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  • 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…

  • 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…

  • Adding the NEW three Analysis Fields, only found in Customer Records, also into the Sales Order and Invoice Modules PLEASE

    Hello If the recently added (3) Analysis fields now found in Customer Record in V29. were also built into the Sales Order and Invoicing Modules this would allow a greater analysis of sales data which for us would be a wonderful addition We are restricted…

  • Convert an order into a sales order, delivery note or invoice.

    Very often I place a complete purchase order which is for a specific customer and I then have to invoice the complete order when it has arrived. It can be very tiresome duplicating this into an invoice especially with multiple stock codes and then adding…

  • To attach an e-mail or PDF document to a sales order

    This would be extremely helpful in saving e-mail communications, pdf's to each sales order fir future reference. I.e details of a complaint reference, and confirmation of authorisation of a credit note and proof of delivery from courier incase of query…

  • How to get Sales Order Number for a given Invoice Number...

    I'm trying to figure out how to relate Sales Order Number to Invoice Number in the data (for extract and reporting). There is a screen in the front-end that does this titled "Sales - Looking up Invoice xxxxxxx". It shows both the Invoice Number and the…

  • Proforma Sales Order process

    What would be helpful for our company is when a non account customer places a Sales Order (we would create this as a Proforma Sales Order) and their company needs a Pro-Forma invoice to pay for the goods. Currently I believe there is no way to create…

  • Delayed Processing when Merging Unprocessed Sales Order

    Since Upgrading from Sage Evolution 7 to Sage 200, anytime I merge Several Unprocessed Sales Orders into 1 invoice (one customer/timeframe within 1 month.....number of orders immaterial - same time for 2 orders as well as 20 orders) , the transaction…

  • 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…

  • Invoice number follow sales order number not choose random.

    Hi. Is it possible to make a change in Sage 50 professional, when I create sales order I assign number that is cross reference with purchase order. When I complete my sales order and system create Invoice it assign random number. Is it possible to make…

  • How to run two scripts after VI job across each invoice in batch?

    I have a VI Job that imports sales order invoices into a batch. I have scripting that does some zip code validations and then uses scripting to interact with 3rd party integration buttons that are installed (Vertex tax software). The scripts work perfectly…

  • 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…

  • 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…

  • Issue with invoicing the customer twice, Using Scan Force to check and send data over to Shipping Data Entry

    Why is it that I have had some customers get invoiced twice in a batch in shipping data entry? Steps that I do: Scan sales order into Scan Force Scan items and send data to Shipping Data Entry Wait a little bit for the data to send over Scan…

  • Invoice Forms

    Is there a way to only show on the invoice what is being invoiced that day? I do not want the remaining items from the sales order to print with no quantity.

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