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  • Link Customers to specific Invoice Layout and email wording

    Our customers pay in a variety of ways - payment with order, on account, by return, via DD... We have different Invoice Layouts for differing payment methods and consequently different email wording to send with the relevant invoice. I would like…

  • DEFAULT DATE TO BE BLANK WHEN POSTING A TRANSACTION

    Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date. This will ensure that there are no future transactions sitting in the…

  • Linking Bank Details to customers

    Is there any way of linking bank details to customers accounts? we have 2 different banks for different types of sales so sometimes it can get a little confusing when it comes to what sales invoice to send with the correct bank details. so my question…

  • Split Payment Terms Fucntio

    SAGE Cloud currently seems to only allow you to set very standard payment terms e.g. One payment required by a certain due date that you set per invoice. We need to be able to offer our customers split terms and for that to be easily managed in the software…

  • Why doesn't stock adjust if its been added to an invoice converted from a Sales Order?

    We raise invoices daily for our customers directly from the Invoice Module and experience no issues with stock adjustments. However today I've noticed that invoices generated from a Sales Order (normally raised from quotes issued), and where we later…

  • Having customer's phone number's automatically show up in transaction windows, along with all their other personal info.

    So currently when you add a new customer into your system with name, address, phone #, etc., and you go to create a sales order or invoice under that name, all the customer's info that you entered will show up under the billing info and ship to section…

  • Disputed invoice with no "d" alongside it when get partially paid

    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…

  • Changes to how Sales Orders and Invoices are done

    Let's see if I can explain what I want: In Sales/Invoicing when entering a customer, I want to see everything that they have bought before (if I can choose a time range, even better) with the last price given. AND I want to be able to select whatever…

  • Deleting Item Descriptions on Back Orders

    When printing a back order form, the items that have been previously shipped should be deleted. The quantity of the item is deleted, but not the description of the item. For example, I have an order with a total of 3 items. Item 1 has been shipped,…

  • Duplicate Invoice VAT Reverse Charge problem

    We often duplicate previous invoices so the description, nominal, department, etc remain consistent throughout the project. This is now no longer possible due to the way the VAT reverse charge has been set up. As there will always be numerous lines…

  • Mobile App and Sage 50

    Hello! Our company is looking for mobile application software that can be synchronized by internet connection with office software such as Sage 50 accounts (using Sage 50 Accounts at the moment). We need to speed up the process for our remote field…

  • How do you archive old invoices for ONE customer?

    We have several customers in our Sage 50 US edition, which we've been using since 2013. ONE of the customers have many thousands of invoices, which is cause problems with our network client machines trying to work with that customer's invoices. So…

  • Access to sales order numbers thru the sales invoice information window

    On the Sales Invoice list window, there should be an option to add to the settings to see any connected sales order numbers that are linked to the sales invoice. it is frustrating that you need to go to 2 other windows for the answer that you need

  • Reprinting Sales Invoice

    Hi, I need to amend and reprint an old sales invoice on sage 50 cloud, but the invoice is not currently showing on the 'Invoices and credits' tab, I can only see it in the 'customer activity'. Any idea how I can do this?

  • run all overdue or all outstanding invoices from the Customer Module

    It will be a great add on if the next versions of Sage could have a functional relationship between <Invoice's Module and Customer's Modulethe >, therefore to be able to select from customer's module a subset of records (lets say those with balances on…

  • Email Invoices

    I mistakingly converted to Sage 50 2020 edition, MISTAKE! I went to email an invoice, which usually just takes me to the actual email and I can choose to CC or Bcc a salesman or just change who I am emailing altogether, well now you can't. When you click…

  • Previous version of SAGE/PEACHTREE used variables for the email and other places, current versions do not.

    Email variables were used in SAGE and PEACHTREE for ease of bulk invoicing and Customer statements. Now it does not exist. IE, in previous version, to include a "Dear Mr. Smith," would have the "Dear " and then was followed by the variable "$COMPANY_CONTACT…

  • analysis1 in customer defaults not showing on invoice screen

    Hi Can anyone help?? :-) We want to use Analysis1 (customer defaults) to show which round a client is on and shows in the invoice screen, however.......when we save it in the customer default it still isn't showing in the invoice screen on sage…

  • Sales Invoices corrupted

    Two customer invoices produced in 2015 on Sage do not show the correct data. The invoices are showing on the correct customer record but when I drill into them to reprint them for the customer, they are showing completely different data. One of them is…

  • Pop-Up notes or comments on Inventory and customers

    Have pop-up notes show up for items / customer for warning, reminder, matching component, upsell, etc [similar to stock pop-up when you don't have enough in stock]

  • On the Sales/Invoicing Screen Add a Subtotal Before Sales Tax

    On the Sales/Invoicing Screen Add a Subtotal Before Sales Tax like on the printed invoice. User shouldn't have to sum multiple lines by hand to test the accuracy of the sales tax calculation.

  • Assign Form Code by Customer

    Is there a way to assign form codes (invoices/picking sheets mainly) to different customers or customer types? We're considering upgrading to Sage 100 2016 and am wondering if it is a feature. I have seen some comments that it's available in other Sage…

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