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

Hi
I have no accounting/bookkeeping experience. I have a very limited understanding of Sage 50. I have taken over processing purchase invoices but don't really understand any of what I am doing - any help you are good enough to offer needs to assume I am a total numpty (it won't be far wrong).

My specific issue is this. If a payment is made in advance (eg DART crossing - you need to pay and then call-off against this credit) where does this go in Sage? I tried creating a credit against my DART supplier but this didn't work as when I posted the individual receipts, the credit didn't reduce.

Any help for a numpty?
Kathy

Can you go to help>about and find out what the big long version version number is and post it here

Hi,

It says,

Version No: 18.1.0.20

I have since found out how to post a payment in advance.... and created a new problem... how to allocate that payment when the invoice come in!

At present I am using File/Maintenance to delete the transactions and inputting them again - there must be a better way!

Kath

The method is to make a payment in advance.

So you do a supplier payment and don't match it against anything, this appears as a credit value on their accounts until the invoice turns up, at that point the balance is 0 but both the payment and the invoice are "outstanding because they have not been matched.

To match them do a payment but do not enter any amount, just pay both items and they will cancel each other.