Hi Rachel,

Yes, it is as simple as that and I think there are plenty of first class folk on here that can provide this as a paid for service. You could contact Bruce at Making I.T. Happen or John at Leyburn Solutions for pointers or a quote to get you going.

Regards,

I have one set up in a clients sage - love the fact you can do 'recall' and it just laods everything then you only have to change a couple of fields. No idea how it was done as it was already there when I took it on - its all black magic to me!

Joanne:

You're talking about something slightly different. Rachel was talking about the design of the printed invoice, as set up using Sage Report Designer. What you're talking about is remembering the basic detail of an invoice to save in order that you can call it up each month and most of the regular data is filled in.

You set this up by creating an invoice as you normally would, or editing an existing one, and then clicking on "Memorise" at the bottom - right next to the "Recall" button you mentioned.

In the screen that appears, you enter a name for the memorised email, a more detailed description (so if you invoice Joe Bloggs regularly - say each month - you might call it "BLOGGS-REG" and describe it as "Joe Bloggs regular monthly invoice".

You don't have to set up any frequency stuff in the bottom half of the screen - and if not you can only use that memorised invoice by clicking "Recall" and selecting it (as you are doing). Very convenient.

You can also set it to create the invoice on a regular basis using the bottom half of the window, in which case it's done when the recurring transactions are posted - but I'd only do this if you are absolutely SURE you will be invoicing every month (or whatever), otherwise you'll end up with invoices in the invoice list (unposted/saved) on those occasions where a "regular" invoice didn't happen; Sage will have created the invoice, and you've not used it - which means in the actual accounts, you end up with gaps in the invoice numbers.

I use it without a frequency set up for my regular clients, just in case I don't do any work for them in any given month - which is sometimes the case for smaller ones - and I use it with a frequency for people for whom I invoice recurring, less frequent items to, such as annual hosting fees.