• Auto-emailing past due invoices

    Is it possible to automatically email our customers when their invoices become past-due? We are trying reign in our A/R and at 45 days after the invoice is issued, it would be awesome to have our system auto-send a notification/reminder to the debtor…
  • Customer Memos

    FormerMember
    FormerMember
    I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…
  • How to create custom UDFs in PO or SO memo?

    We are in version 2016, and want to customize the memo in both Sales Orders and Purchase Orders. I see an old post from 2010, but no further information on this or if it is even possible on today's versions.
  • AR Customer Memo text causing line items to duplicate

    We are looking to utilize AR Customer Memos as a way to convey what special requirements a customer regularly has when they order. Ideally we want this on Sales Orders and Packing Lists. The issue is that when linking to the AR Customer Memo table, it…
  • Paperless Office Input options - Possible to Scan or Attach a PDF to existing Customer Maintenance account?

    The question is: can Paperless Office receive scanned in documents and attach them to / associate them with a Customer Maintenance record? ..Or any other way to associate files with a Sage Customer account? Thanks very much!!!