Creating Invoice

Field	Description
Type	This drop down box allows you to select the type of document you want and to change the type on existing documents
Invoice Number	This is automatically generated, however you can use any unused number
Invoice Date	The date of the invoice
Order Number	This is your Sales order, it is NOT the customers order number. (Automatically filled in on invoices generated through SOP)
A/C Ref	This is the customer Account Reference
Product Code	Enter the product code for the product you are selling, If this is a Special use one of the following codes S1 – Standard rated single line item S2 – Zero rated single line item S3 – Standard rated multilane (service) item M – Message Line

5. To Add items to the invoice enter a Product Code or a special code in the product code box

6. Enter the Qty. To change the price add discount or comment lines press the F3 button or click on the edit

button to display the following screen

10. The major difference is that you have no comment lines and have a details box for your textual description, Sage will reformat this to fit within whatever area is available on the invoice layout. The Description line is what will appear in the Accounting system not the details box.

2. Comment lines print on the invoice, however they and message lines are not transferred to the accounting system.

Creating A New Invoice