Is it possible with Sage 50 to create / print summary invoices

I would like to be able to produce streamlined client invoices that contain summary information while still being able to track the client purchase details in separate accounts (i.e. use different revenue accounts to break down the details of a client purchase but only display a single/fewer amounts on the printed invoice that gets sent to the client). Is there a way to do this or do I need to continue to adjust each invoice transaction manually to split the revenues into each account.

Thanks

  • 0

    do you have items (inventory and/or service) setup, assigned to revenue accounts ?

    if so, just add the item(s) to your invoice, and the revenue will be allocated to the correct revenue account

  • 0 in reply to Roger L

    Thanks for the response. I don't have inventory set up with this company (I have used this in the past though). I don't see how this would help in this particular case. To my understanding there is a 1-1 relationship between the item and the account so each item (line on the invoice) would display separately on the invoice and post to 1 account. What I'd like for example is:

    On invoice = Website -  $500

    Actual transaction = $350 Account #4200 (Website) + $150 Account #4250 (Hosting fees)