The Sage 50 software offers an easy and efficient method to raise invoices for customers. Hence, a lot of professionals and business owners use it for their day-to-day invoicing requirements(invoice your customers using Sage 50 accounts). Sage 50 offers the absolute services required to create both types of invoices, product as well as service invoices. To use these features, you have to ensure that the product records are set up in your Sage 50 software.

In this post, we are going to talk about how to use Sage 50 to create invoices for your customers.

Product Invoicing with Sage 50 Accounts

As mentioned before, Sage 50 is used by professionals to create product invoices. To do so, you need to ensure that you have entered all the required information about the product in the Sage 50 software. Some of the critical information that you absolutely cannot miss entering include the cost price as well as the selling price to ensure that the product invoicing process is smooth. At times, the software would also ask you for a product code when you are trying to create product invoices for your customer. Thus, it is extremely important that you verify all the information about the product accurately.

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Service Invoicing with Sage 50 Accounts

As we know, not all businesses cater in manufacturing and selling physical products; some provide services to their users and clients. Using Sage 50 software can be highly beneficial for such businesses as they can use it to create service invoices. The best part is that creating service invoices is way easier than raising product invoices. When it comes to service invoicing, you can enter all the required details directly into the columns. The easiest way to do so is to type it all in the text notes. Sage 50 software allows you to simplify and manage all your service invoicing requirements.

In the customer invoicing, you can enter all relevant data related to the customer that you are invoicing as well as the products and services you are going to invoice them for. Sage 50 software has been designed in such a way that the customer invoice comprises all the information in an efficient and professional manner making it easier for your customer to understand all the details as well as what he is being invoiced for. As a company owner, you are also able to differentiate between the invoices that are paid off and those that aren’t. Additionally, the software lets you manage the invoices as per customer names as well as when they were created.

Also, you can send a copy of the invoice you generate directly to your client via email or any other online platform you prefer to use. One thing to note here is that you can only send an invoice to a client or customer once you have completed the product or service order and created the invoice accurately.

One of the biggest advantages of using the Sage 50 software is that it allows you to customize the invoices that you sent to your customers. You can customise both product invoices as well as service invoices. What’s more, you can save all the information you use to create an invoice for a customer to be used at later dates.

Moreover, you can select the invoices that are paid for and categorize them differently than the unpaid ones. This feature is specifically useful if you have a huge database of customers that you need to create regular invoices for.

If you are trying to create a product invoice, it has two separate sections that need to be filled – the product information section and the customer information section. On the contrary, if you are generating a service invoice, it only has one section to include both the client details as that of the service. You do not need to key in any cash or selling price.

Creating product and service invoices for your customers using Sage 50 is one of the most important and outstanding features provided by Safe 50. The user-friendliness of the software makes the entire process of how to invoice customers using sage 50 accounts completely convenient and effortless.

If you find yourself in a situation where you require help with invoicing or accounting in Sage 50, it is best that you seek the help of Sage 50 support team. You can get in touch with the professional team here over telephone or email.

Frequently asked questions

How to create a product invoice in Sage 50?

To create a product invoice in Sage 50, you have to:

  • Go to Invoices and Credits
  • Select New Invoice
  • From the format dropdown, select Product and enter the date in the invoice date column
  • From the account dropdown, select the customer you wish to create the invoice for and press OK
  • In the Product Code column, enter the code of the product you are raising the invoice for
  • If you wish to edit any of the items such as VAT, discounts, or departments, press the Finder icon
  • Enter details on Order, Footer, and Payment tabs, if needed
  • Press Save to confirm once it is done

How to create a service invoice in Sage 50?

To create a service invoice in Sage 50, follow these steps:

  • Go to Invoices and Credits
  • Click on New Invoice
  • Key in the invoice date under the date column
  • Select the customer you are raising the service invoice for from the Account dropdown
  • Press OK
  • Enter details of the service provided by you in Details column
  • Enter Net Amount under Amount column
  • To edit discounts or tax code, press the Finder button
  • Enter details on Order, Footer, and Payment tabs, if needed
  • Press Save

How to edit an unpaid invoice in Sage 50?

If you have made an error in creating an invoice and you realize it after sending the invoice which hasn’t been yet, you can make certain changes to the invoice using these steps:

        • Open the unpaid invoice (you can search for it with customer name, invoice number, etc.)
        • Go to Actions dropdown and select Edit

      • If the invoice has already been sent via email or printed, you may get a prompt that reminds you that you will have to re-issue an invoice after making the changes. Press Yes.

    • Click on Print Preview to see the final draft of the invoice before you save the edits. Check the date, layout, amount, and everything else that you needed to amend.

  • Select Save to confirm the amendments

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