Create a new quotation based on the item you've selected. For example, you can duplicate an invoice as a quote.
Duplicate as Sales Order
Create a new sales order based on the item you've selected. For example, you can duplicate an invoice as a sales order.
Recurring items
If you regularly invoice your customers, you can save time by memorising an invoice so that you can reuse it. You can also set up items to post automatically when you run the Recurring items option.
You can use this option to generate credit notes based on the content of existing invoices. You can generate credit notes for both updated and non-updated invoices.
You can configure the Email option to send your documents by email in just one click.
You'll need an email address stored on the relevant customer's record. You also need to set up the email options you want on the layouts used to generate the documents.
When you print or email documents in Sage 50 Accounts, you can automatically save copies to Microsoft OneDrive in your connected Microsoft 365 account. To view the documents you've uploaded for a selected item, click View Online.
Use this option to open your Invoices and credits reports folders which include invoice detail reports, profit reports, sales analysis reports and more.
Other options
Delete - Delete invoices, credits or quotations that are no longer required.
Swap - If you've selected some items, use this option to reverse the selection.
Clear - If you've selected some items, use this option to clear the selections.
Print list - Print the list of items in this window.
Send to Excel - Export the list details to Excel.
Show me how - Opens guidance to useful invoice and credit features and common tasks. This option is not always active.
Watch the video
Here's a video with more information about the invoice reports available:
[BCB:333:SageU - 2024:ECB][BCB:254:UKI - Personal content block - Andy:ECB]
NOTE: The Duplicate option is not available in Sage 50 Accounts Essentials.