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RussH

Invoicing one time customers without creating an account for each one?

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Along with our repeat customers we have many one time retail customers.  On Sage 50 Desktop,  we set up one time customers as follows: Cash Customer.  Visa & MC Customer. etc
We could at least locate their purchase invoices as needed through the 'Delivery" name or address. without creating an account for each customer.
Will this method work with Sage Business Online Accounting? Can we keep a record of and search the invoices in the same way?
Thank you,

  • 0

    This was answered in another thread so I am pasting the response here: In order to keep track of invoices, you would have to create an account for each customer. There is no way to search invoices by Delivery Address in Sage Accounting at the moment. If you want to look up invoices later but not create new customers, you may want to use the reference field on the invoice. This field can be search on the invoice screen and reports. 

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