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  • How to add or update Credit Cards on the Sage Customer or Partner Portals for North America

    Updated 01/11/2024 Are you a North American product user and have you received a service plan renewal notice and or a message about an expired credit card? The Sage Customer Portal or Partner Portal let you add or update an existing credit card…
  • How can I export any/all the email addresses in paperless office?

    I would like to have a list of all email address associated with every account, but I am not aware of a method to do this.
  • Shipping Notification

    How can a automated email be sent to customer with the shipping tracking information, as soon as the tracking # is entered in the shipping module? We are using Sage 100 with a standard shipping (NO additional modules). Thanks!