About Entering Receipts and Invoices at the Same Time

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You can use the A/R Receipt Entry screen to enter invoices at the same time as you enter receipts for existing customers as well as for one-time customers.

In Sage 300 Accounts Receivable, you enter a miscellaneous receipt. Some other programs call this type of entry a "cash invoice."

Note: When you enter a miscellaneous receipt for a one-time customer, you leave the Customer Number field blank

When you specify Miscellaneous Receipt in the Transaction Type field, Accounts Receivable displays a detail-entry table where you can enter general ledger account distributions for the receipt, just as you do when adding an invoice using the A/R Invoice Entry screen.

For step-by-step instructions on entering miscellaneous receipts, see Processing a Cash Sale or Miscellaneous Receipt.

Tax Information for a Miscellaneous Receipt

Accounts Receivable calculates tax and updates Tax Services for miscellaneous receipts, as it does for invoices you enter using A/R Invoice Entry.

To change the tax group or other tax information for the document, you use the A/R Document Taxes screen. (You click the Document Taxes button to display the Document Taxes screen.) For more information, see A/R Document Taxes Screen.
Tip: You can use a tax group that is from the one specified in the customer record.
To change tax information for the invoice details, you use the separate A/R Detail Taxes screen. (You click the Detail Taxes button to display the Detail Taxes screen.) For more information, see A/R Detail Taxes Screen (Receipts).

When you post the miscellaneous receipt, Accounts Receivable creates an invoice transaction as well as a receipt transaction. The entries are combined on the same posting journal.