Sage 200 UKI Ideas Portal
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
When you have multiple Sales Invoices for the same customers, you are able to email these as separate invoices and not in one continuous file.
| Idea Benefit | The Sage user, doesn't need to safe and send individual emails to the same customer, when they have more than one invoice per week or monthg. |
| How do you solve for this problem today? | Saving down individual invoices, then attaching them to an email outside of the system, it's takes a lot of time |
| Product Variant | Sage 200 Professional |
Hi Kim,
It is possible to generate either a single PDF containing multiple invoices for the same customer, or separate PDF files for each invoice. This behaviour depends on the invoice layout being used.
For example, using the standard Sage 200 layouts:
SOP Invoice (Email).layout produces a single PDF that combines all invoices for the same customer.
SOP Invoice (Single Plain Paper).layout generates individual PDF files for each invoice, even when they relate to the same customer.
This is determined by the initial grouping set within the layout design:
The Email layout is grouped by SLCustomerAccountID, resulting in one document per customer.
The Single Plain Paper layout is grouped by SOPInvoiceCreditID, resulting in one document per invoice.
If you need to adjust this behaviour, you can modify the grouping within the report layout.
Further guidance:
Adding groups to reports and layouts:
Article
Sage 200 Report Designer service overview:
Link
Hope this helps
Siobhan