SageForum for UK versions of Sage 50- Help and support.

Is it possible to set up sales invoices to automatically post when saving. We have a member of staff who saves invoices in case they need amending, but is then sending out both the original and the updated invoices causing issues at the sites, and despite me telling him to post them straight away and then issue a credit note /extra invoice if the original is wrong, he is still saving and posting days later. My boss has suggested they post automatically but i can't see how to do this.

Any help would be appreciated if this is possible? TIA

It is not possible to automatically do it with Sage alone.

The best I could do would be to use a keyboard stuffing script that would log in to sage, update all invoices to the ledger, then log out. This could be run on a scheduled task.

Fundamentally, if an invoice has been sent, then it should not be altered.

My recommended solution would be to do a series of training sessions with the individual, so they learn. Auto updating might cause as many issues as it cures, following procedures and re-enforcing good practice by staff is a better solution.

OK, thanks