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Forum Post: Clear zero balance so that invoices are not prepared

How do I clear a zero balance on sales invoice so that no invoice is printed?  One-time customer overpaid account and I refunded the overpayment.  Account balance is zero but invoices keep printing...

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Forum Post: Deleting an old bill

I have a bill from Sep 2012, that was payed by check in Sep 2012.  The vendor marked our bill paid but the check has not cleared.  My problem is the outstanding check. If I void the check the old bill...

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Forum Post: Sales Order Register

I am trying to print a modified Sales Order Report. I added columns for the Sales rep name and Part Number. In the part number column the title prints out but no info?  

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Forum Post: Upgrade to Quantum

I would like to hear your opinion. We are a non-profit with Non-Profit Premium software and looking to upgrade to Quantum.  Is this the next step for us now?

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Forum Post: Sage 50 2015 SDK

Hi,  Does anyone know where the 2015 SDK link is? The usual one I've used for years now redirect to the home page for Sage 50! Ideally I just the CHM documentation and a list of the breaking changes...

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Forum Post: RE: New Chart of Accounts

Is this part of the same company or will this company have it's own tax ID number?  If it has a new number, set it up as a new company.   If you want to see them consolidated, you could create a...

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Forum Post: RE: Sage Premium Free Trial Download

Sage does not offer a download  version anymore.  You can use the interactive version.  Here is a link: sp1.actemarketing.com/.../Survey.aspx   If you need more information, I would be more than happy...

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Forum Post: RE: Custom Form - Customizing data fields

Hi Jeff, The standard data fields will allow for adding the page number, but not the total number of pages. However, a certified consultant may be able to customize a form to suit your needs.  You can...

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Forum Post: RE: Assembly cost

Hi Hudco, To view the cost of an assembly, you may want to view the Item Costing Report under the Inventory reports.  This will show the item cost and actual cost at which you purchased the item if...

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Forum Post: RE: How to handle purchase of money order from post office?

Hi Werbel, 1. I would, first, suggest setting up the Post Office as a Vendor. 2. You can show the receipt of $30 by going to Tasks, Receive Money, changing Customer ID to Vendor ID and choosing the...

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Forum Post: RE: Upgrade to Quantum

Hi Simer, Yes, you are correct. Starting with Sage 50 2015, the versions that are offered are Pro, Premium and Quantum. The Complete and verticals of Premium (Manufacturing, Construction, Distribution...

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Forum Post: RE: Apply Prepayments to an invoice

As I understand, we have to check the box for pre-payment right? What is the best explanation whu that box cannot be checked sometimes?

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Forum Post: RE: Apply Prepayments to an invoice

If you have already selected an invoice to be paid you cannot select the pre-payment check box.  The pre-payment check box is meant to be a separate transaction that can be later applied to an open...

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Forum Post: RE: Sales Order Register

Hi amk100, Part number is a field on the inventory item maintenance record; therefore, the part number field for the inventory items on the report is blank. Please reference this article from our...

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Forum Post: RE: Printing account numbers/descriptions

Hi M.C., The GL account information is not going to pull automatically into the any of the Sales forms. These forms are for the user's end customer and therefore GL account information is not relevant...

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Forum Post: RE: Sales Order Register

I filled in the part number field on the item maintenance record, and my report is still blank.

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Forum Post: RE: Upgrade to Quantum

Your account will be automatically upgraded to Quantum.  You don't have to do anything.  If you need to add additional users or reduce your level, you may.   Sign into your customer portal.  Your new...

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Forum Post: RE: Upgrade to Quantum

If you are on a Sage Business Care Plan, Shirley is correct that your account will automatically upgrade. If you are not currently on plan, and using an older version of the software, you would need...

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Forum Post: RE: Printing account numbers/descriptions

I would simply create Inventory Items with the GL numbers and descriptions.   If you would like a FREE demo of what I am talking about, give me a call.  304-233-2612. Shirley

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Forum Post: RE: Sales Order Register

When I add columns for Unit of Measure ID and Description I get the same thing - Title at the top but no info. All fields are filled in in the item maintenance screen.

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