Invoices – importing into Sage

Part 1: Setup Tax Codes, Nominal Code and Department

This step only needs to be completed once, unless you add new tax rates to the Garage Invoice system.
Once your tax rates, nominal code and department are correctly set up, you can skip this step and go to Part 2: Generating the Invoice Report from Garage Invoice section of this guide.

1. Navigate to Reports:
   • • Open your Garage Invoice system.
     • Go to the Reports section, then select Sales.

   

2. Select the Sage Report:
   • • • Under the section labelled Sage Report, click on Invoices.
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3. Sage Settings:
   • • Open Sage Settings.
     • 
   • For each Garage Invoice tax rate, you will need to enter the tax name that you have set up in Sage.
   • 
   • Enter Nominal Code and Department accordingly.
   • 

Part 2: Generating the Invoice Report from Garage Invoice

1. Navigate to Reports:
   • • Open your Garage Invoice system.
     • Go to the Reports section, then select Sales.

   

2. Select the Sage Report:
   • • • Under the section labelled Sage Report, click on Invoices.
       • 
3. Choose the Reporting Period:
   • • • Select the time period for which you want to export invoices.
       • You can choose predefined periods like “This Month” or “Last 3 Months,” or you can specify a custom period by entering the start and end dates.
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4. Filter the Invoices:
   • • • Choose the Status of the invoices you wish to export (e.g., Paid, Unpaid, etc.).
       • 
   • Optionally, filter by Sales Agent if you need reports specific to certain salespeople.
5. Export the Report:
   • • • Once your report is ready, click on the Export button.
       • Choose the CSV format.
       • 
   • Save the generated file on your device.

Part 3: Importing the CSV Report into Sage

Follow this guide to import this report into Sage.