• General Ledger AR out of balance with Aged Receivables

  • Open Invoice

    Invoice has been paid but still shows owing and doubled.

  • Can't see INVOICE or INVOICE_ITEM through ODBC

    We are trying to retrieve Invoice line item data through the ODBC connection. We can connect to Sage and retrieve the Customers tables (and other tables) just fine. I do not see INVOICE or INVOICE_ITEM table in the list of tables. Trying to pull into…

  • Sage 50 US Extreme Slow inventory lookup in Transaction windows

    With Sage 2020 and Sage 2021, my clients that have larger inventory (5000 items or more) are having major problems with Sales Orders, Purchase Orders and Sales Invoices when attempting to enter transactions with the Drop Down List and Automatic Field Completion…

  • Deleting Item Descriptions on Back Orders

    When printing a back order form, the items that have been previously shipped should be deleted. The quantity of the item is deleted, but not the description of the item. 

    For example, I have an order with a total of 3 items. Item 1 has been shipped, but…

  • Allow amount from Freight Field on Sales Order Screen to carry over to Freight Field on Customer Invoice.

    Allow amount from Freight Field on Sales Order Screen to carry over to Freight Field on Customer Invoice so it can't be forgotten or mistyped.

  • Multiple term options drop down

    We really need multiple term options available for customers to choose from in sales orders / invoices. I saw this mentioned at least 2 years ago and no update to it. It's not efficient to have to go into customer profile, change the default terms, process…

  • Email - Invoice and Statements

    We are using Sage 50 (US) Premium Accounting 2020 and email invoices to our customers  I cannot figure out however where or how to see the sent emails. We use MS Outlook and the emails sent from Sage do not show up in the sent mail in the email account…

  • Include Sales Tax Code in reports and lists

    The sales tax code, which is entered in an order, invoice, or quote near the bottom of the entry window, is not available on the invoice register, sales journal, or sales order reports.  Nor is it available as a column in the invoice or orders lists.  This…

  • SAVING INVOICE VERY SLOW IN PEACHTREE 2010

    SAVING INVOICES VERY SLOW IN PEACHTREE 2010 AFTER RESTORE A BACKUP OF MANY YEARS

  • How do you archive old invoices for ONE customer?

    We have several customers in our Sage 50 US edition, which we've been using since 2013.

    ONE of the customers have many thousands of invoices, which is cause problems with our network client machines trying to work with that customer's invoices.…

  • Removing adobe links from email

    When you create an email through Sage the bottom of email says :

    To view the attachment, you must have the Adobe® Reader® software installed on your computer. To get a free version of this software from Adobe, click here: http://www.adobe.com/support…

  • Multiples sales order to one invoice

    We have a customer who places multiples orders per month and we process through a sales order per each PO which automatically convert in invoices. The customer is asking for us to be able to issue just one invoice per month including all the sales order…

  • Calculator Function

    Most days, when entering invoices to be paid, or to customers, items that may need additional calculations to get to totals, it would be really great if there was a way to use a calculator inside some of the entry screens. 

  • Is there a way to change the entry screen when entering an invoice?

    I have designed an invoice. I need to be able to reference multiple PO numbers on a single invoice for a particluar customer. I added a colum right before "Quantity"  in the design format screen, & saved. I can print/preview the template and…

  • Reporting Question - Invoices & COGS

    I am looking to see if this is possible on the built in reporting, or if it possibly is something that Intelligence Reporting offers ( which we do not have )- Run a report of invoices, with a column with the COGS for each invoice line. The invoice register…

  • Receive Money, Apply to Invoices, Description column

    In Receive Money, Apply to Invoices, We have multiple similar invoices for a single customer, so tracking down which invoice to apply a payment to can be tedious. The Description column is always blank.

    Is there any way to add information to an Invoice…

  • Customer invoices

    I have a client that I would like to move away from QuickBooks (so I can completely break away from all things Intuit/QuickBooks). The client is a temporary staffing agency, with about 150 employees, approximately 25 "jobs/positions", and about 25 customers…

  • Access to sales order numbers thru the sales invoice information window

    On the Sales Invoice list window, there should be an option to  add to the settings to see any connected sales order numbers that are linked to the sales invoice.  it is  frustrating that you need to go to 2 other windows for the answer that you need 

  • Sales Order - Missing?

    A sales order was created, printed out, given to the delivery driver to have signed when material was dropped off, brought it back to complete the invoice process and the system will not pull it up.  We clicked on the sales order and it pulls up a blank…

  • A/R Report Showing Incorrect Payment for Customer

    On the AR is it showing a payment of 935.28 and an outstanding invoice of 467.64 but shows a credit on their account of 467.64 ONLY on the AR not on their customer account view - it shows zero.  A prepayment was done in the amount of $467.64 and it was…

  • Time of Sale Receipt added to Receipt List

    It would be very useful if a "Time of Sale Receipt" would display be displayed when pulling the Receipt's list. 

    Currently the only way to lookup all payments that are entered using the "Amount paid at Sale" link on an invoice, is to…

  • Sage 50 Automation

    We utilize Sage 50:  invoices and purchase orders come in via fax, email, hard copy.  Has anyone successfully automated the capture of a fax / hard copy page into Sage 50 to create time savings?  We are open to any Sage modules, add-ons, and third party…

  • Setting up a financing loan and posting payments for the loan

    the Peach Tree software we are using is pretty dated I believe 2011. We receive statements monthly from the bank for a large equipment financed loan. The accounts used in setting up the loan were Note payable to the bank; Interest Expense, and the other…

  • Adding logo to form error

    I changed all of our other forms with no issue. I am trying to update our last form using the same logo I used on everything else and it is just giving me a temp.bmp file. Help