Sage Active Ideas Portal

When you create a quote, it used to show 'QUOTE VALID UNTIL XX/XX/202X'. This helps the customer, if interested, to pay as soon as possible so we can proceed with the process. If the customer has not made the payment within a certain number of day...

By selling daily to the same customer with delivery notes and being able to invoice all the grouped delivery notes on a specific date, all in one invoice. Original idea:Poder agrupar varios albaranes de un mismo cliente en una sóla factura. Al ven...

It would be ideal to be able to generate a PDF invoice for partial payments. Partial payment / Partial invoice Paiement partiel / Facture partiel Il serait idéal de pouvoir générer une facture PDF lors d'un paiement partiel.

I would need a third figure (to the thousandth) after the decimal point in view of my business of processed products invoiced to the nearest gram. Il me faudrait un troisième chiffre (au millième) après la virgule au vu de mon activité de produits...

Being able to include the purchase prices of products bought from suppliers, so we can calculate the profit for each product when converting a quote to a client --- Introducir precios compra productos y servicios El poder incluir los precios de co...

At the bottom of the invoice, there is little space to add notes, data protection information, etc., which must be included in each document --- Espacio en la factura y los presupuestos En la parte inferior de la factura hay poco espacio para pone...

In an quote, I have to give details of the work I'm doing. At the moment, I'm obliged to create article lines which pollute my document visually and don't allow me to give details of the work. je souhaite pouvoir integrer des ligne que de texte su...

once the measurement unit has been entered for an item, it cannot be changed. the item cannot be deleted as it has already been used in sales documents. L'unité de mesure des articles est impossible à modifier une fois renseignée une fois l'unité ...

Add templates with formatting styles for sales documents --- Plantilla documento venta Añadir plantillas con estilos de formato para los documentos de ventas

Hello, Please ensure that when I send a quote or an invoice to the client through your interface, the subject of the email automatically includes the quote number and the client's name. Thank you. GAUTIER Original idea: objet des emails d envoi de...