Sales invoices track customer purchases, their owed amounts, and payment due dates.
In Sage Accounting, you can email or print created invoices for customer distribution.
Cause
Resolution
Create your sales invoice
From Sales, select Sales invoices.
Select New Invoice. Enter customer details, the date the invoice was created and is due for payment.
Make sure you add an invoice address if the customer contact record doesn't have one.
Add the details for what you're selling.
If you've set up product or service records, choose the name of the item from the Product/Service box, then complete the details for quantity and unit price etc.
If you just want to add the details to the invoice as you go, enter a description and fill in the details for the quantity, unit price, etc.
Once you've created your invoice, you need to make sure it's saved in Sage Accounting, and that your customer gets a copy. At the bottom of the invoice, you have some options:
Save
Saves and closes the invoice.
Save as
Click the checkbox to save as a Draft or Pro-Forma invoice. TIP:Draft and pro-forma invoices don’t update your accounts until you convert them.
Save & Email
Amend the text as required then click Send.
Save & Print
Depending on your browser, the invoice opens in a new window or tab, and you can print it from your browser menu.
Save & New
Saves and closes this invoice, then opens a new invoice.
Once you've saved your invoice, it appears on the customer’s activity view.
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