Accounting Ideas
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Be able to print recurring invoices before the actual date so as to get them ready to post!
Unfortunately not everyone has an email address and invoices still have to be posted....... it would be nice to beable to print them before the date so as to have them ready for the post on the date!
Created 1 Nov 01:33pm
Sales
0
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5
Vote
Automated invoice reminders
I would like my invoicing system to remind customers that an invoice is due for payment in a week and another email when overdue.
Created 20 Jun 10:43am
Sales
0
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1
Vote
Description added to activity on customer and supplier accounts
When you supply/buy a lot of different products at different price rates it is difficult to find when a customer has had that product before or when you have purchased a certain product in the past. Sage 50 used to show the description in activity...
Created 31 Oct 11:30am
Sales
0
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1
Vote
Be able to add a default discount % for customers in profile
Certain customers get a settlement discount which ranges in % terms and in other previosu software(sage50) you can default a discount for each customer to be applied on any new invoices automatically. This also saves having to keep checking which ...
Created 31 Oct 09:28am
Sales
0
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4
Vote
Merge customer accounts
It would be useful to be able to merge contacts as duplicates can be created in error and invoices added before noticing the issue.
Created 20 Jul 12:28pm
Sales
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1
Vote
ON SAGE BUSINESS CLOUD ID LIKE TO SEE A QUICK PRINT OPTION ON INVOICING ITS ALL A BIT CLUNKY WITH THE DROP DOWN OPTIONS
IT WOULD SPEED UP THE WHOLE INVOICING PROCESS, ID ALSO JUST LIKE A PRINT OPTION NOT PRINT AND SAVE THERES TIMES THAT YOU MAY NEED TO AMMEND INVOICES AND ALSO DECIDE WHEN YOU WANT TO LEDGER
Created 27 Oct 09:13am
Sales
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2
Vote
Job Costing
The three dots on the right of the item line on an invoice help with the job allocation and cost center but could we adjust it so that you can just do the insert of the information for the entire invoice instead of always each line. Kind of an ove...
Created 19 Sep 10:58pm
Sales
0
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3
Vote
Partially convert quotes.
have the ability to partially convert a quote, and not the entire quote. Currently, you can only convert the entire quote and not just some of it.
Created 11 Aug 04:31pm
Sales
0
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33
Vote
Email notification if estimates and invoices are sent to an invalid email address.
When submitting an invoice or estimate the system will tell you that the email was invalid but only if you access it again directly. Can there be an automatic email sent if the item comes back as undeliverable? Or perhaps there can be some kind of...
Created 10 Jun 02:06pm
Automation / Sales
0
Love This Idea Likely To Be Coming Your Way
18
Vote
Attaching more than one invoice when using the email invoice feature
Would be really useful to be able to send a client one email with all their invoices attached, rather than sending separate emails per invoice.
Created 1 Dec 10:30am
Sales
0
We're Taking A Look At This
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