You have produced a sales order to sell materials to the consumer. Once the materials have arrived and have been sent to the consumer. The sales order should be completed and turnt into an invoice so you can then charge the customer for the materials.
First you want to open your company data in Sage Line 50. You need to then go to the client page by clicking customer in the bottom left corner. You then select sales order list in the section above. This shows you a list of all previously made sales orders. Double click the sales order you wish to invoice.
You need to double check that all the materials are on the sales order and the costs are the same as the customer was quoted.
When you are contented with the information in the sales order is correct, you may then click complete at the base of the window.
Sage will then ask you if you want to print certain documents and update your ledgers. It is optional whether you print your documents as you can always print them later. You should usually update your ledgers as completing a sales order will take the products on that sales order out of sage stock.
Once you have finished sage will have mechanically made an invoice, by clicking on invoice list on the left side of the page you can see the invoice created will be at the top of the list.
It's good to invoice through a sales order as this is how you keep record of your stock. It also makes sure you've got the same item outline throughout your documents. Having the same description on the invoice as the quote makes it simple for the customer to understand what they are being charged for.
First you want to open your company data in Sage Line 50. You need to then go to the client page by clicking customer in the bottom left corner. You then select sales order list in the section above. This shows you a list of all previously made sales orders. Double click the sales order you wish to invoice.
You need to double check that all the materials are on the sales order and the costs are the same as the customer was quoted.
When you are contented with the information in the sales order is correct, you may then click complete at the base of the window.
Sage will then ask you if you want to print certain documents and update your ledgers. It is optional whether you print your documents as you can always print them later. You should usually update your ledgers as completing a sales order will take the products on that sales order out of sage stock.
Once you have finished sage will have mechanically made an invoice, by clicking on invoice list on the left side of the page you can see the invoice created will be at the top of the list.
It's good to invoice through a sales order as this is how you keep record of your stock. It also makes sure you've got the same item outline throughout your documents. Having the same description on the invoice as the quote makes it simple for the customer to understand what they are being charged for.
About the Author:
Lois Park has just recently joined the team at Prosyn and is helping with internal small business IT Support setups. This Sage line 50 task was one of her first projects. At Prosyn we focus on our internal systems as much as we do when providing Business IT Support to our customers.
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