Is it possible to save sales invoices on SAGE as a CSV file? We are currently using a factoring company and manually having to upload the sales invoices onto their system.
What level of information do you need to provide to the factoring company?
(I've had clients that used factoring companies before, but I've only ever been involved in the end result: sorting out the mess their accounting for it was in, and showing them how to keep it under control in future - but I've never been involved at the other end; getting the info to the factoring company to start with, so I've no idea what's needed.)
If you can get away with a single line summarising the invoices, then it should be a piece of cake - go to Customers => Invoice List, and click on the "Reports" icon, then on "Invoice details".
There should be a report there titled "Invoice summary", and I expect that one will be a good starting point, depending what information they need: You will almost certainly need to edit it to add more information - customer address/contact details spring to mind, for example. But as per my opening question, it depends what they need.
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
Yes, just make a report, the order you put the fields in the report is the order the fields appear in the csv file, when you run the report to file and select the type csv.
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