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About service invoice status

About service invoice types

About controlling billing amounts with markups and overrides

Entering a credit invoice and applying it to an invoice in 11-2 Work Orders

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

When you apply a credit, Sage 100 Contractor adjusts the invoice and client balance. If the credit has a balance after applying it to an invoice, Sage 100 Contractor assigns the credit status 1-Open, but if the entire amount of the credit is applied, Sage 100 Contractor assigns it status 4-Paid.

Consider the following when entering credit invoices:

  • When entering cash receipts, you can apply the credit invoice. (See the Learn more box.)
  • You can use markups and overrides when entering a new invoice or credit. (See links)
  • You can review the record totals before saving the credit invoice or credit. On the Options menu, click Calculate.
  • You can provide part numbers on the credit invoice. Sage 100 Contractor only includes the parts on the credit invoice, and does not use the part information elsewhere.
  • You can select which items to tax when you enter Yes in the Subject to PST text box in the 9-5 Takeoffs window.

To enter a credit invoice and apply it to an invoice:

  1. Open 11-2 Work Orders/Invoices/Credits, and then:
    1. In the Order# text box, enter the order number.
    2. In the Date text box, enter the date of the client invoice.
    3. In the Client# text box, enter a client number.
    4. In the Description text box, enter a brief statement about the transaction.
    5. In the Job text box, enter the job number, if this credit is for a job.(See the Learn more box.)
    6. In the Status list, click the invoice status. (See the Learn more box.)
    7. In the Type list, click the invoice type.
  2. Click the Invoice Details tab.

  3. In the Reference# text box, enter the receivable invoice number to which you want to apply the credit invoice.

    Note: If you don't reference an existing invoice, the credit can still be applied in 3-3-1 Cash Receipts. You cannot apply credits using the 3-3-2 Electronic Receipts

  4. In the grid, for each item:
    1. In the Description cell, enter a brief statement about the item.
    2. In the Quantity cell, enter the quantity of items as a negative amount.
    3. In the Price cell, enter the price for a single item.
  5. On the File menu, click [Save].