Enter Historical Invoices and Payments for Customers

To enter historical invoices and payments for customers:

1. Make sure that you have added all of your customers to Sage 50 Accounting.
2. Open the Historical Transactions tab in the customer record. How?
   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
   3. Select a customer from the list and click OK.
   4. Click the Historical Transactions tab.
3. Click the Invoices button. Then enter the information and click the Record button for each invoice. When you have finished adding a customer's old invoices, click Close.
4. Click the Payments button. Enter the receipt number for the payment in the Number box, and then select which invoices the payment applies to. When you have finished selecting the invoices, click Close.
5. Click Close and Save.
6. Ensure that the total of all balances owed by your customers is the same as the balance of the Accounts Receivable accounts in the Accounts window.

Note: If this module is the final one for which you need to enter history, then complete the steps to finish entering history.