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Status Idea Accepted - Gauging Support
Categories Payment/Receipt
Created by Wendy Gardner
Created on Jul 1, 2024

RELATED IDEAS

attachment with enter customer receipt

It would be useful to add a remittance to a sales receipt on customers.

Idea Benefit keeps records complete and helps with auditor queries, less paper kept
How do you solve for this problem today? file paper copy. attach to an invoice in customer but if need to find a copy would be looking through lots of invoices to find it.
Product Variant Sage 200 Professional
  • Post comment
  • John Wilkins
    Oct 17, 2024

    Totally agree. This would save a lot of time when asked to provide customer remittance advices for financial auditors.

    Reply
  • Catherine Bywater
    Jul 16, 2024

    Spindle Document Capture is an option here, we use it successfully.

    Reply
3 MERGED

Attaching documents to payments & receipts

Merged
Allow us to attach documents such as remits, cheque, payment transaction screen from bank etc. to payments & receipts
Leanne Mann about 1 year ago in Payment/Receipt 0 Idea Accepted - Gauging Support
9 MERGED

Attach Remittances to SL receipts

Merged
It would be useful to be able to attach customer remittances to SL receipts and at point of entering SL receipt
Fiona Douglas-Wilkinson about 1 year ago in Payment/Receipt 1 Idea Accepted - Gauging Support