Send Sales invoices to Sage 50 from WBS
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Sage 50 is used as the accounts package where all payments are recorded and tax is calculated. It also generates the end of year accounts and other financial information.
Invoices are generated in WBS when products are dispatched from a WBS Sales Order. The invoice generated has the same items on it as those dispatched and the prices etc come from the Sales Order in WBS.
Sage 50 is used as the accounts package where all payments are recorded and tax is calculated. It also generates the end of year accounts and other financial information.
Invoices are generated in WBS when products are dispatched from a WBS Sales Order. The invoice generated has the same items on it as those dispatched and the prices etc come from the Sales Order in WBS.
- Service Invoices can be created directly in WBS by simply adding an additional invoice and adding the appropriate items.
- Credit notes can be generated in WBS by setting the Invoice Type to Product Credit and entering a negative quantity. This will increase the stock if it is a stock item.
- Sales margin calculations are calculated on the invoices and credit notes in WBS for a specific period.
1. Menu Screen : SALES - INVOICE LIST
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2. Here you will see the "Invoice" screen. This is a list of invoices in the WBS system .
3.Select Invoice from the list to send an invoice to Sage simply tick the Send to Sage box for the appropriate invoice and press update .
When Invoices are sent to the accounts package Sage 50. They are automatically entered as a service invoice as there is no stock in sage, The stock and the stock control is in the WBS system. All payments including tax calculations and accounts are generated in Sage 50. Note customers do exist in sage and all payments take place in Sage.
If when adding an invoice from WBS to sage the customer does not exist in Sage then the WBS system will automatically add the one currently in WBS. Once it has been added to sage either manually or by WBS certain information like the customer account and name cant be changed in WBS. These fields are shown as yellow and have to be changes in Sage then the changes will automatically be updated in WBS.
To see further information regarding what fields are actually sent from WBS to Sage Click here for more information
When Invoices are sent to the accounts package Sage 50. They are automatically entered as a service invoice as there is no stock in sage, The stock and the stock control is in the WBS system. All payments including tax calculations and accounts are generated in Sage 50. Note customers do exist in sage and all payments take place in Sage.
If when adding an invoice from WBS to sage the customer does not exist in Sage then the WBS system will automatically add the one currently in WBS. Once it has been added to sage either manually or by WBS certain information like the customer account and name cant be changed in WBS. These fields are shown as yellow and have to be changes in Sage then the changes will automatically be updated in WBS.
To see further information regarding what fields are actually sent from WBS to Sage Click here for more information