Sage Accounting Tutorial - Customers & Invoicing - (SA 2023)

Sage One Accounting Tutorial – Customers and invoicing for beginners!

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If you are just starting out with your own business and need to set up your Sage One Accounting software then this is the place to start.

I will be doing a series of tutorials where I will teach you how to do the basic set up, everything relating to customers and invoicing, suppliers and supplier payments, banking, reports and year end procedures.

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Also remember to complete the form at

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And we will register you on Sage One accounting for FREE!! (The trial version – you can upgrade to the full version by contacting Sage)

Here is the breakdown of the tutorial
0:00 - intro
2:38 - how to add a customer on Sage Accounting
6:50 - how to create a quote on Sage Accounting
9:20 -- how to set up items on Sage Accounting
10:35 - how to email quotes from Sage Accounting
12:35 - 2 ways to create an invoice on Sage Accounting
12:45 - how to create an invoice from a quote on Sage Accounting
13:55 - how to create an invoice on Sage Accounting
15:40 - How to create recurring invoices on Sage Accounting
17:25 - How to create draft recurring invoices on Sage Accounting
18:30 - how to create a credit note on Sage Accounting
20:00 - how to create a credit note from an invoice on Sage Accounting
20:50 - How to allocate a credit note to an invoice on Sage Accounting
22:39 - how to do a customer write off on Sage Accounting
23:21 how to do a customer adjustment on Sage Accounting
24:32 - How to do customer receipts on Sage Accounting
25:29 How to allocate receipts on Sage Accounting
27:58 How to run a customer age analysis on Sage Accounting
28:25 how to pul a customer transaction report or customer ledger on Sage Accounting
29:37 how to run a customer statement on Sage Accounting


Pastel Accounting for beginners and Sage 50 for beginners is very similar and can use this tutorial as well.

This video is also not sponsored in any way by Sage One and is mainly used as an instrument for training for clients of SA Accounting Network.