SageForum for UK versions of Sage 50- Help and support.

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

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.

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

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.

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! )

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.

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

Did you check data?

No, we haven't..

How do we do that?

( sorry..very much beginner with sage )

see this post viewtopic.php?f=1&t=49