Recording your sales

Option 1 - When you're paid immediately

Bank receipts

If you don't want to create customer records, record your sales by posting a bank, cash or visa receipt. For example, you can post a receipt to record the cheques and cash received that day. This increases your bank account balance, records the sale against your chosen nominal code and, if you're VAT registered, updates your VAT nominal codes.

To enter a bank receipt:

• Click Bank accounts then on the toolbar click Bank receipt and complete the boxes as required

NOTE: With AutoEntry, available to integrate with Sage 50 Accounts, you can scan invoices and receipts, to automatically record in Sage 50 Accounts.  

The Cash Register

If you record your takings through a till, use the Cash Register feature to track these until they're deposited at the bank. At the end of each day, enter your takings and, if necessary, record any discrepancies. When you pay in to the bank, you can update your accounts with the Deposit Cash option.

Manually track your cash takings

If you don't want to use the Cash Register, but still want to record sales manually, create a new bank account to post cash transactions. You can post takings as receipts and any purchases from cash as payments. When you need to deposit money at the bank, you can then record this with a bank transfer.  

Option 2 - Batch invoices and receipts

If you want to post sales transactions to individual customer accounts without needing to print or email any documents. This gives you the opportunity to look at outstanding sales invoices and identify your best customers. You can do this using batch invoices and receipts.

Entering batch invoices records sales which remain outstanding until you receive payment from your customer or enter a credit against the invoice.

Enter a batch invoice

• Click Customers then on the toolbar click Batch invoice and complete the boxes as required

NOTE: You can automatically check that you're not entering a duplicate transaction.

Enter a batch credit

• Click Customers then on the toolbar click Batch credit and complete the boxes as required

NOTE: To help avoid mistakes, you can automatically check that you're not entering a duplicate transaction

Match a batch credit against a batch invoice

If you've entered a batch credit for a customer, you need to match it against the relevant outstanding invoice.

Record a receipt against an outstanding invoice

• Click Bank accounts then on the toolbar click Customer receipt and complete the boxes as required

NOTE: With AutoEntry, available to integrate with Sage 50 Accounts, you can scan invoices and receipts, to record automatically in Sage 50 Accounts.  

Option 4 - Sales orders

In Sage 50 Accounts Professional, you can use the Sales Order Processing (SOP) module to create and print sales orders for your customers. These orders can then be updated to adjust your stock levels and to produce printed invoices.

Set up your order defaults first

To save you time, you can set up defaults that automatically apply to all new orders. You can still edit or amend these entries on an order by order basis.

To set up defaults for your orders:

• Go to Settings, click Invoice Defaults or Invoice & Order Defaults, and set up your defaults as required.

Create a sales order

• Click Sales orders then on the toolbar click New and complete the details as required