The invoice payment tab allows payments to be entered at the same time as creating the invoice. There does not seem to be a pay in full button so the amount paid has to be entered manually ot am I missing something?
The invoice payment tab allows payments to be entered at the same time as creating the invoice. There does not seem to be a pay in full button so the amount paid has to be entered manually ot am I missing something?
Hi all,
I am writing a basic system to automate chasing of invoice payments from customers so they get an email prompting them to pay outstanding invoices.
I am struggling with v28 SDO to collect invoices that have not been posted
Can anyone give me an…
Hi
Were using sage 50 cloud accounts. At the moment we only seem to be able to convert sales orders to invoices. We cant seem to be able to convert a quote into a sales order and then into an invoice.
Is there a way to be able to convert both quotes and…
Is it possible to create an invoice for product where part of the price is charged 0% VAT and part of it charged at 1/6th as per the Government margin scheme. Then send customer an invoice showing totals only e.g.
Would it be possible to show a minus sign on credit note values?
This would be helpful to our customers to help them clearly identify if the document is a credit note, rather than an invoice.
Thank you for your input
Often we have invoices with multiple projects where the client doesn't need to see multiple lines of the same type but internally we need to split the costs between projects. e.g we have an invoice for a website for £2,000 which is being split across…
Occasionally, an invoice from a supplier can fall through the gaps and will not be paid during the allowed credit terms. To avoid this, it would be very useful to allow custom notifications/alerts for suppliers against their supplied invoices.
Exampl…
Greetings,
I produce weekly invoices for a client and currently use a workaround to export invoices from the 'invoices and credits' screen onto a Word template in order to send to the client as I haven't had a lot of luck with Sage report designer in…
Please add a page/window in Sage to allow for tracking of sales invoices.
At the moment we have to use e-mail records. There is the communication module, however this is largly useless for chasing invoices. Please add a windows or tab so that when we…
I do like the software but this is a very basic function which should be included.
There should be an restriction for certain users to have more authority then others in terms of invoices.
If businesses have staff for instance once an invoice has been…
Hi all,
Is there a way in Sage50Cloud to automatically create sales invoices based on a spreadsheet/csv file?
I want to be able to use import/macros/python etc to produce a physical invoice via Customers->Invoices and Credits (not simply importing the…
Hi,
These days majority of us use Excel templates to upload data to SAGE 50. The issue I would like to raise with SAGE is uploading 'batch invoices' (Customer module). Invoices uploaded via excel spreadsheet (or just posted on SAGE as batch) do…
Hi,
Could you tell me, is it still not possible to join SOP_ITEM and INVOICE_ITEM within Sage 50 Report Designer?
I have tried and can't seem to get it to work. I know it was a know issue years ago, but I would have thought Sage would have fixed it by…
What would be helpful for our company is when a non account customer places a Sales Order (we would create this as a Proforma Sales Order) and their company needs a Pro-Forma invoice to pay for the goods.
Currently I believe there is no way to create…
This is a must to help with audit trail and reduce fraud.
We have an issue of security where users can create a product invoice, print it and then edit it changing the customer / product details. This in effect creates a 'ghost invoice' without the stock figures being affected (we don't use SOP). As we deal…
I have an issue with exporting an invoice to Outlook which was working OK until today
I am using Sage V27.1.562.0
If I export the invoice as a pdf to a folder, it looks OK, I can attach it to an email and it all works
If I export to email, the numerics…
Incorrect data displaying on Statements from Invoice
On sending statements the information on the statement was different from the Invoice. Invoice correct but statement was displaying incorrect data for some invoices not all (intermittent issue). Also…
I would like to see an IN function, like SQL, so I can choose to see a specific set of Invoices.
And/Or a way to edit the .inc fie it creates when saving a filter. Being a code file, it should be editable within MS Notepad
I would like to see a tick box at the top of the Invoices & Credits screen - All Records that by ticking will clear all the credits as I find it annoying every time that you have to scroll up all credits to get to the last invoice.
i appreciate that…
When exporting locally or emailing invoices to clients it would be helpful to have an option to embed the font subset into the resulting pdf file.
There should be an option to make all sent or exported pdf files PDF/A compliant. This would help long term…
Can the due dates on Sales Invoices be 30 days from invoice date instead of 30 days from Sales Order date? Our Sales Orders can be created months in advance, so calculating the due date from that Sales Order date is incorrect.
I'm new to sage, so this may be obvious but I can't find out how to do this.
I have created a customer, and when I invoice them I have to include my "supplier reference" they give me on all invoices etc. This reference is longer than…
I work for a Professional Services Company and currently all our fee earners prepare their quotes in Word and if the quote is accepted the information is then transcribed into a Service Invoice in Sage.
I have looked at trialling the Quotation feature…
We send invoice emails as pdf attachments to our customers. Typically we don't get many issues.
However, for a long time a seemingly random number of customers do not receive emails from our main account sender. The sending email address is in this…