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We had a credit note from the electricity company. We have three meters, using two different tax codes. When attempting to allocate the remaining credit to the electricity company invoice on Sage50, we found we were unable to as the credit had been created…
Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date.
This will ensure that there are no future transactions sitting in the…
We sometimes charge a restocking charge but would like a facility to add this to a credit note for goods returned.
Currently we either have to do a separate invoice or else reduce the return cost allowed for each item to match the total restocking …
Idea:
Make writing off products more simple and automated based on the Credit Note for which they have been raised.
If a customer returns items and receives a credit note, allow us to write off the products with a few simple clicks rather than manually…
Has anyone found a way to include Credit Notes / overpayments when using Go Cardless Direct Debits? We issue more than 600 Requests for Payment, but Sage does not appear to automatically include the credits
When my users look at the Notes fields in the Sales Order/Invoice/Credit edit forms, they see a TextArea type field, not three unique fields that, in my case, are used as Analysis fields (back from when the Analysis fields didn't exist in said edit forms…
We're a wholesale company - and there must be a lot of us about!
We would love the function that sage a) recognises that a customer has a credit on the account and b) allows us to apply both the credit payment AND the final balance payment to a pro…
When a customer exchange takes place we have to raise a credit for the returned item and an invoice for the replacement. This disassociates the 2 transactions.
It would be useful to have a function whereby you add the returned item as a negative quantity…
Would it be possible to show a minus sign on credit note values?
This would be helpful to our customers to help them clearly identify if the document is a credit note, rather than an invoice.
Thank you for your input
Hi all,
We email our invoices and credit notes to our customers, which all works well.
However, for the credit notes the subject line states "Invoice ###### ". Is it possible for this to automatically change the email subject to Credit Note?
Many…
I would like to see a tick box at the top of the Invoices & Credits screen - All Records that by ticking will clear all the credits as I find it annoying every time that you have to scroll up all credits to get to the last invoice.
i appreciate that…
When a customer credit is posted, the customer reference does not appear in the stock activity window.
This makes it difficult to see when a credit has been created to reverse an invoice and a new invoice created to correct an error in the original…
Please add the account code to the stock transaction when a sales credit is generated. This would allow a quick identification of an invoice that was credited (ie without a stock dispatch on the same customer account) when doing a stock review.
When raising a new invoice for a customer a window appears showing 'special' notes relating to the customers requirements as to how invoices are to be sent to them ie. E-Invoicing, PDF format, by post only.
Rather like the Credit Control window which…
When using the Invoices and Credits module, I have noticed that both invoices and credits share the same sequential numbers.
So - any invoices that I convert to credits, or any credits that I create, will use the next sequential number available in…
Such a simple function, i'm actually quite amazed it's not already a feature. It would be great to see an option (possibly in the "Invoice Defaults" screen) whereby you can tick a box to allow newly created invoices/credits to automatically update customer…
We have some customers with whom we operate on a Sale-Or-Return basis, but sometimes the stock is not physically returned (Yes, I know that's crap, welcome to my world - we call it sale-or-burn).
When we get notification of such returns, we raise a…