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Invoice payment terms are not reflecting the correct information

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Experienced Cover User CourtneyGTSS
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Invoice payment terms are not reflecting the correct information

Customer Card > Selling Details under "Customer Terms Information" is correct and reflects "Payment is due: in a given number of days", "Balance Due Days: #".

 

The issue I'm having is that once I generate an invoice, the payment terms change and show "Net: C.O.D" on the physical invoice.

 

This is happening to multiple customers and I've checked all of their Selling Details - which are correct. Any idea why the terms would be changing when creating invoices?

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Ultimate Partner GDay53
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GDay53
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Re: Invoice payment terms are not reflecting the correct information

@CourtneyGTSS 

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

If you are using Recurring transaction then the new Invoice you create will have the same Terms as the Recurring Transaction irrespective of the Terms on the card.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
Experienced Cover User CourtneyGTSS
11 Posts
Experienced Cover User
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CourtneyGTSS
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Re: Invoice payment terms are not reflecting the correct information

@GDay53 

Thanks Graeme.

 

I have checked this and the recurring transaction template shows the term as being "net 30" but the invoice, once being recorded, is reflecting the "C.O.D". 

MYOB Moderator Haydes
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Accepted Solution Solved Solution

Re: Invoice payment terms are not reflecting the correct information

@CourtneyGTSS 

 

There is a bug that came in with 2019.1 that caused Recurring Transactions to not post the correct terms, all of them become COD after posting.

 

This is listed as fixed in 2019.2, here's a link to the bug list to see what came in 2019.1 and what's already fixed: AccountRight 2019.1: Things you should know



Cheers,

Hayden (Ex-Moderator)
MYOB Product Team
Experienced Cover User CourtneyGTSS
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Experienced Cover User
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CourtneyGTSS
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Re: Invoice payment terms are not reflecting the correct information

@Haydes 

Thanks Hayden.

 

That sucks I'll have to manually correct all the invoices. We have updated to 19.2 when it was first available so perhaps it's not completely fixed yet.

Ultimate Partner IanChait
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Re: Invoice payment terms are not reflecting the correct information

@CourtneyGTSS 

 

You can hard code the terms into your invoice template until fixed. 

 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Experienced Cover User CourtneyGTSS
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CourtneyGTSS
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Re: Invoice payment terms are not reflecting the correct information

@IanChait 

Thanks Ian.

 

How does one hard code? I have no idea what that is.

Ultimate Partner IanChait
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IanChait
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Re: Invoice payment terms are not reflecting the correct information

Hi @CourtneyGTSS 

 

To hard code, is to add a Text Box to the invoice Template stating the terms. You would have to delete the existing fields on the template.

 

To customise the template click this link and refer to the Suppoort Note

 

http://help.myob.com/wiki/display/ar/Add+text+and+fields+to+forms


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

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