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Sales invoice report available in Sage compatible format (UK only)

Sales invoice report available in Sage compatible format (UK only)

Owned by Fiona Hardy, created
Apr 13, 2023
1 min read

This guide has been reviewed against our global client base and classed as relevant to UK only

When running a sales invoice report, the option to export it in Sage compatible format is available

1. Export report to Sage compatible format

Run the sales invoice report, as outlined here: Sales invoice reporting (UK only)

From the report results grid:

  • Click Report (top left)

  • Select Sage Export Format and click Accept

2. Report exported to Excel

The Sage compatible report is exported to Excel and is automatically shown on screen

Column headings included in the report are:
Invoice Number, Invoice Date, Invoice Raised Date, Property Reference, Property Address, Office Code, Property Manager, Selling Negotiator, Invoice Raised By, Vendor Name, Transaction Type, Invoice Description, Charge Create Date, Charge Created By, Charge Description, Account, VAT Code, VAT Description, Net Amount, VAT Amount, Gross Amount, Property Type

For more information on sales invoicing, click here: Invoicing (sales - UK)

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