Accounting Ideas

Useful to know if draft estimate has been viewed by client

I am a motor dealer and would love to use sage, i believe there is currently no platform for this.

Not all people use the same payment terms, so to change the invoice due date would be very useful.

El problema es que, yo trabajo con personas físicas particulares . Y no puedo darles de alta muchas veces porque el sistema no me deja. Mis clientes son el 98% particulares. Y muchas veces tienen pasaporte extranjero u otra identificación o tambié...

Attachment added to recurring invoices should have the option to be visible to the customer, the same as for a normal invoice.

This makes it much simpler when calculating margins and possible discounts.

I cannot delete old customers, so hiding them would help, as scrolling through a list of contacts when many of them are ex-customers is time consuming and annoying