How do I invoice a client using a Sage invoice template

To invoice a customer using a pre-set invoice template and Sage stationery:

 

Click on CUSTOMERS in the left hand column and all your customers will appear in the window.

Click on New Invoice in the left hand column.

 

 

A new window will appear, like this:

 

 

Click on the arrow next to A/C and scroll down to the Customer A/C Number.  Click OK.  This fills in the customer's address details.

Enter the date and Invoice number (unless you prefer to use the AutoNumber facility).

Click on the arrow on the first line under Product Code and a dropdown list will appear like this:

 

 

Scroll down to S1 and click OK, if VAT is to be charged (otherwise use S2). A new window opens:

 

 

 

Enter the Description, Quantity, the Unit Price (including VAT), the correct Nominal Code, any discount given and Tax Code, as required. The Nominal Code, discount % and Tax Dode will be pre-filled if you have already set the information up in the Customer Default details.  It can be changed if necessary.

Click OK.

 

The details of the invoice will then be displayed like this:

 

 

 

Click Print and the various template options will be displayed.

 

 

Click on the template you wish to use.

Click on Preview and Generate Report to view the invoice before printing.

To print a copy for your files - Click Print.

On the Update Ledgers window, click Preview and OK.

To save a copy of the invoice on your computer, click Print and select the Template.

Then click File, Generate Report and save in the required folder on your computer.

 

To send a copy of an invoice to a client by email, save the invoice as a PDF and attach it to the email.

 

If there is a particular problem with using Sage Instant Accounts that you would like to see an article on, or perhaps you have a tip or a trick that you'd like to share, please contact us here and let us know.

 

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Other articles and links you may find helpful

• Exporting full Payroll information from Ava to Sage Payroll
• Exporting full invoice information from Ava to Sage Instant Accounts
• How to set up a new customer in Sage Instant Accounts
• How do I customise an invoice template in Sage Instant Accounts
• A handy tip for finding Nominal Codes in Sage

 Or click here to find other articles that you may find beneficial.