Invoice not showing om statement

Jan01

I have 2 unpaid invoices that have not been paid and are now due. I have printed off a statement, with the correct date range, and only one of the invoices is showing. I also had a quick look under receive payments for this customer, and that same invoice does not come up. I am at a loss on how to make it appear on their statement

Doreen_P

Hi @Jan01,

 

Sorry this missing invoice has left you scratching your head! Since it’s also missing from Receive Payments, let’s check the invoice itself rather than just the statement dates. If you’re using AccountRight desktop, please try these checks:

 

• Go to Sales > Sales Register > All Sales, select All Customers and locate the missing invoice. Open it and confirm it’s recorded as an invoice, rather than a quote or order.
• Check its Balance Due and click History to see whether a payment or credit has been applied, including anything dated in the future. A fully paid invoice won’t normally appear in Receive Payments unless Include Closed Sales is selected.
• Compare the customer card on this invoice with the one on the invoice that does appear. Make sure both are linked to the same customer card, not separate cards with similar names.

You can also use Advanced Search in Receive Payments to look for the invoice by its number. See Receiving payments. If it’s still missing despite having an outstanding balance and the correct customer card, please reach out through Contact Us so our support team can investigate further.

 

Cheers

Doreen