You can easily see a list of your upcoming sales invoices using Copilot Insights.
To see your upcoming sales invoices:
- Open the Dashboard, the Sales invoices list or a specific sales invoice.
Dashboard
Sales > Sales invoices - Open the Copilot screen ().
- Choose the prompt .
Copilot generates an overview of your upcoming sales invoices and a list of the 5 sales invoices with the highest amount.
You can change the number of days that Sage Copilot takes into account for this insight by selecting .
You can select the invoice number to navigate directly to the chosen invoice. When there are more than 5 upcoming sales invoices, you can select View all invoices… to open a filtered list of these invoices directly in Sage Active.
The prompt opens up a screen that allows you to send a customisable email reminder (with or without a PDF copy of the invoice attached) to each of your customers.
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