Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
| 1 | Open 11-2 Work Orders/Invoices/Credits. |
| 2 | In the Order# text box, enter the order number. |
| 3 | In the Date text box, enter the date of the invoice. |
| 4 | In the Client# text box, enter a dummy client number. |
| 5 | In the Description text box, enter a brief statement about the transaction. |
| 6 | In the Job text box, enter the job number. |
| 7 | In the Status list, click 10-Contract. |
| 8 | In the Type list, click the invoice type. |
| 9 | You may also do the following, if applicable: |
| a | If you want to enter the customer or client location, enter the data on the Location tab. |
| b | If you want to schedule the service call, enter the data on the Dispatch tab. |
| c | If you want to enter the parts or assemblies necessary to complete the work, enter the data on the Invoice Details tab. |
| 10 | On the File menu, click Save. |
Tip: You can use markups and overrides when entering a new contract. (See links)
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.