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  • Invoice to allow customers to pay by credit card or bank

    Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? I've attached a few examples of the email we receive from a quickbooks invoice and also the payment options. We do not need assistance in getting bank…

  • 11-2 Work Orders Posting - automatic change to today for invoice date posting - wrong period

    I'm trying to close out last month's work orders. We close and post in the period per the last day of labor. ie: In work orders (11-2) I change the invoice date on the billing tab to the LDOL (ex. 06/12/23) -->> I then change the posting period to 6…

  • Add option to set default sales invoice date to shipping or delivery date, if applicable.

    When we ship a product to a customer, then manually create an invoice -- the GL posting date inherits the invoice date (which is inherited from the creation date). Although there is the INVREFDAT (Origin date for invoicing) parameter, it does not seem…

  • Sales Order / Invoicing comments

    Is there a way to differentiate between INTERNAL and EXTERNAL comments when entering a Sales Order? We have some comments that are needed for our shop and shipping employees to appear on the Picking List and some comments that are for the customer and…

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