Accounting Ideas

automatically generate a quote reference field where it pulls the info from the quote. Currently when viewing the invoice I can see the corresponding quote but this doesn't appear on the actual invoice which would be useful for our customers

When you copy a sales invoices (so I copy the one from the previous year to avoid having to retype) it takes the contacts too from the previous invoice BUT the contacts may have been updated since. The invoice should select the latest contacts. Th...

It would be great to be able to customize the sales invoices more. E.g. to add columns. The current options are rather limited.

It is confusing to our clients to receive an email from DONOTREPLY@SAGE.COM

WHEN I HAVE AN INVOICE MADE UP, AN EXTRA LINE IS NOT POSSIBLE TO ADD. E.G. LINE 1,2,3,4 POPULATED BUT WISH TO ADD IN A LINE AFTER LINE 2 .. I AM UNABLE TO DO IT.. THEREFORE NEED TO DELETE LINE 3 & 4 AND REDO.

The first thing that happens when we send out statements is that clients email back to ask for copies of the invoices. It would be really helpful (and would save a lot of time) if this could happen automatically.

notes should always appear on face of invoice when there is ample room

At present when we process a statement run, the statements issued by email to the customer only show the outstanding transactions and not all transactions for the month. They also do not include a line detailing opening balance.

It would be so useful to add have the system generated customer order number (from estimate or quote) added automatically to the VAT invoice. It may need to be easily overridden for some, but our customers only have this reference from us all thro...