Sales Invoices

Sales invoices are forms that list the inventory or service items charged to a customer. They also include any applicable taxes, shipping charges, and the payment terms you have given your customer.

You can generate sales invoices independently, or create them by converting sales orders or quotes into invoices.

Sage Simply Accounting remembers the last invoice form you used and selects it the next time you open the Sales Invoice window. You can customize the print options for invoices by changing your Report and Form settings.

Besides pre-printed forms, Sage Simply Accounting offers several different invoice form types for printing and e-mailing.

Printed invoice forms

All print invoice forms show the item quantity, item description, amount of tax charged , unit price, and total amount charged. In addition, print forms contain the following information:

Form	Item Number	Unit	Base Price (price before discount)	Discount %
Invoice	X	X
Invoice-Professional
Invoice-Retail		X
Invoice with Discount	X	X	X	X
Invoice-Professional with Discount			X	X
Invoice-Retail with Discount		X	X	X

E-mail invoice form

All e-mail invoice forms show the item quantity, item description, tax amount charged, total amount owing, and unit price. In addition, e-mail forms contain the following information:

Form	Unit	Back Orders	Item Number
Invoice-Professional	x
Invoice-Service	x
Invoice with Back Orders	x	x	x
Invoice with No Column Lines	x		x
Invoice with Back Orders and No Column Lines		x	x

What do you want to do?

Enter a sale invoice

Convert a quote or order to an invoice

Add or change early-payment terms on an invoice

Display discount columns in a sales invoice

Print an invoice

E-mail an invoice

Change the terminology Sage Simply Accounting uses for sales invoices (Premium)

Print a packing slip (Premium)

Void a sales invoice

Adjust a sales invoice

Set up Sage Simply Accounting to accept credit cards

Learn about setting up a merchant account to process credit cards in a sales invoice

Learn about customizing Sage Simply Accounting forms

Allocate sales transaction amounts to projects