Invoicing in Sage 200c set to be a game changer

invoiceInvoicing your customers within Sage 200 (and when doing business in general) is pretty much the goal of the sales order process – let’s face it, you’re not getting paid without those invoices going out –  but for a long time now the absence of invoicing functionality from the core Financials module of the software has been a subject of consternation amongst some system users.

In previous versions of Sage 200 users were required to add full Commercials to their package in order to access the system’s full invoicing functionalities. This was all well and good if the business was taking advantage of the full range of modules included within Commercials covering areas such as stock management and order processing (both sales and purchase). However, if this was not the case and it was only invoicing customers that the business was concerned with then it was a bit of a ‘sledgehammer to crack a nut’ situation.

Now though, with Sage 200c nearing release, this is all about to change when this 2017 version lands and the invoicing module is included as standard with the core platform.  Of course, the extended functionality of the current invoicing module is still delivered should you have the Commercials module and want to leverage sales order processing and the link to stock but for those that don’t, Sage 200 now has you covered:

  • Produce invoiced and credit notes from Sage 200 without using the SOP or Stock modules.
  • Include free text lines, charges and comments.
  • If you’re using the Stock module then add stock items as usual.
  • Bypass the despatch process and print or email your invoices straight away.

For those Sage 200 clients already using the Stock, Sales Order Processing (SOP) and Purchase Order Processing (POP) this introduction of a standalone invoicing module within the Financials platform has many benefits too. The development has been made to complement SOP and when it comes to Invoicing and Sales Orders you don’t have to use one or the other, rather you pick the option that suits you best on a case by case basis.

Use Invoicing when:

  • You don’t need to keep track of stock. Service-based businesses are a good example of this.
  • Your business doesn’t have a despatch process.
  • The despatch process has already occurred and it is not necessary to record it in Sage 200c.

Use Sales Order when:

  • You need to reserve or allocate stock for customer orders.
  • You store products/stock at different warehouses and need to keep track of it.
  • You use traceable stock items.
  • You use the Sage 200 Manufacturing modules. Invoicing will not integrate with these.

For more information and a visual run through of the new Invoicing module check out the recording below:

Stay tuned to this blog for more information on Sage 200 2017 as we progress toward this latest version release. We’ll have all the news on it here first and if you want to ensure your business can start taking advantage of the invoicing module as soon as possible simply get in touch and we’ll contact you as soon as it becomes available.

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