Setting up Sage 100 Accounts Receivable

Correctly setting up Sage 100 Accounts Receivable is crucial to your Sage 100 success. Learn how to set up Sage 100 Accounts Receivable with the certified Sage 100 consultants at Accounting Business Solutions by JCS.


What’s needed to set up Sage 100 Accounts Receivable

Before using Accounts Receivable for a new company, you must complete the Accounts Receivable system startup process. Before beginning the system startup process, gather the following information:

  • Your general ledger chart of accounts
  • A list of states, counties, and local areas to which you report sales tax and their tax rates
  • Your bank account number(s) for the checking account(s) used by Accounts Payable
  • A list of standard payment terms offered to your customers
  • A list of customers, including addresses and phone numbers
  • A list of payments and payment types
  • A list of sales people
  • All open invoices at the time of installation


How to set up Sage 100 Accounts Receivable


  1. Enter the Company Code
  2. Enter Accounting Date
  3. Complete the Accounts Receivable Setup Wizard
  4. Define Accounts Receivable Options
  5. Division Maintenance
  6. (Bank Code Maintenance)
  7. Terms Code Maintenance
  8. Sales Tax Class Maintenance
  9. Sales Tax Code Maintenance
  10. Sales Tax Schedule Maintenance
  11. Sales Tax Account Maintenance
  12. Salesperson Maintenance
  13. Payment Type Maintenance
  14. (Miscellaneous Item Maintenance)
  15. (Memo Manager Maintenance)
  16. Customer Maintenance
  17. Beginning Balance Entry
  18. Open Invoice Entry
  19. Print Invoice Register and Update
  20. (Set-up Repetitive Invoice Templates)
  21. Daily Processing


Are you interested in learning how to set up Sage 100 Accounts Receivable? Accounting Business Solutions by JCS offers Sage 100 training classes, including how to set up Accounts Receivable in Sage 100.  Our experienced, certified professionals offer a full line of Sage 100 support, training, and data repair. Call us today at 800-475-1047 or email us at today to get started with Sage 100 software today!