Create a product invoice

In Sage 50 Accounts you can raise product invoices to print and send to your customers. When you post the invoice to the ledgers, it also updates your stock levels.

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

 

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.

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