Entering billing information for work orders and invoices

Caution! To avoid any non-compliance with PCI DSS, we recommend against storing credit card information in Sage 100 Contractor. Such storage does not comply with the PCI DSS, and thus it creates a possible risk for your business. For more information about PCI DSS standards, see the Glossary entry, PCI DSS Compliance.

To enter the invoice details for a service call:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. Click the Billing tab.

  3. Do any of the following:

    • In the Invoice Date text box, enter the date when you created the invoice.
    • In the Due Date text box, enter the invoice due date.
    • In the Disc Date text box, enter the due date by which the payment must be received for the discount to apply.
    • In the Reference# text box, enter the reference number.
    • In the Source list, click the source of the lead.
    • In the Client PO# text box, enter the client's purchase order number.
    • In the Resale# text box, enter the customer's resale number.
    • In the Salesperson text box, enter the employee number.
    • In the Tax District text box, enter the tax district number.
    • In the Payment list, click the drop-down button and select the method of payment.
    • In the Card/Check# text box, enter the credit card or check number.
    • In the Cardholder text box, enter the name on the credit card.
    • In the Exp Date text box, enter the expiration date of the credit card.