Sage 50 CA Ideas Portal

Customer invoice: Printed, Emailed, PDF (without changing printer settings)

Sage only currently allows invoices to be printed or sent to clients through the Sage accounting email system.

Adding another option to allow invoices to be exported to PDF, so that we can either save a copy so that we can use it in our own email software which allows us to use digital signatures and tracking features (the Sage email thing is crap) or to export it as a pdf that we can save to a file etc.

Currently we can change the printer settings to save to PDF, but having to go into the settings every time to change from printing to PDF and then back is time consuming, which a simple button at the top of the invoice screen could accomplish.

This could also be used in all forms such as Sales Orders, Purchase Orders, etc.

  • Brian Belanger
  • Nov 1 2024