Set up a data flow from the SO tables into the invoice tables.

Set up UDF validation (list or UDT) for the fields you want to have a lookup list (then remove and re-add them to the panel).

Use Paperless with a customized invoice form code to make your life easier for the printing / emailing.

Thanks - I'm not exactly sure what's meant by setting up a data flow and the other processes referred to here. Is there anything you can refer me to, like a document or video? I'm just learning this to fix some stuff in our system.

I'll see if I can get anywhere with Paperless, but really don't have much to go on here.

Thank you

Thanks - I'm not exactly sure what's meant by setting up a data flow and the other processes referred to here. Is there anything you can refer me to, like a document or video? I'm just learning this to fix some stuff in our system.

I'll see if I can get anywhere with Paperless, but really don't have much to go on here.

Thank you

For custom office there are some SageU courses but I don't know how good they are.  You may want to schedule some training time with your Sage partner. 

Look in the help files for Paperless setup details, or ask your Sage partner for assistance.

I'll try to look through there, but my Sage partner is an absolute rip-off - they just talk about what they could do and bill thousands for their chat, plus travel time from 10 minutes away. 

I'd really like to see some help from experienced users here who wouldn't mind explaining a process a bit.

In the Help files search for "MAP"  it will tell you how to map a UDF from Sales Order Entry to AR Invoice History files.

Thank you - I'll take a look this week or weekend.