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How to post a customer invoice transaction

Created on  | Last modified on 

Summary

How to post batch sales invoices (SI) in Sage 50 Accounts.

Description

How to record a sale if you don't need to send an invoice or update stock. 

If you prefer to crate an invoice to send to your customer, see our create customer invoices article.

If you use Foreign Trader, you can only record payments against base currency transactions in this way.

▼ Watch the batch customer invoice 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.

Resolution

Create an invoice

  1. Go to Customers then select Batch invoice.
  2.  Enter your invoice details as required.
  3. Repeat this for each line you enter.

TIP:

If a line shares the same account, date and reference, the software groups them together. To separate the lines for recording payments, use different references.

  1. You can record any payments you've already received against batch invoices:
Amount paid If you want to record the payment at the same time, enter the amount paid.  
Pay Date Enter the date of receipt.
Bank A/C Your default bank account appears. If you need to change this, click the arrow then double-click the required bank account.
Pay Ref Enter a reference for the payment.
  1. Check your batch totals are correct, then press Save then Close. 

If you enter an invoice that could be a duplicate, a message appears. Find out more in our check for duplicates as you enter the batch transactions article.