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  • 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.
  • Automatically mark offsetting invoices and credits as paid

    Our business has evolved to a subscription model, and we are struggling to adapt sage 50. A customer has recurring invoices for their monthly subscription, when the cancel we create the offsetting monthly credits. These charges recur endlessly into the…