About 4-3-1 Select Invoices to Pay
When you open 4-3-1 Select Invoices to Pay, the program displays the Invoice Selection window first, with the primary window in the background.
You use the Invoice Selection window to set criteria by which to display invoices in the primary window. After you select the criteria and click Display Invoices, the program displays invoices that meet your criteria in the 4-3-1 Select Invoices to Pay window.
Tip: To display the invoices in a different order, right-click the heading of the column you want to sort by, and then click the option.
For example, if you want to list the invoices by invoice date, right-click the Invoice Date column heading, and then click Sort by Invoice Date on the shortcut menu.
Five buttons provide tools for working with the invoices:
- Open assigns the status of Open to selected invoices.
- Review assigns the status Review to selected invoices.
- Pay sets selected invoices to pay their full default amount.
- No Pay removes the set to pay amount for the selected invoices.
- Past sets selected invoices to pay with a discount, even if they are past the discount date.
To pay the full invoice balance, select the invoice and click the Pay button. If you do not want to pay the entire balance of the invoice, enter a different amount. For example, you can make partial payments to vendors and their second payees by entering a Set To Pay amount for any amount less than the stated invoice.
If an invoice was previously set to pay and you decided not to pay it at this time, then select the invoice, and click the No Pay button.
When the invoices are displayed, select an invoice and enter the amount to pay and any applicable discount. If the invoice has already been set to pay, that amount appears on the Set To Pay column. When you set an invoice to pay, Sage 100 Contractor deducts the available discount from the invoice balance and displays the result in the Set To Pay column.
If the payment date to receive a discount has passed, Sage 100 Contractor displays past in the Discount column next to the discount amount and does not deduct the discount from the invoice balance. To take the discount, select the invoice, and click the Past button instead of the Pay button.
Important!
- You must save your changes in order for the program to recognize the Set To Pay amount.
- If vendors’ certificates are expired, invoices will not appear unless you clear the Exclude Vendors with Overdue Certificates checkbox on the Invoice Selection window.
- If you select Exclude Vendors with Overdue Certificates and have indicated Yes in the Stop Pay text box in the Certificates window in 4-4 Vendors (Accounts Payable), the program excludes the vendors from the invoice selection in 4-3-1 Select Invoices to Pay.