Sage 100

I am trying to make a change to all of our customers and have found the instructions on Sage Knowledge. However, I can't get past the first step because I can't find Utilities Menu under Accounts Receivable. Thank you for your help

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…

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…

We're piloting the use of Sales Order Quotes and all of a sudden we have customers getting flagged with credit limits. We want to keep open sales orders in the credit limit calculation but not open quotes. How can we do this? I saw the earlier post…

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…

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…

Hi, I purchased the above mentioned course on Sage university but I was not able to access the material as the payment was pending. Also, I got a auto mail from sage informing that one of their sales person will contact us for payment part, but I…

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…

Why doesn't the SO_SalesOrderHistoryHeader file get updated with the new customer number from the Customer Delete/Change utility? I've renumbered and merged several customer numbers and this is the one file that does not get updated. This file also is…

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…

Hello All, I was wondering if there is a module that allows you to email statements to customers using the email already used in their respective customers account.. I'm sure this is an option somewhere, but i cannot find where. thanks, Garrett…

First off, our ultimate goal is to look at an Invoice in AR_InvoiceHistoryHeader and Detail and know what the Landed Cost is. The Purchase Order Module's History Files does a pretty good job of tracking Landed Cost History by Receipt Number. However,…

I am looking to customize customer statements in the A/R Period End section. I can set up basic customizing by setting up a new form and going into design and making my changes, but I want to limit which customers are generated without having to enter…

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…

Hello All, One of my Go-To sage reports is the Accounts Receivable Invoice Hist Report. My dilemma today is that I'm looking for info that is on the Main invoice and not line level detail. Here are two screen shots from the Invoice History Inquiry,…

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 Customer Statements are printing / pdf / paperless delivering blank pages. There is a documented "work around" for printing to do a crystal suppression formula... but that does not stop the "pdf all" or other paperless output options from doing blank…

I have a customer that has a large credit on their account. They haven't been ordering very much, so they want me to pay out the credit. How do I cut a check for an AR Credit Memo? We are using Sage 2015.

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.

I need to print an Accounts Receivable Invoice History Report sorted by Customer type. I have created the UDF for Customer Type and added to all the work and history files. When I run the report just selecting invoice dates I get my report showing the…

Sage 100cloud Standard 2020 Ver. 6.20.0.1 (Zip Code in question 95037-Morgan Hill, Ca) When I attempt to change the zip code for a customer in the A/R Customer Maintenance module, I receive a message: Is this a new Zip Code? When I select No…

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…

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…