Sage 50 Accounts
Updating Customer Invoices/Credit Notes
We will go through how to update sales invoices so that they show on your customer ledgers, enabling you to know what is due from your customers at any given time.
Posting to your ledger, posts a Sales Invoice (SI) or Sales Credit for each item line on your invoice or credit note. If you have created a product invoice it will also adjusts the stock levels for the required products.
How to update an invoice or credit to the ledger
- Click Invoices and credits and then click the required invoice(s) and/or credit(s).
- Click Update Ledger then click
- Check the update ledgers report shows the transactions updated to the nominal ledger.
Memo: Once you have updated a customer invoice or credit note to the customer ledger you cannot amend the customer invoice or credit note, you must either create a new customer invoice or credit note to amend/cancel the original invoice or credit note. If you do not need to send a credit invoice or a credit note to the customer, you can go to Transactions and find the sales invoice or credit note and amend whatever needs correcting.
If you need to credit a customer invoice you can highlight the relevant invoice and then click Credit Invoice, you can either click Save, to credit the customer’s invoice exactly as it was, or you can change whatever you need and then click Save.
If you would help creating customer invoices or credit notes, printing/emailing or updating customer invoice or credit notes or need any other help with your Sage 50 Accounts, please contact us
