In Sage 50 Accounts it's easy to create quotations, invoices and credits for the products and services you sell. In Sage 50 Accounts Professional you can also create, allocate, despatch and print sales orders.

It's also possible to edit these after once created.

Before creating an invoice, credit, sales order or quotation, you can save time by setting up your default options. Ensuring the formats are appropriate to your business, such as choosing whether to convert quotations into invoices or sales orders.

• Set up your quotation, invoice and credit defaults >
• Set up your sales order defaults >

TIP: In Sage 50 Accounts v27 and above you can create a customised alert to appear when you select a specific customer or product.  

Create an invoice, credit, sales order or quotation

1. Click Quotations, Invoices and credits or Sales orders as required.
2. To create a new one, click New.
   
   To edit one, select one then click Edit. 
   
   
3. Enter your quote or sale details as follows:
   

   Details tab	Enter key information such as the tax point date, the customer account reference and any customer order numbers. This is also where you enter details of the products and services you sell. To select a product, in the Products Code column, click the drop-down and select the required product. To edit the details for each product item line, in the Description column click the Finder button or press F3. Read more - invoices and credits > Read more - sales orders and sales order quotations >
   Order tab	Enter or amend additional information about the order, such as delivery address, customer contact details and other useful information you want to note about the order.
   Footer tab	Enter details of any carriage charges and settlement discounts. You can also choose to group the whole invoice, credit or order under a single global nominal code, tax code, details and department if required.
   Payment tab	If a payment has been received, for example, a deposit, you can enter payment details here.
   Despatched tab	Sales orders and quotations only - Once the order is delivered or part delivered, here you can view information about the deliveries.  You can also view or print the goods despatched notes.
   Invoices tab	Sales orders and quotations only - Once the order is delivered or part delivered, here you can view a list of invoices that are associated with the order.

4. Additional options:
• Remove the item line you've added by pressing F8 on your keyboard
• Apply a net value discount to your invoice 
• Use the Cash sale option to automatically update stock, update the invoice to the ledger and allocate a sales receipt 
• Use the Profit analysis option to check the profitability of your invoice 
• Set up recurring invoices using the memorise option 
5. To save the invoice, credit, sales order or quotation, click Save.

TIP: Proforma invoices and quotes/orders do not update your accounts - Before despatching or formally invoicing, convert the proforma to an invoice.