Sage 100

Have a client who requires 50% deposit on materials before beginning an order, then the remainder due before shipping.  This is a new process for them but will eventually affect 500+ customers.

Are there any add-ons that provide better deposit processing than Sage currently has?  The choices now of either posting to GL and putting the amount on the Total tab OR of entering PP into Cash Receipts and then having to show the invoices as still being unpaid when sent to the customer are both less than desirable and the first option is certainly not scalable to 500+ customers.


------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Does SO-1032 Multiple Deposits on Sales Order work for you?  Not sure if it integrates with Credit Cards though if needed.​

------------------------------
Nancy Hanson
Blytheco LLC
Eagan MN
------------------------------

Original Message:
Sent: 10-31-2019 15:24
From: Beth Bowers
Subject: Deposits

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

It handles all payment types...including wire transfers.  And you don't have to use it for CC or ACH.  I had several customers that used it for multiple construction deposits which were all checks or wire transfers.  Nancy's suggestion of SO-1032 would probably work as well.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------

Original Message:
Sent: 10-31-2019 15:24
From: Beth Bowers
Subject: Deposits

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

I guess what I'm looking for is something really different than what Sage currently offers, with a lot more tracking.  I just feel like putting your faith in someone to never forget to pull up the SO and put the deposit on the Total tab is just not going to scale up.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 10-31-2019 16:17
From: Bob Sosbee
Subject: Deposits

It handles all payment types...including wire transfers.  And you don't have to use it for CC or ACH.  I had several customers that used it for multiple construction deposits which were all checks or wire transfers.  Nancy's suggestion of SO-1032 would probably work as well.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245
------------------------------


Original Message:
Sent: 10-31-2019 15:24
From: Beth Bowers
Subject: Deposits

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Ditto @Bob Sosbee  recommendation.  IIG CCP works well for all deposits including merchant processing.  Makes deposits Order-centric.  Creates a subsidiary to Customer Deposits liability on the B/S.

------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922
------------------------------

Original Message:
Sent: 10-31-2019 16:40
From: Beth Bowers
Subject: Deposits

I guess what I'm looking for is something really different than what Sage currently offers, with a lot more tracking.  I just feel like putting your faith in someone to never forget to pull up the SO and put the deposit on the Total tab is just not going to scale up.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 10-31-2019 16:17
From: Bob Sosbee
Subject: Deposits

It handles all payment types...including wire transfers.  And you don't have to use it for CC or ACH.  I had several customers that used it for multiple construction deposits which were all checks or wire transfers.  Nancy's suggestion of SO-1032 would probably work as well.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 15:24
From: Beth Bowers
Subject: Deposits

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

I totally agree the method for handling deposits could use big improvements.  One way you have no visibility that a deposit is on file when looking in customer inquiry invoices.  The other way you have to have a method to track which PP-invoice gets tied to which regular invoice.  Most clients like the PP approach because it is at least visible as a credit when looking in the invoice tab in maintenance.  But then the invoice doesn't show the reduction of the PP when created! And accounting for it properly in the GL requires too much thought.  Good to know IIG may have something but it sucks having to introduce 3rd party enhancements that step on the code.

------------------------------
alan niergarth
Velosio LLC
------------------------------

Original Message:
Sent: 10-31-2019 16:40
From: Beth Bowers
Subject: Deposits

I guess what I'm looking for is something really different than what Sage currently offers, with a lot more tracking.  I just feel like putting your faith in someone to never forget to pull up the SO and put the deposit on the Total tab is just not going to scale up.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 10-31-2019 16:17
From: Bob Sosbee
Subject: Deposits

It handles all payment types...including wire transfers.  And you don't have to use it for CC or ACH.  I had several customers that used it for multiple construction deposits which were all checks or wire transfers.  Nancy's suggestion of SO-1032 would probably work as well.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 15:24
From: Beth Bowers
Subject: Deposits

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245

Sage Idea Website time?????​

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 11-01-2019 09:17
From: alan niergarth
Subject: Deposits

I totally agree the method for handling deposits could use big improvements.  One way you have no visibility that a deposit is on file when looking in customer inquiry invoices.  The other way you have to have a method to track which PP-invoice gets tied to which regular invoice.  Most clients like the PP approach because it is at least visible as a credit when looking in the invoice tab in maintenance.  But then the invoice doesn't show the reduction of the PP when created! And accounting for it properly in the GL requires too much thought.  Good to know IIG may have something but it sucks having to introduce 3rd party enhancements that step on the code.

------------------------------
alan niergarth
Velosio LLC
------------------------------


Original Message:
Sent: 10-31-2019 16:40
From: Beth Bowers
Subject: Deposits

I guess what I'm looking for is something really different than what Sage currently offers, with a lot more tracking.  I just feel like putting your faith in someone to never forget to pull up the SO and put the deposit on the Total tab is just not going to scale up.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 16:17
From: Bob Sosbee
Subject: Deposits

It handles all payment types...including wire transfers.  And you don't have to use it for CC or ACH.  I had several customers that used it for multiple construction deposits which were all checks or wire transfers.  Nancy's suggestion of SO-1032 would probably work as well.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 15:24
From: Beth Bowers
Subject: Deposits

I don't think this is quite what I need.  I don't even think the client gets their deposits via CC - I think they are probably wire transfers.  What we need is just a better way of tracking multiple payments on a sales order, which occur over time.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 15:07
From: Bob Sosbee
Subject: Deposits

Hidden under their ISV solutions:
https://www.iigservices.com/sage-pos-credit-card-processing
Your client only needs the credit card processing portion, which is the payment processing part.  It handles all forms of payment.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245


Original Message:
Sent: 10-31-2019 14:51
From: Beth Bowers
Subject: Deposits

I don't see a deposit processing on their web site.  Do you have a link?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 10-31-2019 14:05
From: Bob Sosbee
Subject: Deposits

Howdy, Beth!
The only package I know that posts deposits in real time and works with most processors is IIG's deposit processing.  ISM did have a package that would process deposits and work with bank recon to record when the deposits cleared your bank, but that only worked with one processor which is not Paya or APS.  I'm not sure who has that now that ISM was bought by SWK.

------------------------------
Bob Sosbee
Senior Developer
Accounting Systems, Inc. (ASI)
Covina CA
803-252-6154 x245