Not Planned

Thank you very much for taking the time to tell us about your idea to improve Sage 50cloud Accounts, or to comment on another user’s idea.

Sage are currently reviewing all of the ideas from our customers with the view to include those that have gained the most votes in a future release.

Unfortunately, since posting your wish it has not gained enough support from other members for it to be considered for inclusion in a future release.

To see what we currently have planned, please take a look at all the ideas with the status of Currently ‘Coming soon’.

Improved Credit Control Features Required

We have over 600 customer and find credit control within Sage Line 50 Professional cumbersome.

Some of the following would help immensely to stream line the process

1. Automatic Issue of Statements

If each customer could be set to automatically send a statement by email at a set date, to a set email address this would save enormous amounts of time. We would need the ability to turn this feature on or off by individual customer and have a specific email field in their account for this purpose as it may differ from the invoice email address for example.When I say automatic, I mean fully automatic, it should just happen on a set date each month with no user input.

2. Automatic Issue of Copy Invoices

The most common reason we get for non payment of accounts, is that the customer did not receive the invoice (aka lost it). A fantastic feature would be for each invoice not paid to terms, an automatic email would go out to the customer the day after payment was due, with a copy of the invoice attached. We would need an email address specified for this purpose (another email address field) and the ability to edit what the email said.

Having the ability to use both of the above or one or the other would also be a benefit, so that you can mould a specific policy for each customer.

3. The ability to do global changes would also help. being reminded that we haven't agreed credit terms with each of our 600 customers is becoming tiresome, it would be handy to be able to tick that box for all of them in one go, then go and edit the customers we specifically need to edit. Trawling through 600 customer individually updating credit terms is not feasible.

Thanks Sage, we love your product in many other ways, but please make chasing money from our customers a bit easier!!

Cheers

FormerMember
FormerMember
  • I forgot you can make global changes for all of your customers using the (Batch Changes) option available in v24


  • Absolutely I couldn't agree more Sage should enhance its Credit Control functionality with automated emailing for both statement of accounts and overdue invoices, according to due dates or (n days before date, n weeks before)
    .
    I would also like new date field for when our customer have a payment run, so we could email them n days or weeks in advance their statements and invoices.