This program will Import Invoices into Sage 50. It can Import & Export Customer Sales Invoices, Credit Notes, Quotes & Proforma’s to and from the Sage 50 Invoices and Credits Module from a CSV file. This is our joint most popular Add-On Tool of 2019.
Core Features of Adept Sage 50 Sales Invoice CSV Add-On
Can be used to import data into any field in the Sage 50 Invoice file that is exposed by the Sage SDO.
The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.
Will import Excel style multi line data into the Service Text field.
The CSV file contents are displayed, along with any error messages, before the import takes place.
Create new template CSV files by selecting fields from a list of available field names.
Select a delivery address from the customer’s list of delivery addresses by entering its description in a DELIVERY_DESCRIPTION column.
Optionally move the CSV file to an Archive folder after it has been successfully imported.
Optionally monitor a specified folder for new CSV files and import them automatically.
Option to be run from the command line with -F <filename>
Optionally create new Customer or Product records if they don’t exist.
Export option will load your CSV template with data from your current Invoice file.
This program can only be used for importing Sales Invoices, Credit Notes, Quotes & Proforma’s. If you need to import Supplier Invoices you should use our program called the Adept Sage 50 Transaction CSV which is sold seperately.
This Add-On creates new Sales Invoices, Credits, Quotes & Proforma’s, it cannot add item lines to existing ones.
In a multi company Sage environment the company that each invoice should be loaded into can be specified in the CSV file.
You do not have to log other users out of Sage while using this Add-On Tool.
The program can be run from an icon in the Sage Invoice module tool bar (dependant on Sage version).
Add-On Compatibility and Pricing
Compatible with the UK Edition of Sage 50 & 50cloud versions 8 to 27.
Unless otherwise stated, also works with any minor version numbers such as v26.3 or v27.1
Adept Add-Ons are backwards compatible when it comes to Sage versions, most go back to v8
Web Update facility to keep your program up to date, accessed via Menu>About.