Receipts
You can also track debit card payments. Sage 50 Accounting can track many different payment methods to different accounts, which makes reconciling and day-end processing easier.
My customer wants to pay using a credit on their account
If your customer overpaid an earlier invoice, or you received a credit for a returned item or cancelled service, those funds are recorded in the Receipts window as a deposit. When you receive an overpayment from a customer, you can either apply it to another unpaid invoice or record it as a deposit and refund the excess amount.
I want to process a payment I've already received/receiving at the time of sale.
Use the Sales, Orders, and Quotes window to process both the invoice and the payment at the same time.
- Check the date on cheques received, to make sure you do not deposit a post-dated cheque.
- Check that the body (written number) and figures match, and that the cheque is signed. Also make sure the customer's name and address phone number and bank account number are on the front of the cheque.
- Use caution when accepting cheques that are not personalized (pre-printed).
What would you like to do?
Set up form options for receipts
Review the details of a receipt during its preparation
Accept a customer deposit or overpayment
Change the terminology Sage 50 Accounting uses for receipts