• estimates sales contract invoice

    Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email…
  • Has anybody had random invoice details copied into an invoice on post

    We have a customer that has had invoice lines copied over from unrelated invoices when posting a new invoice using the SDK. I've confirmed that the data was copied from an invoice already in Sage as the data that was added included unique serial numbers…
  • I need to add project information to customer statements

    Hello, Is there a way to link project numbers/names from the Projects module in Sage 50 to customer statements? I code all AR invoices to a project and I would like to be able to add this information to customer statements as we are no longer using…
  • Sage 50CA capture issue

    Does anyone know how to add additional Tax Code options to Sage Capture? After installing the Sage Capture app I am not able to select my tax code setup in sage 50ca. Only No Tax shows as an available Tax Code option.
  • Info entered in Message area on Quote form disappears in the conversion to Invoice form

    For 20+ years my company has used Sage/Simply Accounting. Like many businesses, when we do a quote for a customer we are given a reference that may be a purchase order number or a name. We enter that information in the ‘message’ box of the quote form…
  • Auto Credit Note When Payment Received by Different Client

    Hi there, I have a client that operates a few divisions under different names and we have multiple projects with them. We received a payment from one of the divisions that also included payment for an invoice from a separate division. Eg Company ABC…