Create and Amend Invoices on Sage 200

Create Direct Invoices on Sage 200

Firstly, it’s important to note what we mean by ‘direct’ invoices. Direct invoices are invoices for goods and/or services sold to the customer which do not involve SOP, Invoicing or Stock modules, and for which the original invoice document has been created outside the system. If you have the Costing module, you can analyse invoices to jobs, phases and revenue type cost codes to update transactions in the Costing module.

Entering direct invoices on Sage 200 is simple and takes only a few steps. First, you’ll need to navigate to either: Sales Ledger > Enter Transactions > Invoice, or use the Invoice Button on the toolbar menu.

 
Steps to Entering Direct Invoices

  1. Sales Ledger > Enter transactions > Invoice
  2. Next, you’ll need to search for the customer. You can do this by searching either the account code, snort name or their post code.
  3. Now, you’ll need to enter the Goods value. Once you’ve done, the VAT will automatically be calculated.
  4. On the Nominal and VAT Analysis, select the nominal code, cost centre and department
  5. The next step is to click on the Project Analysis tab, if linked to the Costing module.
  6. Finally, click Save to store the invoice.

Need Further Help and Guidance With Your Sage 200 System?

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