Attach payment entry with Sales Order in Sage 500

By | January 31, 2018

In this Blog, we have described the Payment process flow with sales order when the users will enter a payment with a sales order in Sage 500.

In Sage 500, Basically, User will have an option for payment entry for Sales order as either he will enter a payment with a sales order or they can apply payment entry at the time invoice entry or credit memo.

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Here’s the below screens that described how to enter payment entry at the time of Sales Order generation.

  1. Generate the Sales Order and click on Payment button which is present on Sales Order Entry Screen.

Sales Order entry Screen.

  1. A user will be able to view all three option Credit Status, Payment and application button. These options will be required in order to create payment entry.
  2. A user needs to click “Payment” button for applying for payment against the existing Sales Order.

applying payment against the existing Sales Order.

  1. On click of Payment button, a user will be able to enter the payment entry for the Selected Sales Order. Here’s the below screenshot of “Enter Payment” Screen.

screenshot of “Enter Payment” Screen

  1. Once user attached the Payment entry to the Sales Order screen, the pending cash receipt entry will be created when the sales order saved and the shipment will get committed.  These payment entries user will be able to select into a standard process cash receipt batch screen in Sage 500.
  2. Go to Account Receivable >> Activities >> Process Cash Receipts Screen.

Process Cash Receipts Screen

  1.  A user needs to select the Payment entry from the below screen.

Payment entry

  1. Then this payment entry will be attached to the standard process cash receipts screen.

standard process cash receipts screen

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