Available in Sage 50 Premium Accounting and higher.
Can I broadcast any invoice?
- You cannot broadcast an invoice that contains serialized inventory items.
- You can broadcast invoices that have sales orders and proposals applied to them. Sage 50 will put the line items from the Apply to Sales Order or Apply to Proposal tab of the original invoice on the Apply to Sales tab of the broadcast invoices. The broadcast invoices will not be applied to any sales orders or proposals.
- You can broadcast invoices that have credit memos applied to them. The broadcast invoices will be created using the line items from the original invoice. Any items that have been returned via an applied credit memo will not be removed.
- You can broadcast invoices that have jobs applied to them. Be aware that these jobs will be applied to all of the invoices created in the broadcast.
- You can broadcast invoices that have retainage withheld. However, you should be careful when doing this because the retainage will be withheld for the customers assigned to the job or jobs on the invoice. You will need to make sure that the retainage is being withheld for the correct customer on each invoice. You can also broadcast invoices that bill retainage. Again, you should be careful when doing this because each invoice will bill retainage based on the original invoice that was created to bill retainage for a particular customer. You should also make sure the sales tax type is correct on the invoice before broadcasting it to make sure that sales tax isn't charged on retainage invoices. It is probably best not to broadcast invoices that withhold or bill retainage. (Sage 50 Quantum Accounting)
How to use broadcast invoicing
- Go to Tasks-
- Create the invoice that you want to broadcast to multiple customers. You do not have to enter information in the customer ID field or the invoice date or invoice number fields. These fields will be populated on each invoice based on the selections that you make on the Create Broadcast Invoices screen.
OR Open an existing invoice that you want to broadcast.
- Click the drop-down arrow next to the Copy button on the Sales/Invoicing screen toolbar, then select Send to multiple customers.
- The Select Customers for Broadcast Invoicing-Filter Selection screen will appear.
- Make any necessary filter selections to narrow down the list of customers to use when creating the invoices.
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Click OK.
- The Create Broadcast Invoices screen will appear.
- In the Selection Grid, select the customers that you want to use to create the invoices. Some customers may have messages in the Warning column of the grid. Look carefully at these customers before selecting to create invoices for them.
If you do not see the desired customers in the Selection Grid, click the Return to filter screen button to return to the filter screen where you can change your filter selections.
- Enter a date for the invoices in the Broadcast Invoice Date field.
- Click Create. This will save the invoices without invoice numbers so that you can print them later.
A message will appear showing the number of invoices that you just created and giving you the option to print the invoices and view a summary list of the invoices.
- Click View Summary to see a list of the invoices you just created. You will not have the option to view this report any other time.
- Click Print Invoices to print these invoices. The Preview and Print Invoices and Packing Slips screen will appear with the invoices you just created selected in the grid. You will be able to select other unprinted invoices to print also.
- Click Print/Email to print the invoices.