I've just started at a new Company which create invoices via Excel, uploads them via batch to Sage and manually posts/emails them to clients, so in a bid to streamline this process and make it more efficient I am looking into invoicing via Sage.
Invoices are sent in stages of job completion so effectively project based which means we can use the projects section of Sage 50 to record the total project cost and invoice against the project.
Their invoices need to show 'total job cost', 'total invoiced to date', 'remaining to be invoiced' and then details of what we're invoicing for, getting this information isn't a problem and I've managed to replicate their existing Excel invoices but where the problem comes in is when we go back to a previous invoice it is effectively recreating and updating the project information meaning that the 'project invoiced to date' and 'remaining to be invoice' are incorrect based on the original invoice.
I know we could always print off a copy or save a copy on the network but I'd rather not add a stage to the process so really I need a way to 'hard copy' invoices to Sage when we update the ledger so if we need to print a copy invoice for the client or for the auditors it is a true copy.
Any knowledge or ideas would be massively appreciated
