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RWL

Minor problem with Sage 50

SUGGESTED
Posted By

Hello, I am new to the community. I have an minor problem with Sage 50. Ok- I have a Customer Job No. and multiple customers are listed for sales under this one Job No. Here is the problem. One of the Customers that is listed  under this Job No. has cancelled their order and has prepaid. I applied a credit in Customer's under the Job number and also in Customer's in the Credit and Returns Icon there is also - Make the payment to the Customer, I selected that and a new Field opens up, I selected Customer in the Drop down field and entered the Job No. and in the (TO) Check field, it was grayed out and I cannot enter the Customer's Name and Address so that the Check would be made out correctly. So I cancelled this and went into the Vendor side set the Customer up in the Vendor side and cut the check. Now all I need is to zero out the Credit in the Customer's side with the Check in the Vendor side. Does anyone know how I can do this?

  • 0
    SUGGESTED
    In payments, change the field "Vendor ID" to "Customer ID". This allows you to write a check to a Customer that posts the check to the customers account (rather than set up a Vendor ID for that Customer that has no link). The Customers account comes up. Leave the A/R Account alone because you are Debiting A/R and Crediting Cash. Step 2 go to Receipts, enter the Customer ID. Now you should see the Credit Memo you issues and the Check you wrote, so you can apply them against each other. The "Receipt Amount" should be zero.
  • 0
    Kim,

    Thanks for the reply. The problem with writing the check to the Customer for that Job number in Customers & Receipts - Pay Customer, was that the field was greyed out and I could not enter to whom the check was for. So I had to go in to that Customer Job No., change the name, and address to the individual that the sale was for, save it and then go back to the credits & returns icon, click on pay customer, and once I entered the Job No. the individuals name and address appeared in the To field for the Check. Cut the Check, and then when I went to the Receipts and entered the Customer ID both the Credit and the Check appeared and I was able to zero them out. Then I went back into the Customer Job No. again and changed the name back to the original Job Name. The Job No. was not changed, only the Name and Address so the Refund Check could be written.
  • 0
    SUGGESTED
    To pay a Customer back with your business check, you go to Tasks, Payments. Choose the Customer drop down not the Vendor. You don't have a choice for Job ID. Choosing a Customer will populate the address with the Customer info from the Customer maintenance record. You can add a Job # on the memo line of the check. In essence you are not paying back a Job, your paying back a Customer for a job. I hope this helps you. If you don't do it this way then you end up with a credit on the Customers account (prepayment gets offset by the Invoice. Now add the Credit memo. Using the Customer in Payments will post your Check against the Customers credit memo. Now you can go into Receipts and apply the check to the credit memo and your done.

*Community Hub is the new name for Sage City