Statement ageing incorrect
Ageing report shows: Statement shows: This has only recently started happening again, no changes to set up for any customers.
Forum Discussion
Hi Tim4,
Thanks for posting your concern in the forum.
I'm sorry to hear about your difficulties with your invoice ageing data. Generally, any issue with ageing comes from how the invoice terms are set. I recommend checking the terms for the invoice, as the due dates could have been changed. If the issue persists after making sure everything is correct, feel free to send us a screenshot of the following.
- Reports & Forms Preferences (Setup > Preferences).
- One of the customer's selling details tab.
- One of that customer's invoices.
- A copy of the report showing the customer's name and ageing value.
Let us know if you require any other assistance.
Thanks,
Genreve
Hi
I found another factor with aging - we run recurring invoices for a few hundred customers. It appears if the terms were incorrect when the recurring was set up this overrules the card. If you fix the recurring (see Terms on top bar) this corrects future sales. I think you need to go into previous invoices and fix the terms there too, again top bar on my invoice (if they are unpaid and you want the statement to make sense).
