Sage 50 Pro Advice
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Post a project like this2816
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- Posted:
- Proposals: 4
- Remote
- #1221444
- Awarded
Description
Experience Level: Expert
General information for the business: We produce name badges and achievement awards
Kind of support: Invoicing
Accounting software: Sage
Description of support work: Up to now we have had a separate system for invoicing our customers. We then batch input the invoice totals to Sage 50 Pro.
We would now like to generate the invoices from Sage to avoid duplication of effort. The main business is staff name badges. Typically an invoice currently will show
99 badges @ £9.99 with subtotal
A set up cost of £9.99
Post and packing at £9.99
Sub total
Vat
Total payable
plus a note about payment terms
and a warning about magnetic fastenings
All the prices above are variable and need to be manually updated.
We don't want to set up stock records for the badges as they are individual to the company (typically they place an order for blank badges in advance and call them off over a period of time, as and when they need engraving with the staff names)
We need advice on how we do this so the invoice format is similar to the current invoices. However this may involve changing the Sage default invoice layout.
We also produce achievements awards. These will be for specific products at (usually) a fixed price (www.crystal-awards.co.uk). We don't normally hold stock for these and buy them in as required. I am open to suggestions as to how we handle the invoicing for these
Extra notes:
Kind of support: Invoicing
Accounting software: Sage
Description of support work: Up to now we have had a separate system for invoicing our customers. We then batch input the invoice totals to Sage 50 Pro.
We would now like to generate the invoices from Sage to avoid duplication of effort. The main business is staff name badges. Typically an invoice currently will show
99 badges @ £9.99 with subtotal
A set up cost of £9.99
Post and packing at £9.99
Sub total
Vat
Total payable
plus a note about payment terms
and a warning about magnetic fastenings
All the prices above are variable and need to be manually updated.
We don't want to set up stock records for the badges as they are individual to the company (typically they place an order for blank badges in advance and call them off over a period of time, as and when they need engraving with the staff names)
We need advice on how we do this so the invoice format is similar to the current invoices. However this may involve changing the Sage default invoice layout.
We also produce achievements awards. These will be for specific products at (usually) a fixed price (www.crystal-awards.co.uk). We don't normally hold stock for these and buy them in as required. I am open to suggestions as to how we handle the invoicing for these
Extra notes:
Jeff C.
0% (0)Projects Completed
3
Freelancers worked with
3
Projects awarded
25%
Last project
3 Aug 2016
United Kingdom
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