anyone good with sage? trying to improve a report for due invoices

[unwashed potato!]

we used sage 50 accounts essentials. our accounts are the most super sexiest cleanest you could ever imagine for a company to have, however there is one small thing i wish to sort out and that is making it so some invoices are not shown on the customer and supplier invoices due reports.

1 example of the style i'd like removed is a customer who pays us to use our bins.

we created 1 single invoice at the beginning of the year for the full total of £120, and he pays us £10 each month to slowly pay off that invoice. there's no need for this invoice to be shown on our reports as it's not really due. i've set the due date 1 year time, the payment settlement etc all to 1 year away, but when i select 'customer invoices due' report, there it is messing up the report.

anyone know how i'd change this so that this sort of invoice doesn't show? perhaps we've done it wrong by creating an invoice this way, so would be interested if anyone can suggest a better way to do this.

it may sound silly, but theres a few others like this, and now i have the app on my phone which gives a nice overview of my accounts, it's annoying to always see say 8 sales overdue, when in reality it's just 3.

thanks

 

[unwashed potato!]

Why not just simply invoice every month rather than every year since he's paying monthly anyway?

as it's really just a waste of time to create invoices, print, put on sage each month, then assign payment for the correct invoice.

one invoice for the year is perfect, it's just throwing off the reports.

 

[unwashed potato!]

Just raise the invoice at the end of the year instead of at the beginning, and confirm with the client that that's how you'll be invoicing in future - he should continue to pay monthly.

You'll be left with unallocated receipts, but I doubt you'll be looking at that report in the same way as the debtors one.

good shout. will do that.