Credit Card in AR is done through Cash Receipts. We bill through AR our Monthly recurring invoices. For those customers that want the invoice paid by Credit card we must do another transaction through cash receipts to apply the credit card payment. Would be better and less likely to have mistakes if I can have the repetitive invoice charge the credit card when we update like in Sales order.
by: Todd M. | over a year ago | Sales & Distribution
Comments
Todd, Can't you use SO for your repetitive invoices?
Yes, you can create repeating orders in SO. This would create a repetitive sales order that would then be processed as an invoice (two step process). Repetitive invoices can be done in AR or SO. Not everyone running MAS 90 have Sales Order which would also require Inventory.
When using Sales Order you lose the Start and Stop billing date (there are work around). You can use Expire for stop and when you select sales order in auto generate select by cycle and date (if using so). Since most of our repetitive is service contracts we enter everything in AR to keep separate from Sales order that our sales team works on. The Sales Order entry is accessed by many other employees and can be changed or deleted where our AR entry is more protected and used by select persons (i.e. no sales guy doing data entry). After all my goal is to set it and forget it.
Plus the extra steps of creating the sales order first, then turning them into invoices, then processing the credit card doesn't help with the flow of business.
Credit Card Processing was added to A/R Repetitive Invoice Entry and Invoice Entry in the Sage 100 ERP 2013 Release.