Author Topic: help with report and invoice changes  (Read 3372 times)

Offline ck_1804

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help with report and invoice changes
« on: February 28, 2011, 07:46:23 PM »
Helllo Ronald,

we have been using the system inthe store since 1/1/2011.  First month we had not issues and everything went smoothly.

Today we noticed several things.
We have invoices in the system and partial and full payments have been applied towards these invoices.  But when we run the  Sales detials report these invoices do not show in the report at all.  The reports completely ignores them.
Looking at the sales screen, there are there and the payments show up also.


In addition, what happend over the last 2 weeks or so is we enter invoices.  Looking at the sales screen, for example we see that invoice listed and when we click on the line to see the details, the amount of the invoice changes.  Without us editing it. 

We are using Version 13.341 Pro - General Retail.


One last question - what is the difference between using  the "Payment" or the "Finish" button when applyng a payment?  What is the one we should use if a customer makes a downpayment, and I don't want that invoice closed until the customer returns to complete the last payment? 

Thanks




Offline ronaldrwl

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Re: help with report and invoice changes
« Reply #1 on: March 01, 2011, 06:10:38 AM »
The Finish button should be used to close a sale and set the payment method.  If a sale is not closed it will not show up in a sales report.  Remember that sales and payments are different.  Some reports look at sales and some at payment.  What is your business name?  An update was send in late Jan to fix some bugs.  It seems hardly anybody installed it.  I will resend it to you. 

Offline ck_1804

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Re: help with report and invoice changes
« Reply #2 on: March 06, 2011, 04:18:28 PM »
Hello Ron,
business names is United Spokes.
Thanks

Offline ronaldrwl

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Re: help with report and invoice changes
« Reply #3 on: March 06, 2011, 06:25:58 PM »
Sent