SageForum for UK versions of Sage 50- Help and support.

Hi all, we take payment upfront for some orders on Sage , other existing customers pay on account , is there a simple way to flag these up on SOP creation , as we run a report for the bank , but we do not want to include ones that we already have payment up front for.

I am not the Sage accountant , but the end sales person loggin the orders and trying to make it easier for our accounts team.

Many thanks

You could do this lots of different ways.

1/ You could use the "Payment Tab" on the SOP / Invoice to record the payment and then in your report exclude prepaid orders or even exclude the prepaid amount on an order should someone have prepaid only part of an order.

2/ You could have an account "type" other than 1-Open for customer who prepay, perhaps 2-Prepay and then use this to exclude customers of that type from the report.

3/ As these are "One Off" prepaid customers as opposed to "Repeat Account" type customers, you could use a single customer account for them all and exclude that one account from all the reports.