How can I resolve this? They told you to look at the setup… company parameters block and all i8s as it should be? Put the details in the block at the bottom left side. This will add the details to the bottom of the PO. Hi there Corne, If you linked this sales order to an invoice and no doubt removed the original document, then you are not in luck. Its off the system. I need to return a product to my supplier.
Do I process a Credit to Supplier? It allows only for GL processing. Thanks for the article! In other words, you would need to untick it to ensure invoices are batched. Hi , I want to reverse a supplier invoice , but unfortunately the supplier have just changed their software so they cannot process a credit note , how do I reverse that duplicated invoice. I have a sales order number a customer used it as a reference for payment.
I do not not have the actual sales order, but I need to allocate the payment to an invoice. Is there a way to look up which sales order was invoiced to which customer? Regards, Madelaine. We are creating sales orders on one machine and then link the same to an invoice on another PC as well.
The Linking PC where Invoice is done tends to be very slow when one opens to link to the sales order. Previously it was like at a click of a button but now one has to wait for at least 5 or seconds and maybe even more.
Ironically, there are not any outstanding sales orders in this user profile. Thus, whenever a sales order is linked to an invoice, the original document is deleted.
We have checked the LAN is fine. Even the Pervasive network and transactional tests show that communication is perfectly alright. Good day, can you please let me know if one can delete a purchase order in Pastel, if its partially received?
Hi Maria Yes, you can Go to the purchase orders screen At the bottom of the screen is the delete button. It will ask if you want to delete purchase orders , and from which date forwards… Or you can delete just that one document Bev. So, there will be no way you can link this to its invoice, unless you want to unmatch the payment. Which is not a good idea. And theoretically, the customer usually wants to see a credit on the statement, not so? But as far as the inventory listings goes, if you are using the credit note document screen and have updated, then I agree they should be back in stock on the day the credit note was done.
Do you see the item quantity showing as back in stock? Sometimes this screen shows correct and the report shows a different quantity. You may need to rebuild the inventory master file, and the inventory product quantity files. Can you call Pastel for support on this? How can i delete a a quotation on pastel. Please help I made a mistake by capturing the quotation twice. Hi there Godfrey Deleting a quote is very simple. Open the quote on the screen in front of you. At the bottom of the screen is the delete button.
Just select to delete this document. This has no impact on Pastel or your stock or your financial side, so its fine to delete.
Its like a dummy document. Is it possible to increase the size of columns on a sales invoice on the input processing window. Yes, the sizes adjust the same way that they do in Excel. You hover your mouse on the very top of the line and it will change the mouse to a sideway arrow, and then you hold the mouse and adjust the width. You will need to make some of the other columns smaller then. How do I email an updated invoice from the customer ledger, when I go to the ledger the email option is greyed out?
Hi there You reprint updates invoices from… View… Customers… Documents… select invoices. Please can you assist, normally an invoice, when reflected on the statement, is the total for that invoice, however, I have all of the invoice line items being reflected on the statement, how do I change it back to one line item per invoice?
Hi Donovan Its a setting. If you go to Settings…. At the bottom of the general tab, there is an option to print just the invoice totals or all the lines on the invoice, as doctors rooms do … Hope you come right.
If i select the order it just untick itself. Look at the dates. Is this only on one sales order? Is the sales order newer than the invoice date by chance? That can stop it, as its not due yet. Let me know. Good day Bev I have many negative on my inventory. Unfortunately i have not used my pastel efficiently and need to start now as the company is growing.
How do i clear old stock and negative values. Also if i have many buy outz how do i allocate on pastel.
Kind regards. Nita, I wish it was that simple. Truthfully, you will need a Pastel consultant to help you to delete all the history in a copy company, and point you in the right direction to take on balances for GL, customers, suppliers, and inventory.
I am posting a suppliers invoice with figure 21,,, The system does not allow and force the figure to be 2,,, I get the same result as you in a document screen. I checked the Windows setting, and it is set up to allow And it cant be changed.
This is where Sage Pastel gets its settings from. That would mean sending an email to [email protected]. If you find the fix, I would appreciate it if you would let me know. But I did have to drag the column wider, like you do on a Excel column to be able to see the whole figure. Check this first, then revert to me. Thanks Bev. Hi, i have a situation. A Museum institution whats to start using X-press partner.
