Sage 50 CA Ideas Portal

I'm sure this has been submitted before, but having to move the customer refund amount to a vendor in order to issue a cheque is getting old. We need to be able to issue refunds via cheque and eft right from the customer module.

Ajouter plusieurs courriel pour les chargés de projets dans le profil du client Nous envoyons nos factures à la comptabilité et à eux

If an error is made when entering a Contract in the Customer & Sales module there is currently no way to remove the contract if it is recorded as completed. This leaves inaccurate information the company file.

we invoice clients in multiple currencies. We can't set the invoice to show which currency we are billing them in.

We have been experiencing duplication of order and invoice numbers at various times. We have contacted product support at Sage50 at many occasions but have no solutions to date.

It would be nice if customers had a portal they could go into to see balance due and the invoices that these amounts pertain too.

Would like to be able to send email out to all customers in the system; be able to send a customized message with or without attachments, without having to export and transfer manually to another email system. Would like sage to be able to select ...

We use Jobber to schedule, it has the abilty to create invoices based on work orders - needs to integrate with accounting.

Have a button to automatically apply surcharges to sales invoices. As a service based company, some of our clients pay for "rushed" services for a 50% surcharge for example. It would be nice to have it as a premade option.

Une recherche d'un client en tapant son numéro de téléphone plutôt que son nom