Record a one-off Sale
Use a bank receipt to record your money received in Sage 50 accounts without creating a customer record.
EXAMPE: A one off sale, the banking of cash sales or bank interest received etc.
Use a bank receipt to record your money received in Sage 50 Accounts without creating a customer record.
- Click Bank accounts.
- Select the account you want to receive the money into.
- Click Bank receipt.
- a) Bank * – check you have selected the correct bank account. TAB
- b) Date * – enter the date of the transaction. TAB
- c) Ref – you can enter a reference if required eg Paying in slip number or cash sale number. TAB
- d) Ex. Ref – you can enter an additional reference if required here or leave blank. TAB
- e) N/C * – Enter the relevant Nominal Code. TAB
- f) Department * – enter the relevant department if you are using departments. TAB
- g) Project Ref – select the relevant Project if required. TAB
- h) Details – enter some details about the transactions. TAB
- i) Net – enter the net amount, if you do not know the net amount you can enter the gross amount and click Calculate net (F9). TAB
- j) T/C* – select the correct VAT code. TAB
- k) Tax – check that the VAT has been calculated correctly, if not amend as required. TAB
- You can either click Save or carry on with the next line.
Memo if a sale is for more than one item eg they are for different types of sales and/or have different rates of Tax, just split the transaction over two lines using the same date and reference but different nominal codes and/or different VAT Codes, just make sure that the Total at the top agrees to the total of the receipt when you have finished.
If you would like help entering bank receipts or need any other help with your Sage Accounts please contact us