When an invoice that needs to be charged to a specific well is paid for by a credit card, how do I record the invoice in SherWare so it is charged to the well? How do I show that it's paid in SherWare? (AM)

Enter the bill as usual using the Enter Bills screen, allocating the expenses to the wells charged.

After the bill has been saved, create a journal entry debiting the Accounts Payable account for the amount of that bill, and then credit the account used to track the credit card activity. (This is assuming that you have an account set up for the credit card. Typically this is an Other Current Liability type of account.) You do not need to enter a well ID when entering the journal entry because the well is already specified when the bill was entered. The journal entry can be entered from the Tasks menu > General Journal Entries screen. Be sure to click the New button to enter a new entry.

Last, go back to the Enter Bills screen, and use the List button to locate the invoice that has been paid by credit card. Bring that bill to the screen, and then press the F5 button on your keyboard. This will create a payment record so that the bill is marked as paid. When asked for a date, use the date from the journal entry that was created. After the payment record is created, you can close out of the Enter Bills screen. This will remove the bill from your outstanding bills listing in the Pay Bills screen.

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