Q&A: Sage 100 ERP: How Does the Repetitive Invoice Entry Function Work?

Question: Our Company owns Sage 100 ERP (formally Sage MAS90), we would like to start using the Accounts Receivable Repetitive Invoice function, how does this work and what is it purpose?

Answer:  The purpose of the Accounts Receivable Repetitive Invoice task is for customers that purchase the same item or service repeatedly (on a monthly, yearly or quarterly basis). Examples might include a monthly alarm service charge or a service charge such as bank fee or insurance charge.

The purpose is to set-up a template that could be used repeatedly. This function can save organizations time and money.

Step 1:

From Modules>Accounts Receivable>Main>Repetitive Invoice Entry:

a)   Header Tab select the customer, reference, start billing, stop billing and other info.

b)   Lines Tab select the items to be included on the form.

c)   Totals Tab, review and Accept.

Step 2: 

Step one created the Repetitive Invoice template and create a separate template for each customer that will be receiving Repetitive Invoices.

Run the Repetitive Invoices by going to:

Modules>Accounts Receivable> Repetitive Invoice Selection.

Enter in the parameters to run such as Cycle, Customer or Reference. Click the Proceed button which will create Invoices in Invoice Data Entry.

Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services. This information originally appeared on ERP VAR