Select Invoices to Pay

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Selecting invoices to pay is a two-step process.

In the Select for Payment - Filter Selection window, you select the vendors you want to pay.
After you select vendors and click OK, the Select For Payment window appears. (You can change the filter selection from this window by clicking the Selection button.)

This window lists all outstanding invoices, credit memos, and prepayments. By checking the Pay column on the far right, you tell Sage 50 which invoices you want to pay. If you have multiple invoices from a single vendor selected, then only one check will be created for the total amount of these invoices.

If an invoice is waiting on a bill from a vendor, you will not be able to select that invoice to pay. Only once you receive the invoice and enter the invoice number on the Purchases/Receive Inventory task window will you be able to select the invoice for payment.

To select invoices for payment follow these steps:

Change the cash account and/or discount account if necessary.
Select a payment method to designate how you are paying the invoices, for example, Check.
Select a Sort By option from the drop-down list: Invoice Date, Due Date, or Vendor.
Clear the Pay check box for items you do not want to pay at this time. Sage 50 assumes you want to pay all of the invoices displayed in the window and selects all the Pay check boxes by default.

To clear all Pay check boxes, click the All (None) button.
To select all Pay check boxes, click the All (Select) button.

Tip: To display information about the invoice that you want to pay, select the Detail button.

To print a "pre-check" register that lists all payments that you have currently selected in the window, select the Report button. In other words, this is a list of vendor payments that will be made (checks that will be printed) when you click the Print button. You can use this preview report to examine payment detail, approve selected vendor checks, and prepare the check order before the checks are actually printed and posted.

The Total Checks field at the bottom right of the window is updated each time a check is marked or unmarked for payment. If Automatic Recalculation is turned on in Maintain Global Options, or if you select the Recalculate button, the account balance and the Balance After Checks fields update as you check and uncheck invoices as well. This shows you the account balance, how much you are paying, and what your balance will be after payment.

Change the amount of discount taken on this invoice if necessary.

The original invoice will not be updated if you change the amount here, but the amount in the Pay Amount field will reflect any changes.

After making your selections, click Print. For step-by-step instructions on printing from the Select for Payment window, see Print a Form from a Task Window.