Accounting Ideas

Our company provides estimates to customers for potential jobs. Sometimes the estimate is approved by the customer but won't get completed for another month or more. We only invoice after the job has been completed. By that time the Estimate has e...

It would be very useful to know if emailed statements are not received by the customer. You have this function with emailed invoices but not statements. If statements bounce back we have no idea that this has happened as there is currently no noti...

We often want to see a list of quotes taken by a member of staff on the screen to help identify if a specific person is loosing a lot of quotes

On a copy invoice it would be useful to be able to insert a line where you want it not just at the bottom, or the ability to change the order of the lines. It would be very time saving.

We produce over 300 invoices per quarter using the quick import method but are unable to produce an actual invoice for our auditor or customers. Other accounting software has this function, so why not Sage?

I would like my invoicing system to remind customers that an invoice is due for payment in a week and another email when overdue.

After invoicing customers, an automatic email request to the customer invoiced to leave a review on Trust Pilot.

Cant believe it, I cant email an invoice from a customers account as it does nor pull in the email address set for that customer

As a manufacturer, when I receive a pro forma payment, I am not going to be turning that pro forma into an invoice for at least two weeks. I have to allocate the payment on account and enter reference details to keep track of which job the payment...