Sage 100 ERP: How to transfer invoices to a credit card vendor

Question:  Mike, we own Sage 100 ERP (formally Sage MAS90), we use Credit Cards to process vendor invoices, how do we transfer Invoices to a Credit Card Vendor?

Answer:  The Credit Card Vendor feature has been around for a few years, but many people do not know about. There are a few steps:

Step 1:  You need to set up a Credit Card Vendor.  In the Vendor Maintenance screen click the Credit Card Vendor box, and Accept.

Step 2: To transfer a Vendor Invoice to the Credit Card Vendor, a white transfer information box will appear to the left side of the lines tab, click it.

Step 3: You will then see an invoice transfer  form, the vendor and invoice can be selected that was paid by the Credit Card. This becomes a line item on the invoice and can be then transferred and processed.

Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services

Mike is and expert on Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.