Really happy to see that recurring invoices have been added, but we really need to be able sort these by the column headings and/or to be able to export to csv so that we can cross-reference these.
Great to hear that this is in the pipeline.
This is terrific news Jaime. Will definitely receive much usage.
Freight Carriers Association of Canada
1270 Central Parkway West, Suite 301
Recurring invoice run is a great addition to Sage Cloud Accounting!
Agree with previous comment regarding recurring invoices. Our customers have an option to be billed quarterly or annually for our services. Within these times, customers are added to our customer database and some are removed. Need to have a means to verify the recurring invoice database is up to date prior to the quarterly and annual run.
A csv file extract of the information displayed on the recurring screen would be a tremendous help.
In addition, in our case text entered in the Notes area will change for each run. Is there a way to replace current notes on the recurring invoices with the new Notes found in the invoice form setting when the next recurring invoice process is scheduled to run?
This would be a great idea, just found myself looking at the recurring invoices looking to sort by column
This makes sense - it could certainly be helpful when moving from a different program to Sage (or just moving those recurring invoices).
At the minute you'd have to use screenshots for this task - which I agree is far from ideal.
We have been running two systems for the last few years as recurring invoices is a really large part of our invoicing. My reason for wanting to export a list was so that I could check all the invoices against my other systems.
The most important thing is to be able to sort the list of recurring invoices; I now have around 200 set up but they are in the order they were entered and to be able to sort in date order, customer order would be very useful.
Thank you for submitting your idea.
Could you give a brief explanation of what you are hoping to cross reference with - or maybe an example of when this would be useful?
I'm not sure I fully understand the purpose behind this, there might be a better way for us to help you do this or something already available.
You won't be notified about changes to this idea.