Accounting Ideas

Batch Invoicing and Printing

We recently migrated over to Sage Business Cloud and still finding our way around making the system work for us in comparison to the previous version.

We create monthly invoices as draft and add various charges throughout the month. When it comes to the end of the month these draft invoices (approx. 180) need to be printed and posted to ledger (i.e. saved as non draft). In the previous Sage software we were able to do this as a batch to both print and update the ledgers. In this system I will have to go into each invoice, change from draft and save then print individually. I do hope that there may be a development in the future that will assist this and so make the system time efficient - currently this is not beneficial to me and has added immense workload at the end of the month. Thank you Sue

  • Guest
  • Aug 4 2021
  • Great Idea Currently In The Works