Invoice work stacks let you export invoice details to a spreadsheet. In addition to the standard export, you also have the option to export in a format that is suitable for uploading to Sage 50.

By default, Sage 50 exports will be created at invoice-level, with a nominal code assigned per-invoice.

Administrators can enable invoice line-level exports in Settings - Company Setup - Customisations:

This will also mean that your invoice records will show nominal codes per line instead of at invoice level.

This will be named based on your business' preferences and is typically accessible from the Stock or Finance tabs.

Click Next after selecting your file.

Then click Next.

Select the file you saved before. Make sure that the First row contains headings box is ticked, otherwise the row headers will be uploaded as an invoice. Click Next.

In The Field Mappings screen, map up the fields from your import file to the available Sage Fields. You must ensure that the excel import file is closed before attempting to map it.

The first time you import your file, it is important to save the mappings. Click Save Map and name the mapping file as "Sales Payments - The Layer"

Click Next.

If there are any issues with your data, you’ll see an error prompt which highlights the cell that has the issue (don’t forget to exclude the header column in the count). You can then edit the changes and save the file before trying again.

If all has gone well, you’ll see an import results file, which can be printed if required.

Please note, Sage doesn’t support the import of zero balance transactions. Any present in the data source will not be imported, so it is up to you if you want to remove them from your spreadsheet.

Sage will allow you to duplicate import data so please be vigilant when importing your data. If you have any issues with duplication, please contact Sage support for assistance.

You may wish to check a customer record to verify the transaction.