How to use Sage One @SageOneNA #WebToolsWiki

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Sage One

Sage One is a simple online accounting and invoicing solution designed for small businesses. Now you can set the less exciting parts of your business on autopilot and focus on what you love.

Online Accounting
Sage One is a simple, web-basedaccounting solution that gives small business owners an easier wayto run their business.Connect accounting, invoicing, project, task, and time tracking like never before. Since there is no software to install, you can sign in and use Sage One on any tablet, laptop, or desktop with internet access.

Stay on top of finances quickly and easily.
With Sage One, seeing the big picture is just a couple of keystrokes away. Quickly record your income and expenses into customizable account lists, then you’ll be able to easily generate reports—P&L, balance sheets, aged invoices—whatever you need. After that, it’s automatic; recurring transactions are matched and categorized, and payments that flow into your account can be applied against invoices you’ve created.

Bank Integration
Easily connect your bank account and credit cards in Sage One. Know where money is coming in and going all the time—in less time. Sage One integrates with more than 10,000 banks.

Business Dashboard
View your finances at-a-glance. The business dashboard gives you a bird’s-eye view of key activities from a single page. Quickly see what your team is up to and which areas need immediate attention.
Quick Reports
Simple, automated reports make life easier. Generate profit and loss reports, balance sheets, and aged invoice listings with the click of a button.

Easy for your customers. Automatic for you.

Invoicing is time-consuming, so we automated it for you. Select one of our invoice templates, add your logo and tracked time for completed tasks, and send your customers an email invoice—all from Sage One. Customers click “pay now” from their email invoice to pay directly online through Sage One’s payment gateway or PayPal™. Smart alerts and reminders will keep you up to date on invoice activity. Late invoices can be resent to your customers in seconds.

Manage all your invoicing needs in a few clicks.
• Easily customize and brand your invoices
• Merge billable time into your invoices
• Track pending, sent, and overdue invoices
• Send email reminders on overdue invoices
• Accept online payments through Sage Payment Solutions or PayPal™.

Online Payment
When it’s easy to pay, you get paid faster.Your clients can easily pay invoices online through Sage One’s integrated credit card service or PayPal™.

Sage Payment Solutions
Give your customers a convenient way to pay you. They’ll love you for it. And pay you for it.Accept online credit card payments for a low, flat-rate fee with Sage Payment Solutions.
2.70% per swipe plus 20c; 3.70% for keyed in payments plus 20c

Alerts & Reminders
No more worrying about invoices piling up or late payments slipping through the cracks. Sage One can alert you when a customer is late making a payment, and with a few simple clicks you can resend the invoice. You’ll always know what’s been paid, what’s still outstanding, and what’s overdue.

Include Your Whole Team
Sage One allows unlimited users. Invite and work with as many people as you need. We don’t charge for additional users!

Project and Task Tracking
Designate a dedicated workspace for projects and tasks. Create, review and track team activities so nothing is overlooked. Email reminders and activity logs makeit easy to keep others in the loop, no matter where they are.

Time Tracking
Review due dates, estimate and monitor time spent on projects to stay on track. Billable time from completed tasks flows into invoices, making the invoicing process quick and painless.

Share Files
Sharing and collaborating is easier than ever. Invite anyone to work with you, assign tasks, share ideas, files, status updates, and feedback. They don’t even need an account to view and comment on files.

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