Projects and invoicing

SOLVED

I am currently using the projects module in Sage 50 Professional and linking invoices to each project.  Is Sage able to identify if I am over-invoicing a project by exceeding the quoted price? 

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  • 0

    Hi Fran,

    I have found that if you right click on the columns found within the projects modules, then select "Outstanding to Bill" then this will pull through that column.

    If you have over quoted a client then you will see a "-" figure against the amounts & you can just sort the column by this to pick up all the projects which have gone over the quoted amount.

    That's how I keep on top of it on a daily basis.

    Hope that helps!

Reply
  • 0

    Hi Fran,

    I have found that if you right click on the columns found within the projects modules, then select "Outstanding to Bill" then this will pull through that column.

    If you have over quoted a client then you will see a "-" figure against the amounts & you can just sort the column by this to pick up all the projects which have gone over the quoted amount.

    That's how I keep on top of it on a daily basis.

    Hope that helps!

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