The sales list

How to view, filter, and manage invoices from the Sales Invoices tab in Sage Accounting Start.

Sales list overview

The Sales Invoices tab shows every invoice you enter, including the invoice date, customer, amount, and status. You can filter the list to show All, Outstanding, Overdue, Paid, or Draft invoices. You can also choose a date range to focus on a specific period.

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Search options

Search by:

• Customer name
• Invoice number
• Invoice value

 TIP: If an invoice doesn’t appear, select All, then choose a date range that includes the invoice date. 

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Create or view an invoice

From the sales list, you can:

• Create a new invoice

• Select an existing invoice to view its details

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Configure columns

Choose the information that appears on the sales list.

1. Select Configure columns.
2. Select up to 10 columns you want to show.
   Clear any columns you don’t need.
3. Select Reset to return to the default view.
4. Select Save.

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Action toolbar options

When you select one or more invoices, you can:

• Print: Print the selected invoices from your browser
• Email: Email the selected invoices
   TIP: If you email outstanding invoices to a customer, select only their invoices. 
• CSV: Download the selected invoices as a CSV file
• PDF: Download the selected invoices as a PDF file
• Copy: Copy a single invoice. This option appears only when you select one invoice
• Delete: Delete draft invoices or void posted invoices. Voiding keeps your invoice numbers sequential and compliant with Revenue rules