Sage 200 UKI Ideas Portal

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Invoicing

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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 17 days ago in Post / Print 5 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 7 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 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 almost 2 years ago in Print 1 Idea Accepted - Gauging Support

Would like to have document created ref for credit notes and invoices

It would be helpful to be able to identify who/which user created the credit note or invoice (like the sales order document created column).
Lynn Jeffery 5 months ago in New/Amend Invoice 0 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 12 months ago in Re-print 3 Already Exists

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 almost 8 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

Edit delivery address on invoice even after printing

We have a trade counter and quite often delivery addresses need to be corrected or changed. We use the invoice module for speed, however, once the invoice is printed we cannot amend the delivery address, so have to cancel the invoice, and redo it ...
Eiain Lennon 12 months ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

Warning when insufficient stock on Invoicing

When using SOP invoicing and there is no stock an invoice is produced anyway even though stock is set not to go into negative. This means the customer gets an invoice for goods they could not possibly have received. Can there be a warning either a...
carla renno over 1 year ago in New/Amend Invoice 5 Will not implement

Option to pick up email from Delivery address or in contacts for emailing Invoices out

Some departments would like Sales invoices to go direct to them, whilst other areas need their invoices to go to the main invoicing / accounts contact setup at Sales Leger level If we could add a tick box on the delivery address to override the ma...
Victoria Hanley over 1 year ago in New/Amend Invoice 3 Idea Accepted - Gauging Support

Invoicing List to deduct Credit Notes from total

In the Invoicing list when you select invoices they display a total on the bottom of the list. If you select a Credit Note it is shown as a positive value and added to the Invoice total when it should be a deduction.
Sandra Wallace about 2 years ago in List 1 Idea Accepted - Gauging Support