• Can I have separate accounts for USD and CAD Receivables and Payables?

    Hello, My company conducts business in USD and CAD, and we purchase in USD, CAD and EUR. I need customers / supplier invoices to post to each separate account accordingly, E.g.: CAD Client posts to AR CAD, USD Client to USD AR, same with suppliers…
  • Refund cheques from vendor and put them in "Funds to Deposit"

    Hi, everyone. I paid money to the supplier for the service. A month later, the vendor was unable to perform the service on this invoice and mailed me a check for the full amount of the invoice. I need to deposit this check into the Funds to Deposit…
  • Customer Statements

    Can you tell me how I can get the interest charged on overdue accounts to show up on my customer statements ?
  • estimates sales contract invoice

    Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email…
  • Transaction occurred before previous fiscal year - No it Did not!

    I am trying to adjust a receipt that I made on July 31, 2022. I get a message saying "The transaction cannot be adjusted because the transaction date occurred before the previous fiscal year." Our fiscal year end is June 30th. I KNOW I did not create…
  • Payments

    I have being playing with the idea of using the pay invoice button on receivables and payables. I don't use Pay Pal and have not heard of Stripe or there other third party supplier that you use and like. Cost of these, I can't seem to find the cost…
  • I need to add project information to customer statements

    Hello, Is there a way to link project numbers/names from the Projects module in Sage 50 to customer statements? I code all AR invoices to a project and I would like to be able to add this information to customer statements as we are no longer using…
  • A/R Data integrity issue

    I have a company ready to move into the new fiscal year however when I check my data integrity my A/R amount and my unpaid invoices/deposits amounts do not match. I have an unpaid invoice for $33.30 (which displays in the unpaid invoices) however it is…
  • A/P inactive customer

    Is their a way in Sage 50 to make multiple customer inactive at one time. I do not want to have to go through them one by one. I would like to make all customers who we have not done business since example 2019. Does anyone have any suggestions. Please…
  • Importing invoices data from Chargebee in Sage 50 CA

    We are using Chargebee to generate our invoices for all recurring customers and we want to import the invoices’ data from Chargebee into Sage 50CA. Any suggestion on how to execute this basic accounting process? Thanks in advance
  • Year End carry over

    Client was invoiced May 16, 2019 and paid invoice in full via Interact May 31, 2019 (Year End) . It was not posted by bank until June 4, 2019 (New fiscal year). What do i do for an entry so i can reconcile May and June properly? Thank you
  • Data Integrity Check - difference between A/R balance and Unpaid Invoices

    I have just noted a difference of 0.01 between my A/R balance and Unpaid invoices when I ran a Data Integrity Check. When I investigated, I found that the difference arose on the translation of a foreign currency receipt to the home currency. The translation…
  • Journal entry flow when invoicing, and receiving funds through our stripe account.

    Hi, I have just linked our Stripe account with our Sage software. Before I begin using this feature I would like to make sure I have it set up correctly and that I know what the flow of Journal entries will be. When I create an invoice through the…
  • Receiving online payment with fees - pros & cons

    I'm new to the online payment receipt in the AR, i'm looking for the pros and cons to using this in the receivable module.
  • A/R advance deposit

    Hi, I use Sage 50, When I received a deposit from a customer, and we have not done up an invoice for them yet. I will enter the amount in the receipt module under the Deposit amount. Now it sits as a credit to that customer. Now the boss will give me…
  • A/R 1200 Control Account

    FormerMember
    FormerMember
    Hello I have a novice question.... but it is really holding up my production. When I issue an invoice in "Revenues" and then a "Receipt" when payment is made, is that payment automatically linked to the1200 A/R Control Account in the COA? I am carrying…
  • How to show the customer deposit on their final invoice?

    I have searched here & the posts are all 5 years or older, so I thought I would try again, hoping there is new information. On the invoice screen in Sage, if the customer has paid a deposit on the work, it shows on the screen. But, when we email the final…
  • Is there a way in Sage 50 (or any other Sage product) to create an invoice with one amount but to have that amount split to different revenue accounts?

    I would like to be able to produce a single line invoice (e.g. CRM Software - $1000) but to have the amount on the invoice post to different revenue accounts (e.g. Software - $750 + Services - $250). Is this possible in Sage 50 natively or through an…
  • INVOICING PROGRESSIVE BILLING

    Is there a way to keep track of materials used and labour for a project on excel and export it into sage as a sales invoice? I have been weeks trying to figure out the easiest way to keep track. I could use time slips to keep track of labour but it doesn…
  • recording an a/r with deferred gross margin, delayed revenue recongnition

    hi, i want to record a sale of inventory, with revenue recognition delayed until cash receipt. A/R debit inventory credit deferred gross margin credit then cash debit A/R credit and cogs debit deferred gross margin debit sales…
  • combine two Accounts Receivables

    I am trying to combine tow A/R into one. here is the scenario: A/R account has an account left over from last year. So when I tried to add to it it didn't allow me, the account didn't show up as it is a control account. Than I changed it to A/R general…
  • Accepting Credit Cards Directly Within Sage 50 Professional - Can We Use Our E-Select Merchant Account?

    We have a Moneris E-Select account already established, and wonder can we use this account to accept credit card payments direct to customer accounts in Sage 50 Professional, or do we have to sign up and pay for a specialized processing Sage Credit Card…
  • linking two accounts Receivable to balance data integrity checks

    Hey there, When setting up from our last accounting software we had two accounts receivable, one in cad $ and one in us $, as well as three accounts payable, the extra being for GBP. When linking my accounts receivable to my customers for the linked…
  • Sage Automatically Created Credit Memo - How Do I apply it to a customer invoice

    Hello To explain the situation. Someone created an invoice in error to receive a deposit from a customer (should have just received the deposit and not created the first invoice). I found that they had created this Invoice in error so I reversed the…
  • Identifying & setting up searchable fields in customer invoices

    I hope to add a couple of fields or modify current fields in the Receivable invoice module so I can search on these fields. My client wants to add additional fields for 2 separate identifier numbers that they can search on, in addition to the standard…