Export all active customer and unpaid invoice data

Question

I am trying to figure out the easiest way to export current customers and unpaid invoice data. I need an excel or CSV containing a listing of all open customer invoices. My goal is to be able to share this data with a third party payment processing company so customers can go online to make a credit card payment. In order to do so, I need to extract all open customer invoices. Does anyone have a good approach to retrieving this data? I see there is a developer API, possible use of Crystal Reports, and perhaps other options? I would greatly appreciate any info on this topic you can share as I am not familiar with Sage 50 accounting (peachtree) and am doing some research to determine options.

compbiz · Accepted Answer

Hi Peter -- you could run an Aged Receivables report and send that out to Excel. If you need the data to be formatted specifically for the 3rd party application you could use Sage Intelligence to create a custom report.

Best Business Strategies · Answer

Why not use Paya? When you send a click to pay invoice through Sage, the client can pay with a credit card or virtual check. When the client pays the credit card link, it automatically marks the invoice paid in sage, automatically batches out at the end of the day and moves the money to your bank account within two business days. We are PAYA resellers, I would be happy to give you a quote. 
 Shirley Byard, Owner BestBusinessStrategies.com

Sage 50 US

Export all active customer and unpaid invoice data

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