Skip to content

x Want to ask a question or reply? Click here to join the group.
  • State Suggested Answer
  • Replies 3 replies
  • Answers 1 answer
  • Subscribers 4 subscribers
  • Views 206 views
  • Users 0 members are here
Browse Forums
Announcements
115
topics
18
replies
Making Tax Digital
214
topics
563
replies
Sage Accounting General Discussion
1k
topics
3k
replies
Sage Accounting Start General Discussion
321
topics
572
replies
Sage Sole Trader General Discussion
410
topics
973
replies
More Content

Invoice status

Andrew Seymour
Suggested
Posted By

Why is it that as soon as you save an invoice, it shows as UNPAID even if the invoice has not been sent? Surely it should show as NOT SENT until its been sent and then go into the UNPAID once sent?

As if you have lots of invoices its very hard to track what has been sent and what has not. It also seems its not possible to see if an invoice has been read?

i used to use QuickBooks, which would show you which invoices had not been sent and what had been and were awaiting payment. You could also see an invoice viewed notification.

Is there any way to tell what has been sent and what has not in Sage Sole Trader?

Does anyone else think a differentiation between sent and not sent would be good??

Thanks

Andy

Parents
  • 0

    Hi Stuart A

    I think you missed the point. I know how the invoice workk and that they dont get auto-sent but i have quite a few monthly invoice i send out and as the system doesn't have recurring invoices i have to prepare about 20 + each month and its easier to create them all and then send them out, so if they didn't show as unpaid before they were sent, it would be easier.

    Its a pain to create each one and then send it and then do the next and the next etc.. like that as i have to edit the default text in the email as there seems no option to change this (only invoice text) and the Sage default text is a bit rubbish. So a status of SAVED or NOTSENT when it hasn't been sent would just make the process a tad easier.

    Andy

  • 0 in reply to Andrew Seymour
    Suggested

    Hi Andrew,

    Thanks for using Community Hub.

    Thanks for the information, I would recommend leaving your feedback on the in product feedback page where you can share your ideas for future improvements, take  a look at the article below on how to do this.

    Share an idea

    If this helps, please let me know by clicking Verify Answer.

    Regards,
    Stuart
    Sage UKI

Reply Children
No Data

*Community Hub is the new name for Sage City