PLEASE! Help needed to find suitable replacement for invoicing software

DM909

Free Member
Sep 2, 2018
26
1
Hi, and thanks in advance for any help you can offer. The business I work for has been using *extremely* old SAGE software (it ran on DOS!) to do our customer invoices/credit notes etc. Unfortunately, the computer it was on has now died and there is no way to restore the programme (local PC repair place has tried everything, but the data has all been corrupted). As such, we now need a new invoicing programme/website that can do the same thing that our old one did - you wouldn't think this would be hard, with it being so old, but actually I've tried about 6 new ones and none of them have the same functionality - it is driving me completely mad. The main things we need are:
- Add products to the system, and give them a discount CODE. Not just a standard discount of, say 5%, but rather a code A, B, or C (you can then set those codes as you want them, so A could be no discount, B could be 5% and C 10%).
- Add customers to the system, and give them a relevant discount code too. So for example, if Customer 1 has code A, then any product they order will have the relevant discount you have put in, whereas if they are code B, they do not get any discounts.
- Need to be able to produce loading/packing sheets, ie a run down of all the products in a given set of invoices (that you can select manually), so that I can hand that to the driver and he knows what to load into the van.

The reason I give these 3 above is because these are what I've been struggling to find, particularly the first 2. I have tried Zoho, Xero, Freshbooks, Quickbooks, Invoicely, Invoicera... the only one that can do everything that we need is the *Professional* version of SAGE50, but this costs close to £150 per month! We don't need all the fancy things that it comes with, as we have a separate working SAGE (another old one) that does all the other accounting, payroll etc. So we cannot justify spending nearly £2000 per year just for invoicing software, but without the discount codes, it's going to be extremely difficult for us to produce the invoices like we were.
Just for more information - we are a food manufacturer, so I will often do around 30/40 invoices at the end of the day, and if we are selling to a retailer they usually get a discount on certain items, whereas individuals/caterers/bakeries etc do not receive that discount. With the discount codes, it is simple and all the discounts are already in place as soon as you add the items. If I have to add them manually each time to every invoice it will take ages.

I know it's a long shot but can anyone help?? Thank you so much!
 
If you want the things that sage does you need to pay for sage. £150/month is quite reasonable these days and it's all tax dedutible.

Just about all accounting packages are SAAS these days. When your accounting PC falls over you will have to upgrade your sage package anyway so might as well bite the bullet and do it now.
 
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If you want the things that sage does you need to pay for sage. £150/month is quite reasonable these days and it's all tax dedutible.

Just about all accounting packages are SAAS these days. When your accounting PC falls over you will have to upgrade your sage package anyway so might as well bite the bullet and do it now.
Thank you for your response. I do hear you, and I have (/am) considering it. The issue is that Zoho Invoices (among others) do *almost* everything we need, and it's totally free. The only thing they don't have is that automated discount code system. I'm not the boss of the company, and I just can't see them agreeing to pay close to £2000 per year just to have that discount code system - far more likely they'll go for the free one, and insist that I put in the extra work of remembering and applying every discount, a line at a time. Obviously I'd quite like to avoid this!
As for the accounting PC, that one is backed up so it won't be such an issue if it dies, whereas the invoicing one wasn't (I know, I know!).
Part of me wants to just get the Sage full package, but honestly it'd be like telling my dad to buy the latest iPhone for £1000 when I know all he wants to do is make a phone call once a day with it. Just seems crazy to do that.
 
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I wouldn't mind having a go at the old drive. Computer shops are useless for data at best. And if doable maybe a virtualisation in a vm after that to create independence from your old hardware.
Wow thank you so much! Where are you based, and what sort of price are we looking at for this? One issue is that the version of Sage we were using, other than being ludicrously old, was also bespoke made for us many years back. I'm guessing the data should carry over to a similar version, but don't know for sure.
The computer repair place said they had about 6 different guys trying solutions. They managed to get in to the data, but it said it needed a password, and the password I gave them (which was 100% correct, I used it every day and it's a simple password!) wasn't letting them in. Don't think they could get past that. Before that, they'd tried cloning the hard drive, and he even said he'd installed a very old version of sage on a different, very old computer they had lying around and tried to extract the data into it, but no luck with anything.
 
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Are you sure the discounting function wasn’t part of the customisation?

You may asking discover when you buy a new PC even if you manage to extract your ancient version of sage and the associated data it just won’t run on modern hardware.
 
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Are you sure the discounting function wasn’t part of the customisation?
Pretty sure, as a Sage representative has confirmed that the Professional feature has the A,B,C option, which is the same as what we used. As for whether the data will work on a new PC, honestly no idea. I guess that's why the PC repair place tried to do it on a very old computer they had, as it was more likely to work. I'm just amazed that with all the multitude of software out there, I can't find anything that has this feature which isn't the absolute top top end product.
 
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The reason I was asking is that Sage Sterling (later Line 50) could not be made bespoke for individual clients, it could have applications written that integrated with it but the core software could not be amended, only Sage Sovereign (later Sage 100) allowed for that so the discount functionality is definitely a standard feature. Once upon a time I knew the software inside out as it was still being sold when I worked at Sage but I've not seen it for a very long time.

If you did go for the current version of Sage 50 would you want the data from the existing DOS version converted? If you did then, in itself, that wouldn't be straightforward as the data would have to go through multiple intermediate versions.

