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The Invoicing window

In any sales environment it's important to not only invoice your customers but also to keep your accounts and stock records up to date. Sage Accounts provides you with all of the functions you need to create invoices and credits for your products and services. The Invoicing option links your customer, product and nominal accounts so these records automatically update, when you update your invoices.


To create or edit invoices

  1. Open the Customer module and from the Links pane click Invoice List.
  2. Choose from the following options:

     

    New/Edit Invoice

    Create or edit invoices and credit notes for goods or services sold:

    Recurring Items

    If you regularly invoice your customers, can save time by memorising an invoice so that it can be reused. Find out more.

    Quick Print

    You can use this option to print multiple invoices in one go. Simply select the required invoices in the list and click Quick Print.

    Quick Print saves you time as it removes the need to select a layout every time.

    Before using Quick Print you must specify your required layout in Settings Invoice & Order Defaults.

    Print

    To print an invoice, select it from the list then click Print.

    Email

    You can seamlessly generate an invoice that it is ready to be emailed to your customer.

    You'll need an email address stored on the relevant customer's record. You also need to set up the email options you want on the layouts used to generate the documents.

    Update Ledgers

    Commit invoices to your accounts so that values post to the appropriate records. Find out more.

    Labels

    Opens the Report Browser to print labels. Find out more.

    Reports

    This option opens the Customer invoice reports window where you can report on and analyse your invoicing.

     

Tip: There is a wide range of stationery, including invoices, available from the Sage website.


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