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Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date.
Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…
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…
Every once in a while i will try to enter a payment through the path
Accounts Receivable, cash receipts entry
and the invoice I want to pay will show a zero balance. If i simultaneously pull the invoice up using the path
Accounts Receivable, customer…
I have two clients that are experiencing random issues with the DTR hanging. It shows the progress bar and the green bar just keeps going. If I kill the task, I can go to the Daily Transaction Register on the Main Menu and it runs fine with no error.…
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…
Hi, I'm doing an analysis of credit card fees, with the intent of beginning to charge my Net 30 customers a fee for using a credit card to pay their invoice. I doubt it's possible, but is there some sort of report, or series of reports, I could run that…
We desire to document customer contact/communications regarding specific past-due invoices in Accounts Receivable. Is there a facility to do this at the invoice level?
Frequently, we receive verbal confirmation from a customer that a past-due invoice…
When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…
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…
I am getting an error message while trying to import AR_InvoiceHistoryDetail records into Sage 100 2021 from Sage 100 2018. Error #112 Keyed File Error (Record Key Size Invalid), I got an error during month end close about an open invoice in the system…
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…
Hi,
I run a net sales report from AR explore=>customer history invoices view. I use the invoice total minus sales tax, which gives me the net sales for that period. However, this number does not tie my income statement number. My June net sales total…
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…
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…
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…
We have two clients that recently installed Avatax. In both instances if the user clicks on Repetitive Invoice Entry in Accounts Receivable they get the error below. We have rebuilt the Custom Office screens as requested by Avalara but that did not fix…
Sage 100c - Ver 2020
AR Role is able to change the status of a Customer to Inactive.
However, AR Role is unable to access the "Inactive Reason" this feature is greyed out.
(The feature is available to Admin)
So far, I have been unable to locate…
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?