millennium.atrex
Invoice not posting to accounts
Thread Starter: Todd Patterson Started: 8/6/2010 10:37 PM UTC
Replies: 4
8/6/2010 10:37 PM UTC
Invoice not posting to accounts
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Todd Patterson

Ok, we noticed this early this morning and did not really think about it too much, but looking back on several invoices today I see that they are not positing to the customer accounts.

For example, creating an invoice (F5) for customer John Doe.  Adding several items with shipping charges.  Total invoice amount is $1,598.22.  Checking out with zero payment so that it should be going to the customers account.

Now, looking at John's Customer Balance, he has a zero balance.  Uh....what am I missing here??

This was noticed when John came back in later this afternoon to pay his account and lo and behold...it showed a zero balance.
8/6/2010 10:39 PM UTC
Re: Invoice not posting to accounts
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Todd Patterson

Viewing the report for all outstanding transactions, it does show invoice #12594 as being outstanding with the balance, but I cannot post to the account.....
8/6/2010 10:41 PM UTC
Re: Invoice not posting to accounts
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Terry Swiers

Todd,

Viewing the report for all outstanding transactions, it does show invoice # 12594 as being outstanding with the balance, but I cannot post to the account.....

Give me a call and I'll take a look at it.  I have a good idea of what it is but need to confirm it visually.

--  

---------------------------------------
 Terry Swiers
 Millennium Software, Inc.
 http://www.1000years.com
 http://www.atrex.com

Now shipping Atrex 13.  For more information go to
 http://www.atrex.com/news.asp

Atrex Electronic Support Options:
 Atrex Knowledgebase: http://www.atrex.com/atrexkb.asp
 Email: mailto:support@atrex.com
 Newsgroup: news://news.1000years.com/millennium.atrex
 Fax: 1-925-829-1851
 Phone: 1-925-828-5892 (M-F, 9a-5p Pacific)
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9/26/2010 4:12 AM UTC
Re: Invoice not posting to accounts
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Ryan

I have a similar issue with service orders. When I close a service order the payment box prompts and I hit ok with no amounts since the service order is done but not paid.  It appears that it post the amount of the service order under "On Account" under the outstanding transactions list.  But if you request the customers outstanding balance it shows it as zero.
 
-Ryan
<Todd Patterson> wrote in message news:13196013$34efae7d$4b37@H-ATREX...
Ok, we noticed this early this morning and did not really think about it too much, but looking back on several invoices today I see that they are not positing to the customer accounts.

For example, creating an invoice (F5) for customer John Doe.  Adding several items with shipping charges.  Total invoice amount is $1,598.22.  Checking out with zero payment so that it should be going to the customers account.

Now, looking at John's Customer Balance, he has a zero balance.  Uh....what am I missing here??

This was noticed when John came back in later this afternoon to pay his account and lo and behold...it showed a zero balance.
9/27/2010 4:13 PM UTC
Re: Invoice not posting to accounts
Reply Quote Delete

Terry Swiers

Ryan,

I have a similar issue with service orders.

Give us a call, ask for me, and I'll verify that it's the same issue and resolution.

--  

---------------------------------------
 Terry Swiers
 Millennium Software, Inc.
 http://www.1000years.com
 http://www.atrex.com

Now shipping Atrex 13.  For more information go to
 http://www.atrex.com/news.asp

Atrex Electronic Support Options:
 Atrex Knowledgebase: http://www.atrex.com/atrexkb.asp
 Email: mailto:support@atrex.com
 Newsgroup: news://news.1000years.com/millennium.atrex
 Fax: 1-925-829-1851
 Phone: 1-925-828-5892 (M-F, 9a-5p Pacific)
 ---------------------------------------