How to create sales invoices

How to create and email customer invoices in Sage Accounting. This article also shows how to reorder invoice lines.

Make a sales invoice to track what customers buy, how much they owe, and when they need to pay. Record the payment when they pay.

To create an invoice, first create contact records for your customers. Then, specify Document Preferences, add a company logo, and apply a template.

Emailing sales invoices

Sales invoices are online, so when you email them to customers, they get a link to their invoice. They can click the link to view, save, or print the invoice. If you prefer, you can also attach a PDF of the invoice to the email.

To create a sales invoice

1. Go to Sales, and then click New Invoice.

2. Enter the following information:

   • Customer: Enter the customer's name or click Add a customer
   • Invoice Date: Enter the date of the invoice
   • Reference: If required, enter a reference such as a customer order number
   • Main Address: The address in the customer's record appears automatically

3. To add an item to your invoice, enter the following information:

   • Description: Enter a description for the item you’re selling
   • Category: To change the default category, click the arrow, and click the category you want to use
   • Price/Rate: Enter the price of the item of rate for the service
   • Tax Rate: If applicable, specify the tax rate to use
   • Total: Verify or enter the total amount for the item

4. If required, enter any notes or terms and conditions.

5. To attach a file such as a sales brochure, image, or supporting documentation, select Attachment, Upload files. Browse to the file.

6. Click Save Invoice, Save as Draft, or Save and Add New.

7. To print, email, or download it, click to open the Sales Invoice page. Click the option you want on the right.