• Change VAT code for entire invoice?

    Is there a way to change the VAT code for an entire invoice rather than going into each product line item individually? We work for a lot of builders on multiple projects with different VAT charge requirements so cannot easily default change the customer…
  • Why and how to avoid: Orders input by other users not showing immediately.

    Problem We have several users who look after sales and purchasing who are in different offices. Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user…
  • Moving customer invoice issue

    Hi, I've recently moved a customer's outstanding invoice from one customer account to another - the issue is that in the original customer account the invoice has been marked as cancelled and is no longer showing as outstanding (as expected) but an…
  • Invoice Module

    Hi Currently in our small business all quotes and orders are written in excel. (My boss insists on this) If we win the order I then manually copy the order over into the invoice module once delivered. We are in the HVAC business so here is a sample…
  • Duplicate Invoice VAT Reverse Charge problem

    We often duplicate previous invoices so the description, nominal, department, etc remain consistent throughout the project. This is now no longer possible due to the way the VAT reverse charge has been set up. As there will always be numerous lines…
  • Difference between Delete and Cancel

    Hi there, it's seems that when I try to delete certain transactions such as purchase invoices, sometimes it 'deletes' the transaction and turns it red. However sometimes it 'cancels' the transaction and raises a transaction to reverse it. I can't…
  • Nominal Ledger Activity Data import into Microsoft Power BI

    Hi, I am a Business Intelligence Developer in my company and importing data from Sage 50 accounts database into Power BI using sage ODBC driver. Nominal Ledger table has data at month level but now, our requirement is data at the invoice level. There…
  • Recurring Invoices

    HI all, sorry if this has been asked many times before, but i cant seem to find the answer. On Sage50 Cloud, can you set up a recurring invoice? So that it automatically generates an invoice for the same amount on the same day each month? Ideally…
  • Mobile App and Sage 50

    Hello! Our company is looking for mobile application software that can be synchronized by internet connection with office software such as Sage 50 accounts (using Sage 50 Accounts at the moment). We need to speed up the process for our remote field…
  • Receipts or invoice amount in words

    Can anybody suggest how to design the invoice form to include amounts in words in sage 50 UK.
  • Email Invoice Problems

    Hi all, I'm trying to set up Sage 50 Cloud to email invoices and statements directly to Customers. I use Outlook365, which is set as my default email provider and I work with Outlook already open. If I try to send an invoice by email, it comes…
  • Zero rated Invoices.

    Hi from time to time we must do services invoices. Sometimes there is no charge on this service as the goods are still in warranty, When this happens, although the customer account is present on the Service Invoice because it is zero in value it does…
  • Warning when amending invoice raised from quote

    Hi, I've just started converting quotations to invoices. If I amend the invoice it comes up with a warning: "This invoice was created from a quote. Any amendments made will be shown on both the quote and the invoice." Is there a way to deactivate…
  • Reprinting Sales Invoice

    Hi, I need to amend and reprint an old sales invoice on sage 50 cloud, but the invoice is not currently showing on the 'Invoices and credits' tab, I can only see it in the 'customer activity'. Any idea how I can do this?
  • Sage 50 Debtor Chase Letter - Show invoices approaching due.

    Hello Everyone, Unlike Sage 200, Sage 50 does not have an option to send reminders automatically or to send reminders for invoices that are approaching due. I'm hoping to be able to customise the built in letter template "Itemised Chase Letter 1 (Reminder…
  • Automate emailing outstanding or overdue invoices for a list of customers

    Has anyone achieved to automatically email run all outstanding or overdue invoices for all customers or group of them ?
  • Report generation error in invoices

    I have had the following error message when trying to run the @Sales by product (detailed)@ report in invoices on sage 50....... "The report could not be generated. Arithmetic operation resulted in an overflow." Has anyone had this before and…
  • Unable to email invoice from Office 365

    Good Morning, One of our clients are unable to email invoices etc from within Sage, when we try we get the following error message. " Please install office update: Redistributable Primary interop assemblies to run function." The office version…
  • rebuilding invoices

    Hi, Is it possible to re-build my data excluding invoices and corresponding bank receipts only? Thanks
  • Any way to you can get a n/c when it’s used to never add vat?

    For example the code for entertaining. Everytime it’s used in batch invoices, cold if never add vat? When a invoice uses the a specific nominal code, is it possible that the code never adds vat.
  • Recurring Invoices

    FormerMember
    FormerMember
    Hello, Unfortunately, we ran our recurring invoices routine for 31 July in error yesterday. Not an issue in that none of them were posted and they can be deleted from the invoices list. However, each one is now flagged with a "last processing date"…
  • Sales orders, stock and deposit invoices

    Hi everyone So we use Sales Orders to keep track of stock movements and invoice our customers for products. We are charging staged payments (i.e 25% deposit, 25% when stock delivered etc..), and in the past we have always just raised an invoice for…
  • Proforma Invoices

    We generate proforma invoices for customers whom we would like to pay for goods prior to despatching them. The issue we appear to have is that when we then despatch the goods, we are generating another invoice. We would like to simply convert the proforma…
  • Custom message when emailing invoices

    We email invoices straight out of Sage - when they go to Drafts I then have to work through and add the same email message to each 'Please find attached etc etc'. I have googled and looked at various options but can't find a way to set up a standard email…
  • email sending options

    FormerMember
    FormerMember
    Hello Two users accessing Sage on different machines One wants to send invoices by email immediately Other one wants to send emaIs to inbox so they can be edited before sending. At the moment if one user changes email sending setting it affects…