The following options are available in the Invoices and credits module.

New invoice

Create invoices for goods or services sold.

New credit 

Create credit notes for items previously sold.

Edit

Edit the currently selected invoice, credit or quote.

Duplicate

Create a new item based on the currently selected item. This option activates only when you select an item.

NOTE: The Duplicate option isn’t available in Sage 50 Accounts Essentials. 

Duplicate as Quotation

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 to reuse it. You can set up items to post when you run the Recurring items option.

Update ledgers

Commit invoices to your accounts so that values post to the appropriate records.

Credit invoice

You can use this option to generate credit notes based on the content of existing invoices. You can create credit notes for updated and non-updated invoices.

Quick print

You can use Quick Print to print invoices, quotations and orders with just one click. 

Before using Quick Print you must specify your required layout in Settings, then Invoice and Order Defaults.

Print

To print an invoice, select it from the list, then click Print. You can choose from a range of layouts or create your own to suit your business needs.

Email

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.

Reports

Use this option to open your Invoices and credits reports folders including invoice detail reports, profit reports, sales analysis reports and more.

Other options

• Delete - Delete invoices, credits or quotations.
• 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 isn’t always active.

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