Paid invoices show up as still due

Forum: Billing Boss
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March 10, 2010 at 11:02 PM
Posted by synchmedia
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I recorded some payments for several cleints and they still show up as they have an amount due. What information do you need in order to help me clear these out?

 

Thanks!

 


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Dear synchmedia,

Answering the following questions may help us resolve your problem quicker:

1. Have you sent an invoice to the client before recording the payment for that invoice? Billing Boss records payments on an-invoice basis, so if you use the same customer for several invoices, recording a payment on one invoice will not affect the balance of another invoice with the same customer.

2. Have you recorded the payment amount in full (equal to the invoice total amount, including any applicable taxes)?

3. When you open the invoice you recorded a payment for, does the payment appear in the Payment history section of the invoice (below the invoice for)

4. What is the "amount owing" showing for that invoice?

5. What is the title of that invoice (e.g. does it say Outstanding invoice, Paid invoice, Overdue invoice, etc.)

6. When you open the Invoice Overview screen (the one with several tables listing invoices of various statuses), which table does your invoice appear in (overdue, paid, draft, etc.)



Sincerely,

 

Eugene Gilburg,

BillingBoss development team,

Sage Software

egilburg
Mar 11, 2010

Eugene,

 

Thank you for the prompt response. Here are the answers: 

 


1. Have you sent an invoice to the client before recording the payment for that invoice? Billing Boss records payments on an-invoice basis, so if you use the same customer for several invoices, recording a payment on one invoice will not affect the balance of another invoice with the same customer. 

I sent them out before recording a payment. 

2. Have you recorded the payment amount in full (equal to the invoice total amount, including any applicable taxes)?

Yes 

3. When you open the invoice you recorded a payment for, does the payment appear in the Payment history section of the invoice (below the invoice for)

Yes 

4. What is the "amount owing" showing for that invoice?

$0.00 USD

5. What is the title of that invoice (e.g. does it say Outstanding invoice, Paid invoice, Overdue invoice, etc.)

1 is Outstanding and 2 are Past Due 

6. When you open the Invoice Overview screen (the one with several tables listing invoices of various statuses), which table does your invoice appear in (overdue, paid, draft, etc.)

 

 1 is Outstanding and 2 are Past Due 



Synch Media  offers web, design and print services. Our com­pany is ded­i­cated to deliv­er­ing results, qual­ity and estab­lish never-ending rela­tion­ships with our clients by giv­ing a friendly approach to the ser­vice we pro­vide. Our world­wide oper­a­tion allows for our clients to man­age their ongo­ing projects with ease on top of the per­son­al­ized ser­vice that we offer.

synchmedia
Mar 11, 2010

Thank you for your response. We are still not sure what is causing your problem, but are looking into the issue and will keep you informed about our progress.


Sincerely,

 

Eugene Gilburg,

BillingBoss development team,

Sage Software

egilburg
Mar 16, 2010

We have identified the problem you are describing, and are working on a fix to be released as soon as possible, which should fix the problem for existing invoices as well as prevent it from happening to invoices created from that point on.

 

Until the bug fix is released, you can avoid running into that problem for newly created invoices by not editing them after they have been recorded as paid.

 

Thank you for your patience.



Sincerely,

 

Eugene Gilburg,

BillingBoss development team,

Sage Software

egilburg
Mar 22, 2010

Hi,

We have deployed an update which we believe has fixed the problem you are experiencing.

If you are still having the problem, please let us know.



Sincerely,

 

Eugene Gilburg,

BillingBoss development team,

Sage Software

egilburg
Mar 30, 2010

Eugene,

 

Thanks for the reply but the invoices still show listed on the wrong category.

 

Regards,

 

Daniel 



Synch Media  offers web, design and print services. Our com­pany is ded­i­cated to deliv­er­ing results, qual­ity and estab­lish never-ending rela­tion­ships with our clients by giv­ing a friendly approach to the ser­vice we pro­vide. Our world­wide oper­a­tion allows for our clients to man­age their ongo­ing projects with ease on top of the per­son­al­ized ser­vice that we offer.

synchmedia
Mar 31, 2010

Sorry to hear that. Please try editing the affected invoices and re-saving them (without changing anything). We'll also be looking into what else might be causing the problem.



Sincerely,

 

Eugene Gilburg,

BillingBoss development team,

Sage Software

egilburg
Mar 31, 2010