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  • several prepayments for a purchase order with one product and quantity of one

    I need to apply an initial prepayment of 30%, a 2nd prepayment of 40% and final prepayment before shipment of 30% but I only have one product, quantity of one and if I apply the first 30% and create an invoice for the second and third payment it cannot…

  • Timeslips 2014 copy for download

    I am the network administrator for a law firm in Naperville, IL. Looking for a copy of Timeslips 2014. Their hard drive lost it's Windows operating system which i have rebuilt onto a new SSD. They purchased an online upgrade to 2014 from their original…

  • Is there a proper protocol for maintaining the accounting and the inventory systems for a RE-shipped sales order (due to customer or supplier issue)?

    Howdy yall! SO. I'm currently taking over a hydraulic supply shop for my father, working in the warehouse in shipping and receiving, and because the basic job is shipping packages across the country via UPS, maybe 40 a day, I have access to the shipping…

  • 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…

  • Editing a report

    I need a report for an export for obtaining Feefo reports that contains customer information but also some invoice information. I am currently editing "Day Books: Customer Invoices (Detailed)" and I need to add in the product code from the relevant invoice…

  • Pay Now button on Pro Forma Invoices

    We use invoice payments via Stripe for SOP invoices but would like to extend this to pro forma invoices also. Currently it is not possible to add a Pay Now button to a pro forma invoice layout. The benefits of having this on pro forma invoices are…

  • Missing batch AR batch

    A customer reports that an AR batch is missing and didn't hit the customer records. They said it hit everything else. Is there a way to recover this batch assuming that the batch did affect IC, GL, and OE? I am still gathering info since it could be…

  • Number of Invoices added as Customer Field

    It would be good to be able to see the number of customer invoices which relate to the field 'Average Time to Pay'

  • To have the option to attach/upload additional information to an Invoice

    We would like to attach/upload a more itemised bill when issuing an Invoice to our customer (ie, invoice/bill to include multiple phone lines) However, we currently don't have the option to attach anything to our invoice.

  • Multiple deparments codes per invoice line

    With how we use Sage as a business it would be very handy to have the option to add multiple department codes per invoice line as some of what we invoice crosses over into multiple departments.

  • Opayo - Download Reciepts

    Hi All, wouldn't it be amazing if when opayo downloaded receipts in the chain as it does this in sage that you get to change the bank account the payment + invoice goes to ?? at the moment every opayo payment automates to Nominal 1200 bank which would…

  • Lowes Credit Card Bank Feed

    Hey all, Has anyone had luck adding a Lowes Credit Card (through Synchrony Bank) as a bank feed? I tried the login credentials through both Synchrony options in the Plaid interface and neither worked. I'd like to automate as much as possible, though…

  • In batch invoice input after selecting 'save' add in a "Do you wish to post?" box so you can have draft inputs for large batches!

    the way we input invoices we do a large batch at a time and this would work great for that style of input. the box would not harm any other style of input except the means of selecting yes to post.

  • Update tax on group of invoices without opening them.

    We would like to request customization for our Sage 50 2023 Accounting software. We have group of invoices we generate every month using recurring feature. One of the tax values which is on those invoices is changing every month. We would like…

  • Importing sales orders / invoices?

    Hi All I have just discovered our new B2C website has gone live, well, technically I discovered it existed and is now live, the things people don't think Finance need to know about..... Anyway, its happily chugging away in the background churning…

  • 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…

  • Crédit d'un fournissuer

    Dans la section des paiements j'ai un montant négatif avec un numéro de note de crédit. Je veux éliminer ce crédit mais je n'arrive pas à retracer la transaction car il n'y a pas de date d'inscrit. Est-ce que quelqu'un peut me dire où trouver cette note…

  • Emailing Additional Documents with Invoice

    When sending invoices to clients, often I need to send additional information (such as warranty documents). It would be great if I could attach those additional documents to the invoice in Sage and send them together.

  • Waiting On bill

    I have a few invoices that were paid or partially paid with waiting on bill selected and I am not able to remove it. How do I deselect 'waiting on bill' without having to delete the payment then uncheck the box and reentering the payment?

  • Webinar - Invoices - Product Invoices - Recording available

    This webinar looks at entering and processing product invoices in Sage 50 Accounts. We'll show you how quick and easy it is and follow the invoice process from start to finish. This session has now taken place but you can catch up with a recording …

  • 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…

  • SAGE50 Carriage Charge on Multiple Invoices

    Hi, Is there a way to set-up SAGE50 to use the carriage charge tab in the sales order and then not have it apply to every single invoice processed for back-order items? It seems that whenever you process a sales order, if it is not a complete full…

  • Split Payment Terms Option

    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…

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