Enter Incoterms for customers, suppliers, invoices, and orders

In Sage 50 Accounts v27.2 and above, record Incoterms to define seller and buyer responsibilities for international goods transactions.

Incoterms are rules issued by the International Chamber of Commerce (ICC) that you use for the international sale of goods. They define the responsibilities of sellers and buyers. For example, who's responsible for paying for shipment, insurance and other activities.

You can also add Incoterms information when importing and exporting customer and supplier records.

Add Incoterms to customer and supplier records

1. Go to Customers or Suppliers as required.
2. Double-click the required customer or supplier record.
3. Select the Defaults tab, then in the Incoterms dropdown, select the required terms. 
   
   
   TIP:

   The 2010 and 2020 after each option shows the version of Incoterms agreed. The ICC recommends using Incoterms 2020 but parties can agree to use other versions. 

    
4. Press Save then Close.

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Add or edit Incoterms in invoices and orders

If you add Incoterms to a customer or supplier record, the software automatically selects the terms when you raise an invoice, order, or quotation. You can also add or amend the Incoterms within the invoice, order, or quotation itself.

1. Open Invoices and credits, Sales orders, Purchase orders, or Quotations.
2. Open the relevant invoice or order, or create a new one as required.
3. On the Order tab, select the required terms in the Incoterms dropdown. 
4. Press Save then Close.

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Print Incoterms on an invoice or order

When printing invoices and orders, you can use the following layouts to show Incoterms:

Type	Layout description	File name
Invoice	A4 Commercial invoice - Plain Paper (Print or Email)	COMINVPLAINA4
Sales order	A4 Export Sales Order - Plain Paper (Print or Email)	EXPSOPPLAINA4
Purchase order	A4 Import Purchase Order - Plain Paper (Print or Email)	IMPPOPPLAINA4

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