Sage 200 UKI Ideas Portal

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Invoicing

Invoices open to be amended up until they are Posted onto Sage.

We need to be able to amend invoices if there is a small error - date/amount/vat code etc unfortunately once you print or save you cannot amend. It would be much better if you could amend prior to being Posted rather than having to credit and re-r...
sean higgins 11 months ago in Post / Print Idea Accepted - Gauging Support

Visible columns on each list not to reset and remove upon update

All users would benefit. Each user sets up list with the relevant visible columns and information for their role. Every time Sage has an update, these are all removed and reset to default. This wastes a lot of time after every update and is not ve...
Leanne Nixon 5 months ago in List / List / List / List / List / List / List / List / List Idea Accepted - Gauging Support

Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....
Janine Holloway over 1 year ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt Idea Accepted - Gauging Support

Allow amendment of billing address on SOP/invoicing module

We need the ability to amend billing addresses within the SOP and invoicing module. As an online seller, we require a customer account where we can input both billing and delivery addresses at SOP/invoicing level. Considering online selling is hug...
Leanne Nixon 5 months ago in New/Amend Invoice / New/Amend Order Idea Accepted - Gauging Support

Credit note reasons

Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
Tayla Adams 8 months ago in Invoice/Credit / New/Amend Invoice / New/Amend Return Idea Accepted - Gauging Support

Automatically add any credits on a customer account to invoice

Despite reminders of credit balances customers tend to pay the full invoice value. Memo lines help but are often ignored. Can there be an option to show any credit balance on the invoice and calculate a new payment required?
Rachel Bartholomew about 2 months ago in New/Amend Invoice Idea Accepted - Gauging Support

Show Both Account and Base Currency Total Gross Value on Invoicing List View

On the Invoicing List View the Total Gross Value column shows the value in the Account Currency. An option to add a column to display the Base Currency would be beneficial. The Exchange Rate column is available but that is not help. This is a feat...
Howard Taylor 6 months ago in List Idea Accepted - Gauging Support

Ability to choose different invoice layout when reprinting invoice

If you produce an invoice in the Invoicing module and select a different layout, it will reprint on the layout assigned to the customer record. There is no option on the Reprint screen to choose a different layout.
Claire Trim over 2 years ago in Print Idea Accepted - Gauging Support

To be able to create Copy Invoice to Credit Note in Invoicing Module

In newer versions of Sage 200 it is possible to copy an existing order when entering a sales return in SOP so that you do not have to manually key in all lines. It would be useful if the same option was available in the Invoicing Module. So when y...
Guest over 8 years ago in New/Amend Invoice Idea Accepted - Gauging Support

Change of invoice address & company name on the invoice

Instead of having to go into the customer to edit these details, it should allow us to edit the invoice address and company name on the invoice despite the status. Even when you change the customer address, it won't amend the invoice once reprinti...
Sophie May almost 2 years ago in Re-print Already Exists