Sage 50 US

Hello I have some credits in my AR account, customers decide to donate this funds to the school. What is the better JEntry to remove this credits from AR and take them to school grants? All this accounts are from inactive students, do I need to…

I'm using Sage 50 US. I'm looking for a way to add a comment about an invoice that would show up when I run the aging report. For instance, when a customer communicates to me that the invoice will be paid on a certain date, or if there is an issue with…

We have an incorrect invoice in our Accounts Receivable system from 2022. The invoice was created without an invoice number. I would like to create a credit invoice to remove it from the aging, but since it does not have an invoice number, it does not…

What is the Procedure to import various customer beginning balances when a new company is just set up in Sage 50

Good Morning, I am new at a electrical contracting company. I am going through aged receivables and have found a customer that apparently paid a deposit through progress billing. We have a copy of the check deposit in bank records but I cannot locate…

Is it possible to setup a A/R & A/P clerk position to have access to Job Profitability Reports WITHOUT having access to payroll fields/access?

Does anyone know of a way to bill Customers for printed statements? With the rising costs of postage and delays of mail transit, we are encouraging our Customers to switch to paperless statements. Is there any way to do this automatically through Sage…

I have a sales invoice that is from several months ago. There was a claim with the shipper which has since been resolved. We received a payment paying the invoice in full PLUS paying for shipping fees. The shipping fees were not on the invoice. I need…

Good morning, May I have your assistance. I would like to add a Payment Method for receive money. ACH or Wire Transfer to the customer receipts. Thanks, Ivette

Using my Sage 50, Is there a way to enter recurring deposits or expenses for each month? I have deposit the occur each month same for expenses. Hope there is a way that I do not see. Thanks

Client is using old edition of Sage 50 but I feel if we upgrade, this problem will just move itself forward. AR Issue - customers have a balance from an invoice or credit memo that does not have a reference associated with it and some of them are many…

I need to talk with Sage 50- US customers that have made the decision between Paya, Stripe and Paypal payment services. We are a small gov't entity that bills out quarterly for wastewater services but want to give our customers an online payment option…

The problem I am having is in the chart of accounts. The accounts receivable is supposed to be a money in/ money out type of account. My accounts receivable is taking money in but not out for credit card sales only. I have to move the money out via general…

Does anyone else get error messages when they import cash receipts? I have been using the same template for years, and now I get an error message

Our lawyer is requiring us to add sales terms to our quotes. They are fairly extensive and too long to include on the quote form. Is there a way to automatically include a pdf with each quote we make. We can ask the sales reps to attach the quote but…

Hey Everyone, I've been searching Sage City for a few months looking for a solution to my problem but haven't been able to find an answer or a post similar to my issue. Our General Ledger has a GL with a Balance starting in 09/2019, but there are no Debits…

Hello all. Not sure why this issue is giving me fits, but I desperately need transaction advice. Background: We have 2 businesses: MYC & SHO. SHO is a non-operating entity, MYC has all operations. Problem: My CEO deposited an MYC customer…

I have been entering customer "prepayments" as though they are income (not attached to an invoice yet). My client's customers often pay for work up to a month in advance of the "job" being invoiced to the customer. When I create the customer invoice,…

We are looking into accepting credit card payments. I know that this is something Sage offers through Paya but if we would choose to use another credit card processing company, how are the credit card payments posted in Sage? We currently use Sage 50…

I am having an issue. Occasionally, FedEx will send us a check either for something they messed up, or when we dispute a charge. We don't ever make vendor invoices for these, they get received via the "receive money" screen and then selected for deposit…

How can I add a fifth column to the aging default categories? The bank requires us to list a/r that is over 120 days. Will we have to manually go through the accounts each month? Please help!!!

We have a new bank that inputs our deposit as soon as we get it, which is a few days earlier than the month it needs to be accountable for. For Example: Deposit for April drops in March 30th Is there a way to input this correctly so that the amount…

Hello all, Is there anyway to set up automatic payment processing? I have my invoices already set up to be sent out each month, is there anyway I can process payments automatically after theyre sent? I have a few customers who I can enter and…

I generated an invoice for a customer on December 10th and they paid for it immediately via CC ($3,316.91). When I go into their account, it's showing the invoice is both paid AND past due. When I click on the related transactions it shows the receipt…

I mistakenly entered several customer invoices with the wrong ID and generated the invoices. They have not bee sent out and none are paid. Can anyone give me a step by step instruction on how to change the invoice Bill To - customer ID to the correct…