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Updated in [July 24th, 2023]

This Sage One Accounting Tutorial – Customers and invoicing for beginners is designed to help you understand the basics of setting up and using the Sage One Accounting software. It covers topics such as how to add customers, create quotes, set up items, email quotes, create invoices, create recurring invoices, create credit notes, allocate credit notes to invoices, do customer write offs, do customer adjustments, do customer receipts, allocate receipts, run customer age analysis, pull customer transaction reports or customer ledgers, and run customer statements. This tutorial is suitable for both beginners and experienced users of Sage One Accounting software. It is also applicable to users of Pastel Accounting and Sage 50. This tutorial is not sponsored in any way by Sage One and is mainly used as an instrument for training for clients of SA Accounting Network.