HOW TO APPLY A CREDIT MEMO OR A PRE-PAYMENT TO AN INVOICE

Ever gotten stuck and needed help figuring out how to apply a credit memo or pre-payment to an invoice when working on Sage 100 or Sage 100c ERP software (formerly MAS90 & MAS200)?  We have. So we decided to post it here to make it easier to find for you, and for us!  This tutorial will walk you through the step-by-step process.

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In Accounts Receivable you can apply a Credit Memo or a Pre-Payment to an Invoice by following these simple steps.

  • First, go to Accounts Receivable – Main – Cash Receipts Entry. Create a new Cash Receipts Deposit with a $0.00 amount.
  • Select the Customer No. and for Check No. enter anything like ‘APPLY’ or the date. Keep the Amount Received as $0.00.
  • On the Lines tab first, select the Credit Memo or Pre-Payment. Then Select the Invoice(s) you would like to apply it to. (Note: if you select the invoice first the Amt Posted will be $0.00 which will cause some confusion).

Still having trouble?  We offer both on-site and remote Sage 100 training

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