Put a "new customer" button in receipt entry just like the one in the invoice entry screen. I quite often receive payments from customers that I enter as unapplied or prepayment because I haven't posted the invoice yet.
I know it might not seem logical that we would be posting a payment before the invoice, but it happens more often than one might think. ie. our contracting division manager writes up his own invoices manually, which I then post from the carbon copy in his book. There are times when the customer has come in to pay before I've had a chance to post his invoices, so I would like to add that customer to the system in order to post the payment we receive right away.
by: Elaine W. | over a year ago | Financial Management
Comments
Same applies to AP Payment Entry.
Could be allowed/disallowed in setup options.
Hi Mary,
Where do I find this in setup? I'm running Sage Accpace ERP 200 5.6A - I do not see this option to create a new customer from a receipt batch.
Thanks.