Sage 200 UKI Ideas Portal

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    Credit note reasons

    Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
    Tayla Adams 29 days ago in Invoice/Credit / New/Amend Invoice / New/Amend Return 0 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 10 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 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 8 months ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    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 about 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 about 1 year ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Save and print button on create quotation screen

    When creating quotation's in sage it would be ideal to have a save and print button.
    Craig Ingram 11 months ago in New/Amend Quote 5 Already Exists

    Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

    We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
    Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 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 almost 2 years 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

    Unable to see stock levels when creating a quotation

    When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
    Robert Lewis 9 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support