Prepaid Customer Orders in SAGE 500 Sales Order Module

We charge customers upfront for 100% of the sales order value and then typically ship the order in 2-3 transactions.  We want to be able to record the entire prepaid credit card cash receipt up front in our GL, and then as we do partial line item releases from the sales orders, have the invoices created and have the prepaid cash sitting on the customers account get "automatically" applied to the each invoice transaction until everything has shipped and all the prepaid cash has been applied and the customers account balance is zero.

We don't believe SAGE 500 handles this "out of the box".  Is there a recommended best practice custominzation here or perhaps even a third party add on available?

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  • 0

    Good Afternoon,   

          Depending on your Sage 500, You can Enter in a Pre-payment by using the Payments button from within Enter Sales Orders and Quotes.  This will create a Sales Order Pre-Payment and apply to the created invoices.   Are you processing Credit Cards using Sage Payments Services or an outside Credit Card Processor?

    Thanks

    Dom

  • 0 in reply to ddellomo

    Thanks Dom!  We are processing the sales order transactions and credit card payments in our eCommerce vendor (Bridgeline) and then loading the sales order details and the credit card payment into SOE.  We are currenty running 7.4, but we are working now to upgrade to 7.8.  

    I think the functionality you mention above is out of the box functionality, but the issue is in this process, the cash is being posted to the CR module "as you go" with each invoice transaction.  We want to record the full prepayment up front in the CR module and then have the "cash on account" automatically applied to each of the invoices we generate from the master sales order until everything has been shipped and all "cash on account" has been applied, bringing the customer balance to zero.

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  • 0 in reply to ddellomo

    Thanks Dom!  We are processing the sales order transactions and credit card payments in our eCommerce vendor (Bridgeline) and then loading the sales order details and the credit card payment into SOE.  We are currenty running 7.4, but we are working now to upgrade to 7.8.  

    I think the functionality you mention above is out of the box functionality, but the issue is in this process, the cash is being posted to the CR module "as you go" with each invoice transaction.  We want to record the full prepayment up front in the CR module and then have the "cash on account" automatically applied to each of the invoices we generate from the master sales order until everything has been shipped and all "cash on account" has been applied, bringing the customer balance to zero.

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