Handling Receipts when creating Sales Orders in Sage via Tradebox

If you have configured Tradebox to create Sales Orders in Sage 50, there are 3 options to how you handle receipts. These are all controlled within the Channel Settings under Sage 50 > Receipts. These options are as follows:

 

None

Configure Tradebox not to handle receipts by choosing None from the drop down box. This allows the user to manually collect the payment.

 

 

Sales Receipts (SR)

Configure Tradebox to create Sales Receipts (SR). This option bypasses the standard Sales on Account (SA) option. After processing the Sales Order, an invoice is automatically created in Sage 50. During this process Tradebox allocates the receipt to the payment tab on the invoice. Upon updating the invoice, the sales receipt is automatically paid into the nominated bank account. This option should only be selected if you always fully despatch your sales order.

 

 

Sales Payments on Accounts (SA)

Configuring Tradebox to create Payments on Account (SA), will raise a payment against the customer account which will then need to be manually allocated to the sales order.