How Do I: Customers, Sales, and Receiving Money

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Setup and Maintain

Set up a customer
Enter a customer's beginning balance
Set up a sales representative
Send an email message to a customer
Display a customer's Web site
Set up customer payment methods
Set up customer sales taxes
Set up customer credit card acceptance in Sage 50
Set up finance charges
Set up and use custom fields
Review a customer's status
Display a customer event log
Change a customer ID

Tasks

Quotes

Enter a product sales quote
Enter a service quote for a customer
Select a quote template
Print a quote
Preview a quote form before printing it
Convert a quote to an invoice or sales order

Sales Orders

Enter a sales order
Select a sales order template
Print a sales order
Preview a sales order form before printing it
Print packing slips
Ship items from a sales order

Proposals

Enter a proposal
Print a proposal
Accept a proposal
Bill a proposal

Sales Invoices

Enter a product invoice
Enter a service invoice
Select a sales invoice template
Enter a manual invoice
Include items without quantity or amount on an a standard invoice
Print an invoice
Preview a sales invoice form before printing it
Edit or delete an invoice with a receipt
Void an existing invoice
Apply job-reimbursable expenses to sales invoices
Look up the current payment status of a sales invoice

Receive Money (Receipts)

Receive payment from a customer
Print a receipt
Enter a payment from a customer not on file
Enter a cash sale
Enter and process ACH payments
Enter and process customer credit card payments
Process credit card payments using a card reader
Enter and process customer credit card refunds
Enter bank deposits and print deposit tickets
Handle a customer's bad check

Credit Memos and Refunds

Enter a customer credit memo or refund check
Preview a credit memo
Print a credit memo
Void a credit memo
Enter a deposit or prepayment
Write a check to a customer (refund)
Apply a customer refund to a credit memo
Enter and process customer credit card refunds

Other Tasks

Apply finance charges
Print monthly statements for customers
Print customer mailing labels
Prepare and print collection letters
Write off a customer bad debt
Account for bad checks from customers (NSF)

Published: March 21, 2017
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