New Customer on proforma for first 5 orders

Question

Hi, 
 Is there a way of setting a new customer up on Sage where their first five orders go as proforma automatically rather than the sales ledger having to remember to do this?

Steven Holden · Accepted Answer

Hi Danny, 
 There&rsquo;s no individual setting for this, only the global setting in Settings > Invoice & Order Defaults > General > Default Sales Order: Product Proforma (SOP). 
 However, you can log this as a suggestion to improve our Sage Accounts software on our Ideas Community: https://communities.sage.co.uk/ideas/ To log your idea select Sage 50 Accounts and then Submit an idea. Once logged, we&rsquo;ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

Sage 50 Accounts

New Customer on proforma for first 5 orders

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