Duplicated sale and payment info
Hello all, I have a problem which just refuses to resolve. I issued a deposit invoice to a customer for a piece of equipment we didn't have in stock on 29/08/2022. They paid for it on 2 September but...
Forum Discussion
Hi Steven, thanks for getting back to me. I can open both versions of invoice 2422. I don't get an error log. Regarding the 2 invoices: Everything was the same but I amended the sale info on one of the invoices so it didn't refer to a stock item. I've already posted the payment info I think. Let me know if you need anything else!
Hi HethBennett
Thank you for providing those screenshots.
Based on the fact that you can edit the transactions independently from one another we don't think it is a duplicate per say. While they may have been generated the same, they appear to be 2 separate transactions. However, there is a way to test this - the recommendation is to change the invoice number on one of the transactions and then go to Find Transactions to see if you have the two transactions still with that invoice number or one with the correct invoice number and the other updated one.
If you have the situation where you indeed have two transactions with the same amount (the original and the updated one) where you can't delete one due to the transfer from deposit we would need to grab a screenshot of the Find Transaction filtered by that amount showing the transactions associated with that amount.
Hi Steve, thanks for your reply. I changed one of the invocies to number 2422A and left the other one as 2422.
I have taken screenshots as per the attached word doc. Even with the changed invoice number both invoices have been paid by the same single deposit and neither can be deleted due to the payment having been applied. Further, I cannot delete or remove the payment at all.
Hopefully I have understood your request correctly and have provided everything needed.
Regards, Heather Bennett
Sorry, not sure why the doc didn't update with all the snips.
Hi HethBennett
Thank you for confirming that information and screenshots.
One final thing we do need you to check would be to run the Find transactions>> Account>>All Accounts with that a suitable date range. In the Amount From and To enter that deposit amount ($2350,00) before selecting OK. We just want to make sure that there isn't an actual duplicate payment transaction.
If there hasn't been that duplicate, I have sent you a separate email about arranging for that company file to be sent in for an investigation and possible repair.Morning Steven, ok I think I have gone through the process correctly. As per attached I have clicked on each transaction in the process and taken a screenshot. But when it comes to the payment, if you click on it you just get taken to a blank screen. Then if I type in the invoice 2422 I get the 2 invoices pop up. I will send our data file through for repair later today. Just busy catching up on the work from the past few days as I have been working in the community on cyclone relief (we're based in Hawkes Bay) and have a bit of a backlog.
Cheers Heather