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Can you assign a specific Invoice Template to individual customers. I use 1 Sage - but from there I have different Templates depending on the product or service we supply. Have accidently sent the incorrect invoice to a customer - so a bit embarrassing…
Sage 50 Accounts : I want to import sale invoice data of different customers containing the information as mentioned in the table below. The information of different customers will remain in a single excel sheet which I want to import in together.
Currently…
Hello
If the recently added (3) Analysis fields now found in Customer Record in V29. were also built into the Sales Order and Invoicing Modules this would allow a greater analysis of sales data which for us would be a wonderful addition
We are restricted…
When creating an invoice, can the product list indicate the products the customer has ordered before (perhaps in another colour) and the last purchase date. this would help the user select the correct product for that customer. This is a requirement for…
Would be good to have the ability to enter a customer invoice once and be able to allocate it across many future months (usually 12). (Example would be an annual rental invoice), Would expect to operate in a similar way to the recurring entries under…
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Very often I place a complete purchase order which is for a specific customer and I then have to invoice the complete order when it has arrived.
It can be very tiresome duplicating this into an invoice especially with multiple stock codes and then adding…
When my users look at the Notes fields in the Sales Order/Invoice/Credit edit forms, they see a TextArea type field, not three unique fields that, in my case, are used as Analysis fields (back from when the Analysis fields didn't exist in said edit forms…
for the future, I think it would be a great idea to be able to batch create a product/ service invoice, my company currently each month has to manually create service/product invoices, which when you have alot of customers, it gets time consuming and…
When invoice is placed in dispute, normally "d" appears alongside it, however for some my customers and suppliers it disappear when invoice is partially paid. It should show "dp" , however it only shows "p". When I go to disputes, the reason is there…
A change to V28 has made all windows close when accessing the settings tab. We raise sales orders and want the invoice number to match the sales order number, the only way we can do this as we don't process them in chronological order, is to open the…
This would be extremely helpful in saving e-mail communications, pdf's to each sales order fir future reference. I.e details of a complaint reference, and confirmation of authorisation of a credit note and proof of delivery from courier incase of query…
Is there a way to add a prefix to sales invoices created in Sage 50? I can see how to start the number sequence from a particular number but this field only seems to accept numerical characters.
When a customer exchange takes place we have to raise a credit for the returned item and an invoice for the replacement. This disassociates the 2 transactions.
It would be useful to have a function whereby you add the returned item as a negative quantity…
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…
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…
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.
For a product sold at £560
Cost…
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.
Example…
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…
