Customers (Sales Ledger) – Sage 50 Online Training

 

Learn key Customer (Sales Ledger/Debtors/Accounts Receivable) related tasks in Sage 50 Accounts.

Suitable for all levels, including new and existing users who either want to learn Sage or get the most out of their software.

The course has a ‘play and pause’ approach – learn whenever, wherever and however it suits you.

This course includes life-time access to:

  • 25 video tutorials
  • 6 session quizzes to enforce your learning

The following video tutorials are included in this course:

  • Customers Overview
  • Setting up a New Customer Record
  • Setting up Customer Defaults
  • Viewing a Customer Activity
  • Entering Customer Batch Invoices or Credits
  • Recording Customer Communications
  • Posting Customer Corrections
  • Customer Invoices & Credits Module:
    • Entering Service Invoices
    • Entering Product Invoices
    • Printing Invoices
    • Adding Logos & Text to Layouts
    • Setting up Email Defaults
    • Emailing Invoices
    • Updating Customer Invoices
  • Entering Customer Receipts
  • Customer Reports & Debt Chasing
  • Creating Customer Statements
  • Dealing with Customer Bad Debt Write Off
  • Customer Batch Changes
  • Dealing with Customer Bounced Cheques
  • Exporting Data
  • Global Changes
  • Hiding Wizards
  • Microsoft Integration
  • Tailoring your View

Your Trainer:

Rebecca Wooderson FMAAT

Passionate about all things Sage. Rebecca always jokes you could cut her in half like a stick of rock and see the words SAGE running through her!

Rebecca has used and trained people how to use Sage for 23 years. She spends most of her time travelling the UK delivering bespoke training and undertaking Sage consultancy work. She specialises in project management, processes and workflows.

Specific areas of expertise: Stock/SOP/POP, Charities, Projects

Video Tutorial Preview:

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course – you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
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