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  • A/R customer history

    Currently I can only see a few months worth of customer sales history. I need to see more than this. How can I go in and adjust the settings to allow me to see more than just the last few months? I need to at least see all of 2016 and right now I can…

  • Help!! Really old invoices. Client wants to change the sold to part in order to pay

    I have a few invoices that are way past due but not yet in bad debt and the client now wants me to resubmit it to a different client name. Obviously i can no longer adjust the invoices as they are from a prior year. I know you guys touched this subject…

  • Defaullt PST exempt cutomer

    Here's my problem after the newest update... When a customer is PST exempt we have their customer record set to PST exempt and to charge only GST but about 10 times in a month this particular customer needs to be charged PST on an invoice, Sage will…

  • View Customer Transactions

    How can I view a customer's transactions? I don't want to print a report, I want to view it on my computer. I would like to see all of a customer's invoices & all their payments.

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