Sage Active Ideas Portal

Better Invoice customization The invoices are very unattractive We should have several templates to choose from Original idea: personalisation des facture les factures sont très moches on devrais avoir plusieurs modèle à choissir

Display the customer's order number on the invoice When generating an invoice, you have the option to enter your customer's order number in the Notes menu, just below external notes. However, this order number does not appear on your invoice when ...

Streamline the creation of quotes, it takes too long to create one. Putting a Save and send button like in Sage Accounting and Invoicing, which takes you directly to the form to send the email and when you send it, you go to the initial menu of bu...

To be able to have an additional line to indicate the department or contact to whom the document is addressed. Currently, one of the two ‘Address’ lines must be used. This is problematic when the address to be entered next requires two lines. One ...

I would like to print a quote without quantity

I'd like to be able to add blank lines between 2 item lines in my sales document, to make it more airy and allow me to create blocks of items.

When I enter an address on my Third Party, I want it to be automatically included on the sales documents of the same Third Party for which the address is missing. A validation message before impacting sales documents could also be proposed.

Generate credit note without an associated sales invoice We would need to be able to generate credit invoices without an associated sales invoice. For example, for rebates, marketing, or simply credit invoices related to invoices from previous yea...

Be able to print a document from the list without having to open it. For example, having an option in the Sales - Sales invoices menu to print an invoice in Actions.

Give customers the choice of including the SIRET and EU VAT number on sales documents and in the place of their choice.