Sage Expenses & Invoices is a fast & simple way to record and understand your business transactions powered by Sage One. No previous experience is necessary. Create and send quotes to your customers, send invoices to your customers as soon as you have finished a job. Record your business transactions in seconds, take a photo of a receipt and you’re done. Track and manage those unpaid and overdue invoices reducing the time and effort required to get paid. View your business performance any time right there in the palm of your hand. Giving you back the time you used to spend playing paperwork catch up.
Create Invoices
● Create invoice for work you have done entering descriptions
● Send invoice to your customer.
● Record payments against invoices.
● Track and manage unpaid and overdue invoices.
● Find Invoices quickly to answer customer queries.
● Create & send quotes for review and agreement by your customer
● Review and manage all of the invoices and transactions for each of your contacts.
● Create products and service records including managing inventory levels.
Record Transactions
● Enter money in, money out transactions from an iPhone home screen with 3D touch or on an iPad.
● Enter transactions from the overview screen in the app.
● Apply a category, description and reference.
● Add a contact and photo of a receipt or bill.
● View the receipt or bill in Sage One Start
● Record and view transactions when offline.
View your performance
● See a picture of your performance this week, month or year.
● See where your money is coming from and going to.
● Compare business performance from month to month this year or in previous years.
● Immediately view your data in the Sage One Start web application.
Find Transactions
● Simple list view of all of your transactions
● Apply simple filters
● Search for a transaction
Contacts
● Import the contacts you do business with from your iPhone or iPad
● Attach a contact to a transaction
● View contact details including their transactions
Requirements :
● Device with iOS 10 or later