Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Search found 4 matches

by sbleitner
15 Jul 2013, 19:54
Forum: Sage 50 Report Designer
Topic: Sage Statements with Outstanding Sales Orders
Replies: 6
Views: 6735

Re: Sage Statements with Outstanding Sales Orders

Thanks for all your input. I will give all this some more thought before I decide what to do. BTW when I talk about recurring bank transactions I'm referring to customer payment on account, the good thing about this is that it can be included in the cash flow forecast which is very important to us t...
by sbleitner
09 Jul 2013, 16:09
Forum: Sage 50 Report Designer
Topic: Sage Statements with Outstanding Sales Orders
Replies: 6
Views: 6735

Re: Sage Statements with Outstanding Sales Orders

I think the problem was that you had not really though through the method of what you were doing, it appears that in answering my probing you are now getting more of an idea of how you want to do this. When we started 5 years ago that worked best for us, as we have grown we need to make the changes...
by sbleitner
08 Jul 2013, 17:56
Forum: Sage 50 Report Designer
Topic: Sage Statements with Outstanding Sales Orders
Replies: 6
Views: 6735

Re: Sage Statements with Outstanding Sales Orders

Hi Bruce Thanks for your response. Correct, I'm trying to do a table join but I'm running into lots of difficulties. In my terminology. Sales Order = Pledge; Invoice = Donation. The process up until now is, 'Invoice proforma' = pledge and 'Posted Invoice' = Donation however we think we might be bett...
by sbleitner
07 Jul 2013, 19:15
Forum: Sage 50 Report Designer
Topic: Sage Statements with Outstanding Sales Orders
Replies: 6
Views: 6735

Sage Statements with Outstanding Sales Orders

Hi We are a UK registered charity and we have about 600 supporters on our database. The way we raise out funds is that we first receive pledges over the phone or in group meetings we must then chase the donors to setup a payment plan or send in their payments. As we grow bigger, chasing funds is bec...