I'm not a pro by any stretch but I've been tasked with running some accounts with Sage 50 2010.
I raise a quote with the date of it being sent to the client. Lets say the 1st Oct. Lets say the client takes 2 weeks to accept and the work is carried out the same day.
The quote gets converted into an invoice on the 14th Oct and the clock starts ticking for payment.
Unfortunately, Sage doesn't record 14th Oct on the invoice and instead takes the 1st Oct as the start of the 30day payment window.
Thus invoices are being shown as overdue when in fact they're only 2 weeks old. If I change the date when the quote is converted, it changes the quote date too, which makes our historical information inaccurate.
I'm not sure if I've explained this very well, this isn't really my area of expertise but I'm learning slowly.
Unfortunately we have. It will just always start counting from the quote date (and the countdown is 30 days as per the payment due setting), which of course isn't correct. It's not all that critical in my opinion (not that I hold much sway here) that the quotes are tracked inside Sage, it just seems odd that it would do it this way.
Of course I know relatively nothing about Sage so I'm sure it's something I have just omitted :D
sorry Im a bit stuck on this as Ive just tested on mine and works with no problem. Just to clarify, when you raise the converted invoice you are going into the invoice and changing the date prior to updating?
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Donna Curling - Complete Book-Keeping Ltd (CBKLtd) - 07939 101900
