Sage Active Ideas Portal

sales invoices: check the amount of credits related to the initial invoice today we can create a credit note for an amount higher than the initial invoice : it's a source of error

Hello, would it be possible to modify the company name on a proforma/quote please? We sometimes have clients with two different structures who ask us to change the company after we have sent them a proforma, which was possible before. Original ide...

Skipping steps: without specific order and without obligations QUOTES / ORDERS / INVOICES / DELIVERY NOTES --- Sauter des étapes : sans ordre précis et sans obligations DEVIS / COMMANDES / FACTURES / BL

Some customers want to insert photos / images on their quotes or invoices as in SAGE 50 --- PHOTOS / IMAGES SUR LES DEVIS ou FACTURES Certains clients souhaitent insérer des photos / images sur leurs devis ou factures comme sur SAGE 50

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 a credit note from an unpaid invoice by removing items. When generating this credit note, the invoice is automatically marked as "paid" for the amount of the credit note. Original idea: pourvoir faire 2 type d'avoir Pouvoir générer un avo...

Have a new different tab for credit notes. Original idea: Séparer les AVOIRS et les FACTURESPouvoir avoir un onglet différent pour les avoirs