- Original Poster
- #1
Hi there,
At the same time each year, I make about 300 rental invoices as part of our business. We may move to splitting these quaterley only I have no idea how to make this easy for myself. I sit for days typing the same info, using the same template but changing obviously the customer and what they are invoiced for (all items contain a unique ID so no two invoices are the same). I used to do this in MS Word and just change the date and line items if needed but then I had to input the data on Sage separately. Some customer has one line item, some have 20. Simple question - is there a way I can input this data into sage, store what each customer has in the warehouse, update this and produce an invoice as and when needed? I have tried to make a template for report designer but I need to insert a table of about 10 columns with all the information (i.e. Brand name, ID, rent from, rent until, weeks, weekly rate, subtotal etc etc..) and do not want to go to all the effort if in the end, I cannot import this data from excel (don't get me started on this...)
Can somenoe please tell me what is the easiest way of doing batch invoices where the products are all itemised?
At the same time each year, I make about 300 rental invoices as part of our business. We may move to splitting these quaterley only I have no idea how to make this easy for myself. I sit for days typing the same info, using the same template but changing obviously the customer and what they are invoiced for (all items contain a unique ID so no two invoices are the same). I used to do this in MS Word and just change the date and line items if needed but then I had to input the data on Sage separately. Some customer has one line item, some have 20. Simple question - is there a way I can input this data into sage, store what each customer has in the warehouse, update this and produce an invoice as and when needed? I have tried to make a template for report designer but I need to insert a table of about 10 columns with all the information (i.e. Brand name, ID, rent from, rent until, weeks, weekly rate, subtotal etc etc..) and do not want to go to all the effort if in the end, I cannot import this data from excel (don't get me started on this...)
Can somenoe please tell me what is the easiest way of doing batch invoices where the products are all itemised?
