invoice does not reflect payment

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Hi, I am on 2018 and realized Sage is not supporting this anymore.  I was wondering if anyone would be able to HELP me.  I am generating invoices and KNOW there are payments however, the invoice does not reflect payment and the balance.  -_-

I have regenerate the bill since sometimes it will capture it after that fact.  However I am coming across more and more matters which does not capture the payment.  I do a data validation and rerun....not changes.  Could anyone help???  Thanks in advance

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  • 0
    SUGGESTED

    I can think of two possibilities. 
    1. You are using a bill layout that doesn’t show payments. If some bills show payments and others don’t you can look at client information and see what bill layout is used. 
    2. the date of the payments. When in generate bills click on options. There’s a choice of whether AR payments should obey the same filter as slips. So if you have the box checked and you set a slip date range, any payments before or after the dates will not show on the bill or the balance. 

  • 0 in reply to Caren2

    Thank you Caren!

    It is neither.  The format we use applied to all our matters.  Payments will show.  As for the payment dates, the options for payments date ranges is not selected.  

    After several attempts I finally got the invoice to reflect payments.  I had done nothing different except clear the invoice and ran it again (about 6 times before it finally reflected). 

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  • 0 in reply to Caren2

    Thank you Caren!

    It is neither.  The format we use applied to all our matters.  Payments will show.  As for the payment dates, the options for payments date ranges is not selected.  

    After several attempts I finally got the invoice to reflect payments.  I had done nothing different except clear the invoice and ran it again (about 6 times before it finally reflected). 

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