How to view a list of sales

Summary

How to view all invoices and credit notes at a glance in Sage Accounting

The Sales Invoices tab displays all invoices and credit notes for customers. It shows the invoice date, customer name, amount, and status.

Once opened, you can:

Use the tabs on the right to show invoices and credit notes by status, such as Outstanding (unpaid), Overdue, or Draft.

Enter a document number, company or contact name, reference, or value in the Search box. Then select Search.
Enter a date range in the From and To fields. Then select Search to show transactions in that range. This defaults to the current month.

Click a column heading to sort the column in ascending or descending order.
Add and remove columns using the gear wheel icon (to the left of the first column heading).
Use the checkboxes to choose the columns to display.
To change the order of the columns, grab a column and drag it up or down the list.
The system always places the Invoice Number first and doesn’t allow moving it.
To start over, select Reset to go back to the default settings.

Use the checkboxes to select the required documents. This opens the action toolbar at the top of the list.

Email	Send all selected documents to a single email address. Use this option to email a copy of the invoice or credit note as an attachment. CAUTION: Ensure you only select the invoices or credit notes for that particular customer.
Print	Print the sales list. It doesn’t print the actual documents.
PDF	Create a copy of each selected document in a single PDF file.
CSV	Create the sales list in a spreadsheet, including the visible columns.
Delete	Delete or void a transaction. TIP: To comply with CRA rules and keep sequential numbers, void non-draft invoices and credit notes instead of deleting them.