However, their TB manual one does not balance , quite in a mess for some years thus opting to use pastel. The challenge is how do i assist them start using pastel? They only have updated inventory as at August. They would like to start posting backwards as of January owing to the fact that other years since TB is out of balance. Please advise. Use the cash book, and capture from their financial start this year, with the opening balance as per the statement.
And take on the inventory. This leaves the TB journal. The thing is if you can work with what you have, and they capture backward more than one year , eventually, you could have a working TB to use for this years company. Caseware could probably merge the financials. I await your reply? The user manual for Pastel has to be downloaded now.
There is no free training provided by Pastel. At this time your package should be upgraded to V19 as the one your company is using is end of life now. I can organise a quote for you if you are interested in upgrading. I had to prepare a sale quotation for a customer, and the approve it. I must then converted the sales quotation to a tax invoice. Pastel has automatically changed the quantity of the watches to 23 units instead of 26 units , but Pastel did the conversion because there is only 23 currently in stock.
However the customer still wants the 3 watches, therefore the assignment said that I have to create another sales order, move then the cursor to the quantities field press F5. Click OK. Hi Nicole, Did you come right? Can you sen me the PDF with the assignment, so I can have a look at it. I know the section you are talking about. Is the whole system freezing you? I await your urgent reply. Hi Bev We have 2 users creating customer invoices.
How can I see on an updated batch, which user created a specific invoice. Hi there, The report you are looking for is the audit trail. And enter each user in turn, print the report to screen, and it will give who did the invoice.
Hi, please help! I have the sage 50 cloud Express program and done an invoice and want to link it to the general ledger, but dont know how. Hi, You need to update the invoice. At the bottom of the screen, you have batch… update. Confirm that you need to update by selecting YES. This will update the invoice to the GL and customer account. Good day, I am trying to print a quote to a pdf printer but gives me no other option than an eng file format.
Could you please assist me to have the file saved as a pdf. Thank you very much. If you are printing the quote from the customer documents screen and setting your printer to a PDF one, then this means you want to save it to your computer first — before emailing it? Then you can change the document layout to csdocpdfsp.
When you print to a PDF printer it is going to ask you to give the document a name such as its invoice number. And it will ask you to save it on your computer somewhere.
You can then open it up by double-clicking the saved PDF name itself. Hi I would like to unmatch a payment allocated to an incorrect customer invoice in a previous year and rematch it to an invoice which is still open I am not sure how to do this.
Go through the steps, tick those items you want, and click link at the bottom. This way you can multiple linked documents on one tax invoice. This is one setting that can never be changed once it has been selected and used in Sage 50C Pastel Partner. It has been ticked, and then a GRN has been created, so there is now history and it is greyed out.
I have Xpress19 Is it possible to email supplier invoices after entry? I cant seem to find this option in the supplier documents setup — It only gives you the option to print. Any advice would be greatly appreciated. Good afternoon. Yes, there is a way. Thanks for your help Bev! I have another query now… Regarding the reporting periods and customer invoicing. When I drafted a customer invoice outside of its perio,d a warning came up to let me know this.
Do you want the bad news or the bad news? Bad news, you have to do a credit note… more bad news, then you have to redo the invoice in the correct period. Thanks, please reply using the email I have supplied. This site uses Akismet to reduce spam. Learn how your comment data is processed. Overview of Document Processing.
Comments 91 Driekie Spies. Hi, I want to print a statement for a supplier but the invoices through out the year is not shown in sequence. Hi, In my customers detailed ledger, i can look at the individual invoices that show, but i cannot email them from there, the email tab is blocked out and it only allows me to print, also i have made sure on the customer account that it says that i can email and print documents.
Hi there The border around my statements seem have to disappeared please help me to fix this problem looks very unprofessional as I need to send to a client. Kim De Beer. Hope this helps Bev. Good Day I have a problem as to where my Invoice does not update I have even tried to delete that invoice and still it shows in my open batches.
Hi, Our company has been recently registered for VAT. Please help. Thank you Sumaya. Hi Is there any way that we can update sales invoices individually in Pastel when there are numerous invoices waiting to be updated or can you only update the whole batch of invoices that have not been updated.
We are using Pastel Partner V Hi, I have a problem with my Purchase Order. Hi there Did you come right. Hi i want to reprint an sales order that has been close, is it possible? Hi, When I create new invoices, I get duplicate invoice numbers. How can I fix it? Thank You. Hi there I have a sales order number a customer used it as a reference for payment.
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