Sage Active Ideas Portal

When downloading the PDF of quotes or invoices, the document number and client name should automatically appear. In accounting and invoicing, this was done automatically, and it is very practical as it saves time and reduces file errors.--- --- no...

Add line breaks in the invoice notes. The "External Notes" section of the sales invoice does not accept line breaks, making the note hard to read. --- la partie "Notes externes" de la facture de vente n'accepte pas les sauts de lignes, rendant la ...

Go to the next line. It should be possible to go to the next line, both in the notes and in the item descriptions. Currently, everything is on the same line, which makes the document hard to read. --- Il faudrait pouvoir aller à la ligne, que ce s...

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

It would be interesting if, in document preferences, such as invoices, a couple of templates could be created to choose from. Depending on the client, you could select one invoice template or another based on the bank or payment conditions. --- Or...

Record a deposit before the invoice is created. Be able to quickly record a deposit paid at the time of the order and later allocate it to an invoice. --- Original Idea: enregistrer un acompte avant l'établissement d'une facture pouvoir enregistre...

Display and allow forcing the payment terms in the sales invoice during its entry. Payment terms are only displayed after the sales invoice is validated. If the customer is incorrectly configured, it's impossible to notice and correct it afterward...

When an invoice is sent to a client, the PDF attachment in the email appears as FACTURA.PDF. It should instead display Invoice 2025/0001, meaning the invoice number should be included. -- Cuando se envia una factura a un cliente, en el correo que ...

Purchase invoice - Have a ‘Generate credit note’ button as for the Sales section Original Idea: Facture d'achat - Avoir un bouton "Générer un avoir" comme pour la partie Vente Facture d'achat - Avoir un bouton "Générer un avoir" comme pour la part...