John
 
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The reason I was asking is that Sage Sterling (later Line 50) could not be made bespoke for individual clients, it could have applications written that integrated with it but the core software could not be amended, only Sage Sovereign (later Sage 100) allowed for that so the discount functionality is definitely a standard feature. Once upon a time I knew the software inside out as it was still being sold when I worked at Sage but I've not seen it for a very long time.

If you did go for the current version of Sage 50 would you want the data from the existing DOS version converted? If you did then, in itself, that wouldn't be straightforward as the data would have to go through multiple intermediate versions.

John
Gotcha, good to know.
As far as I know the data is corrupted beyond repair so I'm not anticipating being able to import it into a new version, although of course that would be idea if possible. Looks like I'm just going to have to manually input all the hundreds of products and customers etc again :/
 
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Pretty sure, as a Sage representative has confirmed that the Professional feature has the A,B,C option, which is the same as what we used. As for whether the data will work on a new PC, honestly no idea. I guess that's why the PC repair place tried to do it on a very old computer they had, as it was more likely to work. I'm just amazed that with all the multitude of software out there, I can't find anything that has this feature which isn't the absolute top top end product.

It may be that the feature you want can be achieved in a different way.

I believe, for example, Zoho has a price list function where you can give a customer a price list specific to them. So what you would have to do is compose a price list with 5%, 10% or whatever off your standard price list and assign it to the customer. You should be able to import price lists, rather than having to type them in product-by-product.
 
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It may be that the feature you want can be achieved in a different way.

I believe, for example, Zoho has a price list function where you can give a customer a price list specific to them. So what you would have to do is compose a price list with 5%, 10% or whatever off your standard price list and assign it to the customer. You should be able to import price lists, rather than having to type them in product-by-product.
This would definitely be a big help if I'm able to do it. Are you certain Zoho has that function? I couldn't find it while I've been playing around with it. If you're able to guide me to it that would be very much appreciated!
 
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£150/month isn’t a lot. You say you have 30-40 invoices per day. That’s about 15p per invoice. Plus you will be able to run payroll and account using the same application.
 
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£150/month isn’t a lot. You say you have 30-40 invoices per day. That’s about 15p per invoice. Plus you will be able to run payroll and account using the same application.
Maybe so, but like I said I'm not the boss and there is no way they will authorise me to spent close to £2000 per year when it has been free thus far, and the only thing I can't do for free is the discount codes.
There must be another solution, surely?
I'm going to look into what japancool mentioned above but if anyone else knows something that does this please do let me know!
 
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Here you go:
Zoho is an abomination of a system (I have had to use it and hate it)

If they are happily using an old DOS based system locally moving to a Saas web based tool like Zoho will be a world of pain. Not least as the dinosaur boss is obviously used to the idea of "Buy it once, install it and it should just carry on surely", he isnt going to enjoy anything Saas.

Seeing if Nico can come up with a VM to allow the old DOS based version to run on new hardware and implementing a decent backup strategy would be sufficient and cheaper.

We used to run an old CRM that had been heavily customised that way, it auto backed up to an encrypted USB stick every day at 5pm (and to a DVD each Friday) so worst case we lost a days entries, the cost of rewriting all the customisation/buying a new system and retraining staff would have been orders of magnitude more than sorting the VM
 
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Maybe so, but like I said I'm not the boss and there is no way they will authorise me to spent close to £2000 per year when it has been free thus far, and the only thing I can't do for free is the discount codes.
Your boss needs to realise things ain’t free no more. Just about everything is now subscription based.
 
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Your boss needs to realise things ain’t free no more. Just about everything is now subscription based.
@DM909

I agree entirely with what fisicx said.

Sage is pretty good software and I believe that it is well developed and works well for many businesses. However this kind of advanced product cannot be free, or even cheap, otherwise the developers would just go out of business. Your bosses need to understand that they can’t expect any business software to be given away for free and, furthermore, the accounting software essential to meet their specific needs will be relatively expensive.

If they refuse to provide you with the tools you need to do your job then they are being unreasonable and unfair to you.
 
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Here you go:
Sorry it's taken me so long to get back to you, but thank you SOO much for this! It wasn't available with the version I was using, but once I upgraded my account the option was there, and after playing around with it for a while, it does do exactly what I need. You're a legend - helped me out so much! Really appreciate it :)

Thanks also to all the others who have tried to help. I did look into all of your suggestions and found japancool's fix worked best for me, and the accounts guy here is happy with it too so all round it's worked out. Appreciate all of your time and efforts.
 
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there is no way they will authorise me to spent close to £2000 per year when it has been free
So the software and the bespoke work was free?
 
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So the software and the bespoke work was free?
No, but it would've been paid for 30+ years ago, as a one-off cost with no ongoing subscription fees.

Look, I know all you guys are right, but it's kinda irrelevant when I know the company and the people who make the decisions are the way they are... it's a different generation, and at present they are not willing to embrace the new way lol.
Anyway, for now, it looks like we found a good fix :)
 
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No, but it would've been paid for 30+ years ago, as a one-off cost with no ongoing subscription fees.

Look, I know all you guys are right, but it's kinda irrelevant when I know the company and the people who make the decisions are the way they are... it's a different generation, and at present they are not willing to embrace the new way lol.
Anyway, for now, it looks like we found a good fix :)

I'm glad it's sorted for you.
 
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30 years! Now that's what I call extracting value!
 
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