Solution Properties
Solution ID:
200427112200122
Last Modified Date:
Thu Sep 17 09:53:11 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Create a product invoice
Description

When you create an invoice to send to a customer, you can either create a product invoice, or a service invoice. 

TIP:

To show both products and services on an invoice, in Sage 50 Professional, you can add a message line for a one-off service item. To upgrade to this variant, leave your details and we'll be in touch.

 

▼ Watch the create invoices using product or service records video

NOTE:

This video is part of a free Sage University course. You can sign up for this, or check out our other free Sage University training.

Cause
Resolution

Create a product invoice

  1. Go to Invoices and credits then select New invoice.
  2. In the Format dropdown, select Product.
  3. In the Date field, enter the invoice date.
  4. In the A/C dropdown, select the customer, then press OK.
  5. Under Product Code, press the dropdown, and select the required product.
  6. To edit the item details, such as department, discount, or VAT, press the Finder button.
  7. If required, complete the Order, Footer, and Payment tabs.
  8. Press Save.
  9. If you entered payment details in the 'Payment' tab, a 'Create Payment' prompt appears.
  • To post the payment now, press Now
  • To post the payment when you update the invoice to the ledgers, press On Update

Once you've saved the invoice, you can print your invoice and update ledgers so the values appear in your customer and nominal accounts.

[BCB:366:UKI - training sales:ECB]
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