How do I create an invoice in Sage accounts?

If you want to create an invoice you need to go into customers and then there is an icon along the top which says invoice. You can create your invoice here and then get the program to post them to the appropriate accounts.





Hope this helps.

How do I create an invoice in Sage accounts?
There are 2 types of invoice. An invoice for customers and an invoice for suppliers. This can only be done once you have inserted all your customers details on the 'CUSTOMERS' section and if necessary have put in all your product details in the 'PRODUCTS' section.





Customer invoice:


There are 2 ways to create a customer invoice, this is the easiest.





1. Click 'INVOICING' on the main tool bar.


2. Click new/edit.


3. On the top right hand side of the invoice page you can select the format eg 'product' or 'service'. For convenience, allow the invoice numbering to be on 'AutoNumber'.


4. Use the drop-down function on the 'A/C' section to select the customer.


5. Now put in the product code/details/net price/VAT etc and save.


6. If you need to print it the return to the main 'INVOICING' page and highlight and print.





Supplier Invoice:





1. Open the 'SUPPLIERS' section from top toolbar.


2. Highlight your chosen supplier.


3. Click 'Invoice' and complete the details. It is so important that your 'N/C' (nominal code) is correct or it's a wasted exercise.


4. Save and print.





I would highly recommend that you hire someone to show you how to use this program properly. I actually attended an evening course. SAGE is really no use to you unless you know what your really doing. It wont take long to learn and it's worth it because it is a great time saver.





Good luck.