Entering receivable invoices
Tips:
- You can review the record totals before saving the invoice or credit. On the Options menu, click Calculate.
- You can provide part numbers on an invoice. Sage 100 Contractor only includes the parts on the invoice, and does not use the part information elsewhere.
- When you print customer-facing documents, you can use the Save And Print menu option or toolbar button (
) to save changes to the record you're working with, and then display information from that record in the report-printing window. This means that you don't lose sight of the information you want to print. It remains in the data-entry window until you display a different record or close the window.
To enter a receivable invoice
-
Open 3-2 Receivable Invoices/Credits.
-
Enter the following header information:
-
In the Invoice# text box, enter the invoice number.
-
In the Date text box, enter the date of the invoice.
-
In the Job text box, enter the job number.
-
If the job uses phases, enter the phase number in the Phase text box.
-
In the Description text box, enter a brief statement about the invoice.
-
In the Due Date text box, enter the invoice due date.
-
In the Discount Date text box, enter the due date by which you must receive payment for the client to receive the discount.
-
In the Status list, click the invoice status.
- In the Type list, click the invoice type. The contract affects the invoiced balance when Type 1-Contract is selected. Type 2-Memo does not affect the invoiced balance.
-
- In the grid, for each item on the invoice:
- In the Description cell, enter a brief statement about the item.
- In the Quantity cell, enter the quantity of items.
- In the Price cell, enter the price for a single item.
- In the Account cell, enter the ledger account number.
- In the Discount text box, enter the discount for early payment.
- Click > .