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  • Combine Invoice

    Hi Is it possible to combine invoices from the same SOP? We despatch items each day or so, but rather than create an invoice for every despatch, we would like to create a despatch note every time we despatch, but just one invoice at the end of the…

  • 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…

  • Proforma- Sales order and Invoices - Processes

    For customers without credit accounts, they require proforma invoices. So that we can be paid before processing an order. It would be good if Scrap the Proforma Sales order, as you cannot convert only to a sales order, but this is just duplication…

  • Change Notes 1-3 in Sales Order/Invoice/Credit edit forms to individual fields

    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…

  • Stop Settings tab closing all open windows when clicked.

    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…

  • 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…

  • More easily editable Filters for Invoice/POP/SOP/etc lists

    I would like to see an IN function, like SQL, so I can choose to see a specific set of Invoices. And/Or a way to edit the .inc fie it creates when saving a filter. Being a code file, it should be editable within MS Notepad

  • How to find the cause of variance between invoice total and the number on income statement ?

    Hi, I run a net sales report from AR explore=>customer history invoices view. I use the invoice total minus sales tax, which gives me the net sales for that period. However, this number does not tie my income statement number. My June net sales total…

  • 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,…

  • Multiple term options drop down

    We really need multiple term options available for customers to choose from in sales orders / invoices. I saw this mentioned at least 2 years ago and no update to it. It's not efficient to have to go into customer profile, change the default terms, process…

  • Include Sales Tax Code in reports and lists

    The sales tax code, which is entered in an order, invoice, or quote near the bottom of the entry window, is not available on the invoice register, sales journal, or sales order reports. Nor is it available as a column in the invoice or orders lists. This…

  • Sales order Invoice Vs Sales Invoice

    Hello, I am getting around with Sales orders entry, after using the inventory invoicing input for most of the sales transactions. I do not understand the difference between a "Sales Order Invoice" and an "Invoice" generated trhough the inventory-transactions…

  • 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

  • How to generate a report showing sales orders not processed yet?

    Hi there We are trying to correct stock levels on our system but before we do that, we need to remove old Sales orders (which we used to generate pro-forma invoices using a design template we created). There are a lot that was never processed to an…

  • 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…

  • Get rid of invoicing for packing slips

    Currently you have to invoice before you can generate a packing slip. So if you have a partial shipment you need to do a partial invoice to get the quantity shipped and quantity on back order correct on the packing slip. The problem is we have clients…

  • Sales orders, stock and deposit invoices

    Hi everyone So we use Sales Orders to keep track of stock movements and invoice our customers for products. We are charging staged payments (i.e 25% deposit, 25% when stock delivered etc..), and in the past we have always just raised an invoice for…

  • Proforma Invoices

    We generate proforma invoices for customers whom we would like to pay for goods prior to despatching them. The issue we appear to have is that when we then despatch the goods, we are generating another invoice. We would like to simply convert the proforma…

  • 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…

  • Allow Drag & Drop for Attaching Docs to Payments & Purchase Orders

    I would like to be able to streamline how I can attach documents on Sage more quickly. Right now I Browse/Open to the document location and find my doc on each transaction. But I go to a new transaction and I click Browse/Open (however it is) and it reverts…

  • Selecting sales orders

    Hi, I have recently change computers. On my old computer I could select two orders simply by clicking both of them. So to select 5 orders all I would need to do would be to click on each of them. Since changing computers I can no longer do that. Now I…

  • 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]

  • Print Custom Messages Based On Items

    Print a custom message “X” on invoices/quotes/POs in the "notes" section automatically based on individual items OR have a check off screen to print notes ‘X’, ‘Y’, ‘Z’ on invoice/quote/PO.

  • Recording payments for hundreds of invoices with one check

    We have over 12,000 sales on Amazon this year (and over 22,000 overall). Amazon makes 1 payment that may cover hundreds of Invoices. There may be more than 500 Invoices that are awaiting payment at any one time. 1) We are only able to bring the up customer…

  • Generate Invoice from SO without Shipping Items - Down Payment Required

    We have some customers who are on credit hold. We require that they pay either a percentage of the order or the entire order before the items are shipped. How would we create an invoice from the sales order listing the items and their cost and then once…

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