Invoice capture for Sage 50

Invoice capture means getting supplier invoices out of email and paper and into your system as data, without typing them in.

What Sage 50 does on its own

Sage 50 Accounts has no built-in reading of supplier invoices, no email-in address and no scanning step. Invoices are keyed by hand on the Batch invoice window under Suppliers. Many UK firms add a separate capture tool that posts into Sage 50.

• Secondary sources only (partner blog and AccountingWeb) for the add-on names.

What you need in Sage 50

• Sage 50 Accounts (UK)

Setting it up in Sage 50

Where to find it: Suppliers > Batch invoice

1. Open the Suppliers module and select Batch invoice.
2. Type the supplier A/C, Date, Ref and Details from the paper or PDF invoice.
3. Enter the N/C (nominal code), net amount and tax code on the line.
4. Add one line for each nominal code if the invoice needs a split.
5. Check the batch total against the invoice and press Save.

Good to know in Sage 50

• Users name PaperLess, Dext and AutoEntry as add-ons that read invoices and send them on for checking in Sage 50.
• The core Import option posts to the audit trail only. A Sage community reply says it does not create the invoice record that you can progress through the invoicing module.
• Back up your data before any import and make sure the supplier accounts already exist.

How to do it in Sage 50

How to enter a purchase invoice with line items in Sage 50

In Sage 50, open a new purchase invoice, pick the supplier, add one line per invoice row with a nominal code and VAT code (T-code), then check the total matches the invoice.

How to import purchase invoice records from a CSV into Sage 50

In Sage 50, use the import template for purchase invoice records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.

What Pulsify adds

1. Each company gets its own Pulsify forwarding address. Suppliers send invoices there, or you forward or upload them.
2. Pulsify works out what each file is (invoice, credit note, supplier statement or purchase order) and splits a PDF that holds several invoices.
3. It unwraps ZIP files and converts Word, Excel, CSV and phone photos.
4. Each invoice is read into header fields and line items for review.
5. On approval Pulsify creates the purchase invoice in Sage 50 with the source file attached.

Pulsify connects to Sage 50. We set up the connection for you. More about invoice capture in Pulsify.

What Pulsify does not do

• Files over 25 MB are not accepted.
• Pulsify is a web app that installs to a home screen. It is not in the app stores.

More help

• Supplier credit notes for Sage 50
• Duplicate invoice checks for Sage 50
• Invoice fraud checks for Sage 50
• All Sage 50 how-to guides

Sources

Last checked 2026-10-19.

• communityhub.sage.com/gb/sage-50-accounts/f/general-discussion-uk/271890/importing-data-from-excel/652626
• invoicedataextraction.com/blog/sage-50-invoice-scanning