Sage 100

Does SAGE have a feature that will automatically apply a customers credit towards open invoices? We have a customer that had a fairly large dollar value of credits on his account. We've been waiting to get direction from them on what to do with them and…

Hi, For one of our customers, we enter a sales order with the Deposit Payment Type of Pre-paid, but is there a way to see what GL account it is going to? I am trying to track from a previous order, and under the totals Tab that is where it mentions…

I have seen two unrelated instances of a single random line showing up on my invoice when generating one using the path sales order, main, invoice data entry the GL detail report that I printed early May for our April rebill, as well as the latest…

We would like to allow some customers to pay their invoice on a 6-month payment schedule. I see that we can use repetitive invoicing and set up up for a 6-month period but we want to take the sale upfront. Does the repetitive invoicing replace the traditional…

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…

I have a client that bills once per month. I want to export the customers that have a checkbox I created that states yes, along with that month's invoice balance to auto-pay credit cards. 300+ customers need to be autopay a few days after the invoices…

I need to clear multiple AR Invoices for loans. Payments against loan balances years ago changed to be offset by a GL account as loan software was utilized to track loan balances. At this point the loans are paid off and the invoices are sitting in the…

Hi. Okay..... A prepayment was applied to the wromg customer in Sage and has been reconciled since December 2021. I was told to issue a debit memo for the amount that was misapplied. My big question is.... is it possible to apply prepayments to…

Hi there! We have a credit card customer who had a credit on their account. The next time they placed an order, we wanted to apply the open credit before we ran their card through Sales Order Entry. We couldn't figure out how to do it, so we did a work…

I have noticed that for the month of March, no credit card payment that was ran at the time of the sales order has hit the GL code. This is odd because it only happened for the month of March. Any ideas on what could have happened and how to fix it…

AR Clerk entered a deposit and distributed all the checks to proper accounts and invoices. On the Deposit Header tab the "Cash Amount Remaining" and "Deposit Remaining" fields each have the amount of the last check distributed. When I click on the…

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.

How to enter a deposit payment without applying an invoice?

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…

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 unique situation where Sage 100 was used 3 years ago and then they moved to another ERP. Now 3 years later they are moving back to Sage 100 and I have upgraded them to Sage 100 2019. I migrated their company that they used 3 years ago because…

We currently do not use the feature to batch multiple sales orders on one invoice. I wanted to get an overview of how this is done or if someone has experience in this, could you give me a run down of it. Our SAGE consultant mentioned you can not batch…

It seems that the Compass Icon (=MapQuest lookup) in the Accounts Receivable Customer Maintenance/Inquiry has not been working for at least two months. (Error: "Sorry, we are having trouble with that URL"... KB # 110829) Has anyone else have this experience…

I know you can put multiple sales orders on one invoice for a customer but from what I can tell, if they have multiple shipping addresses, you cannot combine them on one invoice?

I understand how to associate the customers to the national accounts but when I try to invoice, I can only select sales orders that are under the same customer. I want to select multiple customer orders and place them on one invoice to the national company…

I go to cash receipts entry and I double click. I created a new batch I click accept, then I created a new deposit number I type the total deposit amount and click accept, then I look for the customer number hit tab then I type check# then I type the…

We have some customers who are on credit hold. We require that they pay either a percentage of the order or the entire order before the items are shipped. How would we create an invoice from the sales order listing the items and their cost and then once…

We have a customer in the UK that returned parts on different invoices. We already applied their wire and the invoices have a zero balance. I wired the refund to them, but I don't know how to book the entry. I need to offset cash. The parts were not…

I'm curious how others account for miscellaneous cash receipts. For example one of my clients receives checks from the local Coca Cola distributor as a "commission" for having vending machines in their facility, also, from time to time they might receive…

Working with a contractor(AR) that is issuing joint checks to our Sub/Suppliers (AP). Have entered inventory through the PO module (Ordered, Received, and Invoiced), and now has flowed into AP. Have entered Revenue Receivable through the JC module…