About 4-3-1 Select Invoices to Pay

When you open 4-3-1 Select Invoices to Pay, the program displays the Invoice Selection window first with the primary window in the background. This allows you to set the criteria by which you will select invoices. After you select the criteria and click OK, the program populates the 4-3-1 Select Invoices to Pay window with invoices.

The window contains five buttons providing tools for working with the selected invoices.

When you click:

• Open—Assigns the status of Open to selected invoices.
• Review—Assigns the status Review to selected invoices.
• Pay—Sets selected invoices to pay their full default amount.
• No Pay—Removes the set to pay amount for the selected invoices.
• Past—Sets selected invoices to pay with a discount, even if they are past the discount date.

To pay the full invoice balance, select the invoice and click the Pay button. If you do not want to pay the entire balance of the invoice, enter a different amount. For example, you can make partial payments to vendors and their second payees by entering a Set To Pay amount for any amount less than the stated invoice.

If an invoice was previously set to pay and you decided not to pay it at this time, then select the invoice, and click the No Pay button.

When the invoices are displayed, select an invoice and enter the amount to pay and any applicable discount. If the invoice has already been set to pay, that amount appears on the Set To Pay column. When you set an invoice to pay, Sage 100 Contractor deducts the available discount from the invoice balance and displays the result in the Set To Pay column.

If the payment date to receive a discount has passed, Sage 100 Contractor displays past in the Discount column next to the discount amount and does not deduct the discount from the invoice balance. To take the discount, select the invoice, and click the Past button instead of the Pay button.

Important!

• You must save your changes in order for the program to recognize the Set To Pay amount.
• If vendors’ certificates are expired, invoices will not appear unless you clear the Exclude Vendors with Overdue Certificates check box on the Invoice Selection window.
• If you select Exclude Vendors with Overdue Certificates and have indicated Yes in the Stop Pay text box in the Certificates window in 4-4 Vendors (Accounts Payable), the program excludes the vendors from the invoice selection in 4-3-1 Select Invoices to Pay.