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  • Keeping a quote live after invoicing (so I can invoice more from it later when due).

    We often quote for programmes of work, a bit like a year of services (coaching or events), this is then approved by our client. We then invoice them monthly after delivery. When I update a quote to an invoice it's my understanding that it then shows…

  • Can you convert a quote to a sales order and then convert the sales order to an invoice?

    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…

  • Spell Check

    Spell Check for quotes and invoices please!

  • CC Emails for statements

    The system currently allows us to send invoices, quote etc to multiple emails (provided they fit in the character limit), but when you try and send a customer statement, the system requires you to only have 1 email. Very frustrating to change back and…

  • Why and how to avoid: Orders input by other users not showing immediately.

    Problem We have several users who look after sales and purchasing who are in different offices. Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user…

  • Easier Export Documentation

    Problem: Sage Line 50 Accounts is not international trade friendly. Other than Commodity Codes and the allowance to add trade contacts from outside of the company's 'home country', there seems to be little else which makes international trade handling…

  • 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…

  • Convert quote with set date

    When converting a quote to an invoice you should be able to select date of invoice. Right now invoice ends up being the same date as quote, which could have been a year ago.

  • [Feature request] Ability to select and delete multiple lines at once in a quote/order/invoice

    The Sage 50 UI feels really outdated as far as editing capabilities. I've already requested a spell check feature, and there's another feature that would improve Sage in terms of efficiency. For users who make very detailed invoices/orders/quotes with…

  • RE: What's the difference between Quote, Order and Invoice?

    A Purchase Quote transaction happens usually over the phone or email. It is made for recording a cost estimate on a specific day and time as perhaps the items you are wanting to purchase can go up and down in price. This information is already received…

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