Hi

Currently in our small business all quotes and orders are written in excel. (My boss insists on this) If we win the order I then manually copy the order over into the invoice module once delivered.  We are in the HVAC business so here is a sample of one of the lines I may have to type.

Block A, Level 8.   6003-SK-27-Y-VL-01-REVC02. Type 1. 204 x 60 > 500 x 75 equal reducing transition with a 500 x 75 90 degree, (you have to copy the degree symbol from a word document), Bend. 600L x 285 high, as drawing c/w a 80mm 495 x 70 internal slip. All in 20guage Galv steel.

As you can see when you have 50 lines like this it is time consuming to type them in.  I currently use Service Invoices as this seems to work the best.

If I copy and paste from the excel document it splits it all up & I have to delete the gaps. Also its very time consuming how you have to fill the invoice in. If I enter one line it repeats it so its in the Description box & details Box and then that line gets printed out twice. So I have to make sure this doesn't happen.

I also then want to preview the invoice before I print it to make sure its all correct, lined up etc but the only way I know how to do this is to preview on print. If I need to correct something I have to close print preview, uncheck update box, be taken out of the invoice to have to highlight and edit. 

Please tell me there is a simpler way to do all this.  I must be missing something. Should I put it in as a quote then update to an invoice or is it the same rigmarole. I'm not an accountant & sage seems way out of my league but I've used it for 14 years. 

Is there anyway to do this quicker and get a preview of the invoice without it shutting the invoice down. 

Any help will be greatly appreciated.