Sage 100

Client using Sage at their service counter to invoice small parts.  Replaced a 30 year old DOS POS system.

Sage is far superior to the old system, but a bit kludgy in the POS aspects.

Specifically, a service order (SO) and customer pays 20% as a deposit.  Parts are ordered and received, service order is completed.

How are people handling the 20% payment?  Looking for steps that are quick, simple and easy to follow.

Some thoughts,
1)  enter a misc line for the deposit, invoice the SO, back order everything but the deposit line, then add the 20% on tab 4 on the SO.
2)  create a separate invoice with a deposit charge line, put the amount back on the SO (above).
3)  create a CC payment type that will process the 20% from the SO?

Thanks in advance.

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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@Jeff Schwenk, I like option three to deliver the quick, simple and easy to follow solution you want.  When the customer comes back to pick up their stuff, you would first create an invoice from the SO and take the remaining payment ​against the invoice.

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Brian Kelly
President and Head Cheerleader
Accounting Systems, Inc. (ASI)
Columbia SC
803-252-6154 x210
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Add IIG POS/CCP enhancement.

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