• Sales order still pending after linked to invoiced

    Anyone know how to resolve this? I created an invoice by linking it to a sales order on Friday, but now the sales order is still showing as pending. I have already sent the invoice to the customer so cannot delete the invoice (and SARS does not approve…
  • Items Not Displaying on Search window for Mac Systems

    Dear All, I have a client who makes use of Apple Mac Systems in his office. We observed that items are not loading on the Item search window from the invoice page. Has anyone experienced this before? Kindly comment. Mike
  • Customer Invoice - Characters in the description

    Hi There! Please excuse if this has been asked before. We are a consulting firm and are required to include a lot of detail in our descriptions in our invoices to clients as it details what consulting work was performed. We are finding that the 100…
  • Auto-hide field in invoice template

    I want to add a link to a User Defined Field to my invoice template. To do so, I have created a text label and next to it, I have added a box for the User Defined Field. This works perfectly. However, in this particular instance, the UDF is sometimes…
  • Item Comments / Item Description - Clipboard?

    Hi On Pastel Express / Partner, one could build a list of comments/descriptions to select and past in an Invoice, either as item description or a comment line. Is there anyway to achieve the same on the Accounting system, without having to re-type…
  • Custom Layout Designer - header & footer duplicated on all pages

    Hello, I have two questions. #1 - I'm using the Custom Layout Designer. I used the Modern Template as a start and saved it as my own template then adjusted everything as I needed. I am unable to work out how to force the header to be placed on first…
  • Beginner Help Videos

    New beginner help videos are now available from the Sage Accounting Help site. These videos address the following areas of the product: Adding a Customer Adding an Accountant Adding an Item Creating a Quotation Creating your Company Importing…