The Invoicing Window

Your Sage program 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 Credit Note (Crd)

Service Invoice (Srv)

Service Credit Note (Scr)

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

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