• Overview
    • What's New in Sage 50
    • Getting Started
  • Accounts
    • About Accounts
    • Creating an Account Record
    • Account Record Settings
    • Checking the Validity of Accounts
    • Reconciling an Account
    • Importing an Online Statement
    • Setting Up an Account for Online Banking
    • Consolidated Companies
    • Account Departments
    • Banking
  • Transactions & Reporting
    • Sales (Money In)
    • Purchases (Money Out)
    • Payments (Money In and Out)
    • Inventory & Services
    • Projects & Tracking
    • Reports
  • Employees
    • About Employees
    • Create an Employee On the Fly
    • Creating an Employee Record
    • Employee Records
    • Employee and Payroll Settings
    • Payroll
    • Employee Entitlements and Benefits
    • Time and Billing
    • Government Forms
    • Processing Payroll
  • Settings
    • Settings Window
  • More
    • Renew Your Sage Business Care Gold or Payroll Subscription
    • Learn about Credit Card Processing for Customer Payments
    • Microsoft Office 365 Integration
    • Mobile Invoicing with Sage One
    • Sage Drive
    • Sage View
  • All Files

Customer and Sales Settings

Learn about the different settings for customers and sales in your company.

Add, Change, or Remove the Linked Bank Account for a Currency - Sales

Add, Change, or Remove a Linked Account for Sales

Calculate Customer Early Payment Discounts Before Taxes

Change the Aging Period for Customers

Add, Change, or Remove Default Messages on Invoices, Orders, or Quotes

Change the Terminology Used for Customers and Sales

Include Paid Invoices on Customer Statements

Settings Window - Customers & Sales

Settings Window - Customers & Sales > Discount

Settings Window - Customers & Sales > Linked Accounts

Settings Window - Customers & Sales > Names

Settings Window - Customers & Sales > Options

Set Up Form Options for Customer Invoices

Set Up Form Options for Customer Statements

Set Up Form Options for Receipts

Set Up Form Options for Sales Orders

Set Up Form Options for Sales Quotes

Set up Interest Charges for Late Customer Payments

Published: June 19, 2017
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