How to enter customer historical transactions

Entering customer history in Sage 50 Accounting.

You need to be in History Mode to perform these steps. Once you exit history mode, you can't go back.

In History mode, you can enter customer aging data in the Receivables module. This won't affect the General Ledger (Accounts Receivable account).

1. From the home page, select Receivables/ Customers & Sales at the top in Enhanced View. In Classic View, Receivables/ Customers & Sales is on the left menu.
2. Select Customers or select File, Create (if it's a new customer).
    NOTE: If you're creating a new customer, select Save and Close before entering historical transactions.
3. Select the Historical Transactions tab.
   • Use Invoices to enter any outstanding transactions
   • Use Payments to enter payments older than the Sage 50 company current fiscal start date