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Sage Accounting for UK sole traders and small businesses

Send the invoice, record the expense and see what’s still owed. Here’s how Sage Accounting could fit into the bookkeeping you already do each week.

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View Sage Accounting plans
THE WEEKLY BOOKSUK EDITION
BOOKKEEPING SNAPSHOT Know what’s due.
Design invoice
£480 Sent
Print supplies
£36 Recorded
Client deposit
£120 Matched
Illustrative figures from a fictional business

THE FRIDAY BOOKKEEPING ROUTINE

From a finished job to a settled invoice

Imagine you run a small design studio. You’ve delivered the work, paid a supplier and received a deposit. Here’s how those three transactions can become a simple weekly routine.

  1. Invoice the client. Send the invoice and note when it’s due so you know which payments to follow up.
  2. Record the expense. Log the print bill and keep the receipt with your records. Check whether your plan includes receipt capture.
  3. Match the payment. Check the deposit against your records. If you use a bank feed, confirm your bank is supported and review the matches before closing the week.
A woman working through paperwork at a café table

BEFORE YOU SUBSCRIBE

Pick the plan around the work you do

Start with the features you’ll use each week. Sage lists three Accounting plans in the UK.

01 / CORE BOOKKEEPING

Start

A starting point for a VAT-registered sole trader or small business that needs to invoice and reconcile transactions.

02 / SUPPLIER WORKFLOWS

Standard

Worth comparing if you need to manage supplier bills, work with accrual accounting or use Construction Industry Scheme features.

03 / MORE COMPLEX NEEDS

Plus

Consider it if your work involves stock or multiple currencies. Check what’s included before paying for the extra features.

Check before choosing. Confirm the ongoing subscription cost including VAT, how many people need access and which features or add-ons your business needs. If you’re a sole trader without VAT registration, check which Sage product fits your circumstances.

View Sage Accounting plans