Accounting Ideas

When I view an invoice, could you make it possible to allocate credit notes or payments on account right there? This would save navigating around the system to sort it.

I used to be able to do this in sage 50 before migrating to Sage cloud. I generate lots of invoices for the same customers each month. It would be beneficial to select the invoices to send and email them all in one email but as separate PDFs- and ...

When invoices are due for payment, some clients have not seen or viewed their invoices so this delays payment. A report to show which invoices have been sent but not viewed by the client.

when looking at a customers account it would be helpful to see which invoices has been sent already by email. with a sign of some sort

Where a business is invoicing a Head office for a customer - with invoices relating to dozens of branches it is important to have the hosted invoice identified correctly immediately by accounts clerks. Without the Customer name on the hosted invoi...

It would be nice to be able to include a customers email address and phone numbers to a printed copy of an estimate or invoice. The owner of our company does not access the database in sage and if that information was included when printed he woul...

Sage 50 Invoices/Quotes has an extra header ref field that is extremely useful. Ie we used it for using in our own works job number and showing this on the invoice so customer could quote it back to us etc. Could you add an extra field in Sage clo...

Customers cannot see the total of each product including VAT in their web quotes. The PDF quotes are correct with line totals including VAT which is very clear and easy to understand. Sometimes a quote is sent with multiple products for a customer...

Date of payments should be displayed on invoices. Also need to export a report showing paid invoices and date of payments.

Doesn't look professional.