Hi All,
We currently use an excel document as our master sales list which we then upload to sage to post it into the individual customer accounts and relative nominal codes. We do not use the invoicing function in sage and for various reasons the finance director wants us to continue to do it this way.
The problem that I have now is that customers are requesting that invoices are emailed to them which involves printing, scanning and then emailing every single invoice which is very time consuming. Is there a way that this can be done from sage using the information that has been uploaded from my excel document?
Any help with this or if anyone has used any programmes that can do this would be very appreciated.
TIA
Replies (5)
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Hi, drop me an email at [email protected] so we can discuss options, as I'd like to better understand the customer journey
@ Chris, if you want to relate to customers don't talk management speak
"better understand the customer journey"
Is an absolute howler of a phrase to be using externally to real people, even if used internally ad nauseam.
I don't know the optimum solution to your problem, but surely printing to a PDF rather than paper would save the scanning?
Often you can set up a virtual PDF printer that automatically creates an e-mail with the PDF attached, so that may save a little bit of time and effort, too.
Sage really expects you to be using the invoicing module if you want to email invoices but, as you are importing transactions directly to the Audit Trail, that is not an option.
If you are good with Report Designer, it should be possible to create a report that looks like an invoice and takes the data from the Audit Trail so, for example, you would run it and select a range of transaction numbers (i.e. the lines from the invoice) and then that report could be run to PDF and then emailed...
John
Problem solved, had a good chat to understand why the native Sage invoice module wasn't being used.
However, suggested this great solution which allows the import of full sales invoices via a csv file: https://www.adepttools.co.uk/adept-sage-50-sales-invoice-csv/