Accounting Ideas

Right now when I print an invoice, it only says payments made and the amount. It does not tell me the date that it was paid or how it was paid (cash, cheque, credit etc.). It would be beneficial to see the date/method on the invoice, especially if...

More and more larger corporate companies are now insisting that due to their auto reading of pdf invoices etc. They now require the word invoice etc to part of not only the document but also in the file name of the invoice itself when emailed to t...

When a new customer or supplier is added their details go to the bottom of the list. They can be sorted either by customer/ supplier or by their reference but it is not saved.

Where Reference is stated on the Invoice Templates please add PO so it says PO Reference. Customers are sending invoices back saying they are incorrect becsuse it doesnt list a PO. Just by adding PO in front of Reference would solve this problem v...

It would be useful to be able to merge contacts as duplicates can be created in error and invoices added before noticing the issue.

I've imported a bank statement into Sage Accounting and I'm matching transactions. Some of the transactions say "Match found" and it displays that it's a sales invoice, the name of the customer, the date and amount. Please could it also show the i...

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 with Sage 50, pop up style message as reminder of specific needs for certain customers/jobs. Some customers require a statement to be sent with their invoice or have specific invoicing requirements e.g. additional information needed. Other cust...