Enter a Sales Invoice

If you accept credit card payments:

• Add the credit cards that your company accepts.
• If you are using the Sage Payment Solutions online credit card processing service, add the merchant account information to Sage 50 Accounting and install Sage Exchange on your computer. To print a credit card receipt, you must have an attached printer installed on your system.

If you want to accept pre-authorized debit payments, sign up with Sage 50 Accounting and set up your company and customer for pre-authorized debit payments.

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.

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.

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. If you have more than one merchant account set up, select the merchant account you want to use to accept the payment. (Sage 50 Premium Accounting)
3. If the payment is in a foreign currency, you can use the exchange rate displayed or enter a new rate. This rate will be used to convert the foreign currency to the currency accepted by your Sage Payment Solutions merchant account. (Sage 50 Premium Accounting)
4. 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.

5. 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.

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.

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.

Change the date on this invoice

Change the tax code applied to an item in this invoice

Change the sales tax amount charged on this invoice

Add or change the payment terms on this invoice

Add or change a comment on this invoice

Add freight charges to this invoice

Change the tax code for freight charges

Print this invoice

Email this invoice to your customer

Print the subtotal on invoices

Include a logo on invoices

Select a printer for invoices

Modify your printer setup

Change the number of copies printed

Change the print alignment on a pre-printed form

Automatically use the same customer for the next invoice

Set up a default tax code for new customers

Customize the item columns in the sales invoice window