Send your first invoice

Summary

How to send your first invoice in Sage Accounting.

Description

Sales invoices track customer purchases, their owed amounts, and payment due dates.

In Sage Accounting, you can email or print created invoices for customer distribution.

Resolution

Create your sales invoice

From Sales, select New Invoice. Enter customer details, the date the invoice was created and is due for payment.
Make sure you add an invoice address if the customer contact record doesn't have one.
Add the details for what you're selling.

If you've set up product or service records, choose the name of the item from the Product/Service box, then complete the details for quantity and unit price etc.
If you just want to add the details to the invoice as you go, enter a description, and fill in the details for the quantity and unit price etc.

What is the ledger account for?

Ledger accounts determine how the value of the sale is recorded on your profit and loss report. If you're using our default chart of accounts, choose 4000 Sales- Products or 4010 Sales - Services, depending on what the invoice is for. For more detailed breakdown of your sales, consider creating your own ledger accounts. Once entered, you can save, email, or print the invoice.

Save, email, and print your invoice

Once you've created your invoice, you need to make sure it's saved in Sage Accounting, and that your customer gets a copy.
At the bottom of the invoice, you have some options:

Save	Saves and closes the invoice.
Save as	Click the checkbox to save as a Draft or Pro-Forma invoice. TIP: Draft and pro-forma invoices don’t update your accounts until you convert them.
Save & Email	Amend the text as required then click Send.
Save & Print	Depending on your browser, the invoice opens in a new window or tab, and you can print it from your browser menu.
Save & New	Saves and closes this invoice, then opens a new invoice.

Once you've saved your invoice, it appears on the customer’s activity view.

Quick entries

Use Quick Entries to swiftly record sales invoices from another system or manually. Add them for multiple customers simultaneously.

Quick Entries are ideal for efficiently processing sales invoices in Sage Accounting when you only need to input transaction values.

Quick entries are great for speeding up processing, but you can't use them for the following:

Recording product information
Printing invoices
Recording foreign currency transactions

Customising sales invoices

You can use the Customise menu to jump to customisation settings. This saves you time when trying to customise invoices for your business.

You can also preview it by selecting Preview document from the New Sales Invoice page.

Send your first invoice

Summary

Description

Resolution

Create your sales invoice

What is the ledger account for?

Save, email, and print your invoice

Quick entries

Customising sales invoices

Related Solutions

SUPPORT & TRAINING

PARTNERS

COMPANY

FAQs