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Email Address on Invoice/Documents Layout
The email address that shows on the Invoices/Documents defaults to the account owner's email, or your accountant's if that's how you signed up. As an accountant partner this is defaulting to my email address which is a ridiculous setting, why woul...
Created 09 May 08:12
Sales
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Address invoices to multiple people at same company / same address
We regularly invoice Solicitors where we need to address the invoice to different Partners ie the main contact will change from one invoice to the next. The company is entered as a contact and we change the main contact to personalise the invoice ...
Created 11 Apr 12:34
Sales
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A copied invoice is sent to latest contacts, not original ones
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...
Created 03 Nov 06:02
Sales
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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 09:13
Sales
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Show more details in customer view
Please provide more details / columns in customer view, I would like to be able to see the issued state of invoices from the customer view, currently I have to view ALL sales invoices to see if an invoice has been issued / viewed, also show status...
Created 16 Oct 11:17
Sales
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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 16:31
Sales
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Be able to add Lines on invoices or move pre-filled line
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.
Created 01 Aug 10:00
Sales
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Different customer e-mail addresses for Sales Quotes & Sales invoices
We virtually never send our sales QUOTES to the same people/addresses that sales INVOICES are sent to. Please can you update so that we have different send options, depending on whether it is a quote, invoice etc?
Created 17 Jul 13:37
Sales
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Ability to see if a customer has read their statement sent by email
I am chasing a bad debt and in order to progess this to the small claims court I have to have a read receipt for emails sent. Being able to see this on SAGE would be extremely useful
Created 10 Jul 14:45
Sales
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WHEN CREATING ESTIMATES AND QUOTES I WOULD LIKE TO BE ABLE TO SUBTOTAL
I WOULD LIKE TO BE ABLE TO HAVE SUBHEADINGS AND SUBTOTALS E.G. ITEMS 1,2,3 = £SUBTOTAL ITEMS 3,4,& 5 =£SUBTOTAL, THEN GRAND TOTAL.
Created 29 Jun 10:41
Sales
1
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