Problem with customer payment - it will not apply to an invoice when it should.

[Deleted User]
[Deleted User] Posts: 0 Novice Member Novice Member
edited June 2020 in Reckon Accounts (Desktop)

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  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2020
    Hi Fleur, can you show us a screen dump of the invoice?  what tax codes are being used on the various lines?  are there negative lines with negative tax amounts?  this is usually what causes this type of issue.
  • [Deleted User]
    [Deleted User] Posts: 0 Novice Member Novice Member
    edited January 2019
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2020
    This will be the cause of the problem... first suggestion - re arrange the invoice so that the negative lines are after the positive lines - may or may not help?  But probably in the end you will need to put the negative lines on an Adjustment Note and leave the positive lines on the invoice - then apply the adjustment note to the invoice and that should resolve the problem... (you will need to reapply the payment)... cheers Linda
  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 823 Reckoner Reckoner
    edited April 2020
  • GlynisFNQ
    GlynisFNQ Member Posts: 32 Reckoner Reckoner

    Goodness gracious! I've been on/off the Reckon helpline all day regarding this bizarre problem! 🤔 Almost went crazy over it...

    Should've known to come here to the Community first!! Very much appreciated finding this today!

    (Although I also do really appreciate the helpline!!)🤗

  • Robert_10860986
    Robert_10860986 Member Posts: 4 Novice Member Novice Member

    Thank you for bumping this. I've seriously been trying to work this out myself on a couple of invoices that I raised and had negative quantities as mentioned above.

    I moved the negative line without GST to the top and it has cleared the annoying balance due.

    It has been driving me crazy.

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