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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…

  • 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…

  • 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…

  • 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…

  • 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…

  • Custom Layout Designer - Add a field with a fixed percentage of a different field

    Dear everyone, I hope you are fine. And hopefully someone can help me :) I made a custom document functioning as a payment request (on basis of a quote) in Sage One/Accounting, but I would like to add one field - a field, that shows "Remaining Balance…

  • Supplier discount

    Good day, I am trying to process the supplier settlement discount. I input the discount from the bank transaction. I then allocate the payment to the respective supplier invoices. When I do this allocation, the related discount on the invoice is not…

  • Setting up a financing loan and posting payments for the loan

    the Peach Tree software we are using is pretty dated I believe 2011. We receive statements monthly from the bank for a large equipment financed loan. The accounts used in setting up the loan were Note payable to the bank; Interest Expense, and the other…

  • Sage Instant program closing each time I click save?

    I've been using Sage Instant Accounts for the last year or so. Today after entering some invoices and clicking save the whole program completely closed down without warning. After logging back in I can see that the invoices were saved but did not appear…

  • Entering Restaurant Register Sales

    Hi, I’ve recently started setting up Sage 50 for a small take out restaurant. I’m new to accounting with Sage and also for a restaurant. I’ve used quickbooks some for a different type of company where it was invoice only and we didn’t really deal with…

  • How To Process Sales Invoices In Non Financial Sites

    I have couple of invoices that are sitting in non financial sites. The invoices do not show up as open item under ACH payment when we try to apply a payment. How can we process these invoices. The site is not suppose to be a financial site, converting…

  • Payment adjustments to suppliers

    H All, I have suppliers based in the U.S. whom I pay from a USD account. When entering the payments to those suppliers, being that I buy in USD and pay from a USD account, I made the mistake of using a 1 to 1 exchange rate. I'm now looking to adjust…

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