Solution Properties
Solution ID:
201112180043050
Last Modified Date:
Wed Aug 19 14:53:14 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
The details tab on invoices, credits, orders, and quotations
Description

Enter key information on the details tab, such as your products or services, sales prices, and any customer order numbers.  

NOTE:

Sales and purchase orders are only available in Sage 50 Accounts Professional. If you want to upgrade, leave your details and we'll get in touch.

Cause
Resolution

Document information

Type For invoices, select the type of invoice or credit you want to create:
  • Invoice
  • Pro-forma

For credit notes, this defaults to 'Credit'.
Format
  • If you use product records, select 'Product'
  • Or, to enter free text service items select 'Service'
Date Enter the tax point date of the invoice, credit, or quotation.
A/C* Enter the customer account reference for the invoice, credit, or quotation.
Inv / Crd No. When you create a new invoice, credit or quotation, ‹Autonumber› appears in this field. Invoice and credit numbers populate when you save the invoice or credit. If you want to edit an existing invoice or credit, or create a new one with your own number, enter the number here. 

If you've selected to Lock Autonumber within Invoice and Order Defaults. You can't change this.
Order No

Enter the sales order number.

If you've selected to Lock Autonumber within Invoice and Order Defaults. You can't change this.

NOTE:

The software updates this on an invoice when you complete your sales order.

 
Due On / Expiry

Enter the date the invoice is due for payment. This defaults to a date determined by the 'Payment Due' and 'Payment Due From' settings in the 'Credit Control' tab of the customer record.

On quotations, this field is 'Expiry' and is where you can enter the date the quote expires. Once the expiry date passes, the status of the quote automatically changes to 'Expired'.
Item No. This shows the number of the item that's currently highlighted. For example, if there are 10 item lines and the cursor is on the second line, this field shows 2 of 10.
Rate If you're working with foreign currencies, a 'Rate' field appears in this window. This displays the current exchange rate to use for this transaction. You can edit this exchange rate here, if required.
Customer Order No. Enter your customer's reference or order number.

Editing an item line

When you add a product or service onto the invoice, credit or quotation, access the 'Edit Item Line' window:

  1. Select the item, then press View item (F3). Alternatively, press the arrow in the 'Description' column.
Product Code - Product format only This field automatically displays the product you've chosen. The dropdown list shows the product code, name and free stock available.
Description The description from the product record or service appears here.
Units Enter the unit type here. For example, you sell items by sheet or by roll.
Comment 1 and Comment 2 You can enter any additional comments you have regarding product items or services here.
Order Reference Enter a reference for the order. When you complete the order, this reference transfers to the item line of the product invoice. The Transaction e-Mail option uses information exclusively.
Order Line Reference This shows the item's position on the invoice. The Transaction e-Mail option uses this information.
Quantity Enter the quantity of the selected product that you want to add to the order.
Unit Price The sales price taken from the product record appears here.
Discount % This field displays the total percentage of discount taken from the customer record. You can change this, but these won't save back to the customer record. To view a breakdown of this discount, click Discounts.
Discount This shows the value of the discount the customer will receive.
Net This box displays the net value for the current item. It's calculated by multiplying the quantity by the net unit price, including any discounts. You can't amend this value.
VAT This field shows the amount of VAT calculated for this item according to the tax code used.
Nominal* This is the sales nominal code taken from the product record.
Tax Code This is the default tax code for the product.
Department This is the default department for the product.
Fund - Charities only Enter the charity fund in applicable.
Line Information Enter any additional information about the item line in this field.
Item Status This section shows the allocated, despatched and delivered status of the item you're viewing. The Intrastat reference also appears here, if applicable.
Make negative On service items, if the item line is a deduction on the invoice, credit or quotation, select this checkbox.
Project If using project costing, on service items you can select the project if applicable. Only available in Sage 50 Accounts Professional
[BCB:19:UK - Sales message :ECB]
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