Not sure if anyone else has experienced this but, the statements I send out to my clients are not reflecting any credit notes applied or any part payments so I've been getting overpayments and double payments from clients.
Not sure how to resolve this issue. Desperately need a solution.
Thank you.
Hi NewlandPC
Could you please check if the part payments/credit note payment dates are after the statement date? If so, when you go to Sales > Print/Email Statements to email statements, below the date box there's the option 'Only include invoices up to Statement date', if this is ticked then the statement will not include invoices and payments dated later than the statement date.
Please feel free to let us know how you go.
