• 목록
• 답변
• 글쓰기
• 게시판 리스트 옵션
  • 수정
  • 삭제

The Process to Create and Send Invoices in Sage 50

The lifeblood of any business is a steady stream of cash flow, and the primary vehicle for securing that income is the billing statement. Within the Sage 50 ecosystem, generating, tracking, and distributing polished bills and account summaries is not just a routine clerical duty—it's a central capability that, when used effectively, can dramatically improve your cash flow, strengthen customer relationships, and present a credible brand. This detailed tutorial will walk you through the entire workflow for generating accurate invoices, customizing them to your brand, and sending them efficiently right from within the software.

The Benefits of Professional Invoicing

Beyond simply requesting payment, a well-crafted invoice serves several important functions:

• 
  
• Accelerates Payment: Easy-to-understand bills are processed faster by your customers' accounting teams.
  
• Establishes Credibility: A branded document projects professionalism and strengthens your company image.
  
• Provides Legal Protection: An invoice is a formal record that details the terms of a sale, which is vital for resolving disagreements.
  
• Tracks Sales and Revenue: Every invoice feeds directly into your accounting records, giving you real-time insight into your sales performance.
  
• Simplifies Tax Filing: A complete history of invoices makes preparing for tax time infinitely easier.
  

Generating a Fresh Invoice: The Detailed Process

Step 1: Access the Sales Invoice Window

From the home screen, go to Customers > Invoice. This will open a new invoice template ready for you to fill out.

Step 2: Select the Customer

In the Customer ID field, use the lookup button and select the appropriate customer from your list. After you choose, their billing address, credit terms, and tax rate will auto-populate based on their customer profile.

Step 3: Input Billing Information

• 
  
• Invoice Date: This usually auto-fills to the today's date. Adjust it if needed to reflect the date of service.
  
• Invoice #: Sage 50 will automatically assign an invoice number. You can override this with your own preferred format if necessary.
  
• PO Number: Enter the customer's Purchase Order number if they have provided one.
  

Step 4: Input Products/Services

This is the core of the invoice. In the item details section:

• 
  
• Item Code: Select from the dropdown to choose an inventory item or service item from your list. Choosing a product will automatically populate the Description and Price.
  
• Description: You can customize this field to add more information about the product or service.
  
• Quantity: Enter the quantity sold or hours billed.
  
• Price: The price from the product record will appear, but you can manually change it for this specific invoice.
  
• Amount: This column is auto-calculated (Quantity x Price).
  
• Tax: Sage Software Support will correctly calculate sales tax based on the item's tax setting.
  

To add more lines, simply press the Down Arrow key or click on the next blank line.

Step 5: Include Messages and Conditions

Use the footer section at the bottom of the invoice to add:

• 
  
• Customer Message: A thank you note or specific details.
  
• Memo: An internal note that will not print on the customer copy.
  
• Payment Terms: Reiterate the terms (e.g., "Due upon receipt," "Net 30").
  

Step 6: Review, Then Finalize the Transaction

Double-check all information for accuracy. When you are ready, click:

• 
  
• Save: Saves the invoice as a pending document that you can come back to.
  
• Post: Finalizes the invoice, updates the general ledger, adjusts stock levels (if applicable), and updates accounts receivable. This action is permanent.
  

Tailoring the Template Appearance

The software enables extensive personalization of your invoice templates. To change the design, click the Layout button on the invoice toolbar. You can:

• 
  
• Choose from various built-in styles.
  
• Add your company logo and modify the color scheme to align with your brand.
  
• Customize the fields and their placement on the page.
  
• Create multiple templates for various business segments.
  

Sending Invoices via Email

A major efficiency boost is emailing invoices directly from within Sage 50.

1. 
   
2. With the invoice displayed in the window, click the Email button (usually an envelope icon).
   
3. Sage 50 will launch your default email client with the invoice included as an attachment.
   
4. The customer's email address will auto-populate in the "To" field.
   
5. A default subject line and message will be created, which you can edit as needed.
   
6. Click Send. Sage 50 will log the fact that the invoice was emailed.
   

Generating and Mailing Customer Statements

Monthly summaries offer a complete overview of a client's transactions over a period of time, including invoices, payments, and credits.

To create a statement:

1. 
   
2. Go to Customers > Statement.
   
3. Select the customer (or all customers).
   
4. Set the statement date and the aging period.
   
5. Preview the statement and then either Print it or Email it straight to the client using the same process as for invoices.
   

Conclusion: Streamlining Your Billing Process

Becoming proficient with billing features in Sage 50 transforms it from a tedious administrative chore into a strategic, efficient revenue collection system. By leveraging customer profiles to pre-populate details, designing branded documents, and utilizing the built-in email tools, you can drastically reduce the time spent on billing, reduce mistakes, get paid faster, and present a flawless image. Making this process a seamless part of your regular workflow is a key step toward gaining better control and ensuring ongoing success.