Sage 50 - Invoice missing in Customer Account

Sage 50 - Invoice missing in Customer Account

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Appreciate any help on this - created an invoice and updated it as normal, it now appears in the invoice list but not in the customer account...please help!

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By MET128
04th Aug 2014 22:46

try looking at the activity log

 

and if you can find it you can see where the other side has posted

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Replying to polenka:
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By Dodi1
04th Aug 2014 22:51

Thanks for quick response MET128, looked in the activity log but it's not there either....should I create a new invoice or will I be doubling up somewhere? The only place I can see it is on the Invoice List, tks.

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By MET128
04th Aug 2014 23:06

occasionally sage has a moment....!

 

usually if you have tried to delete a transaction - it is notoriously unpredictable as to whether or not it actually works!

 

I would run your TB and system check and see if it still balances.If it has managed to post a one sided transaction then it will not balance.

If not its probably a maintenance job to delete the one sided transaction.

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By Dodi1
05th Aug 2014 00:00

Thanks, will try that
 

Thanks, will try that

 

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By Dodi1
05th Aug 2014 00:02

It balances....any ideas where to go next?

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By johndon68
05th Aug 2014 08:38

Invoice

I know you said the invoice was updated but does it appear as posted in the invoice list?

Assuming that it does but is still missing from the Activity there are 2 possibilities:

1. There is a filter on the Activity so it does not show - if you look in Financials instead, can you see the transaction there?

2. There is a problem with the data - if you run Check Data, are there any errors?

John

 

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By Dodi1
05th Aug 2014 11:30

Hi John,

The invoice appears in the invoice list with a 'yes' for printed and a 'yes' for updated. I have tried a few times to select it again and clicking update just in case, but the message comes back to say this invoice has already been updated.

Have also checked Financials and it is not there, nor is it there when I run a customer activity (detailed0 for all customers - in case it somehow got updated to another account.

There are no errors or warnings when I do my data check.

I also ran an audit trail to see if it appeared in deleted, but again no sign of it.

I am really at a loss, thinking of duplicating the invoice and posting it again....what do you think?

Thanks,

 

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By johndon68
05th Aug 2014 11:56

Invoice

Is it a Product or Service Invoice?  If a product, has the stock been reduced?

John

 

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By Dodi1
05th Aug 2014 12:08

Hi John, it's a product, but it's a non stock item as we manufacture bespoke items, so stock not a part of it.

 

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By johndon68
05th Aug 2014 12:15

Invoice

If you are absolutely certain that it does not appear on the account then leave it as it is in the invoice list and just enter it as a batch invoice.

John

 

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By Dodi1
05th Aug 2014 12:18

Thanks John, will do that - your help is much appreciated....my head has been fried here all weekend trying to get it sorted!

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