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Just released: Sage X3 v12.0 1099 2022. We're thrilled to let you know that the Sage X3 v12.0 1099 for 2022 is now available to download from the Sage Knowledgebase. Head to Knowledgebase article Download Sage X3 Version 12.0 1099 2022 to download…

How do you record a wire transfer from a customer in AR? In AP there is the selection drop down for Wire Transfer, but not in AR. I read if we use ACH/Credit Card, it doesn't post to BR. So do we use Cash and if so, how/where do we enter the long 15 digits…

For our Sage Fixed Assets—Tracking customers, version 2.1 of the Sage Fixed Assets Scanner app is available in the Google Play Store . This release includes maintenance updates and a customer-requested enhancement to filter the Asset List by New, Found…

Many of the posts here refer how to recall and void a progress billing when voided in AR. Our issue is the unitary billing was voided in AR. When trying to void the Unitary Billing, get an error "Can't Void Paid/Void Invoices". Is there a fix of to…

Can someone tell me how to remove finance charges from a customers account? I will say upfront that I have been in sales for many years and was recently given AR with no training so I am learning as I go here... I did go in and turn off finance charges…

I am running Sage 2021 and have managed to get two people into the same batch for doing Credit Card transactions with Paya. Any attempt to add a third person will not work. What is the preferred method for allowing users to run a stored card for a client…

Hello, I posted an AR invoice to the wrong customer, so I went back in to Invoice Data Entry and adjusted the invoice to 0, using the same miscellaneous item codes. I then posted the invoice to the correct customer. The two GLs involved are only showing…

We are network cabling contractors using Sage 100 with Job Cost and lost our Sage 100 support person. We have a CPA, but need someone for quarterly/year end closings. Located in Orange County, CA near John Wayne Airport. Any referrals would be appreciated…

We have a customer who placed two orders. They used part of the materials in both orders and then returned some of the items. Both invoices have been fully paid. I also need to charge a restocking fee, which I have never done. - Return the material…

I have been able to successfully import an Invoice batch of customer statements from a subsystem into Sage 500 AR and then post this batch. This batch consist of driver account invoices (fees and charges) and offsetting credit memos (redeemed CC script…

I have a customer that has a large credit on their account. They haven't been ordering very much, so they want me to pay out the credit. How do I cut a check for an AR Credit Memo? We are using Sage 2015.

Hi, An invoice was created, and a payment was made towards that invoice zeroing it out. On a later date, we do a Credit memo to the account as a refund, how do I get the account balance back to $0.00? as opposed to a credit on the account?

When trying to apply a prepayment to an invoice, "Balance" is pre-entered on line 1 under Invoice NO. and will not allow me to apply the prepayment to the invoice. Can someone help with this?

When looking up a customer's invoices under customer inquiry, there is a positive pre-payment. How can I fix this, and if possible can anyone tell me how that happens,so I can prevent it from happening in the future?

When looking up a customer in customer Inquiry it shows they have an open invoice. When I go to apply a payment to that same invoice in cash receipts entry, the invoice is showing a $0.00 balance. I've looked through all open batches to ensure nothing…

We have a customer account with an open PY (overpayment of an invoice) where the funds will not be refunded to the customer. We want to clear and close the account but the AR receipt batch will not allow us to adjust off the open credit amount via a zero…

A prepayment was incorrectly made, and due to some confusion was also entered in negatively so it shows up as a positive number in the aged invoice report. Is there a way to delete a PP or reverse it? This is on the A/R side. Thank you.

We had a customer use a third party to pay for invoices. They asked for a dummy credit we could send them so they could zero out invoices on their account. To do this, I was instructed to create a prepayment (as a positive amount) and then a credit…

Hi, We're using Sage ACCPAC 500 ERP. And i was posting an "Unapplied Cash" Receipt Batch (UC) , as i know UC Receipt cannot be applied with invoice. I plan to have another new receipt batch using "Apply Document" which i call for the UC and apply the…

I have a customer that has about 10 different divisions in different states. I received a few checks today , and while applying payments i accidentally over received in one account. So now that account shows -$239.40 , however i need that to be transferred…

I have duplicated this problem with two clients on Sage 100 2020 PU1. I also confirmed that this problem did not happen in 2020, prior to installing PU1. Can anyone else confirm this on your Sage 100 2020 PU1 system?

If AR Options Apply Changes to Repetitive Invoices is set to prompt then when you enter a new customer in customer maintenance with a ship code you get a message "Do you want to update repetitive invoices?". Why would this message come up on a brand new…

We have a client that is being forced to use Ariba, Tungsten and Taulia to receive payment from their customers. They are manually entering their invoices. I asked if we could upload them but he told me that they have to be entered manually. Does anyone…

I have an invoice that shows to have a balance of $5,382.38. When I try to apply the payment in the cash receipts function, the balance shows as -$10. I don't get it. How can I fix this? I don't see any credit memos.

I have a dilemma with a client. Company has an a/r account with many outstanding invoices that have been "donated" to a particular client. However, the salesperson has done the donation and the owner has offset all of these "sales" by deducting them from…