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 Misc. 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.
Tip: If you prefer to view all the information for a detail, without scrolling, click the Accounts/Taxes button to enter the details using the A/R Detail Accounts/Taxes Screen (Receipts) screen.
If the receipt is for an existing customer, you can also enter job-related details. To display the necessary job-related fields, you select the Job Related option on the A/R Receipt Entry screen before you enter any details.
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 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 Accounts/Taxes screen. (You click the Accounts Taxes button to display the Detail Accounts/Taxes screen.) For more information, see A/R Detail Accounts/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.