Sage 50 Accounts - Managing Customers and Suppliers:

• 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 gives you the tools to do it quickly and securely. With an additional charge, Sage Payment Solutions, powered by Protx , updates your 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.

• Make the most of discounts and deposits:
  You can clearly see and change discounts as you enter invoices and orders. A range of discount options is available, from basic percentage discounts to invoice-value discounts and stock-quantity discounts. Whether you want to apply one-off discounts or discounts across the board, Sage 50 Accounts helps you provide your customers with a clear indication of the total discount allowed.

• 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 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.

• Improve your project costing (Sage 50 Accounts Plus and Sage 50 Accounts Professional only):
  This feature lets you create records for specific projects and specific 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 (Sage 50 Accounts Plus and Sage 50 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 (Sage 50 Accounts Plus and Sage 50 Accounts Professional only):
  This feature lets you store and manage multiple customer, supplier and company delivery addresses.

• Clear your mind with our in-built diary: Did I remember to make that follow up call? When do I need to pay my suppliers? Our in-built diary helps prioritise the daily workload, sets reminders for recurring tasks, automates diary events (such as following up promised payments) and integrates with Microsoft Outlook. You can also link your tasks to your contacts, so you have all the details you need right then and there.

• Quickly and securely run your reports together: Our new batch reporting feature allows you create your own batches of reports and run them off all in one go. You can password protect any PDF file containing sensitive financial information, so only those with the authority to access the files have the means to do so.