Enter a Sales Receipt

If you want to accept pre-authorized debit payments, sign up with Sage 50 Accounting and set up your company and customer for pre-authorized debit payments.

If you accept credit card payments:

• Add the credit cards that your company accepts.
• If you are using the Sage Payment Solutions online credit card processing service, add the merchant account information to Sage 50 Accounting and install Sage Exchange on your computer. To print a credit card receipt, you must have an attached printer installed on your system.

1. Create a new receipt.
   How?

   1. In the Home window, click Receive Customer Payments.
2. In the Paid By box, select Cash from the list.
3. Provide the payment details.
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

4. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
5. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount.

6. Print or email the receipt:
• To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
• To email the receipt, on the File menu choose Email.
7. (Optional) Review the details of a receipt during its preparation.
8. Click Process.

1. Create a new receipt.
   How?

   1. In the Home window, click Receive Customer Payments.
2. In the Paid By box, select Cheque from the list.
3. Provide the payment details.
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

4. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
5. Select the transaction to which you want to apply a payment and enter the following details.

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount.

6. Print or email the receipt:
• To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
• To email the receipt, on the File menu choose Email.
7. (Optional) Review the details of a receipt during its preparation.
8. Click Process.

1. Create a new receipt.
   How?

   1. In the Home window, click Receive Customer Payments.
2. In the Paid By box, select the customer's credit card company from the list.
3. Provide the payment details.
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

4. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
5. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount.

6. (Optional) If you have set up a merchant account, click Process Credit Card.
1. In the Credit Card Information window, make sure the billing information is correct.
2. If you have more than one merchant account set up, select the merchant account you want to use to accept the payment. (Sage 50 Premium Accounting)
3. If the payment is in a foreign currency, you can use the exchange rate displayed or enter a new rate. This rate will be used to convert the foreign currency to the currency accepted by your Sage Payment Solutions merchant account. (Sage 50 Premium Accounting)
4. Select the method of authorization:

If you want to do this:	Do the following:
Enter an authorization code manually	Select Enter Authorization Code Manually and type the code in the Authorization Code box.
Generate a new authorization code	Click Charge in the Sage Exchange Module, verify and submit the customer's billing information. After the authorization is complete, in the Credit Card Information window, click Print Receipt to print an authorization receipt.

5. Click OK to return to the transaction window.

Note: If the sales invoice has already been prepaid in full with a credit card, change the Paid By box to a non-credit card payment method.

7. Print or email the receipt:
• To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
• To email the receipt, on the File menu choose Email.
8. (Optional) Review the details of a receipt during its preparation.
9. Click Process.

1. Create a new receipt.
   How?

   1. In the Home window, click Receive Customer Payments.
2. In the Paid By box, select Pre-Authorized Debit (PAD).
3. In the Deposit To box, select the bank account into which the pre-authorized debit will be deposited.
4. In the PAD No. box, enter a payment reference number for this pre-authorized debit transaction. This number will also be used to identify this transaction when you upload the debit file to your direct debit service provider.
5. Provide the payment details.
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

6. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
7. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount.

8. Print or email the receipt:
• To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
• To email the receipt, on the File menu choose Email.
9. (Optional) Review the details of a receipt during its preparation.
10. Click Process.