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KezB's avatar
KezB
Experienced User
5 years ago
Solved

Modifying Customer's credit term details

I have changed a customer's credit terms from COD to a 30 day account, but it still prints as COD on the invoices.  Everything is set up the same as my other customers, but I can't get it to change. ...
Sales
  • Genreve_S's avatar
    Genreve_S
    4 months ago

    Hi RochelleC 

     

    I get where the concern is rooted. ATO receives its information directly from the reports in the file, not the STP report. If your payroll register and payroll summary reports are correct, you shouldn't have anything to worry about. I also recommend sending an update event to ensure all data is accurately displayed.

     

    Thanks,
    Genreve

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi KezB 

 

Has the invoice you are printing been created before or after updating the terms of the Card?

 

The reason I ask this is that the terms of a card will apply to any new transactions created for the card. So if its an older invoice i.e. created before the change, the old terms would still apply to that invoice. Should you be requiring to update previously recorded invoices with the new terms, this can be done by opening the invoice and updating the Terms (top right of the Edit Sales window).

KezB's avatar
KezB
Experienced User
5 years ago

Thank you Steven.  Your answer was correct and this job had been created before the terms were changed!

:-) 

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Customer's credit term details","id":"message:676268","revisionNum":1,"repliesCount":2,"author":{"__ref":"User:user:212979"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:676268"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:676268"},"body@stripHtml({\"truncateLength\":200})":" I have changed a customer's credit terms from COD to a 30 day account, but it still prints as COD on the invoices.  Everything is set up the same as my other customers, but I can't get it to change. ...","body@stringLength":"252","rawBody":"

I have changed a customer's credit terms from COD to a 30 day account, but it still prints as COD on the invoices.  Everything is set up the same as my other customers, but I can't get it to change.  Has anyone had this problem before?

","kudosSumWeight":0,"postTime":"2020-09-16T11:26:12.582+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuM3wyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:Sales","text":"Sales","time":"2016-02-07T19:28:57.435+11:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:676268_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1176},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:676268":{"__typename":"Conversation","id":"conversation:676268","solved":true,"topic":{"__ref":"ForumTopicMessage:message:676268"},"lastPostingActivityTime":"2020-09-18T10:03:41.752+10:00","lastPostTime":"2020-09-18T10:03:41.752+10:00","unreadReplyCount":2,"isSubscribed":false},"ModerationData:moderation_data:676268":{"__typename":"ModerationData","id":"moderation_data:676268","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:676268_1":{"__typename":"Revision","id":"revision:676268_1","lastEditTime":"2020-09-16T11:26:12.582+10:00"},"ForumReplyMessage:message:676604":{"__typename":"ForumReplyMessage","id":"message:676604","conversation":{"__ref":"Conversation:conversation:676268"},"author":{"__ref":"User:user:212979"},"revisionNum":1,"uid":676604,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"subject":"Re: Modifying Customer's credit term details","readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:676604"},"parent":{"__ref":"AcceptedSolutionMessage:message:676375"},"body":"

Thank you Steven.  Your answer was correct and this job had been created before the terms were changed!

:-) 

","body@stringLength":"131","rawBody":"

Thank you Steven.  Your answer was correct and this job had been created before the terms were changed!

:-) 

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Hi KezB 

\n

 

\n

Has the invoice you are printing been created before or after updating the terms of the Card?

\n

 

\n

The reason I ask this is that the terms of a card will apply to any new transactions created for the card. So if its an older invoice i.e. created before the change, the old terms would still apply to that invoice. Should you be requiring to update previously recorded invoices with the new terms, this can be done by opening the invoice and updating the Terms (top right of the Edit Sales window).

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"223","postTime":"2020-09-17T06:42:37.082+10:00","lastPublishTime":"2020-09-17T06:42:37.082+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":1209},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:676268/message:676375","readOnly":true,"editFrozen":false,"body@stringLength":"745","rawBody":"

Hi  

\n

 

\n

Has the invoice you are printing been created before or after updating the terms of the Card?

\n

 

\n

The reason I ask this is that the terms of a card will apply to any new transactions created for the card. So if its an older invoice i.e. created before the change, the old terms would still apply to that invoice. Should you be requiring to update previously recorded invoices with the new terms, this can be done by opening the invoice and updating the Terms (top right of the Edit Sales window).

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