The Invoicing Window

Sage Line 50 provides you with all of the functions you need to create invoices, credit notes, proformas and quotes. These can all be accessed from the Invoicing toolbar by choosing the New/Edit option. The Invoicing option is linked to your customer, product and nominal accounts so these records are automatically updated when you update your invoices.

You can create the following invoice and credit note types:

Product Invoice (Inv)

Product Proforma (Pro)

Product Quote (Qte)

Product Credit Note (Crd)

Service Invoice (Srv)

Service Proforma (Prs)

Service Quote (Sqt)

Service Credit Note (Scr)

When you create a credit note, it appears in red on the Invoicing window.

Sage Line 50 lets you save the details of any product or service invoice you create, as a 'skeleton' invoice so that you can use it again without having to enter all of the information again. This is very useful for those invoices that you create regularly. When you load your skeleton, all the details that you saved appear automatically in the boxes in the invoice window. For further information about skeleton invoices, refer to the section To create a skeleton invoice.

Note: You can set a default to select the type of invoice you create most often and then when you click the New/Edit option the window that appears will already show the type of invoice you want to create.

Note: The status bar shows the last invoice number that was created.