SAGE50 ACCOUNT RECEIVABLES – PREBILLING/BILLING PROCESS
Before the process of interfacing ticket data to SAGE50, some steps should be taken.
Set the date range for the tickets you want to review and possibly correct before invoicing.
Review the report for discrepancies in material prices, taxes, orders, etc.
Your company should have procedures for incorrect tickets.
To void the ticket, call up the ticket to the screen using the ticket lookup. Click the Void check box and then Save.
Create a replacement ticket by using the manual ticket entry. You should note the old ticket number in the remark box of the new ticket. You should go back to the Void ticket and reference the new ticket number as well. It’s good practice when you need to explain why a ticket was Voided.
AR INVOICING - INTERFACE WITH SAGE50
THE BILLING PROCESS
From the main screen of SMSTurbo
Leaving the Filter Ranges as shown above, will qualify all Customers, all Orders from all the Material Categories.
Select the From and To Dates of the tickets you want invoiced.
If your company has established billing cycles, the Billing Cycle will have a drop down selection, typically Daily, Weekly or Monthly.
The Print Transactions box, when checked, will display the invoices on the SMSTurbo invoice form.
On the first billing attempt, you will have to determine the starting invoice number so it isn't duplicated with existing numbers in SAGE50.
Click the OK Button to continue billing
Confirm you wish to generate invoices? Click Yes
Confirm, Yes this is correct company.
This is the dialog for transactions recorded in SAGE50. Click OK
The next dialog screen will ask if you want to synchronize balances. Typically, you would Click No because most clients refer to SAGE50 for Customer balances. Click Yes if you want to update the Customers’ balances in SMSTurbo.
If you answer Yes to Display Transactions, next is a sample of an SMSTurbo Invoice.
Here's a sample of the Invoice in SAGE50
The SMSTurbo ticket now references the invoice # 100002.