or integrations. Custom fields let you extend the data model without altering the core software. They allow…
Setting up the correct fiscal year start date is one of the most important steps when configuring your company in Sage. Whether you’re starting a new business, switching accounting software, or updating company details for compliance purposes, defining your fiscal year correctly ensures that all your financial reports, such as income statements, balance sheets, and…
In today’s fast-paced business environment, numbers alone often don’t cut it. Whether you’re managing cash flow, tracking sales, or analyzing expenses, visualizing financial data through charts and graphs makes it easier to understand patterns, spot problems, and make informed decisions quickly. QuickBooks Online (QBO) includes several built-in features that allow users to generate interactive charts…
In business accounting, certain transactions, like monthly rent, software subscriptions, or retainer invoices, occur on a regular schedule. Manually creating the same invoices, bills, or journal entries every month not only wastes time but also increases the risk of errors or missed entries. QuickBooks Online simplifies this process with a powerful feature: Recurring Transactions. This…
For small and mid-sized businesses operating in the United States, managing sales tax compliance is a crucial but often confusing task. With varying tax rates across states, counties, and cities, ensuring that you charge the correct tax on every transaction can become complicated fast, especially if you’re using spreadsheets or manual methods. Fortunately, Zoho Books…
For businesses of all sizes, invoicing is more than just a financial transaction, it’s a professional communication that must include accurate and clear information, especially when it comes to billing and mailing addresses. In many cases, a customer’s billing address (where invoices are sent) and shipping/mailing address (where goods or correspondence are delivered) are not…