• Print Invoices Showing Only Items Shipped

    Can someone let me know how to produce an invoice showing only the items being shipped?  We can have an 8-page Sales Order and only ship 1/2 the order, but when you go to print the invoice, all 8 pages print.

    There has to be an easy fix for this.

    Thank…

  • Emailing invoices templates

    We have been using Sage for nearly 20 years and for at least the past 10 years we have been asking to have the invoicing templates fixed so they actually work... just upgraded to 2023 and it still isnt fixed. Maybe you guys don't understand what we have…

  • Sage 50 Reimbursable expense billing

    We often override item descriptions when purchasing / billing customers.  When we go to bill the customer using reimbursable expense the description is the item code description (ie we use Misc Parts for 1x purchases / sales but want customer to see the…

  • Changes to how Sales Orders and Invoices are done

    Let's see if I can explain what I want:  In Sales/Invoicing when entering a customer, I want to see everything that they have bought before (if I can choose a time range, even better) with the last price given.

    AND I want to be able to select whatever…

  • Rather than just asking if we'd like to print another form, can we also add the option to EMAIL at this point?

    I print all of my invoices for my A/R file; then, I must "view and edit' this same invoice to open it again so I can then email my customer their copy.  It would be nice to be able to do both rather than having to re-open the invoice.  Thank you…

  • How can I search for quantities sold of an inventory item for years past based on invoices?

    I am looking to get the numbers as shown in the History tab of an inventory item - but over a range of time and not just the last 12 months.

    A sales order report does not work for me because we do not always create a sales order for the items if we have…

  • Block a user from opening an invoice that is currently in use

    When a user opens an invoice to make changes, another user can open that invoice at the same time.  If the 2nd user makes changes they won't be saved if the first user saves the invoice with their changes first. This is an inconvenience and a waste of…

  • Pre-populate pricing for inventory item on invoicing

    Suggestion for product enhancement entered on behalf of customer: on an invoice, when entering inventory item if the $ amount could pre-populate and not have to type it in

  • Progress Billing

    Good Morning,

    I am new at a electrical contracting company.  I am going through aged receivables and have found a customer that apparently paid a deposit through progress billing. We have a copy of the check deposit in bank records but I cannot locate…

  • How do I make inventory item default to customer GL code?

    I have kind of a unique situation (I think).

    I use different GL codes for my various types of customers.  For example, a Dealer is 4000, a Distributor is 4010, and a Designer is 4015.  I sell the same products to these 3 customer types at different prices…

  • 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…

  • Invoice form

    I have taken an invoice form on Sage 50, and adjusted it for our company, and saved it under a different form name.  We have a server with 3 work stations.  One of the work stations does no have access to the form.  The other two do.  Does anyone have an…

  • How to set custom fields to be printed on last page of forms in Sage 50 US 2022?

    hello all, 

    I am trying to customize SO, Quotes & Invoices.  I want to put signature line and some notes at the last page.

    In Sage50 2022 US Edition, can't find any option to set fields on last page.

    Appreciate the help from community. 

    Thanks in…

  • 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…