Batch invoicing

[yulyusha]

Hi there

I am trying to find a solution for batch invoicing clients without creating a sales order : I have details of invoices on CSV spreadsheet that are matching to import audit trail template headings and would like to upload to Sage and invoice clients in batch. Is there add on / 3d party software or trick in Sage that I could use to do that?


Many thanks in advance

[brucedenney]

There are third party tools...

Depending on what you want, I have one that is what we use for our custom integrations, it is £185 per year, it does invoices and all sorts of things, it can be customised to import almost any field in any part of sage. There are a quite a few standard tools and import formats, including sales invoices. It can be run from a command line, so you could do VB in your spreadsheet to run it or run it from a batch file.

There are others like this one
https://www.adeptcom.co.uk/invoice_csv_import.htm

[yulyusha]

Hi Bruce, apologies just saw you reply. Thank you it is very useful, can I have a look at your solution, is it on your website?

[brucedenney]

Best give me a ring, what I normally suggest is a bespoke solution, I suggest that you spend an extra few £'s and get me to write a customiser that works with your source data without having to move fields around and working the way you want.

The Standard tool is described as follows:-

Import of Invoicing List invoices (or credit notes) from a minimal csv containing columns for Account Ref, Stock Code, Quantity, Gross Unit Price and (optionally) Gross Carriage. e.g.

"SWA001","PAPER003",70.00,1.99,5.00

The gross values are automatically split into appropriate net and tax values during the import based on the percentages associated with Sage based tax codes.

The Gross Carriage column may be omitted, if so a zero value will be enforced regardless of any company based defaults (because those defaults would be nett values). The Gross Carriage value is only read from the first item in each document.

The column AFTER Gross Carriage may optionally be used to specify a carriage nominal code - if that column is empty or not present the default carriage nominal code (as set within Line 50) will be used.

If the quantity is negative the document is considered a credit.

[yulyusha]

Thank you Bruce, will call you! I am away for a week but should be able to call back a week after.