Auto Generate Invoices feature


Auto Generate Invoices Feature Did you know that Sage has an auto generate invoices function?   This works well if you have many sales orders to invoice.

Here are the steps to process invoices using the auto generate feature:

In Sales Order | Main | Auto Generate Invoices Selection, create a batch (if you are using batch feature).
Choose the order type to generate.  Select the Ship Invoice Complete checkbox to generate invoices with the quantity shipped as complete.  Deselect the checkbox to set the quantity shipped to zero on the invoice.  You can modify the invoice after the invoices are generated.  Select any other checkboxes that apply. In the grid selection, there are different options you can use to generate invoices.  Most common is to use a range of sales order numbers.  Once the sales order are selected , click on Proceed.  When it is finished processing (the Clear button on the bottom left hand corner will no longer be greyed out), click on the printer icon to print the auto generate invoice selection listing.  Print the listing.  Note: clicking on the Preview button may not work if your Sage role does not have permission (Security tab |Sales Order) to Allow Updating of Journals from Preview.
At the question, Do you want to generate this Invoice batch, click Yes.


The next invoice number will be automatically selected.  You can leave it or change the starting invoice number.  Click Ok.


Sage will auto generate the invoices.  When it has finished, you can view the invoices in Invoice Data Entry.  If you are using batch feature, the batch type will show AutoGen.  You can modify the invoices as usual.