Sage Printing Invoices

Sage: Printing Invoices

There are two ways of printing invoices:

Print each invoice, one at a time, as they are created or create all invoices and print them as a batch.  This is the quickest option if you have a batch of invoice’s at once however remember to highlight them first.  Click on Print.   Highlight the required invoice template, there are various options (A4 inv/crd unit price, without discount).  Using the drop-down list you have the option to print to preview, printer, file or email.  Print to preview and generate report.   Using preview you are still given the option to export (save as PDF), print or email.   The benefit of print preview is that any errors can be easily spotted giving the ability to return to the invoice and amend prior to printing or updating to the account.

 Once checked close and return to invoice list (I would not recommend updating at this stage due to habit forming, you may need to change an invoice at some stage).   Alternatively on later versions of sage, customers can be emailed directly using the email option.  Once sent the invoice will be marked Yes under Emailed column.   I would recommend individually sending for this option, if the criteria is not set properly each invoice will be sent over to the 1^st customer email address as a batch.  (Check the criteria first using the edit button).

The list status will confirm invoice’s have been printed (or Emailed) but not yet posted.  This means the invoice is not yet on the accounts (has not affected the customer (receivables) ledger nor ledger accounts) and can be amended at any time.  Highlight the invoice and click up update to post the invoice.   You have an option to output to printer, preview or file.  Set to preview,  click OK.    You are still given the option to save the list if required.

Details of the account posting will be shown and close.

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