• Project allocation on Sales Orders

    I enter sales invoices as sales orders initially. Some of the orders have multiple projects. But there is no column to allocate individual lines to a project. Only the entire transaction can be added to a project. Does anyone know if there is a setting…
  • 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…
  • Sales Journal - debiting a payable

    Hi. In the Sales Journal, is it be possible to set up a transaction to debit a payable, instead of Cash or A/R? We am attempting to do the following transactions in Sage 50 2019 Canadian Edition: 1) Increase the size of petty cash for our shop; and…
  • Do not show backorders on invoices

    Cannot find any answers online for this.. Is there a way to convert sales orders to an invoice without showing the backordered items on the printed invoice? Any help is appreciated. Thanks
  • Hourly Sales Invoices

    Does anyone know a work around for creating hourly sales quotes in Sage? Some of our consulting services are rendered hourly because we have no way of knowing how long it will take. When I am making a sales quote, sage does not allow for me to say anywhere…
  • Sales Order in Next Year

    What are the risks to entering Sales orders dated for the next calendar year? Or What are the risks to entering a Ship Date in the next calendar year? Thank you
  • Not and Order and Not an Invoice

    I seem to have lost a Sales Order/Invoice. Can you help me recover it? When I search for Invoiced Orders , it shows on the list: When I search for Sales Invoices , it is not on the list It's also not on any Receivable Reports When I open…
  • INVOICING PROGRESSIVE BILLING

    Is there a way to keep track of materials used and labour for a project on excel and export it into sage as a sales invoice? I have been weeks trying to figure out the easiest way to keep track. I could use time slips to keep track of labour but it doesn…
  • Operational procedure for shipping using packing slips.

    I have a question and I'm looking for feedback from those who might be in the same situation or know of others dealing with this. Here's my situation: I'm trying to move a distribution/manufacturing company from a manual set of books to the computer…