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  • Include Sales Tax Code in reports and lists

    The sales tax code, which is entered in an order, invoice, or quote near the bottom of the entry window, is not available on the invoice register, sales journal, or sales order reports. Nor is it available as a column in the invoice or orders lists. This…

  • INVOICE VS CREDIT MEMO

    In entering bills, if the bottomline amount is negative, the invoice should be distinguished as a CREDIT MEMO from the vendor, if the bottom line is positive it should be an invoice to pay, and ALL invoices AND credit memos should be listed on the same…

  • Previous version of SAGE/PEACHTREE used variables for the email and other places, current versions do not.

    Email variables were used in SAGE and PEACHTREE for ease of bulk invoicing and Customer statements. Now it does not exist. IE, in previous version, to include a "Dear Mr. Smith," would have the "Dear " and then was followed by the variable "$COMPANY_CONTACT…

  • Credit Memo with a detailed breakdown? Negative Invoice amount?

    Is there a way to create a in A/R credit memo that allows several line items? Is there a way to create an invoice in A/R that allows for the balance to be negative? I work in an office where, with-in 1 of our jobs there can be several invoices showing…

  • How Do I void a Credit Memo already applied to an AP Vendor Invoice?

    We have had a incident in which a void on a credit card vendor transaction and the accompanying credit memo on the vendor transaction were entered using the wrong date. The Vendor Transactions were dated in March 2019, as was the associated Credit Card…

  • No training no help

    Hello anyone! I am new to my company, but the person who's place I took did NOT train me or anyone else (on anything) on how to do returns on invoiced items. The people haven't paid their invoice I just set up the Order and they received the products…

  • Issue Credit Memo on Paid Invoices

    When issuing a credit memo show paid invoices that are "closed". Currently, only open invoice that have not been paid in full show up.

  • Credit Memo returns

    We've been using BW for over 10 years now and the one issue that keeps coming up is in regards to customer returns. Currently we process customer returns through this manner: OE>>Invoices>>Returns>>Invoice and fill in the necessary information required…

  • Finding the correct invoice for credit memos and payments

    We have hundreds of invoices for one vendor, and get several credit memos from the vendor a month to apply to various invoices. We need a simpler way to find the invoice to apply credit memos to. The invoice numbers are not always in numerical order,…

  • Credit memos and open invoices in SO module

    I created two credit memos in the SO module and noted that they should apply to two specific invoices. However, the invoices had already been paid. Now the customer wants to take these credits against a different invoice. When I go to cash receipts entry…

  • Sales Tax Report: Invoice Return (credit memo) amounts showing in taxable column are higher than amount of credit.

    Please see below Sales Tax Report. What are some possible reasons that the amount showing in the Taxable column would be HIGHER than the amount of the actual credit. We process all credit memos using the return invoice feature of the Order Entry module…

  • Make it possible to refund customers credit card when creating a credit note.

    Whenever one of my sales guys creates a credit memo he then has to log on to the Sage Exchange virtual terminal to refund the customers credit card. He never records and applies the refund in Sage 50 despite the multiple times I have to remind him. The…

  • Accidentally closed an invoice with an open credit memo.

    I accidentally closed an invoice with an open credit memo. How can I fix this? I can't void the credit memo. I can't add a debit memo to counteract the credit memo since the invoice is now closed. I can't even void the invoice and start over. Any ideas…

  • Returns & Allowances

    We currently process product returns through OE - Invoice Returns, then we physically send all the returns to our Quality Assurance warehouse. After they review the product they tell us whether to keep the credit in Returns & Allowances and honor the…

  • A/P Credit

    I cannot seem to remove a credit memo. I entered an invoice twice. I paid one invoice and voided the other invoice. Then the other secretary came along and put a credit memo in for the invoice. It shows that there is a credit memo for the vendor but I…

  • Void Application of Open Credits in A/R

    Our previous bookkeeper misapplied an open credit to some invoices. Our customer wants that to remain an unapplied open credit for now until he gets his books fixed. Can I void or somehow reverse the application of that credit? Any help would be greatly…

  • Credit memo detail

    Is there any plans in the future to change the credit memos and debit memos, so you can put more than 60 character explanations ... You can write books in invoicing, but nothing in credit and debit memos' where you need to .. Not even an option for "visible…

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