Learn more

About job phases

About receivable invoice status

About receivable invoice types

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 enter a tax district number in the Tax District text box, you can select which items to tax. In the Taxable column, type Yes if the item is taxable, or No if the item is non-taxable.

  1. Open 3-2 Receivable Invoices/Credits.

  2. Enter the following header information:

    1. In the Invoice# text box, enter the invoice number.

    2. In the Date text box, enter the date of the invoice.

    3. In the Job text box, enter the job number.

    4. If the job uses phases, enter the phase number in the Phase text box.

    5. In the Description text box, enter a brief statement about the invoice.

    6. In the Due Date text box, enter the invoice due date.

    7. In the Discount Date text box, enter the due date by which you must receive payment for the client to receive the discount.

    8. In the Status list, click the invoice status.

    9. 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.
  3. In the grid, for each item on the invoice:
    1. In the Description cell, enter a brief statement about the item.
    2. In the Quantity cell, enter the quantity of items.
    3. In the Price cell, enter the price for a single item.
    4. In the Account cell, enter the ledger account number.
    5. In the Discount text box, enter the discount for early payment.
  4. Click File > Save.
  5. In the Retention text box, enter the amount of retention.