Knowledge Base

How to synchronise customer orders, credit notes, new accounts and invoice information from Workbooks directly into Sage Line 50, Sage Line 100 and Sage Line 200 accounting packages using Sagelink.

Customer Contracts are effectively another set of Transaction Documents within Workbooks, which help you manage the contractual obligations that exist between you and your Customers. Contracts are available to users with the appropriate extension licence. For

An overview of what Supplier Orders are used for and what the Strict Supplier Order setting means.

Workbooks includes a number of object record types relating to financial transactions, which can be printed to PDF so that they can be sent to Prospects, Customers and Suppliers. These records are commonly referred to

An overview of how to use Credits Notes within Workbooks.

An overview of what Invoices are used for within Workbooks. Invoices within Workbooks work as you would expect, showing quantities, prices, payment terms.  All these fields can be auto-populated (from the previous Transaction Document), but