Hi Dean,

Thanks for using Community Hub.

I agree that logging an idea for this is the way forward to see if it can be considered for future development.

Thanks again for posting and sharing your idea link.

Regards

Andy
Sage UKI

I think you could create a service invoice like this

Line 1 Invoice Narrative Nominal 4000 Amount 5000

Line 2 Credit Line           Nominal 4000 Amount 5000 negative flag on

Line 3 - 999 Invoice lines with various nominals that add to 5000

Create a layout that only prints detail line 1

You could memorise the invoice to reuse if there are a limited number of bundles.

Or you could create each invoice in a spreadsheet and import to Sage using Adept Tool

Import Invoices into Sage 50 - Customer Sales Invoices & Credits (adepttools.co.uk)

Hi,

Thanks for responding. Funnily enough we use Adept to import our billing now, the issue I have isn't so much the creation of an invoice or line item, it about the analysis ad breaking out of the nominal codes used. I might not have completely understood your explanation there, and that might be because I haven't explained it well. Will see if this is along the lines of your thinking.

So, at the moment we invoice for a number of products and services. When I say products, these are subscriptions or licenses not requiring stock control. There could be 30+ line items on an monthly invoice, which is a bit overkill. So we currently have something like this:

Example:

Line 1 – Monthly Service Invoice – XX MONTH YEAR XX (Purely a header, no qty or value)

Line 2 – Service Description A   /   QTY  33   /  Sell £2.50   / Total £82.50+VAT  / Nominal Code 4000

Line 3 – Service Description B  /   QTY  33   /  Sell £1.85    / Total £61.05+VAT  / Nominal Code 4001

Line 4 – Service Description C   /   QTY  33   /  Sell £7.26   / Total £239.58+VAT  / Nominal Code 4004

Line 5 – Service Description D   /   QTY  33   /  Sell £0.38   / Total £12.54 +VAT  / Nominal Code 4007

Line 6 – Service Description E   /   QTY  1   /  Sell £150.00   / Total £150.00+VAT  / Nominal Code 4010

Line 7 – Service Description F   /   QTY  2   /  Sell £46.00   / Total £92.00+VAT  / Nominal Code 4011 

Etc etc 

What I would like to do is have 

Line 1 – Monthly Service Invoice – XX MONTH YEAR XX (Purely a header, no qty or value)

Line 2 – Service Bundle A   /   QTY  33   /  Sell £11.99   / Total £395.67+VAT  / Post a breakdown as Nominal Code 4000-£82.50+VAT / 4002-£61.05+VAT / 4004-£239.58+VAT / 4007-£12.54+VAT

Line 3 – Service Description E   /   QTY  1   /  Sell £150.00   / Total £150.00+VAT  / Nominal Code 4010

Line 4 – Service Description F   /   QTY  2   /  Sell £46.00   / Total £92.00+VAT  / Nominal Code 4011 

Does that make more sense of the issue?

Hi Dean,

Thanks for using Community Hub. 

I'd recommend logging a ticket for this so the Report Design Team can look at it for you: Submit a query online >

Regards,

Andy
Sage UKI