Invoice Help

Invoice Help

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I have had problems with the incorrect prices being charged on invoices. I need to add a column onto the 'create new invoice' popup to show the size of the product to try and reduce the incorrect pricing, can anyone help?

Replies (11)

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By Cloudcounter
25th Jul 2014 13:56

Crystal ball

Everybody's gone to look for a crystal ball to see if they can work out what accounting software you are using

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By Nathan.Jackson
25th Jul 2014 14:07

Sage

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By neileg
25th Jul 2014 14:13

The mist clears slightly

Which product, which version?

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By Moonbeam
25th Jul 2014 18:34

Major aggravation with Line 50

If you don't have Sage support, adjusting their awful templates without help is sometimes more than I can personally bear. I need to adjust my own invoice layout and will be calling support for help very soon.

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By qad999
25th Jul 2014 23:56

antiquated sage

they really need to drag themselves out of the stone -age and get a new engine instead of just tinkering around and adding bits on here and there .. awful and expensive

 

the only relatively "good" thing is the fast batch data entry for large numbers of transactions

example - it auto formats date correctly (some packages require a slash between date digits)

 

the rest is garbage .. hiding away all the important reports (for example, age drs/crs) in absurdly tiresome sub-folders....
 and those awful templates

 

plus a terrible export facility to sage .. what a mess

 

issues with restoring data from some previous versions..

 

prehistoric "month and year end routines"... WTF !!... I always get a deja-vu experience and think I have time travelled and ended up back  in the  1980's  peering into the CRT monitor of an Amstrad PC1512 fitted out with a brand new 5 mb hard drive on an expansion card I had just fitted

 

I could go on .. and  on ...

 

Back to the question . I would use an excel template and ignore sage

 

 

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By Rosalea
26th Jul 2014 01:14

qad 999 - I'm not quite sure which planet you are on, but before I go into any detailed explanation of anything I really would like to know, bearing in mind the time of your post, why would anyone need an export facility from Sage to Sage - as per your statement 'plus a terrible export facility to sage .. what a mess'  Are you talking about transference of data between 2 Sage programs?  If so, which programs are you referring to?  If not, can I take it that you have come to the end of a very long week?  

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Replying to lionofludesch:
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By qad999
27th Jul 2014 23:16

sage to excel , not sage to sage

Rosalea wrote:

qad 999 - I'm not quite sure which planet you are on, but before I go into any detailed explanation of anything I really would like to know, bearing in mind the time of your post, why would anyone need an export facility from Sage to Sage - as per your statement 'plus a terrible export facility to sage .. what a mess'  Are you talking about transference of data between 2 Sage programs?  If so, which programs are you referring to?  If not, can I take it that you have come to the end of a very long week?  

 

sorry I meant to say " terrible export facility to excel"

 

and yes I had issues that day (again)   trying to access/restore  client backups (from various sage versions)  ..onto my multi company version

 

sometimes its just easier to ask clients to forward reports in pdf (nominal activity, age drs/crs etc)

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Replying to winton50:
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By cparker87
27th Jul 2014 23:24

Don't use it...

qad999 wrote:

Rosalea wrote:

qad 999 - I'm not quite sure which planet you are on, but before I go into any detailed explanation of anything I really would like to know, bearing in mind the time of your post, why would anyone need an export facility from Sage to Sage - as per your statement 'plus a terrible export facility to sage .. what a mess'  Are you talking about transference of data between 2 Sage programs?  If so, which programs are you referring to?  If not, can I take it that you have come to the end of a very long week?  

 

sorry I meant to say " terrible export facility to excel"

 

and yes I had issues that day (again)   trying to access/restore  client backups (from various sage versions)  ..onto my multi company version

 

sometimes its just easier to ask clients to forward reports in pdf (nominal activity, age drs/crs etc)

Don't even own sage. Just pull reports from clients that I need.

I've come across a few programs that naff up reports when dumping to excel, sage included. I find if you dump to CSV rather hath an xlsx it tends to format much nicer.

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Replying to winton50:
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By qad999
28th Jul 2014 01:05

but...it shouldnt happen in the first place

cparker87][quote=qad999 wrote:

Rosalea wrote:

qad 999 - I'm not quite sure which planet you are on, but before I go into any detailed explanation of anything I really would like to know, bearing in mind the time of your post, why would anyone need an export facility from Sage to Sage - as per your statement 'plus a terrible export facility to sage .. what a mess'  Are you talking about transference of data between 2 Sage programs?  If so, which programs are you referring to?  If not, can I take it that you have come to the end of a very long week?  

 

sorry I meant to say " terrible export facility to excel"

 

and yes I had issues that day (again)   trying to access/restore  client backups (from various sage versions)  ..onto my multi company version

 

sometimes its just easier to ask clients to forward reports in pdf (nominal activity, age drs/crs etc)

Don't even own sage. Just pull reports from clients that I need. I've come across a few programs that naff up reports when dumping to excel, sage included. I find if you dump to CSV rather hath an xlsx it tends to format much nicer.[/qu.
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By Rosalea
26th Jul 2014 01:24

If you maintain your product (stock) records properly you should not have any problems with incorrect pricing appearing on sales invoices.  This principle applies whether you are using Sage (any version) Kashflow, VT, Quickbooks or any accounting package.  One thing that a lot of people seem to forget these days is that computers have not yet been created that can have original thought.  They can only work using the data that is pre-programmed into them.  If this is wrong, the output will be wrong.

PS You will also have to ensure that, when invoicing, you choose the correct product number.

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Replying to ireallyshouldknowthisbut:
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By Nathan.Jackson
28th Jul 2014 10:02

There is nothing wrong with the stock records, the problem is when members of staff invoice different sizes to what was ordered (there can be up to 20 different pack sizes for each product), I need a way to show the size/quantity on the new invoice screen without having to go into the individual products and add it to the description

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