When you print your invoices outside Sage 200 and only want to record their totals in the system, there are two ways to do it:
-
As single invoices
You simply record the details of one order and then immediately post it to the relevant customer and nominal accounts.
-
As a batch of invoices
To enter a batch of invoices you create a batch header record in which you specify the number of invoices to be input and the total value of all those invoices. You then enter the details of the individual invoices and Sage 200 ensures that the number of invoices and the total value entered matches that specified on the header record. This is a great way to ensure accuracy when you have a number of invoices to enter.
When you record invoices:
- The invoice transactions are posted directly to your nominal and customer accounts. This can be the default nominal accounts assigned to the customer's account or accounts selected as the invoice is posted.
- You can't keep a record of items that you've sold. Each invoice contains a single Total Goods Value amount, but no individual item breakdown.
- You can't print the invoice document from Sage 200.
Note: You cannot create an invoice for a customer whose account has been placed On Hold.
Foreign currency invoices
When you select a foreign currency customer account, the exchange rate to be applied to the invoice is also displayed. The invoice value should be entered in the same currency as specified on the customer's account.
The exchange rate is taken from the rate set on the Currencies and Exchange rates screen. You can change on individual invoices, if required.
What if I make a mistake
To maintain the integrity of your data, you can't delete transactions once they're posted. However, you can make corrections which creates a reverse transaction with the same details as the original and a new transaction with your changes.
See Correct posted customer transactions.
What do you want to do?
Note: You can't enter an invoice for a customer whose record is on On Hold.