Overdue appearing on all invoices

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  • Question
  • Updated 2 months ago
Why is this put in default mode?
Why not make it an option that we can put in if we want to?
I now have to find out how to remove this and presumably do it all for each customer.
There has been no proper explanation on how to fix this.
I find it very frustrating that computer technicians expect us to immediately know how to adjust the program to suit our needs.
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Brian Thomson

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Posted 5 months ago

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Hi Brian

I am presuming you mean the word overdue is appearing on all invoices printed/emailed or is it a stamp?

Do you have an invoice template that says "overdue" that you set up? 

The only default forms choice is under edit>preferences>Sales & Cust (company) and that is only for packing slips, pick lists, delivery notes.

If we are talking a template you have set up then the next invoice you do go to top RH corner under preview and chose a new template (not the overdue one), once this invoice is saved then the new template will be the default automatically.

** note: if you go back and amend this template and resave it will not be default, it has to be a new invoice saved for the first time.   Also if you have any that have been saved with overdue or a template you don't want then they will stay that template forever until manually changed before you resend them.

If this is not the problem then please supply more detailed information
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Kim Maddison

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After upgrading Reckon today, all our invoices which have not yet received payment have automatically been marked as OVERDUE regardless of the terms.  I have gone in and amended the invoice template but this has not changed the individual invoices, of which there are many.  How can this be adjusted and why is it there as a default?
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DAR

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Hi Kim,

If you unticked the print option in the invoice template area it will still show 'Overdue' on the invoice on your screen. However when you print preview it won't be there.

Cheers
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Brian Thomson

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Why have it there at all.
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Tania

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It doesn't save, it reverts back to standard every SINGLE time no matter what I do!!! Every time i do an invoice I have to manually change it back to my preferred!
Also every inv has the overdue stamp on it no matter what I do. I have changed the customer terms, inactivated all else except 30 days, shut down and restarted.....I agree with Brian...this help in NO HELP.
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Tania

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I've just gone into templates and made EVERY SINGLE ONE innactive except for my template. This has fixed which one is the default as there is only one for this stupid system to choose from. HOWEVER....still getting OVERDUE stamp across inv. Damm you RECKON to hell!!!
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Brian Thomson

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I am still confused.
I have set up an invoice from the templates provided. I can't see where I can add a new template unless I copy one of the templates provided.
I have also tried to find the place where to edit tems but I can't find that either.
The help is no help.
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Anton Strauss

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to find terms setup

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DAR

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Hi Brian, same issue here.

Is this part of the upgrade to 2019?

When sending out an invoice after the due date on the terms (i.e. invoice 1 Feb, due 20 March, sent 24 March), a large red OVERDUE is showing front and center on the invoice. Not ideal if resending an invoice.

We have customised invoice templates used.

Cheers
 
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DAR

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Brian, this may help.

Problem is as Anton mentions, it removes all other 'printing' options from the invoice, i.e. pending.

https://community.reckon.com/reckon/topics/i-dont-want-the-overdue-stamp-printed-but-i-do-want-the-pending-stamp-printed-how-do-i-fix-this
If you do not want Overdue Stamp to show on print or email go to Customise and under Company & Transaction Information un tick Print Status Stamp.
I have just updated to 2019 and now have this overdue stamp appearing, I have never had the box ticked in the print status stamp in my templates.  Obviously this is an error on reckons part as is the MAPI email error also only started since I updated to 2019.  Not Happy
Hi Austcoast

follow instruction above how/where to untick the print options on invoices.  You may never have turned it on, but it may now be something that is ticked automatically in an upgrade from 2019 on.
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Melissa

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I was having the same problem and this worked for me. Thanks Kylie.
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Kim Maddison

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How do I untick  the Overdue stamp on individual invoices - this is going to take ages?  I have already unticked the stamp on the template but it has not affected individual invoices
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Alana Edwards

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I unticked the print status stamp on the template also, but it made no difference.  The big OVERDUE is a bit much and my customers aren't impressed.  You shouldn't have to go into each customer and change their terms just to fix this issue.  It's only been since the update.
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Anton Strauss

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I have added the due date option, so I can change that to any date without terms, such as 30 days from now and that solves the overdue stamp
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Alana Edwards

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My invoices are due, so I don't want to have a forward due date.  My issue is I email the invoices after the job is completed and is due for payment, however I don't want a dirty big OVERDUE that covers invoice details sent out to my customers.  I'm guessing since I'm emailing and not printing, unticking the print status stamp doesn't work?
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Anton Strauss

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if you set the due date to the date of sending the invoice such as todays date, the overdue will not appear
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Sharyn Rees

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I have found that on the screen the overdue appears, but if you open the PDF which is generated when you email the invoice it does not appear if you have unchecked print status stamp. Hope this helps
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robert archibald

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Thanks Sharyn this alleviates the SNAFU created by Reckon without fixing it.
I did like the PAID over stamp on the invoices when I sent out receipts.
Now I use the Terms box for the payment status
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robert archibald

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I sent an email to Reckon regarding this issue - no reply
Seems like Reckon is being upgraded by software engineers without consuting with businesses 
The time I spent on this I won't get back!
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Anton Strauss

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the issue is about the presentation of the overdue stamp, it is not transparent as it should be and as a result blocks important invoice details and it is too large, as if shouting at your customer, HEY PAY ME RIGHT NOW, OR I COME AND THUMP YOU
(Edited)
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JFederico

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I found by setting the payment terms on each invoice to say “net 100” it doesn’t show the overdue stamp . Just unselect print terms on your template too and the customer won’t see it. Really annoying but it works.
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Kris Scott

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but what is this going to do to my statements etc. Not something we should be having to un do - they shouldn't have done it in the first place- seriously can they get one update without stuffing our files.
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Sharyn Rees

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I also am having an issue with this large red Overdue stamp appearing on all invoices generated regardless of the terms. I understand that I can go in and tick not to print status stamp - however, when an invoice is paid, I like it to be printed - now I have to go in on each invoice to check that the invoice will print out with the paid stamp or without the overdue stamp. This is plain annoying - it should be an option. Why does it say overdue on invoices where terms are end of next month?
If the invoice is paid, it is no longer overdue therefore overdue stamp should not be an issue.
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Tania

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The invoices are not paid that's the whole point!! The stamp is there even if the invoice is a day old.
Hi Tania

My comment was in reply to Sharyn who said the invoices were paid.