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I have 2 companies run under the same parent company. Is there a way to have a designated invoice for each company with a different logo in the same instance of SAGE 50?
Dans la section des paiements j'ai un montant négatif avec un numéro de note de crédit. Je veux éliminer ce crédit mais je n'arrive pas à retracer la transaction car il n'y a pas de date d'inscrit. Est-ce que quelqu'un peut me dire où trouver cette note…
When sending invoices to clients, often I need to send additional information (such as warranty documents). It would be great if I could attach those additional documents to the invoice in Sage and send them together.
So currently when you add a new customer into your system with name, address, phone #, etc., and you go to create a sales order or invoice under that name, all the customer's info that you entered will show up under the billing info and ship to section…
I'm trying to figure out how to relate Sales Order Number to Invoice Number in the data (for extract and reporting). There is a screen in the front-end that does this titled "Sales - Looking up Invoice xxxxxxx". It shows both the Invoice Number and the…
Should a retainer be entered as a Vendor invoice and paid against it, or as a Vendor prepayment, or just a GJ entry? What is the proper way to do this?
Thanks to anyone who can help out
The system currently allows us to send invoices, quote etc to multiple emails (provided they fit in the character limit), but when you try and send a customer statement, the system requires you to only have 1 email. Very frustrating to change back and…
I have already figured out how to add the subtotal as a separate line item, but is there a way to get the subtotal and total tax to appear at the bottom of a custom invoice? Somewhere just above the total instead of as a line item.
I don't like how…
Make the search bar for invoices and purchase orders stay there even after clicking the invoices you would like to select.
There is so much extra clicking when looking up multiple invoices when you have to go back and start a new search every time you…
Hello,
I'm new to Sage 50 and I am currently looking into automating uploads for employee expenses and external invoices. From what I have seen so far online I under that this can be done from a CSV or text file. However, when looking at various resources…
Hello,
How does one change column width? In previous posts (6 years old and older!), it was suggested to hover and then change the column.
The closest i get to that is to click on a box that contains all of the columns, However, that changes the box…
There is a customer who paid by foreign currency. Normally, their sales is in Canadian dollars. But this time, they paid by US currency.
It is supposed to be $100.00 canadine. But they paid in $80.00US dollars. Then, we deposited $80.00US into our US…
My company provides transport services billed by the hour and invoiced by the week (some customers will be using our services 4-7 days each week).
We currently use an Excel spreadsheet to track/report the daily hours and calculate the total weekly hours…
We are a service company and we are looking to invoice customers every 28 days. Is there a way to automatically print the billing period on an invoice. Currently we have to add it to the description on the invoice.
Thank you in advance
Hil guys and galls,
I've been looking for a reason why I can't send my invoices by e-mail through Sage 50 and, after having read so many topics in the forums, I finally found out a very probable reason : my Sage 50 application seems to not load the…
When i run Sage_Sa_import from command line, i am able to get everything automated without asking any questions.
but it returns the results in a window, how can i redirect the answer to console so i can capture it and make sure the import process was…
Currently:
1. We add a courier and tracking number to a sales invoice. (Ctrl+K)
2. We email the invoice to the customer. (Ctrl+Shift+M)
3. Customer receives invoice via email in PDF format.
4. In order for the customer to track the order, they…
I'm an older user, and I tend to use keyboard shortcuts rather than my mouse if I can, just for the sake of speed. So when I open a Purchases invoice to enter, I tab from Transaction to payment method, which I will change to cheque. Then I make sure I…
The Sage 50 UI feels really outdated as far as editing capabilities. I've already requested a spell check feature, and there's another feature that would improve Sage in terms of efficiency. For users who make very detailed invoices/orders/quotes with…
I noticed my invoices printed with two logo's (same design) in the upper left corner (one slightly overlapping the other). Thought it was just an error when I set up although I haven't changed my invoices or logos for a couple of years. Was talking to…
A Purchase Quote transaction happens usually over the phone or email. It is made for recording a cost estimate on a specific day and time as perhaps the items you are wanting to purchase can go up and down in price. This information is already received…
If the invoice is still in the system under accounts payable, create a new invoice with the last fiscal year date for the Vendor but with a negative amount instead. Use the original invoice number as a reference in the new invoice number. Put some notes…
We did not lock the year yet as we didnt send the stuff to the Accountants yet. I already did my GST report and I just got an Invoice dated March 31. Would it be better to enter it as April 1st so it doesnt throw off the books for the accountants?
