ERP Implementation Partner Selection Tips and eBook
How to Find the Right ERP Implementation Partner Working with the right ERP implementation partner will be critical to the success of your ERP...
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Mike Renner Thu, Oct 25, 2012
Question: Mike, we own Sage 100 ERP (formerly Sage MAS90), we would like to start using the Accounts Receivable Repetitive Invoice function, how does this work and what is it purpose?
Answer: The purpose of the Accounts Receivable Repetitive Invoice task is for customers that purchase the same item or service over and over. It could be monthly, yearly or quarterly. Examples might be a monthly alarm service charge, toilet fee to a construction site, or a service charge such as bank fee or insurance charge.
The purpose is to set-up a template that could be used over and over again.
Step 1:
From Modules>Accounts Receivable>Main>Repetitive Invoice Entry:
a) Header Tab select the customer, reference, start billing, stop billing and other info.
b) Lines Tab select the items to be included on the form.
c) Totals Tab, review and Accept.
Step 2:
Step one created the Repetitive Invoice template and you will create a separate one for each customer that will be receiving Repetitive Invoices.
Then run the Repetitive Invoices by going to:
Modules>Accounts Receivable> Repetitive Invoice Selection.
Enter in the parameters to run such as Cycle, Customer or Reference. Click the Proceed button which will create Invoices in Invoice Data Entry.
Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services
Mike is and expert on Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.
Sage 100 ERP (formally Sage MAS90/200), Sage 100 Fund Accounting (formally MIP Non Profit Software), Sage Grant Management, Sage Online Fundraising, QuickBooks Enterprise and Point of Sale VAR.
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