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Customer Invoices / all transaction and record types - Attachment facility

We are thinking of going paperless in April and I have noticed that I am unable to attach a sales invoice to / behind the transaction on V26 or V27.

I have spoken to your software support team today and they say it's not available.

I find it it really strange that you have introduced this facility for purchase invoices and not for sales as well.

Going forward please can Sage provide this facility as we deal with a lot of self billing invoices.

Not everyone produces sales invoices through Sage.

Please can you update me if this option is in the pipeline to happen.

Many thanks.

Kate M

  • This is a facility we would like. At present we use Sage Drive and each individual user keeps customer attachments in the Memo section. Unfortunately this is is not synched across Sagedrive so periodically we have to send all attachments to a central PC and then redistribute them to all users. This is a real pain as it means nobody has up to date information about customer activity

*Community Hub is the new name for Sage City