Most of the clients do their own invoicing and I batch them into Sage.
However, I have suggested doing invoicing in Sage (without using the stock/quotation facility...so fairly simple) and have a query. There is a cash sale facility when creating invoices and I wondered if this is widely used?
Rather than create a new customer for EVERY sale, I am thinking of creating a 'general' customer for the cash sales. The receipt will be addressed to 'Cash Sales' no doubt, but I can personalise the details on the invoice.
Another approach would be to simply not use the invoicing module for these cash sales and simply receive cash in bank as I do now for these kind of one-off sales and deposits and use the details column to input as much detail as possible.
I am presuming that the Cash Sale facility to which you are referring to is contained within the Sales Order Processing module for Sage 50 Professional.
If so, here is a way of accounting for your cash sales:
1. Create a Cash Sale Account (within your Sales Ledger) for example Cash001.
2. Select the reports that you wish to generate for every cash sale by going into Settings, followed by Invoice/Order Defaults. Choose the Cash sales option and the tick the boxes for the relevant reports you wish to print. For example, Sales Order, Goods Despatched Note or Sales Invoice (or none of the above)!
3. When you want to complete an order as a Cash Sale, simply select the cash sale account, select the products that you are selling and click on the cash sale button.
4. Sage will then automatically, update your stock, your bank account and your sales ledger.
5. To be sure, you can see the Sales Invoice and receipt in the Cash Sales account, there will be a debit in your bank account with a cash sale reference and the invoice no associated with that transaction.
Hope this info helps! Apologies for the lengthy post....
Jane
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Author of Sage 50 Accounts For Dummies, Sage One for Dummies and Bookkeeping for Dummies
Thanks....that is what I had thought. I mentioned dummy customer and CASH001 fits that bill. I just wanted to take care of the smaller immediate payments without creating LOTS of accounts. I also wanted to try and keep it all within the sales order processing module rather than using the bank/receipt method.