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  • Invoice to allow customers to pay by credit card or bank

    Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? I've attached a few examples of the email we receive from a quickbooks invoice and also the payment options. We do not need assistance in getting bank…
  • VENDORS

    Hello I create a miscellaneous vendor so I can pay to non recurrent vendors (I dont want to create a vendor for each non recurrent vendors), this is possible? How can I do this?
  • Invoice to allow customers to pay by credit card or bank

    Will sage/intact update their invoices to allow customers to pay via bank or credit card directly? This is something Quickbooks/intuit has had for a long time. I've attached a few examples of the email we receive from a quickbooks invoice and also the…
  • B/fwd row on customers sale tab

    We have a couple of anomalies which have previously gone unnoticed. They affect any customer that has had a refund. For example, customer A had a refund back in November 2015 (8 years ago) the value of the refund was £1122.64. If we look at the sales…
  • Fortis Payment Processing

    Is anyone out there using Fortis for their credit card processing? If so, what has been your experience with them?
  • SEPA E-Banking Plugin changes from BOI &AIB

    Hi Folks, There are pending changes from both Irish Banks AIB & Bank of Ireland in relation to structure/content of SEPA XML creditor Payment files created as part of Payment Run. Below are the main changes Changes The main change is the introduction…
  • Recurring 'Other Payments' not working

    I have two recurring 'other payments' set up to recur every 2 weeks however the system is not generating the recurring payments. I have checked my settings and it is set up correctly; you can even see the recurring symbol below. Has anybody run into this…
  • Purchases Journal

    How do I add additional accounts to the "Paid From"
  • Run Suggested Payments by Payment Group(s)

    Rather than Suggested Payments being generated for all suppliers, it would be useful to select the payment groups first. We currently use all 10 available groups, e.g., stock for resale, sundry, rent and rates, utilities, etc,.
  • Sales order processing and staged payments

    Can someone help with an issue I have please? We need to process a sales order but the order has staged payments. For example, the sales order would show a stock item with a value but we need to invoice the customer 20% in advance, 50% upon despatch…
  • Supplier Payment

    Using Sage 50cloud. When making payments using the Supplier Payment button under Bank Accounts, is there a way to set up the "Reference" to a default text? I have highlighted the section on the attached image.
  • Received money from vendor

    Hi, I got a credit note from a vendor. I booked the vendor credit note in AP. Now I received the payment from the vendor on the bank account How do I post it?
  • Pay Now button on Pro Forma Invoices

    We use invoice payments via Stripe for SOP invoices but would like to extend this to pro forma invoices also. Currently it is not possible to add a Pay Now button to a pro forma invoice layout. The benefits of having this on pro forma invoices are…
  • emailing invoices and statements

    I am unable to send a statement or invoice email from within sage. We are on a multi user program and the other users can send emails not problem. From my login it looks like it sends but nothing is sent or received when it does. Please help!
  • Select for Payment, SORT Ambiguity and undesireable

    The options to Sort the listed items for payment include "Vendor". This is ambiguous as it could mean Vendor Name or Vendor ID. Unfortunately it means Vendor ID instead of Vendor Name and as Vendor ID might have no general relation to Name, it still leaves…
  • Opayo - Download Reciepts

    Hi All, wouldn't it be amazing if when opayo downloaded receipts in the chain as it does this in sage that you get to change the bank account the payment + invoice goes to ?? at the moment every opayo payment automates to Nominal 1200 bank which would…
  • Add Pay Now button to Customer Statements

    This would allow the customer to clear their outstanding balance in one go rather than having to go nad find each invoice individually.
  • Possible to add a new payment method?

    Is it possible to add a new payment method when paying Vendors? If yes, I cannot seem to find where to do so. Thank you in advance for any help! Paula
  • Record navigation option in Customer receipt window

    Would be great if we could select multiple customer records and then navigate through them in Customer receipt window same way like we have the below buttons in Activity window. This will facilitate payment allocation as this is currently a manual process…
  • Data Import shortcut

    I think it'd be a good idea to be able to add specific options from the advanced data import tab into the Payroll Links box. For example, every month I use the below imports that would be better accessed as a link rather than digging through the toolbar…
  • Revise an A/R payment

    Hi everyone, I had a customer pay by cheque, but their cheque was short .01 cent and I didn't catch in until now. I recorded the payment last week. Sage won't allow me to revise the payment to deduct the .01 cent and so obviously my bank reconciliation…
  • DEFAULT DATE TO BE BLANK WHEN POSTING A TRANSACTION

    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…
  • I want to upgrade my account

    I tried reaching the sales department but they don't seem to exist. I want to upgrade my account and possibly add up another company. I need a detailed explanation on how to go about this. I have 3 days to renew my plan. I need immediate assistance. I…
  • Split Payment Terms Fucntio

    SAGE Cloud currently seems to only allow you to set very standard payment terms e.g. One payment required by a certain due date that you set per invoice. We need to be able to offer our customers split terms and for that to be easily managed in the software…
  • Bank Reconciliation Payment Selection

    Hi, When using the advanced bank reconciliation (BSIIMP), after matching the statement (GESBSIMTC, Process Bank Transactions), we have an option to select / filter the payments, on the right, in order to reduce the number of items that appear on the…