Invoices and credits | Sage 50 UKI Ideas Portal

WE NEED A WAY TO ADD MORE THAN THREE CONTACTS FOR A CUSTOMER ACCOUNT TO RECEIVE DOCS/STATEMENTS

Either extra email contact fields or an option to use a list on a spreadsheet with each customer account and the email addresses they want to use?

Facility to link a Direct Debit customer to a second invoice style - which would advise them that this amount will be collected by DD 30 days from date on invoice

A customer who pays by DD currently gets the same invoice layout as a non DD customer. If the system had the facility to link an active DD customer automatically to a slightly different invoice format - where it is highlighted that they are DD cus...

Ability to upload invoices from excel

Ability to upload invoices from excel. Items will need certain key fields eg, Product code, quantity etc

Created 09 May 00:00

Invoices and credits / Microsoft Excel

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2 Vote

i would like an feature added to sage what restricts any amount of discount applied to certain products.

I think in the product page when adding the product have a box for ticking if its a non discount product.

In invoice / credit screen to have a column which shows if you have applied a discount to a line so you can see it when you are invoicing.

by adding a new column to the invoice / credit so when you click new invoice it will be seen in that screen.

send text messages

So currently to chase people for payment I have to manually type in their mobile number to my phone and message them, it would be very useful if there was a function in sage that let me text reminders

Feature to attach documents to Sales invoices

It would really help if you have a feature of attaching documents to a sales invoice. All our invoices require timesheets but it takes a lot longer to print the invoice and then having to attach the documents before emailing so we cannot even use ...

Created 16 Oct 13:03

Invoices and credits

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Sage 50 UKI Ideas Portal

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WE NEED A WAY TO ADD MORE THAN THREE CONTACTS FOR A CUSTOMER ACCOUNT TO RECEIVE DOCS/STATEMENTS

Highlighting errors in invoicing

Show Payments & Credit notes as minus (-) on account

Prevent disputed invoices from being paid

Facility to link a Direct Debit customer to a second invoice style - which would advise them that this amount will be collected by DD 30 days from date on invoice

Ability to upload invoices from excel

i would like an feature added to sage what restricts any amount of discount applied to certain products.

In invoice / credit screen to have a column which shows if you have applied a discount to a line so you can see it when you are invoicing.

send text messages

Feature to attach documents to Sales invoices