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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
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Want web hosting?
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Receiving customer payments
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- User
- Posts: 5
- Joined: 11 Nov 2016, 13:00
- Sage Version: V10 UK/Europe/Africa
Receiving customer payments
Hi, hope anyone can help..
We have INSTANT ACCOUNTS PLUS.
when we receive payments for the customer, in the box that opens, the individual invoices are still show, although the account balance has been cleared
Many thanks
We have INSTANT ACCOUNTS PLUS.
when we receive payments for the customer, in the box that opens, the individual invoices are still show, although the account balance has been cleared
Many thanks
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Receiving customer payments
If the account balance has been cleared then enter a customer receipt for 0.00
Match all the payments on account and invoices and credit note showing against each other.
Save it, everything is now matched off.
Match all the payments on account and invoices and credit note showing against each other.
Save it, everything is now matched off.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
- User
- Posts: 5
- Joined: 11 Nov 2016, 13:00
- Sage Version: V10 UK/Europe/Africa
Re: Receiving customer payments
Hi Bruce, thanks for replying..
After ive received the payment it doesn't clear it out of the "recivmg payments box".. If I try to receive it, the customer account goes to minus that amount.
In the customer lists, I have customer that shows no balance, However, they haven't cleared from the "receiving payments" window
Hope this makes sense..
Thanks once more
After ive received the payment it doesn't clear it out of the "recivmg payments box".. If I try to receive it, the customer account goes to minus that amount.
In the customer lists, I have customer that shows no balance, However, they haven't cleared from the "receiving payments" window
Hope this makes sense..
Thanks once more
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Receiving customer payments
You need to fully pay everything.
If there are payments on account or credit notes you need to pick them up first so they can be matched agains tinvoices/refunds.
If there are payments on account or credit notes you need to pick them up first so they can be matched agains tinvoices/refunds.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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- User
- Posts: 5
- Joined: 11 Nov 2016, 13:00
- Sage Version: V10 UK/Europe/Africa
Re: Receiving customer payments
HI Bruce..
Yes, everything is paid.. the customer balance is zero. Customer activity shows payment received.
The problem is in the receiving payments box. The balances haven't cleared..
Thanks ( apologies for being a pain! )
Yes, everything is paid.. the customer balance is zero. Customer activity shows payment received.
The problem is in the receiving payments box. The balances haven't cleared..
Thanks ( apologies for being a pain! )
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Receiving customer payments
Can you post the amounts outstanding against each transaction. The amounts outstanding should all add up to zero and it should be possible to match them against each other.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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- User
- Posts: 5
- Joined: 11 Nov 2016, 13:00
- Sage Version: V10 UK/Europe/Africa
Re: Receiving customer payments
Yes, have paid them..
For example..
when I open the customer list, it shows an outstanding balance. If the customer owes money..lets say £50.00
When the customer pays the £50, I open the receiving payments box. That £50 is there, unpaid.
I enter the £50 in the receipt box, and save it. The customer list, now shows zero balance against that customer..which is correct.
However, if I open the receving payments box again..that £50 is still showing...even though it should have gone
Puzzling
Thanks again
For example..
when I open the customer list, it shows an outstanding balance. If the customer owes money..lets say £50.00
When the customer pays the £50, I open the receiving payments box. That £50 is there, unpaid.
I enter the £50 in the receipt box, and save it. The customer list, now shows zero balance against that customer..which is correct.
However, if I open the receving payments box again..that £50 is still showing...even though it should have gone
Puzzling
Thanks again
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Receiving customer payments
Did you check data?
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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- User
- Posts: 5
- Joined: 11 Nov 2016, 13:00
- Sage Version: V10 UK/Europe/Africa
Re: Receiving customer payments
No, we haven't..
How do we do that?
( sorry..very much beginner with sage )
How do we do that?
( sorry..very much beginner with sage )
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Receiving customer payments
see this post viewtopic.php?f=1&t=49
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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