Exporting Your Invoices to Sage

With AutoAlert, you can easily raise invoices for your jobs, send them to your customers and/or export your invoices to Sage.

To export your invoices to Sage, first raise invoices for your customers jobs or create ad-hoc invoices for your customers.

View All Your Raised Invoices

Jobs screen

To view all the invoices you have raised, click the invoices button from your job screen or click the invoices option on your tab bar, if enabled.

Note: To enable the invoices option in your tab bar, click on your name, click settings and then ensure the invoices option is ticked.

Invoices screen

The invoices screen shows all the invoices you have raised.

Clicking on the more icon () allows you to

• View the invoice details
• Send a reminder to your customer
• Mark the invoice as received
• Email the invoice to your customer or to another email address
• Archive the invoice
• Copy the invoice (raise a new invoice using the same invoice details), or
• Delete the invoice

If the invoice has been raised from a job, you can click on the job number to view the job details.

Hovering over your customers name will display the Sage nominal codes which you have entered for that customer. Click the customers name to add or edit your customers nominal codes.

You can also see when the job was completed and the tax date of when the invoice was raised plus the net amount of the invoice and the VAT.

The next columns show whether you have printed the invoice.

You can see whether your customer has viewed and printed the invoice (this requires your customer to have authorised an account with AutoAlert and logged in. See connecting to your customer for more information about connecting to your customers and subcontractors).

The exported column shows whether you have exported the invoice to Sage.

The final column shows whether you have received payment for the invoice. Clicking the receive button updates the invoices to show that payment has been received. The button changes to a green tick ().

Exporting to Sage

To export your invoices to Sage, simply click the Sage icon () at the bottom of the page.

This will create a CSV file in the format required for Sage. It will include all the Sage nominal codes you have saved for each customer. You can then import the invoices directly into Sage using the Sage import process.

Once the invoice has been exported, it will show as ticked in the exported column and cannot be re-exported.

Archiving Your Invoices

Once payment for your invoice has been recognised and the invoice has been exported then it will automaticaly be archived from the main invoice screen.

To view your archived invoices, click Archived/Paid invoices from the top of invoices screen.

Fore more information see

• AutoAlert Job Management
• AutoAlert Support Centre