i have a client who has sage instant, I'm wondering if anyone has a spreadsheet template where I could input customer invoices and it clearly shows when the invoice is due or overdue. Or if there is a simple report on sage, I know there's the aged debtors report but I want something that's clearly shows him when the invoices are expected to be paid.
I would assume, and im not a sage expert, that there should be an aged debtors report in there somewhere... theres bound to be. Run a Google search and see what pops up.
Is there no option to select what you want to display?
If not can you not export as a excel sheet edit to take out what you dont want then show client?
Consider the "Customer invoices due" report as an alternative. It's not as compact as the aged debtors report, but it shows a (customer by customer) list of all the outstanding sales invoices.
As with any Sage report, you can edit it and save your modified version - so you could add (for example) due dates for the invoices, or other useful information, depending on your needs.
It can be a long report, though, if you have a large number of invoices.
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
I am not sure if Sage Instant has the facility, as I use Sage 50, (our lovely Vince might help on that point) but its possible you can also run reports, then export them to excel. I do this often, in order to manipulate the spreadsheet to get what I want from it
Have you run Statements to see if that will give you what you need? There's a few different layouts in there, too
(Sorry, I am good at figuring it out when in Sage, but no so much at directing others blindly) Best of luck!!
Yes, Instant can export in the same way (and to the same formats) as 50. The problem, though, is that the spreadsheet as produced by this method will still lack the sort of controls the OP seems to want. The spreadsheet can, of course, be edited (perhaps a new tab added which presents the data in a more meaningful way, for example) - but it would still need work to get it to that point.
The invoices due report that I mentioned, btw, is a bit like a statement report - but has the advantage (for internal work) that it's not one page per customer. I use this for one of my clients; the director occasionally asks me for an up to date list of amounts owed so that he can put his debt collection hat on, and it's that report I send him. It's more useful than the aged debtors thing because it shows the actual invoices owed by each customer. As I said, the dates they are due to be paid could be added, though I haven't* - my modifications are merely to layout the contact details as compactly as possible to reduce the number of pages (I email it to the client as a PDF, but he prints it).
As I said, based on what the OP said, it sounds like that, with the due dates added, would be a suitable report.
* Actually, I sort of tell a lie. I have, but on the purchase ledger equivalent (as well as adding a date range criteria). I use that give me a report of invoices due for payment by a given date, so that people are paid on time.
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
Duh. Where did I get "the sort of controls the OP seems to want" ? I blame spending two and a half hours in chaotic traffic to get from central Bristol to the Northern edge! (And the fact that I didn't go back and read what was said previously before posting).
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
Hi Vince. Is the Invoices Due Report like the aged debtors detailed?? In fact, hold the phone.... where do I find this report? I will have a look at it. Its not one I have ever run before, and who knows how useful it might prove! :)
It's an entirely different format of report, so to compare the amount of detail is like comparing apples and oranges.
Go into your sales ledger reports. It should be in the "Customer invoices" category, and (checking now) the default unmodified one is called "Customer Invoices Due"
There's an equivalent report for the purchase ledger as well, which (in modified form - to include bank details, etc) is a good way to present a list of due payments.
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
