Change customer address details in invoice not updating i have hit the refresh screen.
Hello
I have tried to change the customer address details in the contacts page but it is not updating the existing invoice with the old address. I have hit the refresh screen.
do i have to now delete the 1st invoice and re do another invoice with the amended address details?
Hi Bunny79
Your thinking is spot on, if you do use daily ageing i.e. the invoice amount would be appearing in the 1st ageing period (commonly 30 days) based on that method.
However, you have set it up to be monthly ageing, which does work slightly differently. As the statement is being dated in April that invoice is not overdue as the due date falls in April thus appears as Current. If the statement is dated on 1st May it would be reporting all those invoices that are due in April in that first ageing period (Apr Overdue).
Users can update their ageing method through Setup>>Preferences>>Reports and Forms>>Ageing method. Mostly commonly users use daily ageing as its more accurate i..e you just count the number of days from the due date to determine where it falls.