Payment terms using book default instead of customer default since invoice upgrade

kim
kim Member Posts: 3 Novice Member Novice Member
edited September 17 in Reckon One

Since the change to the invoice screen my payment terms on a new invoice always come up with the book default payment terms and not the payment terms chosen in the customer contact.

My default is 30days but I have some customers that I have set to 30 days EOM.

I have confirmed that it is still set to that in the customer contact and not use default.

I have changed them back to default. Saved. Gone back in and changed to 30 days EOM and saved again.

The default still comes up when entering new invoice.

Has anyone had this problem and do they know how to fix it. I have missed a couple trying to remember to change the due date.

Also reverted back to classic invoice layout and it picked up the 30 days EOM.

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,985 Reckon Community Manager Community Manager
    edited September 17

    Hi @kim

    Thanks for flagging this and for the clear explanation. I'm going to run a test in my own book and see if I can replicate what you're experiencing. Will come back to you shortly.

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,985 Reckon Community Manager Community Manager

    Hi @kim

    I've replicated the behaviour you've outlined in my test book. I'm going to shoot through an access request to your book so we can have our dev team investigate this and work out a fix. The access request will come through as a separate email to the book owner's email address, if you can please arrange access to be granted that would be great.

    As a workaround, I noticed that if I selected the customer, then clicked the x in the field to remove them, then added them again, the correct terms would come through in the field. Obviously that's less than ideal so I've already flagged this with the product team as a heads up.

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,985 Reckon Community Manager Community Manager

    Hi @kim

    Just wanted to loop back to this, it doesn't seem like we received access to your book however we've just rolled out a new update to Reckon One with a fix which should resolve this behaviour.

    Can you please take a look when you have a chance and let me know if its working correctly now for you?

    Cheers

  • kim
    kim Member Posts: 3 Novice Member Novice Member

    Hi Rav

    The payment terms come up correctly when I enter the customer but if I have to change the date, as I usually do, it reverts back to book default.

    If I enter the date I want on the invoice and then enter the customer it works great.

    Thanks

    Kim

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