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  • Customer Ledger by Date

    Many of my customers receive recurring services, and often pay before the invoice is even issued. In the aged report, this creates a deposit line on the date of payment and then an applied amount after the invoice. Customers find the report impossible…

  • Can A/P be paid in a Batch Cheque Run

    I would like to know if there is a way to bring up outstanding accounts payable invoices that need to be paid and do a batch cheque run to pay them. Currently I bring up an Account Payable listing and then go to Payments and bring up the supplier and…

  • Paying invoice that has inventory

    Newbie here. When I go to make an invoice paid that has associated inventory items on the purchase it won't let me change payment to cash so my Bank reconciliation is off by these invoices. So the invoice stays as Pay Later. How do I make these payments…

  • Payment posting

    We have customers that we have hundreds of invoices that they pay. They are not in numerical order because we will make the invoice then change the date once the items actually ships. Also we have numbered the invoices differently based on the type of…

  • 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…

  • Stripe versus PayPal versus Paya - your thoughts

    I am about to setup a client and will likely recommend that they setup the online payments. I am looking for user experiences with the three methods currently available for use with Sage 50 Canada. Please chime in with the good and the bad! Thank you…

  • Name of table with payments from customers.

    Hi everyone Can anyone tell me the name of the table containing payments from clients in Sage 50 Canadian Edition? We are doing an integration with our CRM and are missing this information Thank you

  • Supplier paid with personal credit card by mistake

    I accidentally paid a supplier invoice with a personal credit card. I know how to credit myself for the mistake, but how do I get the amount owing to the supplier out of the payables ledger?

  • Sage Online/Cloud - 3rd Party Accounts Payable Solutions

    Good day Sage Family, I am new to Sage online/cloud and I am wondering if anyone in the Sage world would know of any good 3rd Party Accounts Payable solutions? I used Telpay with Sage 50 Desktop which was extremely simple. I would pay suppliers to a…

  • Stripe payments no longer upload

    Anyone else having an issue with Stripe payments not uploading? Since the last payroll update, my stripe payments no longer automatically upload when I open Sage and when I go in to my settings, the button that I had checked off for "automatically refresh…

  • When to use Manual Credit Card Transactions

    Manual Credit Card Transaction can be used when a credit card transaction has been entered or updated outside of SAGE 500 ERP and the state needs to be brought into synch in SAGE 500 ERP. For example customers are performing transactions outside of SAGE…

  • 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.

  • Customer Receipt Type Default Settings

    With the installation of 2017, customer records now auto default a payment type and I find this to be a problem. This is a problem because the user cannot set this default to what is most common to their business. It is a shame that there is no global…

  • Refund overpayment to client.

    How do I issue a refund to client client who has overpaid? Cheque was deposited and overpayment was posted as a deposit.

  • Attach a Customer's outstanding invoice/previous balance to new invoice with additional charges.

    Hello, I am wondering what the proper way is to attach a Customer's previous amount owing/invoice to a new invoice with additional items so I am only sending one new invoice with the total amount owing? Thanks, Wade

  • Paid sales invoices reversed just in GL

    Hi, I cannot figure out how 2 receivable JEs got reversed only in GL. The invoices are still there in the Sales Journal and have a payment recorded again them. In fact the payment was applied to 6 invoices and none of the invoices were reversed. There…

  • Importing Pending Cash Receipts

    If you frequently need to import pending cash receipts from your customers the best tool in Sage 500 is Data Import Manager. Once your Data Import Manager module is activated and configured to run on your SQL server all you need to do is create a new…

  • Client Balance Owing - Wrong Entry

    We are setting up new company in Sage 50 CA Quantum Edition, under the clients and revenue - Historical Transaction, we have entered wrong value. How can we delete that or correct the value. I have tried to record payment against the wrong invoice value…

  • Deferred/Unearned Revenue

    I need some help with recording deferred/unearned revenue in Sage. Does anyone have experience with this function in Sage? The customary way does not seem to work in Sage, so I need to know how others have recorded it. Please help! Thank you.

  • Customer Balances verses open sales orders

    Is there a way for the customer's balance to reflect their open sales order balance as well? Our problem is that some customers place multiple orders within their billing period & we do not invoice until after orders ship & by then it is to late to place…

  • Customers and Vendors payment

    Hi all, I am developing importing tool for sage 50 canadian. I couldn't find the code in SDK for importing Customer and vendor payments. How can i do these routines? Please provide the correct way to import..

  • Customers payment and Vendors payment

    Hi, I need to import customer payment,vendor payment into sage 50 canadian. I tried so much in net and go through into sage SDK. But i did not get any idea. Please suggest me the right way.

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