Invoicing

I often get given only the Sales Order number and on the other side reports are run giving me the sales invoice number and I would like to be able to quickly match the two numbers.

We use transaction analysis codes to balance the costs of projects within our school. This works from when paying supplier invoices and processing bank transactions, but there is no way to add this code when we are raising invoices to customers wh...

Just like Repeat Order Templates in SOP but available to sites that have purchased the financial modules because they do not require Stock Control and Purchase Order Processing

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...

At the moment once you print invoices from the invoicing module the then become locked down so no editing is possible. Would be great if this wasn't the case as clients raise and print invoices and realise a spelling/pricing mistake, get told to c...

Can the below be changed please? When you raise an order from SOP, process it all the way through, you have a Sales Ledger posting that has the reference and 2nd ref as the invoice number and order number. When you do the same on Invoicing, it was...

Would be great to have the Analysis Codes Fields available as columns on the Invoicing List Similar to how they are available in the Sales Order List I've managed to create a new Workspace of the invoice list to show these columns, but this is not...

I have had a few clients who wish to raise an invoice from the invoice list and record information at this point which will then post through to the 2nd reference field in the customer transaction enquiry screen. This could be using the Customer O...

Currently you cannot use batch/serial items on the invoicing module, they simply don't show due to the number being set to select the number on allocation or despatch. Having functionality to do this on an invoice (Select item, select batch number...

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