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Hi Everyone, I do not see the memo button on my customer maintenance screen. Where can I add the function for all of my users who will need to be able to see and change the memo when needed under the customer maintenance. I tried going into the AR Memo…

Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? I've attached a few examples of the email we receive from a quickbooks invoice and also the payment options. We do not need assistance in getting bank…

We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…

Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? This is something Quickbooks/intuit has had for a long time. I've attached a few examples of the email we receive from a quickbooks invoice and also the…

Hi Folks, I am trying to add payment information to my A/R invoices. My test company has a formula field called "Payment" with the following formula "formula = {@NetInvoice} + {AR_InvoiceWrk.FreightAmt} + {AR_InvoiceWrk.SalesTaxAmt}" that does not seem…

How do I change the default numbering for the A/R invoicing. I need to change the numbering and then have the next invoice be a sequential (next) number. I cannot find how to make this change.

How to move the '2% interest on balances overdue more than 31 days' on a Statement down a few lines

How do I get the final amount owing on the invoice to automatically deduct previous amounts deposited? I need the amount owing to be deducted from the Invoices Total Amount which would then show the real amount owing.

Does anyone know of a way to bill Customers for printed statements? With the rising costs of postage and delays of mail transit, we are encouraging our Customers to switch to paperless statements. Is there any way to do this automatically through Sage…

I am looking to customize customer statements in the A/R Period End section. I can set up basic customizing by setting up a new form and going into design and making my changes, but I want to limit which customers are generated without having to enter…

Customer Receipts are posted in the A/R as Prepayments because there is no Invoice. There is a plan on when and how much the Customer should pay. How can this Plan be managed in Sage 300 without raising an Invoice? An invoice is raised at the end…

Cannot find any answers online for this.. Is there a way to convert sales orders to an invoice without showing the backordered items on the printed invoice? Any help is appreciated. Thanks

i`m using SAGE 50 Premium CA 2020 , when i print invoice for partial delivery , all the items showing on the invoice will print. it might be possible to create a custom form which could hide back order items on the printed form.

Hello everyone, When using the "Convert Sales Quote to Sales Order" function, the "Order No." field in the " Sales Order" automatically gets populated with the quote number. Therefore when we want to change the order number to our customers' PO number…

We sometimes have multi page AR invoices. Prior to my joining the company, reports for specific number of pages were created so our terms and total print on the last page.I'm making some changes that will result in having different invoices for different…

Our lawyer is requiring us to add sales terms to our quotes. They are fairly extensive and too long to include on the quote form. Is there a way to automatically include a pdf with each quote we make. We can ask the sales reps to attach the quote but…

We have several operating divisions and we would like to be able to run AR Aging Reports by division so that each office could run their own aging report that only contains their outstanding AR and retainage items. We have the added problem of receiving…

Hi. I'm trying to set up my dry cleaners sage 50 to help us become more automated. Currently we have Small little tickets that our POS software prints off for each order that we clean. A lot of our customers are charge account customers and I deliver…

Hello, I understand that SAGE can have a 'PAID' stamp on an invoice. What about a 'COD' stamp? Is that possible? Or does that have to be written in a customized invoice?

Hello I need help with an AR Invoice Aging report i send to my bank every month. they are looking for me to separate out the retainage from what is current and other numbers. is there a report that would do this ? if not it seems i have go through…

Anyone know what the program is to run the AR Aging process? I know it can be done by running an aging, and by rebuilding sort files. But I need to schedule this to be done daily. And the Task Scheduler is not working for this client. Support has not…

I have someone who is trying to have quotes appear on customer statements. I've advised them that isn't the role of quotations and quotes typically aren't collectable until invoiced and as such don't appear on Statements by nature, but they still want…

We have numerous $0 invoices in each customer AR account for items like samples, literature, etc. This is our way of tracking these materials. Recently, we began using bolt on programs for alerts and reporting. One report will send an alert for each customer…

We have a long invoice number format, 18 digits. Currently, when we apply payments in the "Receive Money" window, we can't see all the full digits of our invoices, which makes it difficult and not efficient. Can Sage Engineers make the column sizeable…

Hi, Does anyone know of a way (add-on? or Crystal modified?) to print an AR invoice with the original amount and interest due, when appropriate? Thanks,