Core Financial Modules

[pt88]

I am new to using MAS 200 and do not have access to a manual,  so please forgive my lack of knowledge.  How do you enter a new customer into the repetative invoicing?  Please give step by step instructions.  Thank you!

[BShockley]

I found this entry in the knowledgebase (on the Sage Support website). TITLE : How to use repetitive invoices in Sage MAS 90 and 200 DETAILS : How to use repetitive invoices Entry Type: Informational Product: Sage MAS 90 ERP, Sage MAS 200 ERP, Sage MAS 200 ERP - SQL Server Edition Application: Accounts Receivable Version Reported: All Subject: How to use repetitive invoices. Possible Resolution: Create and maintain repetitive invoices for receivable items such as rent or service contracts using Repetitive Invoice Entry. After the items are set up, they can be selected to create entries in Invoice Data Entry for processing. Each time a repetitive invoice is processed, the last-billed date for the invoice is updated. To create a repetitive invoice: Open Accounts Receivable / Main / Repetitive Invoice Entry. Select a customer number and enter a reference. Note: A reference is user defined and allows multiple repetitive invoice entries to be maintained for the same customer number. Specify a billing cycle. For example: M = Monthly billings, Q = Quarterly. Specify a start and stop billing date. Enter a sales tax schedule, terms code, shipping method, salesperson and comment (if necessary). The 'Last Billed' and 'Times Billed' fields are tracked by the system as the entry is used during Repetitive Invoice Selection and when the invoices are updated. Select the 'Lines' tab. Specify a sales code and quantity for the billing. Click the 'OK' button. Select the 'Totals' tab. Enter a freight amount (if necessary) and verify that the commission information is correct. Click the 'Accept' button. To use Repetitive Invoices: Open Accounts Receivable / Main / Repetitive Invoice Selection. If using batches, click the '#' button to obtain the next available batch number and click 'OK'. Enter the appropriate selection criteria and click 'Proceed'. Note: If invoices are created, the 'Clear' button becomes available. Click the 'Print' button to print the invoices. If invoices are correct, print the Sales Journal when prompted and verify that the information is correct. Update the Sales Journal. If invoices are incorrect, do not update the Sales Journal. To start the selection process again, open Accounts Receivable / Main / Repetitive Invoice Selection. Click the 'Clear' button. Note: This clears all invoices from the selection. Make the necessary changes to the Repetitive Invoice Entry and/or re-enter the Repetitive Invoice Selection. If changes need to be made to the invoices, open Accounts Receivable / Main / Invoice Data Entry. If using batch entry, select the batch. Select the invoice number that needs to be corrected and make changes as needed. Note: This only fixes the current invoice and does not change the repetitive invoice. Reprint the invoice and Sales Journal to confirm the corrections. Update the Sales Journal.