Sage 50 UKI Ideas Portal

1 Vote

Pro forma Invoice from sales order with payment button embedded

I use SAGE pay or whatever it is called today. It has a payment link embedded in the invoice. Can I have a SOP pro forma invoice with a pay now button embedded. I send out a lot of pre payment SOP and have to also rasie a payment link via Worldpay...

Created 17 Jan 15:02

Customers

0
16 Vote

Customer Receipts

We often receive payments that are paying invoices over multiple accounts. In other software systems there is an option to enter this as one transaction instead of having to calculate which amounts need to be posted to each account by selecting al...

Created 30 Jun 23:00

Customers

0
1 Vote

Batch delete of delivery addresses

This would also benefit anyone trying to tidy up data. Would just speed up the process a bit.

Created 09 Jan 10:00

Customers

0
7 Vote

Ability to report on custom alerts

I would like to be able to check all custom alerts that have been added to our customers without having to click into each customer individually. A report which shows all custom alerts would be very helpful. Any other ideas would be welcomed if a ...

Created 19 Oct 11:44

Customers

0
9 Vote

Customer Receipt - Show balance

When you enter a customer receipt, would it be possible when you enter a customer in the account box (under customer detail) the outstanding balance shows. For example if I have a receipt of £60 on the bank statement reference JONES but I have 3 c...

Created 21 Apr 00:00

Customers

0
6 Vote

Add Attachment to Sales Invoice

The ability to add an attachment, say a Sales Order or other Customer Requests, say an email to a Sales Invoice

Created 08 Nov 10:05

Customers

0
1 Vote

Customer Records - Memo Details seen by all users

At present if you add any details in the memo, only the user that has been the details can see them. If other users want to see anything they have to sign on with your details. This helps especially when doing credit control and if you send or rec...

Created 17 Dec 07:22

Customers

1
6 Vote

Ability to add a positive line to a Customer Credit Note

We are often required to issue a credit note which needs a positive line for clarity for the customer

Created 18 Oct 12:31

Customers

1
2 Vote

In customer and supplier activity, have O/S Only ticked automatically, instead of having to do this manually every time.

No description provided

Created 17 Sep 09:25

Customers

0
3 Vote

Chase Debt Follow up

At present you must delete a communication to get rid of the follow up date which means you have to delete useful customer history. There should be an option to flag the communication as completed

Created 21 Jun 13:10

Customers

0