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Sage- mis-match in VAT codes with cash accounting- can't allocate invoices and credits

  • Member PM.Dip
  • Practice Licence
  • 4 posts
  • # 118181

I have a situation where my client who is working on cash accounting on sage raises invoices and credits which include both vatable and non-vatable products and when a refund is due to their customer we cannot allocate the invoices and credit off together due to ''a mis-match in VAT codes'' does anyone know how to do this please?

Thank you

  • Member PM.Dip
  • Practice Licence
  • 10 posts
  • # 118182

Hi Jo

Sage is a real pain when it comes to this !  You don't say which version of Sage they have but the only 2 things I can think of to try are 1) if crediting an entire invoice then use the 'credit invoice' button (if you have it) from within the invoicing area. This will do the allocation automatically and should be ok or 2) if it's a partial refund then do a separate credit for each vat code e.g credit the non-vatable items and allocate it and then credit the vatable items. It's not exactly elegant but should work I think as long as you're able to allocate items individually. Failing that, you'll need to ask Sage I think - it's high time they made it easier for sales and purchases. I have the same trouble with a client whose electric bill is sometime 5% and sometimes 20% and is by paid d/d in advance, it's such a faff when the bill comes in.

Good luck !

  • Member PM.Dip
  • Practice Licence
  • 4 posts
  • # 118185

Julia F said:

Hi Jo

Sage is a real pain when it comes to this !  You don't say which version of Sage they have but the only 2 things I can think of to try are 1) if crediting an entire invoice then use the 'credit invoice' button (if you have it) from within the invoicing area. This will do the allocation automatically and should be ok or 2) if it's a partial refund then do a separate credit for each vat code e.g credit the non-vatable items and allocate it and then credit the vatable items. It's not exactly elegant but should work I think as long as you're able to allocate items individually. Failing that, you'll need to ask Sage I think - it's high time they made it easier for sales and purchases. I have the same trouble with a client whose electric bill is sometime 5% and sometimes 20% and is by paid d/d in advance, it's such a faff when the bill comes in.

Good luck !


 Hi Julia

Thanks very much for taking the time to reply.. I will give both options a try later this week :-)

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