Sage help - what have I done wrong this time???

[julieanne4]

Please please help, I am trying to do our 2nd Vat return - All relevant sales and purchases are on Sage but I have had to make a couple of corrections. A couple of figures we were given and put on the invoices are incorrect. I have managed to do the corrections so on the activity page the totals are correct but when I click on the invoice to print it out the invoice still shows the old figures - Can anyone help me - Surely I am able to print out an invoice with the correct amounts or would I have to delete it all and do a whole new invoice....

Thanks in advance

Julie

 

[MyAccountantOnline]

I am sure someone on here will answer your question - but just a thought are you now committed to using Sage? My reason for asking is that a few weeks ago I met with a new client using Sage just like yourself, with problems like this and spent a few minutes showing them VT Transaction - they truly couldnt believe how much quicker and easier it was to use. They tell me they have saved hours doing their VAT and bookkeeping and were SO glad I recommended it to them.

(PS I have no connection whatsover to VT and get no commission etc for any sales from VT - just happy clients who are very grateful I have recommended it to them!)

 

[Mister B]

I would like to echo Niola's comments.

Although I don't use VT, I spent over a year trying to get to grips with Sage. Since moved to another system which saves me hours each month

Cut your losses and move on now. IMHO

Mister B

 

[Alpha]

Please please help, I am trying to do our 2nd Vat return - All relevant sales and purchases are on Sage but I have had to make a couple of corrections. A couple of figures we were given and put on the invoices are incorrect. I have managed to do the corrections so on the activity page the totals are correct but when I click on the invoice to print it out the invoice still shows the old figures - Can anyone help me - Surely I am able to print out an invoice with the correct amounts or would I have to delete it all and do a whole new invoice....

Thanks in advance

Julie

Julie

Could you start by explaining whether you are using Sages invoicing module or simply inputting figures externally created via the customer module

Following that would you explain exactly how you corrected the figures please.

 

[TraceyAnn]

HI Julie,

Did you create the sales invoices through SAGE, if so, the only way I have managed to sort out this problem, is to raise a credit note, then re do the correct sales invoice. I haven't found a way of correcting a sales invoice once you have posted it.

 

[displaycentre]

Once an invoice has been posted the numbers cannot be changed even though some of the textual records can.

So no matter what you try to do to the numbers they remain as was. My understanding is that the proper way to correct an invoice that has been posted is to issue a credit note or another invoice.

Hope this helps.

Chris

 

[Mattonella Tile Studio]

Can you not change it through File-Maintenance-Corrections?

 

[julieanne4]

thanks all - I have spoken to Sage and yes although you can correct it in the corrections you need to issue a dummy invoce and then delete it not post it - Have more queries on the VAT return now - Looks lke another call to the helpline tomorrow - Perhaps I need to put them on speed dial...

And to those who suggested VT - watch this space - unfortunately weve only just signed up to Sage..

 

[weebly_one]

HI Julie,

Did you create the sales invoices through SAGE, if so, the only way I have managed to sort out this problem, is to raise a credit note, then re do the correct sales invoice. I haven't found a way of correcting a sales invoice once you have posted it.

This method is an option.

Another way (if you are in Sage 50 and not Instant) is to delete the invoice in file maintenance, then duplicate the incorrect invoice in the invoicing section. You can then delete the incorrect invoice and recall the memorised invoice - edit the invoice number and date to match the deleted one - then make your changes. This saves crediting and re creating the invoice out of sequence.

There is no link between file maintenance and the invoices in the invoicing section - once you have posted an invoice you have to do this long winded fiddle to change things. The problem is with an accounts program that is too easy to edit and change then there is not such a good audit trail of changes that are made.