Tips

Sage 50 Accounts

Creating customer Invoices

You might want to use Sage 50 accounts to create a customer invoice that you can send out to your customer. There are two types of customer invoices that you can create, a service invoice or a product invoice.  The benefits of using Sage 50 to create the customer invoice is that you do not have to re-key in any information once you have created the invoice.

Service Invoice

Use this type of invoice to add free text service details.

1. Click Invoices and credits and then New Invoice.
2. From the Format drop-down click Service.
3. In Date, enter the invoice date.
4. From the A/C drop-down click the required customer or type in the customers’ code or F4, then click OK.
5. Under Details enter the details of the service provided, then under Amount enter the net amount.
6. To edit the item details, such as tax code, discount or change the nominal code, click the Finder button, or click

Product Invoice

Use this type of invoice if you sell products to your customers and to save having to type in the same details every time.

1. Click Invoices and credits and then New Invoice.
2. From the Format drop-down click Product.
3. In Date, enter the invoice date.
4. From the A/C drop-down click the required customer or type in the customers’ code or F4, then click OK.
5. Under Product Code click the drop-down and select the required product or type in the code required or F4 and under Quantity enter the quantity required.
6. To edit the item details, such as tax code, discount or change the nominal code, click the Finder button, or click

Print/Email a customer(s) invoice(s)

Once you have created your customer invoices you will either want to print or email the invoices to your customers.

1. Click the Invoices and credits
2. Select the required invoice(s), the click
3. Click Layouts, then click the layout you want to use.
4. Click Print or Email, if required select your printer then click OK.

TIP: to email invoices, you must set up your email settings depending on the email service you use.

If you would help creating customer invoices, printing, or emailing invoices or need any other help with your Sage 50 Accounts, please contact us