Customer Statement Mucking up

OptimalRec

My Customer Statement for a customer All Met is showing the correct invoice numbers and amounts under activity... but the Customer name under Description is a totally different client.

 

These two clients are in no way related. I have not changed the company name on the customer card. 

 

Why is this happening and how can it be fixed?

custstatement.png

SamaraM

Hi @OptimalRec 

 

Thank you for your post. "All Met" and "All Metal" are similar names, so I would double-check if it's not just the statement that is showing incorrectly. Have you checked what is showing when you search the actual customer card for those transactions  (Find Transactions > Card)?

 

If it does show All Met on the Find Transactions window but the customer statement is still showing it under All Metals, it could be caused by the cache files becoming corrupted which can cause odd behaviour, so recommend clearing the cache to force AccountRight to refresh the cached information. For instruction see Clearing the AccountRight Cache.

 

If it is neither of the above, would you be able to provide a screenshot of the find transactions screen and an example invoice for me to reproduce on my end?

 

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