By default Sage Accounting defines a list of possible Actions that each user could utilize.

The user could instead opt to update these Actions with their own on the Outstanding Invoice Action Codes screen.

For example, you can remind yourself to pass a credit note, or to update a customer’s credit profile. Action codes are customizable – you can create action codes to suit your business.

Click on Customers…Debtors Manager… Outstanding Invoice Action Codes and follow these simple steps:

• Click on the Add Action Code button.
• Complete the Code and Description of the new Action.
• Click on Save.

Note: Using the ID – In Dispute Action Code on any of the unpaid invoices will automatically exclude that specific invoice from all customer communications.