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The Invoices and credits module

Created on  | Last modified on 

Summary

The Invoices and credits module is where you create invoices and credits for your products and services in Sage 50 Accounts.

Description

The following options are available in the Invoices and credits module.

New invoice

Create invoices for goods or services sold.

New credit 

Create credit notes for products or services sold.

Edit

Edit the currently selected invoice, credit, or quote. There are restrictions once you update to the ledgers.

Duplicate

Create a new item based on the currently selected item. This option activates only when you select an item.

 

NOTE:

The Duplicate option isn’t available in Sage 50 Accounts Essentials. If you're interested in upgrading, leave your details and we'll be in touch.

Duplicate as Quotation

Create a new quotation based on the item you've selected. For example, you can duplicate an invoice as a quote.

Duplicate as Sales Order

Create a new sales order based on the item you've selected. For example, you can duplicate an invoice as a sales order.

Recurring items

If you regularly invoice your customers, you can save time by memorising an invoice to reuse it.  

Update ledgers

Commit invoices to your accounts so that values post to the appropriate records.

Credit invoice

Use this option to generate credit notes based on the content of existing invoices. You can also use this for invoices that you have already updated to the ledgers.

Quick print

You can use Quick Print to print invoices, quotations, and orders with just one click. 

Before using this option:

  1. Specify your required layout in Settings, then Invoice and Order Defaults.

Print

To print an invoice, select it from the list, then click Print. You can choose from a range of layouts or create your own to suit your business needs.

Email

You can configure the Email option to send your documents by email in one click.

  • Add an email address to the relevant customer's record
  • Set up the email options you want on the layouts used to generate the documents

Labels

To help you with your despatch process, you can quickly print address and product labels from your invoices. 

Reports

Use this option to open your Invoices and credits reports folders. This includes invoice detail reports, profit reports, and sales analysis reports.

▼ Watch the video

Here's a video with more information about the invoice reports available:

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.

Other options

  • Delete - Delete invoices, credits, or quotations
  • Swap - If you've selected some items, use this option to reverse the selection
  • Clear - If you've selected some items, use this option to clear the selections
  • Print list - Print the list of items in this window
  • Send to Excel - Export the list details to Excel
  • Show me how  - Opens guidance to useful invoice and credit features and common tasks. This option isn’t always active