Payment Terms Disappearing
I've had a problem with quite a few customers invoicing. When I enter an invoice, the payment terms are blank, I choose eg 30 Days EOM, print the invoice & I'm asked to save the change in payment terms, which I do. 99% of the time, when I invoice them again, I need to do this again.
Has anyone had this problem and was able to fix it?
Thanks
Comments
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I haven’t heard of that happening before but if you save the default terms in the customer record, it will autofill for you when you create an invoice for that customer.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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You'd think so huh! All my customers have terms entered in their customer record - the main one that annoys me is our biggest customer, so it comes up often. I thought it was only a glitch in the older version, but since upgrading to Accounts Premier 2020 it still happens.
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That's very odd …. Try running the "Verify" (File > Utilities > Verify Data) & then running the "Rebuild" (File > Utilities > Rebuild Data) & see if that fixes it.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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Maybe try changing the inv template, got nothing to lose. greate a new one, you dont have to keep using it.
Gerry id 6376
Gerhard Winter
Ph. 0418907140
Reckon Store Next Door
"Always at your Service"
Email: gwinter0808@gmail.com
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That has been done :( I think it's odd that it's been happening since the 2014 version.
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I'll give it a go - it does happen when I do a Sales Order for them to, through to Invoice.
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I've tried all of these suggestions - thanks people! Unfortunately nothing has worked & now it's happening on all customers' records. The terms box is empty every time I do an order confirmation or an invoice.
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i could log in and have a look if you wish.
Gerry id 6376
Gerhard Winter
Ph. 0418907140
Reckon Store Next Door
"Always at your Service"
Email: gwinter0808@gmail.com
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Thanks, but we have the desktop version.
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As long as your connected to the internet we can still do it.
Gerry id 6376
Gerhard Winter
Ph. 0418907140
Reckon Store Next Door
"Always at your Service"
Email: gwinter0808@gmail.com
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