Invoicing

If you raise an invoice via a sales order and you accidentally type in the wrong nominal/CC/department combination it highlights yellow as a warning that that does not exist giving you the opportunity to check and correct. However in the invoicing...

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...

There are major limitations to the functionality offered by the current Sage 200 Standard API. In particular there is no endpoint for creating an unposted invoice. This leave a major hole in any integration that depends on invoices being created

The invoicing module does not allow entry of analysis codes nor shows who created the invoice. This is available as it is stored on the corresponding sales order entry created & hidden from users so can this be exposed to allow both amendment ...

If a post-dated invoice is raised and posted in the Invoicing module any COS postings will be created using the system date when the invoice is posted, rather than the invoice date. Could this be changed so that either the invoice date is used for...

On the new Invoicing module - there is only the option to add/select Nominal Code (no option to select project code) Would be handy to be able to select Project Code - especially if you only want to invoice a non-stock item like a free text/delive...

The billing process for service invoices is very cumbersome and time assuming, and involves both the processing of a sale order and despatch of good process before an invoice can be generated. This is inappropriate for service business based busin...

We have just started looking at the invoicing module in our demo company and have noticed that the same reference (the Inv number) is used as the Reference and 2nd Reference in customer enquiry. Has anybody asked for the 2nd reference to be the cu...

When producing invoices which do not need to go through the despatch procedures, the to follow column does not adjust and still indicates that the items are still to follow. Need to be able to adjust this.

Allow rapid input for Pro Forma invoices.