Anonymous

Duplicate invoices for electronically billed clients

Posted By Anonymous

As a Sage Timeslips 2015 user, I just discovered (when recording payments) that last month's invoices for one of the electronically billed clients are showing in duplicate - same invoice number and same amount, but two different dates. Checking with the secretary who generated the bills (to see if she recalled the sequence of events that created this perplexing situation), she tells me that after running the electronic bills she realized she needed to go back in and adjust the start or end date; she didn't regenerate the invoices, simply changed or added a date.

I've not yet checked all locations/reports, but here's just an example of some of the reports I have checked and a breakdown of where the duplicate billings appear as unpaid and those locations where they do not appear:

Appear

Reports > Aged Invoice List

Bills > Reprint Bills

Don't Appear

A/R > Enter a payment

Reports - A/R with Balances

Reports - Invoice Listing

Looking at the Reprint Bills list, the older Bill Date invoice is showing Paid In Full, even though it was (only) the later dated invoice that showed up when entering the payment.

I imagine this is throwing off some report numbers at some point, but I don't know what might need to be done and in what sequence to straighten this all out.

Any suggestions / words of wisdom?

P.S.  Am I the only one who struggles with selecting the "right" Category and Subcategory when posting these questions? Smile 

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  • 0

    This is a pretty complex topic for a forum like this.  While we could guess about what might be going on in your database, you might be better off engaging with a consultant that can help you sort this out onsite or working remotely.

    As to the category choices on the forum, maybe send a message to the Sage City mayor for their comments?

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  • 0

    This is a pretty complex topic for a forum like this.  While we could guess about what might be going on in your database, you might be better off engaging with a consultant that can help you sort this out onsite or working remotely.

    As to the category choices on the forum, maybe send a message to the Sage City mayor for their comments?

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