Enter a Sales Invoice

Before you can perform this task 

Select a task based on the method of payment:

Create a new sales invoice to be paid by cash

1. In the Home window, click the Make Sales icon.
2. Select Cash from the Payment Method list.
3. In the Customer box, select or enter a customer name.

Note: If you plan to do business with this customer only once and don't want to add the name to your list of customers, you can select One-time Customer. For these customers, you must receive payment for the invoice immediately (the Pay Later option is turned off).

4. Enter the sales information about the goods or services being sold:

Add an item from your price list

• From the list in the Item column, select the goods or services you are selling, and enter the quantity sold.
• Change the type of sales tax charged by choosing the List button in the Tax column.

You can add or change amount or type of sales tax charged per item, or add or change amount of sales tax charged for entire invoice.

Add an item you have not recorded on your price list

• In the Quantity column, enter the number of goods or services you are selling.
• In the Description column, enter the description of the goods or services you are selling.
• In the Price column, enter the unit price of the item you are selling.
• In the Tax column, click the List button and select the type of sales tax you're charging this customer.
• In the Category column, add or modify the account used by clicking on the List button and selecting an account from the list.
5. (Optional) Enter the freight payment information.
6. (Optional) If you have not entered early payment terms in this customer's record, you can enter a discount percentage or early payment terms for this invoice.
7. Click Print & Process or Process.

Create a new sales invoice to be paid by cheque

1. In the Home window, click the Make Sales icon.
2. Select Cheque from the Payment Method list.
3. In the Customer box, select or enter a customer name.

Note: If you plan to do business with this customer only once and don't want to add the name to your list of customers, you can select One-time Customer. For these customers, you must receive payment for the invoice immediately (the Pay Later option is turned off).

4. Enter the sales information about the goods or services being sold:

Add an item from your price list

• From the list in the Item column, select the goods or services you are selling, and enter the quantity sold.
• Change the type of sales tax charged by choosing the List button in the Tax column.

You can add or change amount or type of sales tax charged per item, or add or change amount of sales tax charged for entire invoice.

Add an item you have not recorded on your price list

• In the Quantity column, enter the number of goods or services you are selling.
• In the Description column, enter the description of the goods or services you are selling.
• In the Price column, enter the unit price of the item you are selling.
• In the Tax column, click the List button and select the type of sales tax you're charging this customer.
• In the Category column, add or modify the account used by clicking on the List button and selecting an account from the list.
5. (Optional) Enter the freight payment information.
6. (Optional) If you have not entered early payment terms in this customer's record, you can enter a discount percentage or early payment terms for this invoice.
7. Click Print & Process or Process.

Create a new sales invoice to be paid by credit card

1. In the Home window, click the Make Sales icon.
2. Select a credit card from the Payment Method list.
3. In the Customer box, select or enter a customer name.

Note: If you plan to do business with this customer only once and don't want to add the name to your list of customers, you can select One-time Customer. For these customers, you must receive payment for the invoice immediately (the Pay Later option is turned off).

4. Enter the sales information about the goods or services being sold:

Add an item from your price list

• From the list in the Item column, select the goods or services you are selling, and enter the quantity sold.
• Change the type of sales tax charged by choosing the List button in the Tax column.

You can add or change amount or type of sales tax charged per item, or add or change amount of sales tax charged for entire invoice.

Add an item you have not recorded on your price list

• In the Quantity column, enter the number of goods or services you are selling.
• In the Description column, enter the description of the goods or services you are selling.
• In the Price column, enter the unit price of the item you are selling.
• In the Tax column, click the List button and select the type of sales tax you're charging this customer.
• In the Category column, add or modify the account used by clicking on the List button and selecting an account from the list.
5. (Optional) Enter the freight payment information.
6. (Optional) If you have not entered early payment terms in this customer's record, you can enter a discount percentage or early payment terms for this invoice.
7. (Optional) If you have set up a merchant account, click the Process Credit Card button.
1. In the Credit Card Information window, make sure the billing information is correct.
2. Select the method of authorization:

If you want to do this:	Do the following:
Enter an authorization code manually	Select Enter Authorization Code Manually and type the code in the Authorization Code box.
Generate a new authorization code	Click Charge. In the Sage Exchange module, verify and submit the customer's billing information. After the authorization is complete, in the Credit Card Information window, click Print Receipt to print an authorization receipt.

3. Click OK to return to the transaction window.
8. (Optional) To preview the invoice before processing it, click .
9. When you have finished making additions or changes to the invoice, select either Process or Print & Process.

Create a new sales invoice to be paid later 

1. In the Home window, click the Make Sales icon.
2. Select Pay Later from the Payment Method list.
3. In the Customer box, select or enter a customer name.

Note: If you plan to do business with this customer only once and don't want to add the name to your list of customers, you can select One-time Customer. For these customers, you must receive payment for the invoice immediately (the Pay Later option is turned off).

4. Enter the sales information about the goods or services being sold:

Add an item from your price list

• From the list in the Item column, select the goods or services you are selling, and enter the quantity sold.
• Change the type of sales tax charged by choosing the List button in the Tax column.

You can add or change amount or type of sales tax charged per item, or add or change amount of sales tax charged for entire invoice.

Add an item you have not recorded on your price list

• In the Quantity column, enter the number of goods or services you are selling.
• In the Description column, enter the description of the goods or services you are selling.
• In the Price column, enter the unit price of the item you are selling.
• In the Tax column, click the List button and select the type of sales tax you're charging this customer.
• In the Category column, add or modify the account used by clicking on the List button and selecting an account from the list.
5. (Optional) Enter the freight payment information.
6. (Optional) If you have not entered early payment terms in this customer's record, you can enter a discount percentage or early payment terms for this invoice.
7. Click Print & Process or Process.

Create a sales invoice to be paid by pre-authorized debit

1. In the Home window, click the Make Sales icon.
2. Select Pre-Authorized Debit (PAD) from the Payment Method list.
3. In the PAD No. box, enter a payment reference number for this pre-authorized debit transaction. This number will also be used to identify this transaction when you upload the debit file to your direct debit service provider.
4. In the Customer box, select or enter a customer name.

Note: If you plan to do business with this customer only once and don't want to add the name to your list of customers, you can select One-time Customer. For these customers, you must receive payment for the invoice immediately (the Pay Later option is turned off).

5. Enter the sales information about the goods or services being sold:

Add an item from your price list

• From the list in the Item column, select the goods or services you are selling, and enter the quantity sold.
• Change the type of sales tax charged by choosing the List button in the Tax column.

You can add or change amount or type of sales tax charged per item, or add or change amount of sales tax charged for entire invoice.

Add an item you have not recorded on your price list

• In the Quantity column, enter the number of goods or services you are selling.
• In the Description column, enter the description of the goods or services you are selling.
• In the Price column, enter the unit price of the item you are selling.
• In the Tax column, click the List button and select the type of sales tax you're charging this customer.
• In the Category column, add or modify the account used by clicking on the List button and selecting an account from the list.
6. (Optional) Enter the freight payment information.
7. (Optional) If you have not entered early payment terms in this customer's record, you can enter a discount percentage or early payment terms for this invoice.
8. Click Print & Process or Process.
9. Upload the pre-authorized debit file. You can submit multiple debit payments in a single file.

What additions or changes do you want to make?

Add or change billing information on this invoice

Add shipping information to this invoice

Produce a copy of this invoice for your customer

Change the form settings for invoices

Improve your invoicing productivity