Sage 100

Sage 4.5 PU 7 AR Cash Receipts ideas needed User has sent statements for years and years with aging by month rather than number of days. Their customers pay in lumps by month not necessarily by invoice number (although a few do). A customer may pay 22 to 1,000+ invoices with a check. The selection process to distribute the check to the invoices paid is slow and tedious at this volume. It would be great to have a 'select all invoices' for MM/YYYY option, or a checkbox in the AR Invoice lookup or something that will help the user distribute the customer payment to a large list of invoices. Any ideas are very appreciated.

Option 1: Convert to balance forward. Option 2: Use the select button in cash receipt instead of lookup (F2). You can then sort by date and use the shift key to select a range of invoices all at once.

Or would the Auto pay starting with earliest work?

Option 1 - not workable, but option 2 is perfect, I completely forgot about this @BillPfahnl. I thought about using autopay too @PhilMcIntosh but some customers don't pay the 'oldest' bill first.

I still have clients that don't use the select icon. They are amazed when I show it to them.